ConnectWise Manage + Microsoft Teams

Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams

Stay ahead with your customer inquiries by instantly transforming new chat messages in Microsoft Teams into tickets in ConnectWise Manage. This workflow will ensure every customer communication is tracked effectively and professionally, minimizing the chance of missed opportunities. Enhance your customer service efficiency while maintaining clear and organized records in a seamless, user-friendly way.

When this happens...
New Chat Message
Triggers when a new message is received in a chat.
TriggerScheduled
automatically do this!
Create Ticket
Creates a new service desk or project ticket.
ActionWrite

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Supported triggers and actions

- TeamRequired
Trigger
Scheduled
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- ChatRequired
- Exclude messages by you?
Trigger
Scheduled
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- TeamRequired
Trigger
Scheduled
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- TeamRequired
- ChannelRequired
- MessageRequired
Trigger
Scheduled
Try It
- ID of the team member you are creating a chat withRequired
Action
Write

- TeamRequired
- ChannelRequired
- Message IDRequired
- Reply ContentRequired
Action
Write
- ChatRequired
- Message Text Format
- Message TextRequired
Action
Write

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
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- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
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New Territory
Triggers when a new territory is created.
Trigger
Scheduled
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- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Search or write

- TeamRequired
- ChannelRequired
- Member
- Highlight Word
Trigger
Scheduled
Try It
New Chat
Triggers when a new chat is created.
Trigger
Scheduled
Try It
- TeamRequired
- ChannelRequired
Trigger
Scheduled
Try It
- TeamRequired
- Channel NameRequired
- Description
- Favorite for All?
Action
Write
- TeamRequired
- Channel NameRequired
- Description
Action
Write
- TeamRequired
- ChannelRequired
- Message Text Format
- Message TextRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Service Board Filter
Trigger
Scheduled
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Search or write

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Learn more

Related categories

Similar apps

Related Zap Templates

Create ConnectWise Manage tickets from new Microsoft Teams channel mentions

ConnectWise Manage + Microsoft Teams

Create tickets in ConnectWise Manage from new chat messages in Microsoft Teams

New Channel

New Chat Message

New Team Member

New Reply to Message

Create One-on-One Chat

Reply to Channel Message

Send Chat Message

New/Updated Contact

New/Updated Project

New Territory

Create Contact

Create Ticket Note

Update Ticket

Find Company

Find Ticket

Find Contact

New Channel Mention

New Chat

New Channel Message

Create Channel

Create Private Channel

Send Channel Message

API Request (Beta)

New Ticket Note

New/Updated Ticket

Create Company

Create Ticket

Update Company

API Request (Beta)

Find Contact

Find Company

Find Ticket

About ConnectWise Manage

Related categories

Similar apps

Zapier Interfaces

About Microsoft Teams

Related categories

Similar apps

Slack

Chatwork

Rocket.Chat

Related Zap Templates

Related Zap Templates