Create RepairDesk customers from new or updated ConnectWise Manage contacts
Optimize your customer service process with this digital workflow between ConnectWise Manage and RepairDesk. When a contact is added or updated in ConnectWise Manage, it prompts a corresponding customer profile to be created in RepairDesk. This automation not only streamlines data entry but also ensures customer records stay up-to-date across both platforms for smooth operation.
Optimize your customer service process with this digital workflow between ConnectWise Manage and RepairDesk. When a contact is added or updated in ConnectWise Manage, it prompts a corresponding customer profile to be created in RepairDesk. This automation not only streamlines data entry but also ensures customer records stay up-to-date across both platforms for smooth operation.
- When this happens...New/Updated Contact
Triggers when a contact is created or updated.
- automatically do this!Create Customer
Create a customer on RepairDesk.
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New, Updated or Both
Company Filter
Contact Type Filter
Specific Contact Filter
Try ItNew, Updated or Both
Board Filter
Project Filter
Try ItNew Territory
Triggers when a new territory is created.
Try ItFirst 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
Service Board Filter
Try ItNew, Updated or Both
Service Board Filter
Specific Service Ticket Filter
Project Filter
Try ItCompany 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
SummaryRequired
CompanyRequired
Record TypeRequired
Priority