ConnectWise Manage + Microsoft Teams + Slack Integrations

How to connect ConnectWise Manage + Microsoft Teams + Slack

Zapier lets you send info between ConnectWise Manage and Microsoft Teams and Slack automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with ConnectWise Manage + Microsoft Teams + Slack

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ConnectWise Manage, Microsoft Teams, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    Try It
    • New, Updated or Both

    • Board Filter

    • Project Filter

    Trigger
    Instant
    Try It
  • ConnectWise Manage triggers, actions, and search

    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It
    • 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
    • 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

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How ConnectWise Manage + Microsoft Teams + Slack Integrations Work

  1. Step 1: Authenticate ConnectWise Manage, Microsoft Teams, and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
connectwise-manage logo
connectwise-manage logo

About ConnectWise Manage

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

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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 moreHelp

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  • Microsoft
  • Team Chat

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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  • Team Chat

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