ConnectWise Manage + Slack
Send channel messages in Slack for new or updated projects in ConnectWise Manage
This workflow offers an efficient way to keep your team in the loop about new or updated projects in ConnectWise Manage. Once set up, every time there's a project update in ConnectWise Manage, a channel message is quickly dispatched in your chosen Slack channel. This ensures everyone is updated in real-time, improving communication and collaboration in your team.
This workflow offers an efficient way to keep your team in the loop about new or updated projects in ConnectWise Manage. Once set up, every time there's a project update in ConnectWise Manage, a channel message is quickly dispatched in your chosen Slack channel. This ensures everyone is updated in real-time, improving communication and collaboration in your team.
- When this happens...New/Updated Project
Triggers when a project is created or updated.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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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
