Connect ConnectWise Manage and SMS by Zapier to unlock the power of automation

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Quickly connect ConnectWise Manage to SMS by Zapier with a Zapier template.

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Send sms for new or updated tickets in ConnectWise Manage with SMS by Zapier
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ConnectWise Manage + SMS by Zapier

Send sms for new or updated tickets in ConnectWise Manage with SMS by Zapier

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ConnectWise Manage + SMS by Zapier

How Zapier works

Zapier makes it easy to integrate ConnectWise Manage with SMS by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from ConnectWise Manage

A trigger is an event that starts your Zap and runs the workflow. For example, with ConnectWise Manage, a trigger could be "New/Updated Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from SMS by Zapier

An action is what takes place after the automation is triggered. For example, with SMS by Zapier, the action could be "Send SMS."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to SMS by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ConnectWise Manage to SMS by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about ConnectWise Manage + SMS by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and SMS by Zapier

Can I send SMS messages for all new tickets created in ConnectWise Manage?

Yes, by setting up a Zap in Zapier, you can automatically send an SMS notification whenever a new ticket is created in ConnectWise Manage. During the setup, you'll choose 'New Ticket' as the trigger event and 'Send SMS' as the action in SMS by Zapier.

Is it possible to update ConnectWise Manage tickets based on responses received from SMS?

Currently, our integration with SMS by Zapier does not support using incoming SMS as a trigger. Therefore, it isn't possible to update ConnectWise Manage tickets directly based on responses received from SMS via our platform.

What types of triggers can I use within ConnectWise Manage for sending SMS notifications?

In ConnectWise Manage, you can use triggers such as 'New Ticket,' 'Updated Ticket,' or specific status changes. These events can trigger an action to send an SMS through our integration with SMS by Zapier.

Does the integration support sending personalized messages through SMS by Zapier?

Yes, you can personalize your messages using dynamic fields from ConnectWise Manage. For example, include client names or ticket details in your SMS message body when setting up your action step in Zapier.

Are there limitations on the number of messages I can send per day using this integration?

While the integration itself does not impose specific limits, the number of texts you can send may be subject to your plan with both ConnectWise and your chosen mobile service provider's restrictions via Zapier's text messaging services.

How long does it take to set up a simple workflow for sending notifications from ConnectWise Manage via SMS?

Setting up a basic workflow typically takes just a few minutes. You simply need to select the appropriate triggers (like 'New Ticket') and actions ('Send SMS'), then map all necessary fields using our guided setup process in Zapier.

Can I filter which tickets will trigger an SMS notification when they are created or updated?

Yes, we allow you to apply filters during setup so that only certain tickets meeting your defined criteria (such as priority level or issue type) trigger an SMS notification with our integration.

Connect ConnectWise Manage and SMS by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
- Record Type
  Required
- Priority
- Initial Description
Action
Write

- Company
  Required
- Company_name
  Required
- Status
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
Action
Write

- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- 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
- Send_v2_copy
- From_number
- Message
  Required
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
- File
  Required
- Record ID
  Required
- Record Type
  Required
- Title
- Private?
- Read Only?
- Is Avatar?
Action
Write
- First Name
  Required
- Last Name
  Required
- 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
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- TicketType
  Required
- Summary
  Required
Action
Write
- Company Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
- Record Type
  Required
- Priority
- Initial Description
Action
Search or write

About ConnectWise Manage

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

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Help

Related categories

Connect ConnectWise Manage and SMS by Zapier to unlock the power of automation

Set up your first integration

Send sms for new or updated tickets in ConnectWise Manage with SMS by Zapier

Send sms for new or updated tickets in ConnectWise Manage with SMS by Zapier

How Zapier works

Select a trigger from ConnectWise Manage

Setup an action from SMS by Zapier

That’s it! You just connected ConnectWise Manage to SMS by Zapier

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about ConnectWise Manage + SMS by Zapier integrations

Connect ConnectWise Manage and SMS by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect ConnectWise Manage to SMS by Zapier on the world's largest no-code automation platform