ConnectWise Manage + Storage by Zapier + Microsoft Office 365 Integrations

How to connect ConnectWise Manage + Storage by Zapier + Microsoft Office 365

Zapier lets you send info between ConnectWise Manage and Storage by Zapier and Microsoft Office 365 automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with ConnectWise Manage + Storage by Zapier + Microsoft Office 365

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, Storage by Zapier, and Microsoft Office 365. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • New, Updated or Both

    • Company Filter

    • Contact Type Filter

    • Specific Contact Filter

    Trigger
    Instant
    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
    • 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
    • Ticket TypeRequired

    • TextRequired

    • Detail Description

    • Internal Analysis

    • Resolution

    Action
    Write

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How ConnectWise Manage + Storage by Zapier + Microsoft Office 365 Integrations Work

  1. Step 1: Authenticate ConnectWise Manage, Storage by Zapier, and Microsoft Office 365.
    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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  • CRM (Customer Relationship Management)

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storage logo

About Storage by Zapier

Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
Help

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  • Developer Tools
  • Zapier

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office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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