Integrate ConnectWise Manage with Webhooks by Zapier to automate your work

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Webhooks by ZapierWebhooks by Zapier
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ConnectWise Manage with Webhooks 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 Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to Webhooks 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 have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your ConnectWise Manage to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about ConnectWise Manage + Webhooks 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 Webhooks by Zapier

To set up a webhook from ConnectWise Manage to Zapier, first create an API member in ConnectWise. Then, use the Webhooks feature in Zapier to configure your desired trigger event, such as 'New Ticket' or 'Updated Contact.' Finally, link it with an appropriate action in one of the other apps supported by Zapier.

You can choose from various triggers such as 'New Company,' 'Updated Service Ticket,' or 'New Opportunity' when using ConnectWise Manage with Webhooks by Zapier. Each trigger allows you to automate workflows based on specific changes or data inputs within ConnectWise.

Yes, you can set up a webhook through Zapier that listens for new entries in other apps and then uses an action step to update the corresponding ticket in ConnectWise Manage.

While many actions like creating, updating, or finding records are supported, some complex workflows might require additional API calls or custom coding beyond built-in features of our integrations.

We recommend using the 'Test Trigger' feature in Zapier after setting up your integration. This will simulate an event and help ensure that data flows correctly between ConnectWise Manage and the targeted application.

First, check for any configuration changes or API issues within your ConnectWise account. Then review the error logs in Zapier under the task history section for details about recent failed attempts. Adjusting settings or reconnecting accounts may resolve most issues.

Absolutely. Using multi-step Zaps in our platform allows you to initiate multiple actions across various apps once a trigger event occurs in ConnectWise Manage.

Connect ConnectWise Manage and Webhooks 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.

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

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Start here
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Choose an Action

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
  • ConnectWise Manage triggers, actions, and search
    New Territory

    Triggers when a new territory is created.

    Trigger
    Scheduled
    Try It
    • 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
    • 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_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
    • RecordType
      Required
    • Priority
    Action
    Write

Learn how to automate ConnectWise Manage on the Zapier blog

Learn how to automate Webhooks by Zapier on the Zapier blog

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About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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    About Webhooks by Zapier
    Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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