Connect DocketManager to ConnectWise Manage and automate any workflow
![DocketManager](https://zapier-images.imgix.net/storage/developer_cli/c115822b36d5b89fa5b01e002617c2ab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![DocketManager](https://zapier-images.imgix.net/storage/developer_cli/c115822b36d5b89fa5b01e002617c2ab.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![ConnectWise Manage](https://zapier-images.imgix.net/storage/developer/eeb998d8051056e0b4a02f530c656ea8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![ConnectWise Manage](https://zapier-images.imgix.net/storage/developer/eeb998d8051056e0b4a02f530c656ea8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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How Zapier works
Zapier makes it easy to integrate DocketManager with ConnectWise Manage - no code necessary. See how you can get setup in minutes.
Select a trigger from DocketManager
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from ConnectWise Manage
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected DocketManager to ConnectWise Manage
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect DocketManager and ConnectWise Manage 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect DocketManager and ConnectWise Manage 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.
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.
- Contact Created
Triggers when a new Contact is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Created
Triggers when a new Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Placed Online
Triggers when an Online Order is placed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Created
Triggers when a Payment is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Queue Changed
Triggers when and Order Item moves into a new Queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Email
Triggers when a Quote Email is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Created
Triggers when a new Supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Updated
Triggers when a Vendor is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Order Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New, Updated or Both
- Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone
- Website
- Market
- Source
- Number of Employees
- Territory
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Company
- RecordTypeRequired
- Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Company_nameRequired
- StatusRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone
- Website
- Market
- Source
- Number of Employees
- Territory
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ParamNumber
- Parameter 1Required
- Value 1Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IdentifierRequired
- Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone
- Website
- Market
- Source
- Number of Employees
- Territory
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TicketTypeRequired
- ParamNumber
- Parameter 1Required
- Value 1Required
- SummaryRequired
- Company
- RecordTypeRequired
- Priority
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Contact Updated
Triggers when a Contact is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Updated
Triggers when a Customer is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Order Posted
Triggers when an Order is Posted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Quote Converted
Triggers when a Quote is converted to an Order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Shipping Email
Triggers when a Shipping Email is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Supplier Updated
Triggers when a Supplier is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Vendor Created
Triggers when a new Vendor is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Text
- TypeRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IdRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Text
- Due Date
- Assigned ToRequired
- Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- Updates Help
- UpdatesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Territory
Triggers when a new territory is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketTypeRequired
- Text
- Detail Description
- Internal Analysis
- Resolution
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketTypeRequired
- SummaryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IdentifierRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TicketTypeRequired
- ParamNumber
- Parameter 1Required
- Value 1Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- ParamNumber
- Parameter 1Required
- Value 1Required
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found