How to Use Zapier with ConnectWise Manage

Zapier makes it possible to connect ConnectWise Manage to hundreds of other apps without writing code. This guide explains how to set up the integration, build automated workflows, and resolve common issues when using the ConnectWise Manage app in Zapier.

What You Need Before Connecting Zapier

Before you connect ConnectWise Manage to Zapier, make sure you have the right access and configuration in place.

• An active ConnectWise Manage account.
• Security permissions to create or use API members and API keys.
• Company URL and credentials to sign in.
• A Zapier account with permission to create and manage Zaps.

Having these items ready will help you complete the connection process smoothly.

How to Connect ConnectWise Manage to Zapier

Follow these steps the first time you use the ConnectWise Manage app in Zapier.

1. Sign in to your Zapier account.

2. Create a new Zap and select ConnectWise Manage as the trigger or action app.

3. When prompted to connect an account, select Sign in or Connect a new account.

4. A pop-up window will open asking for your ConnectWise Manage details. Enter the required information such as company URL, public and private API keys, and company ID as specified in your ConnectWise Manage environment.

5. Authorize the connection. Zapier will test the credentials to confirm they work.

6. Once the test succeeds, your ConnectWise Manage account will be available in the Zap editor for triggers and actions.

If the connection test fails, double-check the API credentials, company identifier, and that the API member has sufficient permissions in ConnectWise Manage.

Supported Zapier Triggers in ConnectWise Manage

The ConnectWise Manage app provides several triggers you can use to start automations in Zapier. A trigger is the event that launches a Zap.

Depending on your ConnectWise Manage configuration, typical triggers may include events like:

• New or updated tickets.
• New companies or contacts.
• New opportunities or projects.
• Status changes or time entries.

When you choose a trigger in the Zap editor, Zapier will ask you to configure options such as boards, status, or other filters. You can then test the trigger to pull in sample data from ConnectWise Manage.

Configuring a Zapier Trigger Step

1. In the Zap editor, choose ConnectWise Manage as the trigger app.

2. Select the specific trigger event you want to use.

3. Pick your connected ConnectWise Manage account.

4. Configure any filters or required fields, such as board, company, or status.

5. Click Test Trigger to fetch a recent record and confirm that Zapier can see your data.

If no sample data is returned, create a test record in ConnectWise Manage that matches the trigger conditions and run the test again.

Using Zapier Actions with ConnectWise Manage

Actions let your Zap perform tasks in ConnectWise Manage when a trigger event happens in any app connected through Zapier.

Common examples of actions include:

• Creating or updating a ticket.
• Creating a company or contact.
• Updating opportunity details.
• Adding notes, time entries, or activities.

Configuring a Zapier Action Step

1. In the Zap editor, add a new step and choose ConnectWise Manage as the action app.

2. Select the action event you need, such as Create Ticket or Update Contact.

3. Select your connected ConnectWise Manage account.

4. Map data from previous Zap steps into the ConnectWise Manage fields (for example, map a customer email into the contact field).

5. Use dropdowns and required fields to match your ConnectWise Manage configuration, such as board, company, or status values.

6. Click Test step to send sample data to ConnectWise Manage and confirm the action behaves as expected.

If the test is successful, you should see the new or updated record in ConnectWise Manage within a few moments.

Popular Zapier Use Cases with ConnectWise Manage

You can combine ConnectWise Manage with other apps through Zapier to streamline service delivery and back-office processes.

• Create tickets automatically when new form submissions arrive from tools like Typeform or web forms.

• Sync new CRM contacts to ConnectWise Manage companies and contacts.

• Log help desk requests from email into ConnectWise Manage with consistent boards and priorities.

• Send notifications to messaging tools when high-priority tickets are created or updated.

Each of these workflows uses a trigger in one app and an action in ConnectWise Manage, all coordinated through Zapier.

Troubleshooting ConnectWise Manage in Zapier

If your Zaps are not working as expected, review these common troubleshooting areas.

Connection and Authentication Errors

Issues signing in or keeping the account connected usually relate to API credentials or permissions.

• Make sure the API member in ConnectWise Manage is active and not disabled.
• Confirm the public and private keys are correct and not expired or revoked.
• Verify the company identifier and URL match your ConnectWise Manage site.
• Ensure the API member’s security role allows the objects and operations your Zap requires.

If credentials change in ConnectWise Manage, reconnect the app in your Zapier account and retest your Zaps.

Missing or Unexpected Data in Zapier

When triggers do not pull expected records or actions fail with errors, check the following:

• Trigger filters: Make sure the selected board, status, or other filters actually match existing records.
• Field requirements: Some ConnectWise Manage fields are mandatory. Ensure your Zap maps values into all required fields.
• Dropdown values: Boards, types, and statuses must match what is configured in ConnectWise Manage. If options change, update your Zap configuration.
• Permissions: Confirm the API member has rights to read or update the specific records and modules your Zap uses.

After adjusting filters or mappings, retest both the trigger and action in the Zap editor.

API Limits and Performance

ConnectWise Manage may enforce API limits or performance thresholds. When too many requests are made in a short time, you may see rate-limit or timeout errors in Zapier task history. To reduce impact:

• Limit how often polling triggers run, where possible.
• Filter triggers to only fire on relevant records.
• Consolidate related tasks into a single Zap step where appropriate.

Check the task history in your Zapier dashboard for detailed error messages and timestamps.

Best Practices for Stable Zapier Integrations

Use these guidelines to keep your ConnectWise Manage workflows reliable over time.

• Use dedicated API members: Create a specific API member for Zapier with a clear name and scoped permissions.
• Document boards and statuses: Keep a list of the exact names used in ConnectWise Manage so they can be referenced consistently in Zaps.
• Test in stages: Start with a simple trigger and action, confirm behavior, then add more filters or steps.
• Monitor tasks: Regularly review Zapier task history to spot errors early.
• Update when configurations change: If boards, status values, or security roles change in ConnectWise Manage, review any related Zaps.

More Resources for Zapier and ConnectWise Manage

For full reference details on supported triggers, actions, and limits, review the official ConnectWise Manage section in the Zapier help center: ConnectWise Manage on Zapier.

If you need expert implementation or optimization help for automation projects, you can also consult specialists at Consultevo.

By following this guide and the linked documentation, you can confidently connect ConnectWise Manage to your other tools and build efficient workflows using Zapier.

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