ConnectWise Manage and Salesflare

How to connect ConnectWise Manage

When new/Updated Contact in ConnectWise Manage, find or create contact in Salesflare.
When new Ticket Note in ConnectWise Manage, create task in Salesflare.
When new/Updated Ticket in ConnectWise Manage, create task in Salesflare.
When new Account in Salesflare, create Company in ConnectWise Manage.
When new Task in Salesflare, create Ticket in ConnectWise Manage.

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

Start a workflow when this happens

New Territory — Triggers when a new territory is created.
New Ticket Note — Triggers when a new ticket note is created.
New/Updated Contact — Triggers when a contact is created or updated.
New/Updated Project — Triggers when a project is created or updated.
New/Updated Ticket — Triggers when a service ticket is created and/or updated.

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Attach a File to a Record — Upload a file and attach it to a record.
Create Company — Creates a new company.
Create Contact — Creates a new contact.
Create Ticket — Creates a new service desk or project ticket.

Show 6 more actions

Create Ticket Note — Create a service note or ticket note.
Find Company — Find a company by Company ID. Optionally, create one if none are found.
Find Contact — Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Find Ticket — Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Update Company — Updates an existing company.
Update Ticket — Updates an existing service or project ticket.

Look up existing records

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