ConnectWise Integration

09/03/19 Edited 12/09/19

Has any one here done an integration with ConnectWise?

We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great.

Thanks,

Jacque

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Jacque,

    Zapier is an excellent option for this scenario it seems. Is that an option for you?

    Would that work?

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Zapier was the path I planned to follow but I was hoping someone else had already tried it. smiley

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok.

    Maybe someone else has. Let me know if I can help in any way!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • We're in the same boat. We can't get data out unless with export to csv then manually import. Sales indicates that a connector will work but it doubles our smartsheet spend and we can't see it work before we buy. Zapier is too limited. It can help you kickoff new projects, but that's about it.

  • This would be a cool integration!

    I could see it being used for project management, sales pipeline management, inventory management... the possibilities are endless...

  • Meena JeenarainMeena Jeenarain ✭✭✭✭✭

    Hi Jacque,

    I am in the same boat as you. Were you able to integrate with Smartsheet? Please let me know if you did.

    Looking at Zapier and curious if anyone had any more comments.

    Hi DonnieKnightJr mention it's too limited can you please elaborate? Doesup it only work one way? I would ideally like to manage the project in SS and send updates to CW (timeline change when necessary) and when the tasks are completed by the support team to send the updates to ss, updating that task for that project.


    Thanks in advance all.

  • Hi All - also looking to integrate with CW.

    @DonnieKnightJr, when you mention sales.. are you referring to SS or CW?


    thanks!

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