This automation scenario allows you to connect ConnectWise Manage and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
When this trigger fires in ConnectWise Manage
Triggers when a service ticket is created and/or updated.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages for new or updated tickets in ConnectWise Manage.
Part I
First, we need to connect ConnectWise Manage and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ConnectWise Manage to Zapier.
Give Zapier access to your ConnectWise Manage account, using ConnectWise Manage credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ConnectWise Manage
Choose the following trigger: New/Updated Ticket (Triggers when a service ticket is created and/or updated.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ConnectWise Manage and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack channel messages for new or updated tickets in ConnectWise Manage!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a new service desk or project ticket.
Creates a new contact.
Creates a new company.
Create a service note or ticket note.
Updates an existing company.
Find a company by company identifier.
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
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