Integrate ConnectWise Manage

Provide your users with in-app integration with ConnectWise Manage

ConnectWise Manage connector

ConnectWise Manage

ConnectWise is a platform of software & services built for TSPs to run their business.

ConnectWise Manage Connector Methods

Companies

Feature Description Type
List Company Contacts List all contacts of a company. Action
Get Company Contact Get the contact of a company. Action
List Companies List all companies. Action
Get Company Get a company. Action
List Company Configurations List all company configurations. Action
Get Company Configuration Get a company configuration. Action
Update Company Contact Update the contact of a company. Action
List New Or Updated Companies List all companies created or updated since last run. Action
List New Companies List all companies created since last run. Action
List Updated Company Contacts List all contacts of a company updated since the last run. Action

Sales Opportunities

Feature Description Type
List Sales Opportunities List all sales opportunities. Action
Get Sales Opportunity Get a sales opportunity. Action
Update Sales Opportunity Note Update a sales opportunity note. Action
List Sales Opportunity Notes List all notes of a sales opportunity. Action
Get Sales Opportunity Note Get a note of a sales opportunity. Action
Create Sales Opportunity Note Create a sales opportunity note. Action
Update Sales Opportunity Update a sales opportunity. Action
List Sales Opportunity Types List all sales opportunity types. Action
List Sales Opportunity Stages List all sales opportunity stages. Action
List Sales Opportunity Statuses List all sales opportunity statuses. Action
List Sales Opportunity Ratings List all sales opportunity ratings. Action
List Updated Sales Opportunities List all sales opportunities updated since the last run. Action

Priorities

Feature Description Type
List Priorities List all priorities. Action

Sales

Feature Description Type
List Sales Probabilities List all sales probabilities. Action
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