Integrate ConnectWise Manage with Retently
Trigger NPS/CSAT surveys after support ticket resolutions or project completions, sync customer contact information and interaction history with Retently, and use feedback scores to enhance customer service and project management strategies.
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About ConnectWise Manage
ConnectWise Manage is a business management platform for running and growing technology businesses, including features for managing contacts, projects, tickets, and company data.
ConnectWise Manage to Retently
New/Updated Contact
Triggers when a contact is created or updated.New/Updated Project
Triggers when a project is created or updated.New Territory
Triggers when a new territory is created.New Ticket Note
Triggers when a new ticket note is created.New/Updated Ticket
Triggers when a service ticket is created and/or updated.Retently to ConnectWise Manage
Create Contact
Creates a new contact.Create Ticket Note
Creates a service note or ticket note.Update Ticket
Updates an existing service or project ticket.Find Company
Finds a company by company identifier.Find Ticket
Finds a ticket by ID, Summary, or other parameter.Find Contact
Finds a contact by name, email, or other parameter. Optionally, create one if none are found.Create Company
Creates a new company.Create Ticket
Creates a new service desk or project ticket.Update Company
Updates an existing company.API Request (Beta)
Makes a raw HTTP request that includes this integration's authentication.Find Contact
Finds a contact by name, email, or other parameter.Find Company
Finds a company by Company ID. Optionally, create one if none are found.Find Ticket
Finds a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
Greg Raileanu
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