ConnectWise Microsoft Teams Integration using AI Agents

Appy Pie Automate allows you to Integrate ConnectWise and Microsoft Teams using AI Agents

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About ConnectWise

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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Simplify ConnectWise and Microsoft Teams Integration with seamless setup

Easily set up ConnectWise Microsoft Teams Integration without coding. Start automating your workflows and Integrate ConnectWise with Microsoft Teams today.

  • Triggers
  • New Territory

    Triggers when a new territory is created.

  • New or Updated Contact

    Triggers when a contact is created or updated.

  • New or Updated Project

    Triggers when a new project is created or updated.

  • New or Updated Ticket

    Triggers when a new ticket ticket is created or updated.

  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Reply Message

    Triggers when a new reply message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • Actions
  • Create Company

    Creates a new company.

  • Create Contact

    Create a Contact.

  • Create Ticket

    Create a Ticket.

  • Create Ticket Note

    Create a Ticket Note

  • NOP

    Nop Connectwise

  • Update Company

    Update a company.

  • Update Ticket

    Update a Ticket.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete User

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Thread Message Reply

    Create message reply

How ConnectWise and Microsoft Teams Integrations Work

  1. Step 1: Choose ConnectWise as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Teams as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ConnectWise to Microsoft Teams.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 8, 2024, 12:54 am
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