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Integrate ConnectWise with SharePoint using AI Agents

Appy Pie Automate allows you to automate multiple workflows between ConnectWise and SharePoint

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ConnectWise Integrations
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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations
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Connect ConnectWise + SharePoint in easier way

It's easy to connect ConnectWise + SharePoint without coding knowledge. Start creating your own business flow.

  • 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Updated List Item

    Triggers whenever exiting item updated in the 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.

  • Create Item List

    Create a new item created in the list

  • Update Item List

    Update a item in the list.

How ConnectWise & SharePoint 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 SharePoint 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 SharePoint.

    (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, 11:30 am
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