Integrate Salesforce with ConnectWise using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Salesforce and ConnectWise
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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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.
ConnectWise IntegrationsIt's easy to connect Salesforce + ConnectWise without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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New TerritoryTriggers when a new territory is created.
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New or Updated Contact
Triggers when a contact is created or updated.
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New or Updated Project
Triggers when a new project is created or updated.
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New or Updated Ticket
Triggers when a new ticket ticket is created or updated.
- Actions
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Create Company
Creates a new company.
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Create Contact
Create a Contact.
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Create Ticket
Create a Ticket.
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Create Ticket Note
Create a Ticket Note
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NOP
Nop Connectwise
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Update Company
Update a company.
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Update Ticket
Update a Ticket.
How Salesforce & ConnectWise Integrations Work
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Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ConnectWise as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Salesforce to ConnectWise.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.