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Zapier makes it easy to integrate ConnectWise Manage with Microsoft Teams - no code necessary. See how you can get setup in minutes.
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ConnectWise Manage
ConnectWise Manage
1. Choose trigger event
Microsoft Teams
Microsoft Teams
2. Choose action
1. Select the event
Setup
Test
ConnectWise Manage
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create Channel" in Microsoft Teams.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Teams, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Team Member(s)
Required
Message Text Format
Message Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Team
Required
Channel Name
Required
Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send To
Required
Approver
Adaptive Card JSON
Required
Approve Button Label
Decline Button Label
Approval ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Team
Required
Channel
Required
Message Text
Required
Message Text Format
Importance
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send To
Required
Message Text (Optional)
Card Type
Required
Add Message Context to Buttons
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Chat
Required
Message ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Display Name
First Name
Last Name
Mobile Phone
Business Phone
About Me
Birthday
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Team
Required
Channel ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Chat ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use ConnectWise Manage and Microsoft Teams with AI agents and code
Beyond Zap workflows. Call ConnectWise Manage and Microsoft Teams actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ConnectWise Manage and Microsoft Teams actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Attach a File to a Record
Create Channel
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use ConnectWise Manage and Microsoft Teams
Track company updates.
When a new company is created in ConnectWise Manage, Zapier posts the details in a Microsoft Teams channel. This ensures business owners stay informed without manually checking for new updates.
When a new service ticket is created in ConnectWise Manage, Zapier automatically sends a notification to a team channel in Microsoft Teams. This streamlines team awareness, ensuring quick responses and reducing ticket resolution time.
When a project is created or updated in ConnectWise Manage, Zapier sends an update to a specific Microsoft Teams channel. This keeps the entire project team in sync, ensuring alignment and timely updates.
Learn how to automate Microsoft Teams on the Zapier blog
Make work flow with AI
Level up your ConnectWise Manage to Microsoft Teams integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about ConnectWise Manage + Microsoft Teams integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Microsoft Teams
How do I integrate ConnectWise Manage with Microsoft Teams?
To integrate ConnectWise Manage with Microsoft Teams, you'll need to set up a connection through our platform where you can create workflows that connect triggers from ConnectWise Manage to actions in Microsoft Teams, such as sending a message on a specific event.
What triggers in ConnectWise Manage can initiate actions in Microsoft Teams?
Triggers like new ticket creation or status updates in ConnectWise Manage can initiate corresponding actions like posting a message in a designated Microsoft Teams channel.
Can I customize the alerts from ConnectWise Manage to be sent to specific Microsoft Teams channels?
Yes, you can customize workflows so that specific events or updates from ConnectWise Manage are directed to particular channels within Microsoft Teams for better organization.
Is there a way to notify my team in real-time about updates from ConnectWise Manage?
Absolutely. By setting up appropriate triggers and actions through our service, you can ensure that any updates or changes in ConnectWise Manage are instantly communicated within your selected Microsoft Teams channel.
Do I need any special permissions to link ConnectWise Manage with Microsoft Teams?
You will require administrative permissions both on your ConnectWise Manage account and your organization's Microsoft Teams setup to establish an initial connection and manage integrations.
What kind of support is available if I encounter issues during the integration process?
Our support team is available to assist with any challenges you face during setup. You might also find answers within our community forums or detailed documentation provided online.
Are there pre-built workflow templates for integrating ConnectWise Manage with Microsoft Teams?
Yes, we offer several pre-built templates designed for common use cases which can help you quickly set up standard workflows between ConnectWise Manage and Microsoft Teams.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
