Integrations Microsoft Outlook connectwise manage
Microsoft Outlook + connectwise manage

Connect Microsoft Outlook and connectwise manage to Build Intelligent Automations

Choose a Trigger

Microsoft Outlook

When this happens...

Choose an Action

connectwise manage

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Enable Integrations or automations with these events of Microsoft Outlook and connectwise manage

Enable Integrations or automations with these events of Microsoft Outlook and connectwise manage

Triggers

New contact

New contact

Trigger when new contact is created

New Email

New Email

Triggers when new email is created.

Request a new Trigger for Microsoft Outlook

Actions

Create Contact

Create Contact

Creates a new contact.

Create Draft Email

Create Draft Email

Create a new draft email

Create Event

Create Event

Create an event in specified calendar

Delete Event

Delete Event

Delete an existing event

Send Email

Send Email

Send an email from your outlook account

Update Contact

Update Contact

Update an existing contact

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Step by step guides to integrate Microsoft Outlook and connectwise manage

Frequently Asked Questions

How do I start an integration between Microsoft Outlook and connectwise manage?

To start, connect both your Microsoft Outlook and connectwise manage accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in connectwise manage (or vice versa).

Can we customize how data from Microsoft Outlook is recorded in connectwise manage?

Absolutely. You can customize how Microsoft Outlook data is recorded in connectwise manage. This includes choosing which data fields go into which fields of connectwise manage, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Outlook and connectwise manage?

The data sync between Microsoft Outlook and connectwise manage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Outlook to connectwise manage?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Outlook and connectwise manage?

Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and connectwise manage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Outlook

About Microsoft Outlook

Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps

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connectwise manage

About connectwise manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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