IntegrationsPrivyrconnectwise manage
Privyr + connectwise manage

Connect Privyr and connectwise manage to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

connectwise manage

Automatically do this!

Enable Integrations or automations with these events of Privyr and connectwise manage

Enable Integrations or automations with these events of Privyr and connectwise manage

Actions

Create Client

Create Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Privyr and connectwise manage?

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

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

Absolutely. You can customize how Privyr 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 Privyr and connectwise manage?

The data sync between Privyr 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 Privyr 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 Privyr and connectwise manage?

Yes, you can set conditional logic to control the flow of data between Privyr 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.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat 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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