Zoho Forms integration with ConnectWise Manage
How to Create ConnectWise Manage contacts from new Zoho Forms entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create ConnectWise Manage contacts from new Zoho Forms entries" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ConnectWise Manage integrations
ConnectWise Manage actions
Nekton can use any feature that is available in ConnectWise Manage API.
Using our advanced AI, you can easily create custom automations for ConnectWise Manage.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Create Ticket
Creates a new service desk or project ticket.
Update Company
Updates an existing company.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find Company
Find a company by company identifier.
Find Ticket
Find a ticket by ID, Summary, or other parameter.
About ConnectWise Manage
ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.