--- title: "Connect Circleback and ConnectWise Manage - APIANT.ai" description: "When \"New Action Item\" fires in Circleback, your agent runs \"Create Ticket Note\" in ConnectWise Manage." canonical: "https://apiant.ai/connect/circleback-to-connectwise-manage" --- # Connect Circleback and ConnectWise Manage When **New Action Item** fires in [Circleback](https://apiant.ai/connections/circleback), your agent runs **Create Ticket Note** in [ConnectWise Manage](https://apiant.ai/connections/connectwise-manage), or **New Territory** in ConnectWise Manage to **Create Action Item** in Circleback. Describe the whole flow and it is built, tested on every scenario and kept running. Circleback **2** triggers Circleback **24** actions ConnectWise Manage **5** triggers ConnectWise Manage **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circleback and ConnectWise Manage to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Circleback and ConnectWise Manage can do together ### From Circleback to ConnectWise Manage - When **New Action Item** in Circleback then **Create Ticket Note** in ConnectWise Manage - When **New Meeting** in Circleback then **Update Ticket** in ConnectWise Manage ### From ConnectWise Manage to Circleback - When **New Territory** in ConnectWise Manage then **Create Action Item** in Circleback - When **New Ticket Note** in ConnectWise Manage then **Update Action Item** in Circleback Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Circleback and ConnectWise Manage ## Triggers and actions 7 triggers · 33 actions - Trigger **New Action Item** Triggers when a new action item is created in your Circleback meetings. - Trigger **New Meeting** Triggers when a new meeting appears in your Circleback account. - Action **Create Action Item** Creates a Circleback action item owned by you. - Action **Create Folder** Creates a shared Circleback folder in a workspace. - Action **Create Tag** Creates a Circleback tag. - Action **Delete Action Item** Deletes a Circleback action item. - Action **Delete Folder** Deletes a shared Circleback folder; its meetings stay with their owners. - Action **Delete Meeting** Deletes a Circleback meeting you own. - Action **Delete Tag** Permanently deletes a Circleback tag and removes it from every meeting. - Action **Get Company** Returns a company by its domain, with its people and external links. - Action **Get Folder** Returns a Circleback folder with its members, teams and rules. - Action **Get Meeting** Returns a Circleback meeting with its notes, attendees, recording link and action items. - Action **Get Meeting Transcript** Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment. - Action **Get Person** Returns a person by profile ID with their profile details. - Action **Import Meeting** Imports an existing meeting into Circleback with its name and notes. - Action **List Action Items** Returns action items across your Circleback meetings, optionally filtered by status. - Action **List Calendar Events** Returns upcoming events from your calendars connected to Circleback. - Action **List Companies** Returns the companies whose people attend your Circleback meetings. - Action **List Folders** Returns the Circleback folders you can see. - Action **List Meetings** Returns a page of your Circleback meetings. - Action **List People** Returns the people who attend your Circleback meetings, most recent first. - Action **List Tags** Returns every Circleback tag available to you. - Action **Search Meetings** Searches your Circleback meetings by name and content. - Action **Update Action Item** Updates a Circleback action item's title, description or status. - Action **Update Meeting** Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same. - Action **Update Tag** Updates a Circleback tag's name or description. - Trigger **New Territory** Triggers when a new territory (called a location in the ConnectWise API) is added in ConnectWise Manage. - Trigger **New Ticket Note** Triggers when a new note is added to a ConnectWise Manage service ticket. - Trigger **New/Updated Contact** Triggers when a contact is created or updated in ConnectWise Manage. - Trigger **New/Updated Project** Triggers when a project is created or updated in ConnectWise Manage. - Trigger **New/Updated Ticket** Triggers when a service ticket is created or updated in ConnectWise Manage. - Action **Attach a File to a Record** Attaches a file from a URL to a ConnectWise Manage record such as a ticket, company, contact or project. - Action **Create Company** Creates a new company in ConnectWise Manage. - Action **Create Ticket Note** Adds a note to a ConnectWise Manage service ticket. - Action **Find Company** Finds a company in ConnectWise Manage by name and returns the first match. - Action **Find Contact** Finds a contact in ConnectWise Manage by email address. - Action **Find File** Finds a file attached to a ConnectWise Manage record (ticket, company, contact, project and so on), optionally by title. - Action **Find Ticket** Finds a service ticket in ConnectWise Manage by summary, returning the newest match. - Action **Update Company** Updates an existing company in ConnectWise Manage; only the fields you fill in are changed. - Action **Update Ticket** Updates an existing ConnectWise Manage service ticket; only the fields you fill in are changed. ## Each app on its own - [ **Circleback** Circleback provides AI-powered meeting notes and automations.](https://apiant.ai/connections/circleback) - [ **ConnectWise Manage** ConnectWise Manage is a business management platform designed to successfully run and grow your technology...](https://apiant.ai/connections/connectwise-manage) Reviews ## What our customers say ## More from Circleback - [ **Circleback to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circleback-to-hubspot) - [ **Circleback to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circleback-to-salesforce) - [ **Circleback to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circleback-to-slack) - [ **Circleback to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circleback-to-google-sheets) - [ **Circleback to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circleback-to-gmail) - [ **Circleback to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circleback-to-google-calendar) ## More into ConnectWise Manage - [ **ActiveCampaign to ConnectWise Manage** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-connectwise-manage) - [ **Airtable to ConnectWise Manage** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-connectwise-manage) - [ **Asana to ConnectWise Manage** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-connectwise-manage) - [ **ClickUp to ConnectWise Manage** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-connectwise-manage) - [ **Brevo to ConnectWise Manage** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-connectwise-manage) - [ **Calendly to ConnectWise Manage** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-connectwise-manage) Questions ## Circleback and ConnectWise Manage, answered ### ### What can start an automation from Circleback? Any of Circleback's 2 triggers in the catalog, including New Action Item and New Meeting. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ConnectWise Manage when something happens in Circleback? Any of ConnectWise Manage's 9 actions, including Create Company, Create Ticket Note, Update Company and Update Ticket. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConnectWise Manage to Circleback? Yes. When something happens in ConnectWise Manage, your agent can act in Circleback too. This page covers both directions: ConnectWise Manage's triggers and Circleback's actions are listed here as well. ### ### Do I have to build a connector for Circleback or ConnectWise Manage? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Circleback and ConnectWise Manage without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.