Connect ConnectWise Manage and Order Desk

Both apps 32ConnectWise Manage 14Order Desk 18

• 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.

• Trigger
  New Order Added

  Triggered when a new order is added in Order Desk.

• Trigger
  Order Folder Changed

  Triggered when an order moves to a different folder in Order Desk.

• Action
  Add Order Item

  Adds a line item to an existing order in Order Desk.

• Action
  Add Order Note

  Adds a note to an order's history in Order Desk.

• Action
  Add Shipment

  Records a shipment with tracking details against an order in Order Desk.

• Action
  Change Folder

  Moves an order into a different folder in Order Desk.

• Action
  Change Tag

  Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.

• Action
  Create Inventory Item

  Creates a product in the Order Desk store's inventory.

• Action
  Create New Order

  Creates a new order in Order Desk with its line items, addresses and totals.

• Action
  Delete Inventory Item

  Deletes a product from the Order Desk store's inventory.

• Action
  Delete Order

  Deletes an order from Order Desk.

• Action
  Delete Order Item

  Removes a line item from an order in Order Desk.

• Action
  Get Inventory Item

  Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.

• Action
  Get Order

  Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.

• Action
  List Orders

  Returns orders from Order Desk, with optional folder, source, customer and date filters.

• Action
  Set Order Data

  Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.

• Action
  Set Order Item Data

  Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.

• Action
  Update Inventory Item

  Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.