Connect ConnectWise Manage and Samsara

Both apps 32ConnectWise Manage 14Samsara 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 Document Submitted

  Triggers when a driver submits a new document in Samsara (documents created in the last 7 days are checked).

• Trigger
  New Route Added

  Triggers when a new route is added in Samsara (routes scheduled from 7 days ago to 30 days ahead are checked).

• Trigger
  New Route Job Completion

  Triggers on each new route stop event in Samsara (arrived, departed/completed, skipped, and other stop updates); the event name is in the operation field, so filter on it for completions.

• Action
  Create Address

  Creates an address in your Samsara organization's address book, with a circular geofence around it.

• Action
  Create Contact

  Creates a contact in your Samsara organization.

• Action
  Create Route

  Creates a route from a start address to an end address (both existing Samsara addresses), optionally assigned to a driver or vehicle.

• Action
  Delete route

  Deletes a dispatch route from your Samsara organization.

• Action
  Get document

  Returns a single driver document, including its type, status, driver, vehicle and submitted field values.

• Action
  Get vehicle

  Returns a single vehicle in your Samsara fleet, including its name, VIN, make, model, tags and external IDs.

• Action
  List addresses

  Returns the addresses (geofenced locations) in your Samsara address book, optionally filtered by tag or creation time.

• Action
  List assets

  Returns the assets (vehicles, trailers, equipment and other tracked assets) in your Samsara organization.

• Action
  List contacts

  Returns the contacts in your Samsara organization.

• Action
  List documents

  Returns driver documents submitted or updated in Samsara within a time range, optionally limited to one document type.

• Action
  List drivers

  Returns the drivers in your Samsara organization, optionally filtered by status, tags or update time.

• Action
  List routes

  Returns the routes scheduled within a time window, including their stops, driver and vehicle.

• Action
  List trailers

  Returns the trailers in your Samsara fleet, optionally filtered by tag.

• Action
  List vehicles

  Returns the vehicles in your Samsara fleet, optionally filtered by tag, attribute or creation/update time.

• Action
  Update route

  Updates an existing Samsara route's name, notes, assigned driver or assigned vehicle.

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