Connect ConnectWise Manage and Terros

Both apps 40ConnectWise Manage 14Terros 26

• 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
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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