Do everything in one place
Customize your Connect Wise and Sign Request integration with the following
triggers and actions.
Triggers
When this happens…
Connect Wise
- New ticketNew Ticket in Connectwise
- New/Updated ticketNew/Updated Ticket in Connectwise
Any other trigger you can think up
Actions
Do this…
Connect Wise
- Create recordCreate record in Connectwise
- Custom actionCustom action in Connectwise
- Delete recordDelete record in Connectwise
- Get record details by IDGet record in Connectwise
- Search recordsSearch records in Connectwise
- Update recordUpdate record in Connectwise
Any other action you can think up
Sign Request
- Custom actionCustom action in (Custom)
- Create documentCreate document in SignRequest
- Get document details by UUIDGet Document in SignRequest
- Get template details by UUIDGet Template in SignRequest
- Search documentsSearch documents in SignRequest
- Search templatesSearch templates in SignRequest
Any other action you can think up
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