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Customize your Connect Wise and eTapestry integration with the following triggers and actions.

Triggers

When this happens…

Connect Wise
  • New ticket
    New Ticket in Connectwise
  • New/Updated ticket
    New/Updated Ticket in Connectwise
  • Any other trigger you can think up

eTapestry
  • Account created
    Account created in eTapestry
  • Account updated
    Account updated in eTapestry
  • Any other trigger you can think up

Actions

Do this…

Connect Wise
  • Create record
    Create record in Connectwise
  • Custom action
    Custom action in Connectwise
  • Delete record
    Delete record in Connectwise
  • Get record details by ID
    Get record in Connectwise
  • Search records
    Search records in Connectwise
  • Update record
    Update record in Connectwise
  • Any other action you can think up

eTapestry
  • Add account
    Add new account in eTapestry
  • Add contact
    Add new contact in eTapestry
  • Add gift
    Add new gift in eTapestry
  • Search accounts Batch
    Search accounts in eTapestry
  • Update account
    Update account in eTapestry
  • Any other action you can think up

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