Question

Zap to Create Connectwise Manage Projects/Tasks in Asana

  • 22 June 2021
  • 4 replies
  • 70 views

  • Anonymous
  • 0 replies

I work for an MSP that is full stack support. I am the project manager and have come to find that Connectwise (CWM) project management is pretty abysmal. My engineers still need to enter time into connectwise and we manage our project templates in Connectwise.

What Im trying to do is create a Zap to copy projects from our Managed Services Board and Professional Service boards into the appropriate boards in Asana. I need to copy project name, tickets, and tasks on projects as subtasks of tickets if any.

I currently have a zap created from CWM > Asana to find and create MS Project tickets and place them on the Managed Services board, but cannot figure out how to get tickets or subtasks into Asana. Any help?


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4 replies

Userlevel 7
Badge +14

Hi @telston 

Try using this Zap trigger:

 

Try using these Zap actions:

 

 

Hi @telston 

Try using this Zap trigger:

 

Try using these Zap actions:

 

 

From what I can tell using the new/updated ticket does not present me with a list of project tickets/tasks. It presents me service tickets.

Userlevel 7
Badge +14

@telston 

You may have to leverage the ConnectWise API/Webhooks: https://developer.connectwise.com/

App APIs/webhooks can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/integrations

I appreciate the responses, unfortunately Im not a developer or do we pretend to be. Were server and network engineers that build and support server/network infrastructure. Barrier to entry is just far to high to the point we cant even get a real life scenario demo’d out with this solution.