Log sales activity from shared chat files
When a contract or proposal document is shared in Slack, automatically log an activity on the corresponding account record in ConnectWise Manage.
See all ConnectWise Manage + Slack integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
ConnectWise Manage Explore ConnectWise Manage →
TriggersFires when a new lead or contact is created in ConnectWise Manage.
Fires when a deal moves to a new stage in ConnectWise Manage.
Fires when a deal is marked won in ConnectWise Manage.
Fires when a field on a contact changes in ConnectWise Manage.
Creates or updates a contact in ConnectWise Manage.
Creates a new deal in ConnectWise Manage.
Moves a deal to a new stage in ConnectWise Manage.
Logs a call, email, or note against a record in ConnectWise Manage.
Slack Explore Slack →
TriggersFires when a new message is posted to a channel in Slack.
Fires when your team or a keyword is mentioned in Slack.
Fires when a new channel is created in Slack.
Fires when a new file is shared in Slack.
Posts a message to a channel in Slack.
Sends a direct message to a person in Slack.
Creates a new channel in Slack.
Adds a user to a channel in Slack.
More ConnectWise Manage + Slack workflows
Celebrate won deals in sales channels
Whenever a deal is marked won in ConnectWise Manage, automatically post a celebratory message in the dedicated Slack team channel to notify leadership.
See details
Create dedicated chat channels for high-value leads
When a new lead enters ConnectWise Manage, automatically set up a dedicated project channel in Slack and invite key team members to collaborate.
See details
See all ConnectWise Manage + Slack integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log sales activity from shared chat files” between ConnectWise Manage and Slack?
Yes — describe it in the box above and Knit's Integrations Agent researches ConnectWise Manage and Slack's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can sales notifications be posted automatically to team channels?
Yes, whenever a deal changes stage or is won in ConnectWise Manage, a customized notification message is instantly sent to your selected channel in Slack.
Can team discussions in Slack update records in ConnectWise Manage?
Yes, when team members post specific updates or share key files in Slack, you can automatically log activities or update deal stages in ConnectWise Manage.