Microsoft Excel + ConnectWise Manage Integrations
Put Microsoft Excel + ConnectWise Manage to work with AI and enterprise-grade automation
Learn more about Microsoft Excel integrations or talk to a human
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Microsoft Excel and ConnectWise Manage
See the kind of workflows teams build with Microsoft Excel and ConnectWise Manage below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Excel + ConnectWise Manage
When a new territory is added in ConnectWise Manage, log the territory details into Microsoft Excel.
Build client onboarding hubs for won deals
When a deal is won in ConnectWise Manage, automatically create a page from a template in Microsoft Excel to house client handoff and onboarding materials.
See details
Log meeting summary documents to contact timelines
When a document is published in Microsoft Excel, automatically log an activity on the corresponding contact in ConnectWise Manage so sales reps stay updated.
See details
Sync document statuses with sales deal stages
When a deal stage changed in ConnectWise Manage, automatically update the matching project record status in Microsoft Excel to keep cross-functional teams informed.
See details
Browse the full workflow library →
Looking to achieve something else with Microsoft Excel and ConnectWise Manage?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Excel and ConnectWise Manage
Everything Microsoft Excel and ConnectWise Manage can do inside a workflow — the triggers that start one and the actions that run when it fires.
Microsoft Excel Explore Microsoft Excel →
Microsoft Excel is a spreadsheet application used for organizing, analyzing, and visualizing data in tabular form.
Knit's Integrations Agent builds Microsoft Excel's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Excel's API.
ConnectWise Manage Explore ConnectWise Manage →
A professional services automation software that integrates business operations, ticketing, project tracking, and customer billing.
TriggersTriggers when a contact is created or updated.
Triggers when a new ticket note is created.
Triggers when a project is created or updated.
Triggers when a service ticket is created and/or updated.
Triggers when a new territory is created.
Upload a file and attach it to a record.
Creates a new company.
Creates a new contact.
Creates a new service desk or project ticket.
Create a service note or ticket note.
Updates an existing company.
Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
6clicks
A risk and compliance management platform that helps businesses streamline governance, risk assessment, and policy implementation.
7Shifts
7Shifts is employee scheduling and team management software designed for restaurants and the hospitality industry.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
Airtable
Airtable is a low-code platform that combines spreadsheet features with relational database capabilities for managing structured data.
Akiflow
Akiflow is a time-blocking productivity app that consolidates tasks and calendar events into a single central schedule interface.
ApproveThis
An approval workflow automation tool that enables teams to review, request, and track approvals for business processes.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Excel + ConnectWise Manage
Is there a pre-built Microsoft Excel + ConnectWise Manage automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Excel and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Excel or ConnectWise Manage connector?
No. The Agent works whether or not Microsoft Excel or ConnectWise Manage already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in ConnectWise Manage can automatically create a client onboarding hub from a template in Microsoft Excel.
How can published client docs update our sales records?
Publishing research notes or customer documents in Microsoft Excel can automatically log activities on contact profiles in ConnectWise Manage.