QuoteWerks + ConnectWise Manage Integrations, Built by an AI Agent
Put QuoteWerks + ConnectWise Manage to work with AI and enterprise-grade automation
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Workflows you can build between QuoteWerks and ConnectWise Manage
See the kind of workflows teams build with QuoteWerks and ConnectWise Manage below — describe the exact one you want above and the Agent builds it on demand.
QuoteWerks + ConnectWise Manage
When an opportunity upsert is requested in QuoteWerks, update opportunity records in ConnectWise Manage.
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Create a client when a deal is won
When a deal closes in QuoteWerks, create the client and its main contact in ConnectWise Manage.
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Log tickets on the customer record
When a new ticket is logged in ConnectWise Manage, add an activity to the matching company in QuoteWerks.
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Keep contact details in sync
When a contact is updated in QuoteWerks, update the matching requester or client user in ConnectWise Manage.
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Browse the full workflow library →
Looking to achieve something else with QuoteWerks 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 QuoteWerks and ConnectWise Manage
Everything QuoteWerks and ConnectWise Manage can do inside a workflow — the triggers that start one and the actions that run when it fires.
QuoteWerks Explore QuoteWerks →
A sales quoting and proposal software that enables companies to create accurate sales quotes, manage product catalogs, and track proposals.
TriggersTriggers when a QuoteWerks user (with their CRM set to Zapier) clicks Search in the SoldTo/ShipTo/BillTo contact lookup. Your Zap should search your CRM for the requested term, then end with the "Respond to QuoteWerks Intent" action so QWW can populate the contact grid. QWW will time out after 30 seconds.
Triggers when QuoteWerks needs the current values of a linked CRM opportunity to pre-fill the Create/Update Opportunity dialog. Your Zap should run a "Find Deal/Opportunity by ID" step using the trigger's Existing Opportunity ID, then end with the "Respond to QuoteWerks Opportunity Fetch" action. Picklists (Stages, Owners, etc.) are fetched separately via the "Opportunity Form Init Requested" trigger — don't bundle them here.
Triggers when QuoteWerks needs to populate the Create/Update Opportunity dialog's dropdowns from your CRM. Your Zap should fetch the picklists you want to expose (Pipelines, Stages, Owners, Deal Types, Forecasts — any subset) and end with the "Respond to QuoteWerks Opportunity Init" action. Any list you omit stays free-text in QuoteWerks. QWW will time out after 30 seconds and fall back to free-text.
Triggers when a QuoteWerks user (with their CRM set to Zapier) saves a quote with the "Create/Update Opportunity" checkbox enabled. Your Zap should create the opportunity in your CRM (or update it if existingOpportunityId is populated), then end with the "Respond to QuoteWerks Opportunity Upsert" action so QWW can store the resulting opportunity ID on the document. QWW will time out after 30 seconds.
Triggers when a QuoteWerks user runs a product search against a Zapier-backed catalog data source. Your Zap should query your catalog for the requested terms, then end with the "Respond to QuoteWerks Product Search" action so QWW can populate the product results grid. QWW will time out after 30 seconds. Each Zap is tied to ONE QuoteWerks data source row via its Data Source ID (paste it from Setup → Product Data Sources in QuoteWerks).
Triggers when a document is converted (e.g., Quote to Order) in QuoteWerks.
Adds a line item (DocumentItem) to an existing quote in QuoteWerks.
Creates a new quote (DocumentHeader) in QuoteWerks.
Sends a list of contacts back to a QuoteWerks user who is waiting on a contact search. Use this in pair with the "QuoteWerks: Contact Search Requested" trigger. Map the Callback Token from the trigger, then map each Contacts field ONCE — Zapier zips your CRM's per-record fields into the array of contacts QuoteWerks displays. No Code by Zapier or JSON authoring required.
Sends the current values of a linked CRM opportunity back to QuoteWerks so the Create/Update Opportunity dialog can open pre-filled instead of blank. Use in pair with the "QuoteWerks: Opportunity Fetch Requested" trigger. Map the Callback Token from the trigger, then map each opportunity field from your CRM's Find Deal/Opportunity step.
Sends CRM picklists back to QuoteWerks so the Create/Update Opportunity dialog can show real dropdowns. Use in pair with the "QuoteWerks: Opportunity Form Init Requested" trigger. Map the Callback Token from the trigger, then map whichever picklists your CRM offers (Stages, Owners, Types, Forecasts) — each list is independent and any omitted list falls back to free-text in QuoteWerks.
Sends the new (or updated) CRM opportunity ID back to a QuoteWerks user who is waiting on an opportunity upsert. Use this in pair with the "QuoteWerks: Opportunity Upsert Requested" trigger. Map the Callback Token from the trigger and the Opportunity ID from your CRM's create/update step. QuoteWerks stores the ID on the document so the next save updates the same opportunity.
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.
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ABC GymSales
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Act!
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Other IT Service Management apps on Knit
Explore more IT Service Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action1
A cloud-based patch management and remote monitoring software that secures endpoint devices and software installations.
Alloy Navigator
An IT service management platform that provides asset tracking, help desk ticketing, and automated workflow solutions for IT teams.
Asset Panda
An asset tracking and inventory management platform designed to track physical assets, equipment, and tools.
Atera
Atera is an IT management and remote monitoring platform designed for IT departments and managed service providers.
Autotask
An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.
BOSSDesk
An IT service management platform that provides service desk ticketing, asset management, and workflow automation.
Docusnap365
Docusnap365 is an IT infrastructure inventory and documentation tool that automatically analyzes, visualizes, and reports on network environments.
Freshservice
An IT service management software that manages ticketing, asset inventory, server health, and system monitoring.
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 QuoteWerks + ConnectWise Manage
Is there a pre-built QuoteWerks + ConnectWise Manage automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches QuoteWerks and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built QuoteWerks or ConnectWise Manage connector?
No. The Agent works whether or not QuoteWerks 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.
Why connect a CRM to an IT service management tool?
For managed service providers and internal IT teams, QuoteWerks holds the customer relationship while ConnectWise Manage holds the tickets. Linking them keeps both views of the same client in step.
Can a closed deal create a client in the service desk?
Yes. When a deal is won in QuoteWerks, you can create the matching client or requester in ConnectWise Manage so support can start straight away.