Create a client when a deal is won
When a deal closes in QuoteWerks, create the client and its main contact in ConnectWise Manage.
See all QuoteWerks + ConnectWise Manage 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.
QuoteWerks Explore QuoteWerks →
TriggersFires when a new contact or lead is added to QuoteWerks.
Fires when a field on a contact changes in QuoteWerks.
Fires when a deal, case or record moves to a new stage in QuoteWerks.
Fires when a deal is marked won in QuoteWerks.
Creates or updates a contact in QuoteWerks.
Creates a new deal in QuoteWerks.
Moves a deal or record to a new stage in QuoteWerks.
Logs a call, email, or note against a record in QuoteWerks.
ConnectWise Manage Explore ConnectWise Manage →
TriggersFires when a new ticket or incident is logged in ConnectWise Manage.
Fires when a ticket or incident is updated in ConnectWise Manage.
Fires when a new user, client or device record is added in ConnectWise Manage.
Creates a ticket or incident in ConnectWise Manage.
Updates an existing ticket or incident in ConnectWise Manage.
Adds a note to a ticket in ConnectWise Manage.
More QuoteWerks + ConnectWise Manage workflows
Log tickets on the customer record
When a new ticket is logged in ConnectWise Manage, add an activity to the matching company in QuoteWerks.
See details
Keep contact details in sync
When a contact is updated in QuoteWerks, update the matching requester or client user in ConnectWise Manage.
See details
See all QuoteWerks + ConnectWise Manage integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create a client when a deal is won” between QuoteWerks and ConnectWise Manage?
Yes — describe it in the box above and Knit's Integrations Agent researches QuoteWerks and ConnectWise Manage'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.
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.