Stormboard + ConnectWise Manage Integrations
Put Stormboard + ConnectWise Manage to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Stormboard and ConnectWise Manage
See the kind of workflows teams build with Stormboard and ConnectWise Manage below — describe the exact one you want above and the Agent builds it on demand.
Stormboard + ConnectWise Manage
When a comment is created in Stormboard, log it as an activity or note in ConnectWise Manage.
Generate project tasks when deals are won
When a deal is won in ConnectWise Manage, automatically create a project task in Stormboard to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Stormboard, automatically update the deal stage in ConnectWise Manage to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Stormboard, automatically log the activity in ConnectWise Manage on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Stormboard 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 Stormboard and ConnectWise Manage
Everything Stormboard and ConnectWise Manage can do inside a workflow — the triggers that start one and the actions that run when it fires.
Stormboard Explore Stormboard →
Stormboard is a digital whiteboard and collaborative workspace tool designed for team brainstorming, agile planning, and project management.
TriggersTrigger when an new comment was posted on an idea.
Trigger when an idea was added to a storm.
Trigger when an idea was moved to a different section of a storm.
Trigger when an idea's legend changes in a storm.
Trigger when a new storm is created.
Trigger when any task change is made to an idea.
Creates a new Idea in an existing Storm.
Creates a new Storm.
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 Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
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Acute
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adam.ai
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Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
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 Stormboard + ConnectWise Manage
Is there a pre-built Stormboard + ConnectWise Manage automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Stormboard and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Stormboard or ConnectWise Manage connector?
No. The Agent works whether or not Stormboard 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.
How does connecting Stormboard and ConnectWise Manage help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in ConnectWise Manage automatically spin up project tasks?
Yes, when a deal is won or changes stages in ConnectWise Manage, you can instantly create initial project tasks in Stormboard.