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ConnectWise Manage

Sync tickets and alerts bidirectionally.

PSASetup difficulty: Medium

Prerequisites: ConnectWise Manage 2022.x or later, admin access to your ConnectWise instance, and a NOCBuddy account.

1

Create an integration in NOCBuddy

  1. 1. In NOCBuddy, go to Integrations → Add Integration.
  2. 2. Select ConnectWise Manage.
  3. 3. Assign to a client account and click Create.
  4. 4. Copy the generated Webhook URL.
2

Configure a ConnectWise Workflow Rule

  1. 1. In ConnectWise Manage, navigate to System → Setup Tables → Workflow Rules.
  2. 2. Click New Workflow Rule.
  3. 3. Set Table to Service Ticket.
  4. 4. Add conditions (e.g., Priority = Critical OR Status = New).
  5. 5. Under Actions, add a HTTP Action.
  6. 6. Set the URL to your NOCBuddy webhook URL, method to POST.
3

Configure the HTTP payload

Map ConnectWise ticket fields to NOCBuddy's format using ConnectWise template variables:

{
  "title": "[TicketSummary]",
  "severity": "[Priority.Name]",
  "source": "connectwise-manage",
  "ticket_id": "[Id]",
  "client_name": "[Company.Identifier]",
  "status": "[Status.Name]",
  "assigned_to": "[Owner.Name]",
  "board": "[Board.Name]"
}
4

Set up bidirectional sync (optional)

NOCBuddy can write acknowledgement status back to ConnectWise tickets. To enable this:

  1. 1. In ConnectWise, create an API Member with Service → Ticket: Edit permissions.
  2. 2. In NOCBuddy, go to Integrations → [Your ConnectWise Integration] → Settings.
  3. 3. Enter your ConnectWise Company ID, Public Key, and Private Key.
  4. 4. Toggle Write-back enabled.
5

Test and validate

Create a test ticket in ConnectWise that matches your workflow rule conditions. It should appear in NOCBuddy within seconds. Check Integrations → Raw Events if the alert doesn't appear — this shows the raw payload ConnectWise sent.

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