ConnectWise and Smartsheet integration + automation

You’ll need more than Smartsheet + ConnectWise connectors to improve agent productivity. You’ll also need low-code automation to take full control of your IT and project data. Now, you can use our platform to stitch together any combination of tools in multi-step workflows, reacting to any trigger.

Any business user in customer support, engineering, IT, DevOps, or any other team across the organization can resolve issues faster and improve the customer experience. You can freely flow data for projects, tickets, tasks, and issues between multiple sources. You can also boost productivity by dynamically generating tasks for new tickets. Or, you can speed up response times by automatically assigning projects to support agents.

You can deeply connect ConnectWise, SmartSheet, and any other tool in your tech stack, including your helpdesk, managed services software, CRM, HR suite, internal chat tool, business intelligence platform, office suite, marketing automation platform, and more. 

The Tray Platform empowers business users to build Smartsheet + ConnectWise integrations with ease. Our platform also makes it easy for technical users to handle large-scale data jobs that touch massive quantities of data every day. And because of our elastic, serverless architecture, your workflows scale as your data needs evolve.

Improve customer satisfaction and drive retention with robust Smartsheet + ConnectWise automation. Need to flow customer details and performance data across multiple tools to provide agents with complete context? Need to improve agent productivity by dynamically updating projects once you close tickets? Need to accelerate customer onboarding by automatically generating tasks for post-sales implementation, product demos, and periodic check-in? There are no limits to what you can automate using the Tray Platform since we also connect popular tools such as ServiceNow, Microsoft Office 365, Power BI, Zendesk, SharePoint, Salesforce, QuickBooks, Jira, Xero, Slack, and many others. 

IT professionals trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and fully compliant with important data privacy regulations such as GDPR, CCPA, and HIPAA.