Move a chat to a call when typing stops helping, and keep the history in one thread.
Get more done with Tidio and ConnectWise integration
Take client requests in chat and turn them into ConnectWise tickets with the agreement in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Customer Service
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and ConnectWise
Take the request where it arrives
A client describing a problem in Tidio has a ConnectWise ticket created for them, with the company, contact and priority already set.
Check the agreement first
The ConnectWise agreement reaches the conversation, so an engineer knows what is covered before committing to work that is not.
Answer where the ticket is
Status and owner come from the ConnectWise board into the chat, so a client gets an update without another email thread.
Capture the billable minutes
Time spent in a conversation can be written as a ConnectWise time entry, so work done over chat reaches the invoice like any other.
Overview
ConnectWise runs the service board, the agreements and the billable time for a managed service provider. Clients, meanwhile, ask for help wherever it is easiest. Connected to Tidio through Zapier or the Tidio API, a request in a chat becomes a ConnectWise ticket against the right company and agreement, status questions are answered from the board, and the time your team spends is recorded where it gets invoiced.
Key features
- Create a ConnectWise ticket against the right company, contact and agreement
- Answer status from the board so clients stop emailing for an update
- See what the agreement covers before promising work that is out of scope
- Record the time so a conversation that was work is billed as work
ConnectWise
Customer Service
Tags
Ticketing
Omnichannel Inbox
How it works
Connect ConnectWise in minutes
1
Connect Tidio and ConnectWise
Link them with Zapier or the Tidio API using an API member limited to the ConnectWise boards and companies you allow.
2
Map clients and boards
Decide how a conversation is matched to a ConnectWise company, which board it lands on and what the chat can answer alone.
3
Work the board as usual
ConnectWise stays the system of record for tickets, agreements and time, and the chat is the front door to it.
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Frequently asked questions
Common questions about the ConnectWise integration
How is a chat matched to a client?
Usually by email domain or contact, so the ConnectWise company and agreement are identified before a ticket is created. Anything unmatched can be routed for a human to check.
Does this replace the ConnectWise portal?
No. ConnectWise keeps the tickets, agreements and billing. The chat is a faster front door for clients who would otherwise phone or email.
Is the ConnectWise integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the ConnectWise integration.