Integrating Connectwise and Monday.com
I’m currently exploring options for integrating ConnectWise and Monday.com, and I’m curious if anyone has already gone through this process. If so, I would love to hear about your experiences and any tips or best practices you might have.
Specifically, I’m looking to sync data between the two platforms and create automated workflows that can trigger actions in one platform based on events in the other. I’m also interested in any custom integration solutions that have been developed using the ConnectWise and Monday.com APIs.
The short answer is:
This is a fantastic use case for custom integration, and while platforms like Zapier or Make.com can provide an out-of-the-box, no-code solution, the cheapest and most powerful approach for a high-volume, two-way sync is to use the native webhooks from both ConnectWise and monday.com, bridged by a lightweight, server-side environment.
This method ensures real-time updates and gives you granular control to prevent common issues like infinite update loops that can happen with off-the-shelf tools.
Your idea of using a server like Google Tag Manager Server Container (GTM) or Google Cloud Platform (GCP) is spot-on for handling the webhooks and calling the APIs without the high per-task cost of middleware.
The long answer is:
The best practice for a robust, two-way sync between ConnectWise and monday.com is to rely on their respective APIs and webhooks, as opposed to polling.
ConnectWise, being a Professional Services Automation (PSA) platform, is designed to push notifications for critical events, and monday.com’s Platform API allows you to receive these in real time.
The goal is to avoid costly, third-party middleware fees, which can quickly add up when you are syncing a large number of tickets or updates.
The solution is to use:
ConnectWise PSA API/Webhooks: You will configure ConnectWise to send a webhook payload whenever a critical event occurs on a ticket or project, such as a ticket update, status change, or new note.
This payload will contain the necessary ConnectWise data, including the ticket ID.monday.com Platform API/Webhooks: Similarly, you will use monday.com’s webhook feature to fire a payload whenever an item is updated, a column changes, or a new item is created.
This ensures any changes in monday.com are pushed to ConnectWise.
The Bridge (Server Environment): This is where Google Tag Manager Server Container, Stape, or a simple GCP Cloud Function shines.
Unlike traditional middleware, these server environments are extremely cost-effective because you only pay for the execution time.
When a webhook hits your GTM Server URL, the server-side tag fires, which executes a custom script.
This script receives the payload, validates it, and then uses the monday.com Platform API (or the ConnectWise API) to execute the corresponding action.
For example, a “Ticket Updated” webhook from ConnectWise hits the GTM Server, which runs a script to find the corresponding Item ID in monday.com and update the relevant columns.
Crucially, the custom logic in this script allows you to implement a safeguard to prevent endless update loops: when the script updates monday.com, it can check if the update was triggered by the sync process itself, thereby ignoring the new webhook that the monday.com update would generate.
This custom bridge is very cheap, highly scalable, and gives you ultimate control over the data mapping and workflow logic, making it the superior solution for deep, bi-directional synchronization.
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