Real-time
Two-way sync
Changes in ConnectWise or Quip instantly reflect in both systems. No stale data, no manual imports.
Business productivity
ConnectWise to Quip integration — real-time, two-way sync
Keep ConnectWise and Quip in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect ConnectWise and Quip
Stop re-entering the same information in ConnectWise and Quip: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Projects, Time Entries, Invoices, Configurations in ConnectWise with Documents, Spreadsheets, Folders, Messages in Quip in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
- 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
- 03 Sync Folders and their membership with an identity or HR source so team spaces track org structure.
- 04 Post a new_message into a linked Quip thread when a record changes in a CRM or ticketing system, notifying the account team where they plan.
Common sync patterns
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Quip is where the team documents or plans: keep its data fed
Information that originates in ConnectWise stays current in Quip instead of going stale after a one-time paste.
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
What you can sync between ConnectWise and Quip
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| ConnectWise objects | Quip objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | Folders Private, Shared, and Group containers that organize threads; membership is added or removed via the folders endpoints for access control. | Opportunities is specific to ConnectWise and Folders to Quip — each maps to any object or custom field on the other side. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | Messages Comments and chat posts on a thread; the most recent are read with get_messages and new ones written with new_message. | Agreements is specific to ConnectWise and Messages to Quip — each maps to any object or custom field on the other side. | |
| Projects Project and phase records synced for delivery tracking outside the PSA. | Users Member records read individually or via contacts; get_authenticated_user identifies the token owner. Used read-only for directory-style syncs. | Projects is specific to ConnectWise and Users to Quip — each maps to any object or custom field on the other side. | |
| Time Entries Logged technician time, often exported for payroll and invoicing checks. | Blobs Images and file attachments stored per thread; downloaded with get_blob and uploaded with put_blob against a specific thread ID. | Time Entries is specific to ConnectWise and Blobs to Quip — each maps to any object or custom field on the other side. | |
| Invoices Billing records reconciled against accounting systems. | Documents Editable rich-text threads addressed by ID; created and updated over REST via HTML or Markdown sections, with an updated_usec timestamp used to detect edits. | Invoices is specific to ConnectWise and Documents to Quip — each maps to any object or custom field on the other side. | |
| Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. | Spreadsheets Live-spreadsheet threads; rows and cells are read and written through add_to_spreadsheet and update_spreadsheet_row helpers on the same thread endpoints. | Configurations is specific to ConnectWise and Spreadsheets to Quip — each maps to any object or custom field on the other side. |
How changes propagate between ConnectWise and Quip
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
ConnectWise Quip Sub-second propagation
DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.
DeliveryEach detected change is written to Quip through its API, with automatic retries and rate-limit backoff.
Quip ConnectWise Interval-based propagation
DetectionStacksync polls Quip for changes on an incremental schedule, reading only records changed since the previous pass. Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec.
DeliveryEach detected change is written to ConnectWise through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- ConnectWise: Subject to the platform's API rate limits per company and integration.
- Quip: Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers.
What ships with ConnectWise ⇄ Quip
Connect ConnectWise and Quip for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Quip connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise or Quip data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single ConnectWise or Quip record.
Observability
Monitoring
Track your ConnectWise ⇄ Quip sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between ConnectWise and Quip.
How the ConnectWise and Quip connectors work
ConnectWise
- Integration surface
- REST API
- Authentication
- Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
- Change detection
- Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits per company and integration
Quip
- Integration surface
- REST (v1 Automation API)
- Authentication
- OAuth 2.0 bearer tokens (RFC 6749/6750) or a Personal Access Token; domain admins can pre-approve apps for domain-wide authentication
- Change detection
- Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook
- Capabilities
- read · write
- Rate limits
- Automation API allows roughly 50 requests per minute per access token; exceeding it returns HTTP 503, and responses carry X-RateLimit headers
How it works
How to connect ConnectWise to Quip — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate ConnectWise and Quip with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
ConnectWise
connected
Quip
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise and Quip objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · ConnectWise ⇄ QuipCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise QuipCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Quip integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Quip: authenticate both systems, choose the objects to sync (such as ConnectWise's Opportunities and Agreements), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
ConnectWise: Custom fields defined in the PSA are exposed through the API alongside standard fields. Quip: Spreadsheet edits go through cell- and row-level helpers rather than a bulk upsert, so writing many rows means many API calls. Stacksync's field mapping accounts for these differences between ConnectWise and Quip without custom code.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Quip records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and Quip connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Quip integration in-house.
-
Yes — Stacksync ships production-grade connectors for both ConnectWise and Quip. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
-
Change detection on ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields. On Quip: Polling on thread updated_usec timestamps — get_recent_threads paginates by max_updated_usec; there is no change-data-capture and no outbound change webhook. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 504 integrations available for ConnectWise and Quip.
Popular · 8 of 504
-
ConnectWise ⇄ Adobe Sign -
ConnectWise ⇄ Asana -
ConnectWise ⇄ Docusign -
ConnectWise ⇄ Gatekeeper -
Quip ⇄ Smartsheet -
Quip ⇄ Sysaid -
Quip ⇄ Wrike -
Quip ⇄ Zendesk
No integrations match .
