Connectwise PSA API Integrations
Build and run workflows using the Connectwise PSA API. Use 1000s of source-available triggers and actions across 2,400+ apps. Or write custom code to integrate any app or API in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Overview#
ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
connectwise_psa: {
type: "app",
app: "connectwise_psa",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.connectwise_psa.$auth.environment}/v4_6_release/apis/3.0/service/boards`,
headers: {
"clientId": `${this.connectwise_psa.$auth.client_id}`,
},
auth: {
username: `${this.connectwise_psa.$auth.company_id}+${this.connectwise_psa.$auth.public_key}`,
password: `${this.connectwise_psa.$auth.private_key}`,
},
})
},
})
Choose an API to Connect with Connectwise PSA API#
1-24of2,400+apps by most popular
Example Use Cases#
Ticket Management Automation: Automatically create or update tickets in ConnectWise PSA whenever specific triggers occur in other apps, such as receiving a high-priority email in Gmail or a new form entry in Typeform. This workflow can help in ensuring rapid response times and better issue tracking.
Client Onboarding: Streamline the onboarding process for new clients by using ConnectWise PSA to manage project setups, configurations, and initial assessments whenever a new client is added in CRM platforms like Salesforce. Automate task creation and assignment to ensure every client setup is thorough and consistent.
Invoice and Payment Sync: Sync invoices and payments between ConnectWise PSA and accounting software like QuickBooks. Automate the process of updating financial records whenever a new invoice is created or a payment is received in ConnectWise, ensuring that your financial data remains accurate and up to date.
Popular Connectwise PSA Integrations#
Popular Connectwise PSA Triggers#
Emit new event when a new contact is created in Connectwise.
Emit new event when a new project is created in Connectwise.
Emit new event when a new ticket is created in Connectwise.
Popular Connectwise PSA Actions#
Creates a new company in Connectwise. See the documentation
Creates a new contact in Connectwise. See the documentation
Creates a new ticket in Connectwise. See the documentation
Authentication#
Name Slug: connectwise_psaConnectwise PSA uses API keys for authentication. When you connect your Connectwise PSA account, Pipedream securely stores the keys so you can easily authenticate to Connectwise PSA APIs in both code and no-code steps.
To retrieve your Public and Private Keys,
- Navigate to your Connectwise PSA account and sign in
- Click the Member menu on the top right.
- Go to “My Account” > “API Keys”
- Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".
Trusted by 1,000,000+ developers from startups to Fortune 500 companies