Connectwise PSA

Streamline your business from end to end with ConnectWise PSA.

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Connectwise PSA

Connectwise PSA API Integrations

Build and run workflows using the Connectwise PSA API. Use 1000s of source-available triggers and actions across 2,200+ apps. Or write custom code to integrate any app or API in seconds.

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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.

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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
-
24
of
2,200+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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.

Create Ticket with Connectwise PSA API on New Requests from HTTP / Webhook API
HTTP / Webhook + Connectwise PSA
 
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Add Single Row with Google Sheets API on New Ticket Created from Connectwise PSA API
Connectwise PSA + Google Sheets
 
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Create Company with Connectwise PSA API on New Item in Feed from RSS API
RSS + Connectwise PSA
 
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Create Company with Connectwise PSA API on New Message (Instant) from Discord API
Discord + Connectwise PSA
 
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Create Company with Connectwise PSA API on New Message In Channels (Instant) from Slack API
Slack + Connectwise PSA
 
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New Contact Created from the Connectwise PSA API

Emit new event when a new contact is created in Connectwise.

 
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New Project Created from the Connectwise PSA API

Emit new event when a new project is created in Connectwise.

 
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New Ticket Created from the Connectwise PSA API

Emit new event when a new ticket is created in Connectwise.

 
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Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

 
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Create Contact with the Connectwise PSA API

Creates a new contact in Connectwise. See the documentation

 
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Create Ticket with the Connectwise PSA API

Creates a new ticket in Connectwise. See the documentation

 
Try it

Authentication

Name Slug: connectwise_psa

Connectwise 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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo