Integrate the Connectwise PSA API with the Formatting API

Setup the Connectwise PSA API trigger to run a workflow which integrates with the Formatting API. Pipedream's integration platform allows you to integrate Connectwise PSA and Formatting remarkably fast. Free for developers.

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Popular Ways to Connect Connectwise PSA with Formatting#

[Data] Convert JSON to String with Formatting API on New Contact Created from Connectwise PSA API

Connectwise PSA + Formatting

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[Data] Convert JSON to String with Formatting API on New Project Created from Connectwise PSA API

Connectwise PSA + Formatting

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[Data] Convert JSON to String with Formatting API on New Ticket Created from Connectwise PSA API

Connectwise PSA + Formatting

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[Data] Parse JSON with Formatting API on New Contact Created from Connectwise PSA API

Connectwise PSA + Formatting

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[Data] Parse JSON with Formatting API on New Project Created from Connectwise PSA API

Connectwise PSA + Formatting

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Popular Connectwise PSA and Formatting Triggers#

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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Popular Connectwise PSA and Formatting Actions#

Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

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Create Contact with the Connectwise PSA API

Creates a new contact in Connectwise. See the documentation

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[Data] Parse JSON with the Formatting API

Parse a JSON string

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Create Ticket with the Connectwise PSA API

Creates a new ticket in Connectwise. See the documentation

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Overview of Connectwise PSA#

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.

Connect Connectwise PSA#

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}`,
      },
    })
  },
})

Connect Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})

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