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with Connectwise PSA and Harvest?
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Popular Ways to Connect Connectwise PSA with Harvest#
Popular Connectwise PSA and Harvest Triggers#
Emit new event when a new contact is created in Connectwise.
Emit new notifications when a new timesheet entry is created
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 and Harvest Actions#
Creates a new company in Connectwise. See the documentation
Creates a new time entry object. Create a time entry via duration documentation, Create a time entry via start and end time documentation
Creates a new contact in Connectwise. See the documentation
Creates a new ticket in Connectwise. See the documentation
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}`,
},
})
},
})Overview of Harvest#
Harvest is a time tracking and invoicing tool that can streamline the way freelancers and businesses record time for various projects and tasks. By leveraging the Harvest API on Pipedream, you can automate complex workflows that integrate time tracking data with other business tools. Generate reports, sync project data, and manage invoices with minimal manual intervention. Pipedream's serverless platform lets you create these automations using simple, code-driven components, enabling a seamless connection between Harvest and a multitude of other apps.
Connect Harvest#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
harvest: {
type: "app",
app: "harvest",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://id.getharvest.com/api/v2/accounts`,
headers: {
Authorization: `Bearer ${this.harvest.$auth.oauth_access_token}`,
"User-Agent": `Pipedream (pipedream.com)`,
},
})
},
})
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