Streamline your business from end to end with ConnectWise PSA.
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.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Creates a new company in Connectwise. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Creates a new contact in Connectwise. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Creates a new ticket in Connectwise. See the documentation
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}`,
},
})
},
})
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})