Integrate the Connectwise PSA API with the Salesforce API

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

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Popular Ways to Connect Connectwise PSA with Salesforce#

Add Contact to Campaign with Salesforce API on New Contact Created from Connectwise PSA API

Connectwise PSA + Salesforce

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Add Contact to Campaign with Salesforce API on New Project Created from Connectwise PSA API

Connectwise PSA + Salesforce

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Add Contact to Campaign with Salesforce API on New Ticket Created from Connectwise PSA API

Connectwise PSA + Salesforce

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Add Lead to Campaign with Salesforce API on New Contact Created from Connectwise PSA API

Connectwise PSA + Salesforce

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Add Lead to Campaign with Salesforce API on New Project Created from Connectwise PSA API

Connectwise PSA + Salesforce

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Popular Connectwise PSA and Salesforce 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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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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Popular Connectwise PSA and Salesforce Actions#

Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. 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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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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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}`,
      },
    })
  },
})

Overview of Salesforce#

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.

Connect Salesforce#

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}`,
      },
    })
  },
})

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