What do you want to automate

with DocumentPro and Connectwise PSA?

Prompt, edit and deploy AI agents that connect to DocumentPro, Connectwise PSA and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Create Company with Connectwise PSA API on New Document Updated (Instant) from DocumentPro API
DocumentPro + Connectwise PSA
 
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Create Contact with Connectwise PSA API on New Document Updated (Instant) from DocumentPro API
DocumentPro + Connectwise PSA
 
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Create Ticket with Connectwise PSA API on New Document Updated (Instant) from DocumentPro API
DocumentPro + Connectwise PSA
 
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Upload New Document with DocumentPro API on New Contact Created from Connectwise PSA API
Connectwise PSA + DocumentPro
 
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Upload New Document with DocumentPro API on New Project Created from Connectwise PSA API
Connectwise PSA + DocumentPro
 
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New Document Updated (Instant) from the DocumentPro API

Emit new event when a file request status changes. You can only create one webhook in a parser at a time.

 
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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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Upload New Document with the DocumentPro API

Uploads a document to DocumentPro's parser. 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

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

Connect DocumentPro

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documentpro: {
      type: "app",
      app: "documentpro",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.documentpro.ai/v1/templates`,
      headers: {
        "x-api-key": `${this.documentpro.$auth.api_key}`,
      },
    })
  },
})

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

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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}`,
      },
    })
  },
})

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