What do you want to automate

with Helcim and Connectwise PSA?

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

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

Overview of Helcim

Helcim is a payment platform that lets you process transactions, manage customers, and handle various aspects of your business's finances. Using Pipedream, you can tap into the Helcim API to create automations that streamline payment processing, sync transaction data with other business tools, and trigger actions based on payment events. It's an ideal way to integrate sales data with other systems, automate accounting tasks, and enhance customer relationship management.

Connect Helcim

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    helcim: {
      type: "app",
      app: "helcim",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://secure.myhelcim.com/api/account-info`,
      headers: {
        "account-id": `${this.helcim.$auth.account_id}`,
        "api-token": `${this.helcim.$auth.api_token}`,
      },
    })
  },
})

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