Integrate the HubSpot API with the Connectwise PSA API

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

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Popular Ways to Connect HubSpot with Connectwise PSA#

Add Contact to List with HubSpot API on New Contact Created from Connectwise PSA API

Connectwise PSA + HubSpot

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Add Contact to List with HubSpot API on New Project Created from Connectwise PSA API

Connectwise PSA + HubSpot

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Add Contact to List with HubSpot API on New Ticket Created from Connectwise PSA API

Connectwise PSA + HubSpot

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Batch Create or Update Contact with HubSpot API on New Contact Created from Connectwise PSA API

Connectwise PSA + HubSpot

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Batch Create or Update Contact with HubSpot API on New Project Created from Connectwise PSA API

Connectwise PSA + HubSpot

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Popular HubSpot and Connectwise PSA Triggers#

Company Updated from the HubSpot API

Emit new event each time a company is updated.

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Contact Updated from the HubSpot API

Emit new event each time a contact is updated.

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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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Popular HubSpot and Connectwise PSA Actions#

Add Contact to List with the HubSpot API

Adds a contact to a specific static list. See the documentation

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Create Company with the Connectwise PSA API

Creates a new company in Connectwise. See the documentation

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Batch Create or Update Contact with the HubSpot API

Create or update a batch of contacts by its ID or email. 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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Overview of HubSpot#

The HubSpot API enables developers to integrate into HubSpots CRM, CMS, Conversations, and other features. It allows for automated management of contacts, companies, deals, and marketing campaigns, enabling custom workflows, data synchronization, and task automation. This streamlines operations and boosts customer engagement, with real-time updates for rapid response to market changes.

Connect HubSpot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    hubspot: {
      type: "app",
      app: "hubspot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.hubapi.com/integrations/v1/me`,
      headers: {
        Authorization: `Bearer ${this.hubspot.$auth.oauth_access_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#

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}`,
      },
    })
  },
})

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