Integrate the Pipedream API with the Connectwise PSA API

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

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Popular Ways to Connect Pipedream with Connectwise PSA#

Create Company with Connectwise PSA API on New Scheduled Tasks from Pipedream API

Pipedream + Connectwise PSA

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Create Contact with Connectwise PSA API on New Scheduled Tasks from Pipedream API

Pipedream + Connectwise PSA

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Create Ticket with Connectwise PSA API on New Scheduled Tasks from Pipedream API

Pipedream + Connectwise PSA

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Create a Subscription with Pipedream API on New Contact Created from Connectwise PSA API

Connectwise PSA + Pipedream

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Create a Subscription with Pipedream API on New Project Created from Connectwise PSA API

Connectwise PSA + Pipedream

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Popular Pipedream and Connectwise PSA Triggers#

New Scheduled Tasks from the Pipedream API

Exposes an HTTP API for scheduling messages to be emitted at a future time

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New Upcoming Event Alert from the Pipedream API

Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.

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Card Due Date Reminder from the Pipedream API

Emit new event at a specified time before a card is due.

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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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Popular Pipedream and Connectwise PSA Actions#

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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Create a Subscription with the Pipedream API

Create a Subscription. See Doc

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Delete a Subscription with the Pipedream API

Delete a Subscription. See Doc

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Overview of Pipedream#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Connect Pipedream#

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

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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