Integrate the Salesforce API with the Connectwise PSA API

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

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Popular Ways to Connect Salesforce with Connectwise PSA#

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 Salesforce and Connectwise PSA 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 Salesforce and Connectwise PSA Actions#

Add Contact to Campaign with the Salesforce API

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

Adds an existing lead 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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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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}`,
      },
    })
  },
})

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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