Create Company with Connectwise PSA API on Daily schedule from Schedule API

Pipedream makes it easy to connect APIs for Connectwise PSA, Schedule and 2,400+ other apps remarkably fast.

Trigger workflow on

Daily schedule from the Schedule API

Next, do this

Create Company with the Connectwise PSA API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Schedule trigger and Connectwise PSA action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Company action
1. Connect your Connectwise PSA account
2. Configure Company Name
3. Configure Identifier
4. Select one or more Types
5. Select a Status
6. Configure Site Name
7. Optional- Configure Address Line 1
8. Optional- Configure Address Line 2
9. Optional- Configure City
10. Optional- Configure State
11. Optional- Configure Zip
12. Optional- Select a Country
13. Optional- Configure Phone
14. Optional- Configure Website
15. Optional- Select a Market
16. Optional- Select a Territory
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

import schedule from "../../schedule.app.mjs";

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Company on Connectwise PSA

Description:Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)

Version:0.0.1

Key:connectwise_psa-create-company

View on GitHub

Connectwise PSA Overview#

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.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-company",
  name: "Create Company",
  description: "Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)",
  version: "0.0.1",
  type: "action",
  props: {
    connectwise,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the new company",
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "A unique identifier for the company",
    },
    types: {
      propDefinition: [
        connectwise,
        "companyTypes",
      ],
    },
    status: {
      propDefinition: [
        connectwise,
        "status",
      ],
    },
    site: {
      type: "string",
      label: "Site Name",
      description: "The site name for the company",
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the company's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the company's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the company",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the company",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the company",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the company",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the company",
      optional: true,
    },
    market: {
      propDefinition: [
        connectwise,
        "market",
      ],
    },
    territory: {
      propDefinition: [
        connectwise,
        "territory",
      ],
    },
  },
  async run({ $ }) {
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createCompany({
      $,
      data: {
        name: this.name,
        identifier: this.identifier,
        types,
        status: {
          id: this.status,
        },
        site: {
          name: this.site,
        },
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        phoneNumber: this.phone,
        website: this.website,
        market: this.market
          ? {
            id: this.market,
          }
          : undefined,
        territory: this.territory
          ? {
            id: this.territory,
          }
          : undefined,
      },
    });
    $.export("$summary", `Successfully created company with ID: ${response.id}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
Company Name	`name`	`string`	The name of the new company
Identifier	`identifier`	`string`	A unique identifier for the company
Types	`types`	`integer[]`	Select a value from the drop down menu.
Status	`status`	`integer`	Select a value from the drop down menu.
Site Name	`site`	`string`	The site name for the company
Address Line 1	`address1`	`string`	First line of the company's address
Address Line 2	`address2`	`string`	Second line of the company's address
City	`city`	`string`	City of the company
State	`state`	`string`	State of the company
Zip	`zip`	`string`	Zip code of the company
Country	`country`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the company
Website	`website`	`string`	Website of the company
Market	`market`	`integer`	Select a value from the drop down menu.
Territory	`territory`	`integer`	Select a value from the drop down menu.

Action Authentication#

Connectwise PSA uses API keys for authentication. When you connect your Connectwise PSA account, Pipedream securely stores the keys so you can easily authenticate to Connectwise PSA APIs in both code and no-code steps.

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".