← Supabase + Connectwise PSA integrations

Create Company with Connectwise PSA API on New Webhook Event (Instant) from Supabase API

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New Webhook Event (Instant) from the Supabase API
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Create Company with the Connectwise PSA API
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Getting Started

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

  1. Select this integration
  2. Configure the New Webhook Event (Instant) trigger
    1. Connect your Supabase account
    2. Configure Table
    3. Optional- Configure Row Identifier
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)
Version:0.0.5
Key:supabase-new-webhook-event

Supabase Overview

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code

import base from "../common/base.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "supabase-new-webhook-event",
  name: "New Webhook Event (Instant)",
  description: "Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)",
  version: "0.0.5",
  type: "source",
  props: {
    ...base.props,
    http: {
      type: "$.interface.http",
    },
  },
  hooks: {
    async deploy() {
      const client = await this.supabase._client();
      const query = client
        .from(this.table)
        .select()
        .range(0, constants.HISTORICAL_EVENT_LIMIT);
      const { data } = await query;
      for (const row of data) {
        this.$emit({
          record: row,
        }, {
          summary: "Historical row in table",
        });
      }
    },
  },
  async run(event) {
    const { body: data } = event;
    let summary = `New ${data.type} event in table`;
    if (data.record?.[this.rowIdentifier]) {
      summary = `${summary}: ${data.record[this.rowIdentifier]}`;
    }
    this.$emit(data, {
      summary,
    });
  },
};

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.
LabelPropTypeDescription
SupabasesupabaseappThis component uses the Supabase app.
Tabletablestring

The name of the table to watch for new rows

Row IdentifierrowIdentifierstring

The column name to use as the row identifier

N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.

Trigger Authentication

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase

Supabase is an open source Firebase alternative.

Action

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

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.

LabelPropTypeDescription
Connectwise PSAconnectwiseappThis component uses the Connectwise PSA app.
Company Namenamestring

The name of the new company

Identifieridentifierstring

A unique identifier for the company

Typestypesinteger[]Select a value from the drop down menu.
StatusstatusintegerSelect a value from the drop down menu.
Site Namesitestring

The site name for the company

Address Line 1address1string

First line of the company's address

Address Line 2address2string

Second line of the company's address

Citycitystring

City of the company

Statestatestring

State of the company

Zipzipstring

Zip code of the company

CountrycountryintegerSelect a value from the drop down menu.
Phonephonestring

Phone number of the company

Websitewebsitestring

Website of the company

MarketmarketintegerSelect a value from the drop down menu.
TerritoryterritoryintegerSelect 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".

About Connectwise PSA

Streamline your business from end to end with ConnectWise PSA.

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