Create Contact with Connectwise PSA API on New Event from Jira API

Pipedream makes it easy to connect APIs for Connectwise PSA, Jira and 2,700+ other apps remarkably fast.

Trigger workflow on

New Event from the Jira API

Next, do this

Create Contact 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 Jira 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 New Event trigger
1. Connect your Jira account
2. Select a Cloud ID
3. Configure JQL Filter
4. Optional- Configure Override Existing Webhooks
5. Select one or more Event types
Configure the Create Contact action
1. Connect your Connectwise PSA account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Select one or more Types
6. Optional- Select a Company
7. Optional- Select a Relationship
8. Optional- Select a Department
9. Optional- Configure Phone
10. Optional- Configure Address Line 1
11. Optional- Configure Address Line 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
16. Optional- Configure Primary Contact
17. Optional- Configure Additional Options
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#

New Event on Jira

Description:Emit new event when an event with subscribed event source triggered, [See the docs](https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-webhooks/#api-rest-api-3-webhook-post)

Version:0.0.10

Key:jira-events

View on GitHub

Jira Overview#

The Jira API opens up a world of possibilities for automating project management tasks, syncing with other tools, and enhancing data visibility. With Pipedream's integration, you can streamline issue tracking by automatically creating, updating, and searching for issues in Jira, as well as managing projects, sprints, users, and more. This integration not only saves time but also ensures real-time data flow across various platforms, keeping teams in sync and projects on track.

Trigger Code#

import common from "../common/common.mjs";
import eventsTypes from "../common/eventTypes.mjs";

export default {
  key: "jira-events",
  name: "New Event",
  description: "Emit new event when an event with subscribed event source triggered, [See the docs](https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-webhooks/#api-rest-api-3-webhook-post)",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  ...common,
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Event types",
      description: "he Jira events that trigger the webhook.",
      options: eventsTypes,
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return this.events;
    },
  },
};

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
Jira	`jira`	`app`	This component uses the Jira app.
N/A	`http`	`$.interface.http`	This component uses `$.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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Cloud ID	`cloudId`	`string`	Select a value from the drop down menu.
JQL Filter	`jqlFilter`	`string`	The JQL filter that specifies which issues the webhook is sent for, only a subset of JQL can be used, e.g. `project = P1` See supported JQL filters
Override Existing Webhooks	`overrideExistingWebhooks`	`boolean`	Override existing webhooks with this new Pipedream source's webhook. Recommend to set this to `true` if you have an existing Jira webhook that you no longer use and want to override with the new Pipedream source.
Event types	`events`	`string[]`	Select a value from the drop down menu:`{ "label": "Issue Created", "value": "jira:issue_created" }{ "label": "Issue Updated", "value": "jira:issue_updated" }{ "label": "Issue Deleted", "value": "jira:issue_deleted" }`

Trigger Authentication#

Jira uses OAuth authentication. When you connect your Jira account, Pipedream will open a popup window where you can sign into Jira and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Jira API.

Pipedream requests the following authorization scopes when you connect your account:

read:jira-workmanage:jira-projectread:jira-userwrite:jira-workmanage:jira-data-providerread:meoffline_accessread:issue-details:jiraread:board-scope:jira-softwareread:webhook:jirawrite:webhook:jiraread:field:jiraread:project:jiradelete:webhook:jirawrite:board-scope:jira-softwareread:board-scope.admin:jira-softwareread:sprint:jira-softwarewrite:sprint:jira-softwareread:field.option:jirawrite:field.option:jiraread:custom-field-contextual-configuration:jira write:custom-field-contextual-configuration:jiramanage:jira-configurationread:jql:jira

About Jira#

Jira is the #1 agile project management tool used by teams to plan, track, release, and support great software with confidence

Action#

Create Contact on Connectwise PSA

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

Version:0.1.0

Key:connectwise_psa-create-contact

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 { parseObjectEntries } from "../../common/utils.mjs";
import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)",
  version: "0.1.0",
  type: "action",
  props: {
    connectwise,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the contact",
      optional: true,
    },
    types: {
      propDefinition: [
        connectwise,
        "contactTypes",
      ],
    },
    company: {
      propDefinition: [
        connectwise,
        "company",
      ],
      optional: true,
    },
    relationship: {
      propDefinition: [
        connectwise,
        "relationship",
      ],
    },
    department: {
      propDefinition: [
        connectwise,
        "department",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the contact's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the contact's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the contact",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the contact",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
    isDefault: {
      type: "boolean",
      label: "Primary Contact",
      description: "Whether the contact is the primary (default) contact for the company",
      optional: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Options",
      description: "Additional parameters to send in the request. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts) for available parameters. Values will be parsed as JSON where applicable.",
      optional: true,
    },
  },
  async run({ $ }) {
    const communicationItems = [];
    if (this.email) {
      communicationItems.push({
        value: this.email,
        type: {
          id: 1, // email
        },
      });
    }
    if (this.phone) {
      communicationItems.push({
        value: this.phone,
        type: {
          id: 2, // phone
        },
      });
    }
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createContact({
      $,
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        communicationItems,
        types,
        company: this.company
          ? {
            id: this.company,
          }
          : undefined,
        relationship: this.relationship
          ? {
            id: this.relationship,
          }
          : undefined,
        department: this.department
          ? {
            id: this.department,
          }
          : undefined,
        defaultFlag: this.isDefault,
        ...(this.additionalOptions && parseObjectEntries(this.additionalOptions)),
      },
    });
    $.export("$summary", `Successfully created contact 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.
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email address of the contact
Types	`types`	`integer[]`	Select a value from the drop down menu.
Company	`company`	`integer`	Select a value from the drop down menu.
Relationship	`relationship`	`integer`	Select a value from the drop down menu.
Department	`department`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the contact
Address Line 1	`address1`	`string`	First line of the contact's address
Address Line 2	`address2`	`string`	Second line of the contact's address
City	`city`	`string`	City of the contact
State	`state`	`string`	State of the contact
Zip	`zip`	`string`	Zip code of the contact
Country	`country`	`integer`	Select a value from the drop down menu.
Primary Contact	`isDefault`	`boolean`	Whether the contact is the primary (default) contact for the company
Additional Options	`additionalOptions`	`object`	Additional parameters to send in the request. See the documentation for available parameters. Values will be parsed as JSON where applicable.

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.

More Ways to Connect Connectwise PSA + Jira#

Other Popular Integrations#

Create Contact with Connectwise PSA API on New Issue Created Event from Jira API

Jira + Connectwise PSA

Create Contact with Connectwise PSA API on New Event from Jira API

Pipedream makes it easy to connect APIs for Connectwise PSA, Jira and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,700+apps by most popular

1
-
24
of
2,700+
apps by most popular