ConnectWise PSA connector icon

ConnectWise PSA Integrations

ConnectWise is a platform of software & services built for TSPs to run their business.

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01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our ConnectWise PSA connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with ConnectWise PSA, so you can provide in-app ConnectWise PSA integrations for your end users.

PRODUCT USE CASES

Top Use Cases for ConnectWise PSA Integrations

Cyclr is a powerful embedded integration platform that allows your teams to use low code tools to build data responsive integrations for your customers. Then quickly and seamlessly deploy them directly into your SaaS application.

Project Management

  • Add new or update existing project management task when new files are added to collaboration software

ORCHESTRATION

How ConnectWise PSA works with Cyclr

Cyclr sits between your SaaS product and ConnectWise PSA to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    ConnectWise PSA

    ConnectWise PSA processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore ConnectWise PSA methods you can orchestrate through Cyclr.

Internal1

Get System Info

Action

Get System Info

Companies23

Create Company

Action

Create a Company.

List Company By Name

Action

List Companies by the given Name

List Updated Companies

Action

List all companies created or updated since last run.

Get Default Company

Action

Return information for the default company.

Get Company

Action

Get a company.

List Companies

Action

List all companies.

List New Companies

Action

List all companies created since last run.

List Updated Company Contacts

Action

List all contacts of a company updated since the last run.

Create Company Contact

Action

Creates a contact of a company.

Update Company Contact

Action

Update the contact of a company.

List Company Configurations

Action

List all company configurations.

List Company Teams

Action

List the teams for the specifed company.

Get Company Status

Action

Get a company's status by status ID.

List Updated Company Contacts Incrementally

Action

Incrementally list all contacts of a company updated since the last run.

List Company Contacts

Action

List all contacts of a company.

Get Company Type

Action

Get a company's type by type ID.

Get Contact by Email

Action

Get a contact by email address.

Get Company Market Description

Action

Get a company market description by ID.

Get Company Site

Action

Get a company site by ID.

Get Company Configuration

Action

Get a company configuration.

List Company Picker Items

Action

List all company picker items.

Get Company Contact

Action

Get the contact of a company.

Get Company Communication Type

Action

Get a companies communication type by ID.

Projects1

List Projects

Action

List all projects.

Boards2

Get Board

Action

Get details of a board by ID.

List Boards

Action

List all boards.

Ticket Notes4

Create Ticket Note

Action

Creates a new ticket note.

List Ticket Notes

Action

Get a list of ticket notes.

Get Ticket Note

Action

Get a ticket note by ID.

Create Service Note

Action

Creates a new service note.

Teams2

Get Team

Action

Get details of a team by ID.

List Teams

Action

Get a list of all teams.

Sales Opportunities14

List Updated Sales Opportunities

Action

List all sales opportunities updated since the last run.

Create Sales Opportunity

Action

Create a sales opportunity.

List Sales Opportunities

Action

List all sales opportunities.

Get Sales Opportunity by Name

Action

Get a Sales Opportunity by its name.

Get Sales Opportunity

Action

Get a sales opportunity.

Update Sales Opportunity

Action

Update a sales opportunity.

List Sales Opportunity Stages

Action

List all sales opportunity stages.

List Sales Opportunity Types

Action

List all sales opportunity types.

Get Sales Opportunity Note

Action

Get a note of a sales opportunity.

Create Sales Opportunity Note

Action

Create a sales opportunity note.

List Sales Opportunity Statuses

Action

List all sales opportunity statuses.

List Sales Opportunity Notes

Action

List all notes of a sales opportunity.

List Sales Opportunity Ratings

Action

List all sales opportunity ratings.

Update Sales Opportunity Note

Action

Update a sales opportunity note.

Pod3

List Pods

Action

Returns a list of pods.

List Updated Pods

Action

Returns a list of pods updated since last successful run date.

Get Pod

Action

Get pod via pod ID.

Tickets5

Create Ticket

Action

Create a ticket.

List Tickets

Action

Get a list of tickets.

Update Ticket

Action

Update the details on the given ticket by ID.

Get Ticket

Action

Get a ticket by ID.

List Products by Ticket

Action

Get a list of products by ticket ID.

Members2

List Members

Action

Get a list of members.

Get Member

Action

Get a member by the given ID.

Project Statuses1

List Project Statuses

Action

List all project statuses.

Project Tickets4

Get Project Ticket

Action

Get project ticket by ID.

List Project Tickets

Action

Get a list of project tickets.

Update Project Ticket

Action

Update the details on the given project ticket by ID.

List Products by Project Ticket

Action

Get a list of products by project ticket ID.

Priorities1

List Priorities

Action

List all priorities.

User Defined Fields4

Create User Defined Fields

Action

Create user defined fields.

List User Defined Fields

Action

Get a list of user defined fields.

Get User Defined Field

Action

Get a user defined field specified by ID.

Delete User Defined Field

Action

Delete a user defined field specified by ID.

Reports2

List Reports Types

Action

Returns a list of the types of reports.

List Report by Report Name

Action

Returns a list of specified reports.

Agreements4

List Agreements

Action

List all agreements.

Get Agreement

Action

Retrieve an agreement via ID.

Get Agreement Addition

Action

Get details of an agreement addition by ID.

List Agreements Additions

Action

List additions for an agreement by ID.

Product Items2

List Product Items

Action

List all product items.

Get Product Item

Action

Get details of a product item by ID.

Catalog Items1

List Catalog Items

Action

List all Catalog Items.

Time Entries1

List Time Entries

Action

Get a list of Time Entries.

Invoices1

List Invoices

Action

List all invoices.

Webhooks (Callbacks)11

Get Webhook (Callback)

Action

Get a webhook (callback).

Delete Webhook (Callback)

Action

Delete a webhook (callback).

Update Webhook (Callback)

Action

Update a webhook (callback).

Project Updated

Webhook

Triggered when a Project is updated.

Ticket Updated

Webhook

Triggered when a ticket is updated.

Agreement Updated

Webhook

Triggered when an agreement is updated.

List Updated Webhooks (Callbacks)

Action

List all webhooks (callbacks) created or updated since the last successful run.

Agreement Created

Webhook

Triggered when an agreement is created.

Create Webhook (Callback)

Action

Create a webhook (callback).

Ticket Created

Webhook

Triggered when a ticket is created.

List Webhooks (Callbacks)

Action

List all webhooks (callbacks).

Sales2

Create Sales Activity

Action

Create a sales activity.

List Sales Probabilities

Action

List all sales probabilities.

TECHNICAL DETAILS

ConnectWise PSA integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing ConnectWise PSA integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

ConnectWise PSA Connector Documentation

Read more →Resource

What is iPaaS?

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