ConnectWise PSA Integrations

Build & publish in-app integrations with our ConnectWise PSA connector

What is ConnectWise PSA?

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

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.

Why integrate with ConnectWise PSA

Your SaaS users want more and more integrations, but they take time and development resources to create. Which is why Cyclr’s white label, embedded iPaaS enables you to create integrations between your application and ConnectWise, as well as 100s of other apps, using low code tools.

ConnectWise PSA connector icon

Available Methods and Endpoints

List Teams
Get a list of all teams.
Action
Get Team
Get details of a team by ID.
Action
List Agreements
List all agreements.
Action
Get Agreement
Retrieve an agreement via ID.
Action
Get Agreement Addition
Get details of an agreement addition by ID.
Action
List Agreements Additions
List additions for an agreement by ID.
Action
Ticket Created
Triggered when a ticket is created.
Webhook
Ticket Updated
Triggered when a ticket is updated.
Webhook
Agreement Updated
Triggered when an agreement is updated.
Webhook
Agreement Created
Triggered when an agreement is created.
Webhook
Update Project Ticket
Update the details on the given project ticket by ID.
Action
Get Project Ticket
Get project ticket by ID.
Action
List Project Tickets
Get a list of project tickets.
Action
List Products by Project Ticket
Get a list of products by project ticket ID.
Action
Create Service Note
Creates a new service note.
Action
Create Ticket Note
Creates a new ticket note.
Action
Create Company
Create a Company.
Action
List Company By Name
List Companies by the given Name
Action
List Updated Companies
List all companies created or updated since last run.
Action
Get Default Company
Return information for the default company.
Action
Get Company
Get a company.
Action
List Companies
List all companies.
Action
List New Companies
List all companies created since last run.
Action
Get Company Type
Get a company's type by type ID.
Action
Get Company Market Description
Get a company market description by ID.
Action
Get Contact by Email
Get a contact by email address.
Action
List Updated Company Contacts Incrementally
Incrementally list all contacts of a company updated since the last run.
Action
Update Company Contact
Update the contact of a company.
Action
Create Company Contact
Creates a contact of a company.
Action
List Updated Company Contacts
List all contacts of a company updated since the last run.
Action
Get Company Status
Get a company's status by status ID.
Action
Get Company Site
Get a company site by ID.
Action
Get Company Configuration
Get a company configuration.
Action
List Company Contacts
List all contacts of a company.
Action
List Company Picker Items
List all company picker items.
Action
Get Company Communication Type
Get a companies communication type by ID.
Action
List Company Configurations
List all company configurations.
Action
Get Company Contact
Get the contact of a company.
Action
List Members
Get a list of members.
Action
Get Member
Get a member by the given ID.
Action
List Pods
Returns a list of pods.
Action
List Updated Pods
Returns a list of pods updated since last successful run date.
Action
Get Pod
Get pod via pod ID.
Action
List Time Entries
Get a list of Time Entries.
Action
List Sales Opportunities
List all sales opportunities.
Action
Get Sales Opportunity by Name
Get a Sales Opportunity by its name.
Action
Get Sales Opportunity
Get a sales opportunity.
Action
Update Sales Opportunity
Update a sales opportunity.
Action
Create Sales Opportunity
Create a sales opportunity.
Action
List Updated Sales Opportunities
List all sales opportunities updated since the last run.
Action
Update Sales Opportunity Note
Update a sales opportunity note.
Action
List Sales Opportunity Types
List all sales opportunity types.
Action
List Sales Opportunity Statuses
List all sales opportunity statuses.
Action
List Sales Opportunity Stages
List all sales opportunity stages.
Action
List Sales Opportunity Ratings
List all sales opportunity ratings.
Action
Get Sales Opportunity Note
Get a note of a sales opportunity.
Action
Create Sales Opportunity Note
Create a sales opportunity note.
Action
List Sales Opportunity Notes
List all notes of a sales opportunity.
Action
List Product Items
List all product items.
Action
Get Product Item
Get details of a product item by ID.
Action
Create User Defined Fields
Create user defined fields.
Action
List User Defined Fields
Get a list of user defined fields.
Action
Get User Defined Field
Get a user defined field specified by ID.
Action
Delete User Defined Field
Delete a user defined field specified by ID.
Action
Create Ticket
Create a ticket.
Action
List Tickets
Get a list of tickets.
Action
Update Ticket
Update the details on the given ticket by ID.
Action
Get Ticket
Get a ticket by ID.
Action
List Products by Ticket
Get a list of products by ticket ID.
Action
List Catalog Items
List all Catalog Items.
Action
List Priorities
List all priorities.
Action
Get Board
Get details of a board by ID.
Action
List Boards
List all boards.
Action
List Reports Types
Returns a list of the types of reports.
Action
List Report by Report Name
Returns a list of specified reports.
Action
List Sales Probabilities
List all sales probabilities.
Action
Create Sales Activity
Create a sales activity.
Action

Do you want to access something that's not currently listed?

Just let us know and we can add it to the connector for you!

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

Project Management

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

Some of the many benefits of using Cyclr as your integration solution

Native

Native

Transform your API from backend to frontend, from developer focused to business user focused.

Deliver integrations natively from within your own application and add value to your end-users.

Build Quickly

Build Quickly

Add connectivity in days, not months. So you can add transformative technology to your system in no time at all.

Be responsive to the needs of your clients and your sales team.

No code integrations

No code integrations

Use our drag and drop integration builder to create integrations, then click to publish them to your app.

Your users can then search and deploy these integrations in a couple of clicks.

Related Resources

ConnectWise PSA Connector Documentation

Read Article

What is iPaaS?

Read Article

Most Common Integration Types to Boost Productivity

Read Article
Ready to start your integration journey?

Book a demo to see Cyclr in action and start creating integration solutions for your customers

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