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ConnectWise PSA (Independent Publisher) (Preview)

ConnectWise PSA - Connector for creating and retrieving ConnectWise Ticket records

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Support
URL https://www.opalbiz.com
Email CWConnector@opalbiz.com
Connector Metadata
Publisher howellchrisj
Website https://www.opalbiz.com
Privacy policy https://www.opalbiz.com
Categories Data

ConnectWise PSA (Independent Publisher)

ConnectWise is a leading IT management software that provides solutions for managed service providers (MSPs) and technology professionals. This connector aims to streamline access to ConnectWise APIs, enabling users to integrate and automate key business processes such as ticketing, company and contact details. As we build more endpoints to the connector, we can then allow this connector to have more functionality.

Publisher: Chris Howell, Opal Business Solutions

Prerequisites

  • API Member Public and Private Key
  • Knowledge of the Company Code
  • ClientID from ConnectWise Developer

Supported Operations

  • Get Tickets: Retrieve a list of service tickets.
  • Create Ticket: Add a new service ticket.
  • Update Ticket: Modify an existing service ticket.
  • Get Companies: Retrieve company details.
  • Get Contacts: Retrieve contact details.

Operation 1

Get Tickets allows for the retrieving of data from the service tickets

Operation 2

Create Tickets allows for the creation of a new service ticket

Operation 3

Update Ticket allows for the updating of an existing service ticket

Operation 4

Get Companies allows for the retrieving of data from the company

Operation 5

Get Contacts allows for the retrieving of data from the contact

Obtaining Credentials

API Key is retrieved through ConnectWise Setup, Members and an API Member needs to be created. Saving the Public and Private Key is important Company Code is required, which you can obtain when logging into ConnectWise ClientID is obtained through (https://developer.connectwise.com/) Once the API Key is obtained, and the Company Code is documented, you will need to convert the following to Base64 Convert: Company Code+Public Key:Private Key to Base64

Known Issues and Limitations

Currently there are no limitations, and issues outside any limitations from the ConnectWise API side.

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
api_key securestring The api_key for this api True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create a ConnectWise ticket

Create a new ticket in ConnectWise.
Get list of ConnectWise tickets

Retrieve a list of tickets from ConnectWise using optional filters and paging.

Create a ConnectWise ticket

Operation ID:
postServiceTickets

Create a new ticket in ConnectWise.

Parameters

Name Key Required Type Description
clientId
 clientId True string

Your ConnectWise client ID
ticket
 body True

Body

Get list of ConnectWise tickets

Operation ID:
getServiceTickets

Retrieve a list of tickets from ConnectWise using optional filters and paging.

Parameters

Name Key Required Type Description
conditions
 conditions string

Filter tickets using OData-style conditions
childConditions
 childConditions string

Filter tickets based on child object conditions
customFieldConditions
 customFieldConditions string

Filter tickets using custom field conditions
orderBy
 orderBy string

Specify fields to order results by
fields
 fields string

Specify which ticket fields to return
page
 page integer

Page number to retrieve
pageSize
 pageSize integer

Number of tickets per page
pageId
 pageId integer

Unique page ID for pagination
clientId
 clientId True string

Your ConnectWise client ID