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ConnectWise PSA Integration Automation with AI Agents and Assistants

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your ConnectWise PSA account with Appy Pie Automate

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About ConnectWise PSA

ConnectWise PSA is an award-winning professional services automation solution that connects your entire organization. Save time throughout your entire business lifecycle with the powerful automation and standardization that ConnectWise PSA brings to the table. A single view of your business operations makes it possible to streamline your business even further.

Choose the app you want to connect with ConnectWise PSA

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Here is a list of ConnectWise PSA Triggers and Actions

  • Create Company

    Creates a new company.

  • Create Contact

    Create a Contact.

  • Create Ticket

    Create a Ticket.

  • Create Ticket Note

    Create a Ticket Note

  • Update Company

    Update a company.

  • Update Ticket

    Update a Ticket.

  • Find Company

    Find Company by Identifier.

  • Find Contact

    Find Contact by name.

  • Find Ticket

    Find Ticket by Summary.

  • Find or Create Priority

    Find or Create Priority

  • Find or Create Status

    Find or Create Status

How to Integrate ConnectWise PSA with Appy Pie Automate

Follow the steps below to start integrating ConnectWise PSA using Appy Pie Automate:

  1. Go to Appy Pie Automate

  2. Create an account or login if you already have an account

  3. Search for the ConnectWise PSA App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter ConnectWise PSA account API key

  6. Your ConnectWise PSA app is now ready to integrate hundreds of apps supported on Appy Pie Automate.

Page reviewed by Abhinav Girdhar  | Last Updated on May 26, 2024, 4:43 pm

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