ConnectWise PSA connector for Okou
Connect ConnectWise PSA to read and manage companies, contacts, configurations, service tickets, projects, time entries, boards, agreements, and invoices.
Sales & operations · ConnectWise API credentials
Use ConnectWise PSA in Okou
ConnectWise PSA REST API for companies, contacts, configurations, service tickets, projects, time entries, service boards, agreements, and invoices.
Once connected, supported ConnectWise PSA actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with ConnectWise PSA
- Read ConnectWise PSA system metadata, visible members, and departments.
- Read companies, contacts, configurations, sites, and their visible usage metadata.
- Read service tickets, ticket notes, tasks, and associated configurations, documents, products, activities, schedules, and time entries.
- Read projects, project workplans, and project notes.
- Read time entries and their counts.
- Read invoices, invoice PDFs, agreements, agreement sites, configurations, additions, adjustments, work roles, and work types.
- Read service boards and their usage metadata.
How the ConnectWise PSA connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect ConnectWise PSA
Choose ConnectWise API credentials.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect ConnectWise PSA securely
Use the connection method that fits your account and grant only the access the workflow needs.
- ConnectWise API credentials
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What ConnectWise PSA covers
The topics this connector's published operations touch.
- connectwise
- connectwise psa
- professional services automation
- psa
- msp
- service desk
ConnectWise PSA connector questions
- What can Okou do with ConnectWise PSA?
- Connect ConnectWise PSA to read and manage companies, contacts, configurations, service tickets, projects, time entries, boards, agreements, and invoices. Documented actions include: Read ConnectWise PSA system metadata, visible members, and departments. Read companies, contacts, configurations, sites, and their visible usage metadata.
- How do I connect ConnectWise PSA to Okou?
- Connect ConnectWise PSA using ConnectWise API credentials. The connection controls which supported actions a workflow can use.
- Can ConnectWise PSA run in an automated workflow?
- Yes. After it is connected, supported ConnectWise PSA actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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