ConnectWise PSA connector for Okou
Connect ConnectWise PSA to read and analyze service desk, company, project, finance, sales, time, and procurement records through a least-privilege API member.
Sales & operations · API Member credentials
Use ConnectWise PSA in Okou
Read-only ConnectWise PSA REST API access for companies, contacts, service tickets, projects, agreements, opportunities, activities, time entries, products, catalog items, and purchase orders.
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 information and API member records.
- Read company records, company counts, metadata, and company sites.
- Read contact records, counts, and contact details.
- Read service tickets, ticket counts, and documented ticket metadata.
- Read project records and project counts.
- Read service agreements and agreement counts.
- Read sales opportunities and opportunity counts.
- Read time entries and time-entry counts.
How the ConnectWise PSA connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect ConnectWise PSA
Choose API Member 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.
- API Member 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.
- professional services automation
- psa
- msp
- service desk
- ticketing
- crm
ConnectWise PSA connector questions
- What can Okou do with ConnectWise PSA?
- Connect ConnectWise PSA to read and analyze service desk, company, project, finance, sales, time, and procurement records through a least-privilege API member. Documented actions include: Read ConnectWise PSA system information and API member records. Read company records, company counts, metadata, and company sites.
- How do I connect ConnectWise PSA to Okou?
- Connect ConnectWise PSA using API Member 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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