ConnectWise PSA (Manage)

ConnectWise PSA (Manage)

ConnectWise PSA (formerly ConnectWise Manage) REST API for managing companies, contacts, service tickets, agreements, opportunities, projects, time entries, and members in the ConnectWise PSA business management platform.

API Key30 tools
Connect ConnectWise PSA (Manage)

Three ways to use ConnectWise PSA (Manage)

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with ConnectWise PSA (Manage).

Add Note to Service Ticket

Append a note (description, internal analysis, or resolution) to a service ticket.

Tool

Create Activity

Create a CRM activity (call, meeting, task) tied to a company, contact, or opportunity.

Tool

Create Company

Create a new company record.

Tool

Create Contact

Create a new contact, optionally linked to a company.

Tool

Create Opportunity

Create a new sales opportunity for a company.

Tool

Create Service Ticket

Create a new service ticket on a service board.

Tool

Get started automating ConnectWise PSA (Manage)

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Your ConnectWise PSA (Manage) workflows, on autopilot.

Connect ConnectWise PSA (Manage) and let AI agents handle the busywork.

Connect ConnectWise PSA (Manage)

Create an account to connect your tools.

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