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.
Three ways to use ConnectWise PSA (Manage)
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration 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.
Create Activity
Create a CRM activity (call, meeting, task) tied to a company, contact, or opportunity.
Create Company
Create a new company record.
Create Contact
Create a new contact, optionally linked to a company.
Create Opportunity
Create a new sales opportunity for a company.
Create Service Ticket
Create a new service ticket on a service board.