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.
Get started automating ConnectWise PSA (Manage)
Ready-to-use workflows
Prompts using ConnectWise PSA (Manage)
ConnectWise PSA agreement margin board for monthly reviews
Rank every active agreement by the hours it is actually eating, see the real hourly rate you are earning, and investigate the ones losing money.
Quarterly business review prep desk for ConnectWise PSA
Pick a client and a date range, then see the whole period's tickets, hours, agreements and pipeline on one page and generate the QBR document from it.
Timesheet completion board for your ConnectWise PSA techs
See every technician's logged hours day by day before you bill, close the gaps without opening ConnectWise, and nudge whoever is still short in Slack.
Weekly ConnectWise PSA renewal radar in Slack
Every Monday at 7am, get a Slack digest of ConnectWise PSA agreements expiring in the next 60 days, with renewal call holds dropped on each account owner's calendar.
Auto-triage new ConnectWise PSA tickets and post a Teams digest
Every 15 minutes, classify each new ConnectWise PSA ticket, tag urgency, leave an internal note for the technician, and post a digest to Microsoft Teams.
Slack alerts for new ConnectWise PSA service tickets
Catch new service tickets before they go cold. Every 15 minutes, your dispatch team gets a triaged Slack message for each new ConnectWise PSA ticket.
Weekly nudge for stalled ConnectWise opportunities
Every Monday at 8am, find sales opportunities that have gone quiet in ConnectWise PSA, send a gentle Gmail follow-up, and log the outreach back as a CRM activity.
Daily ConnectWise time entries to Google Sheets
Every weekday at 7pm, log the day's billable time entries from ConnectWise PSA into a Google Sheet so finance can sanity-check coverage before invoicing.
