Connectwise PSA integration
Streamline your business from end to end with ConnectWise PSA.
What your agents can do with Connectwise PSA
6 pre-built Connectwise PSA tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Ticket
Creates a new ticket in Connectwise.
Create Contact
Creates a new contact in Connectwise.
Create Company
Creates a new company in Connectwise.
Triggers (3)
New Ticket Created
Emit new event when a new ticket is created in Connectwise.
New Project Created
Emit new event when a new project is created in Connectwise.
New Contact Created
Emit new event when a new contact is created in Connectwise.
Set up Connectwise PSA in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Connectwise PSA account
In Relevance AI, open Integrations and add Connectwise PSA, then paste your Public Key, Private Key, Client ID, Company ID, and API URL. You will find it in your Connectwise PSA account settings.
Use Connectwise PSA in an agent
Create a tool, add a Connectwise PSA tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Connectwise PSA to work in your agents
Connect Connectwise PSA alongside 1,800+ other integrations and let your agents run the busywork.