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ConnectWise PSA

The ConnectWise PSA connector enables easy and secure data synchronization between your application and your customers’ ConnectWise PSA accounts through unified data models.

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Authorization

The ConnectWise PSA connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "connectwise-psa", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The ConnectWise PSA connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search ConnectWise PSA Contacts
GET/resources/genericContact/:idRetrieve a ConnectWise PSA Contact
POST/resources/genericContactCreate a ConnectWise PSA Contact
PATCH/resources/genericContact/:idUpdate a ConnectWise PSA Contact
DEL/resources/genericContact/:idDelete a ConnectWise PSA Contact
Custom Fields
Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The ConnectWise PSA connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search ConnectWise PSA Companies
GET/resources/genericCompany/:idRetrieve a ConnectWise PSA Company
POST/resources/genericCompanyCreate a ConnectWise PSA Company
PATCH/resources/genericCompany/:idUpdate a ConnectWise PSA Company
DEL/resources/genericCompany/:idDelete a ConnectWise PSA Company
Custom Fields
Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The ConnectWise PSA connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search ConnectWise PSA Users
GET/resources/genericUser/:idRetrieve a ConnectWise PSA User
POST/resources/genericUserCreate a ConnectWise PSA User
PATCH/resources/genericUser/:idUpdate a ConnectWise PSA User
DEL/resources/genericUser/:idDelete a ConnectWise PSA User
Custom Fields
Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The ConnectWise PSA connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search ConnectWise PSA Workspaces
GET/resources/genericWorkspace/:idRetrieve a ConnectWise PSA Workspace
POST/resources/genericWorkspaceCreate a ConnectWise PSA Workspace
PATCH/resources/genericWorkspace/:idUpdate a ConnectWise PSA Workspace
DEL/resources/genericWorkspace/:idDelete a ConnectWise PSA Workspace
Custom Fields
Supported
The ConnectWise PSA connector supports our Field Mapping feature, enabling you or your customers to seamlessly map ConnectWise PSA Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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Ticketing

The ConnectWise PSA connector seamlessly integrates with our unified ticketProject model, enabling you to manage Projects with rich data including name, description, members and other key details

API Reference
GET/resources/ticketProjectList and Search ConnectWise PSA Projects
GET/resources/ticketProject/:idRetrieve a ConnectWise PSA Project
POST/resources/ticketProjectCreate a ConnectWise PSA Project
PATCH/resources/ticketProject/:idUpdate a ConnectWise PSA Project
DEL/resources/ticketProject/:idDelete a ConnectWise PSA Project

view Project model details

The ConnectWise PSA connector seamlessly integrates with our unified ticketIssue model, enabling you to manage Issues with rich data including project, title, description, status, priority and other key details

API Reference
GET/resources/ticketIssueList and Search ConnectWise PSA Issues
GET/resources/ticketIssue/:idRetrieve a ConnectWise PSA Issue
POST/resources/ticketIssueCreate a ConnectWise PSA Issue
PATCH/resources/ticketIssue/:idUpdate a ConnectWise PSA Issue
DEL/resources/ticketIssue/:idDelete a ConnectWise PSA Issue

view Issue model details

The ConnectWise PSA connector seamlessly integrates with our unified ticketComment model, enabling you to manage Comments with rich data including issue, author, content, isInternal and other key details

API Reference
GET/resources/ticketCommentList and Search ConnectWise PSA Comments
GET/resources/ticketComment/:idRetrieve a ConnectWise PSA Comment
POST/resources/ticketCommentCreate a ConnectWise PSA Comment
PATCH/resources/ticketComment/:idUpdate a ConnectWise PSA Comment
DEL/resources/ticketComment/:idDelete a ConnectWise PSA Comment

view Comment model details

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Custom

Supported
Can’t find the unified model you need? The ConnectWise PSA connector supports your own custom model.

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Webhooks

The ConnectWise PSA connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
ticketProjectview event
ticketIssueview event
ticketCommentview event

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Proxy

Supported
The ConnectWise PSA connector supports our Proxy Request feature, allowing you to directly call any endpoints from ConnectWise PSA’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.