ConnectWise PSA

• New ConnectWise PSA ticketRuns when a service ticket is created in ConnectWise PSA.
• ConnectWise PSA ticket updatedRuns when a service ticket is changed in ConnectWise PSA (a new note, status, owner or any other field), once per change.
• ConnectWise PSA ticket status changedRuns when a service ticket moves to another status in ConnectWise PSA, with the status it had before.
• ConnectWise PSA ticket closedRuns when a service ticket is closed in ConnectWise PSA.
• New ConnectWise PSA companyRuns when a company is added in ConnectWise PSA.
• New ConnectWise PSA contactRuns when a contact is added in ConnectWise PSA.
• New ConnectWise PSA time entryRuns when time is logged in ConnectWise PSA.
• New ConnectWise PSA projectRuns when a project is created in ConnectWise PSA.
• New ConnectWise PSA opportunityRuns when a sales opportunity is created in ConnectWise PSA.
• New ConnectWise PSA activityRuns when a sales activity is created in ConnectWise PSA.

• Create ticketOpen a service ticket for a company, on a board, with a description, priority, owner and due date.
• Get ticketGet a service ticket's summary, status, company, contact, owner, priority and dates.
• Update ticketChange a ticket's summary, board, status, priority, owner, contact, severity, impact, due date or budget. Fields left empty keep their values.
• Search ticketsFind service tickets by board, status, company, owner, priority, summary or date, open ones by default.
• Add ticket noteAdd a discussion, internal or resolution note to a ticket.
• List ticket notesList a ticket's notes with who wrote each and when.
• Create companyAdd a company (a client, prospect or vendor) with its address and phone number.
• Get companyGet a company by its id or short ID, with address, status and types.
• Search companiesFind companies by name, short ID or status.
• Create contactAdd a contact, at a company or on their own, with an email address and phone number.
• Get contactGet a contact with their company, email address and phone number.
• Search contactsFind contacts by name, company or email address. Inactive contacts are left out unless asked for.
• Log timeLog time a member worked on a ticket, project ticket, activity, charge code or company.
• List time entriesList time logged on a ticket or by a member, between two dates.
• List configurationsList the devices and assets (configurations) recorded for a company, with serial numbers, IP addresses and warranty dates.
• Create projectStart a project for a company on a project board, with its dates, billing method and manager.
• Get projectGet a project's status, company, manager, dates, hours and progress.
• Add project phaseAdd a phase to a project, to hold its project tickets.
• Create project ticketAdd a ticket to a phase of a project.
• List opportunitiesList sales opportunities by status, company or sales rep.
• Create activitySchedule a sales activity, such as a call or meeting, for a member, about a company, contact, opportunity or ticket.
• List membersList the people who sign in to ConnectWise PSA, with their identifiers and email addresses.
• List boardsList the service boards tickets are worked on, or the project boards.
• List board statusesList a board's ticket statuses in board order, marking the closed ones.
• Delete recordDelete a ticket, project ticket, project, company, contact, time entry or activity for good.

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