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ConnectWise PSA
basicConnectWise PSA (formerly Manage) is a comprehensive Professional Services Automation platform designed for managed service providers (MSPs) and service organizations to manage projects, contracts, resources, and service delivery. It provides unified access to service tickets, companies, contacts, opportunities, and project management capabilities.
This integration enables AI agents and automated workflows to manage service tickets, retrieve company and contact information, track opportunities, and synchronize business data seamlessly with other systems. AI agents can leverage this integration to automate ticket creation, status updates, and resource allocation.
Capabilities
- Create, retrieve, and update service tickets
- Manage company and contact records
- Track and manage sales opportunities
- Handle service agreements and contracts
- Access project and resource management data
- Configure webhooks for real-time event notifications
Resources
About
- Auth Type
- basic