[REWST - TASK] PSA-CW: List Company Locations

This workflow pulls a full list of client locations from ConnectWise PSA, making it a key tool for any automation that depends on site data. MSPs can use it to route techs, assign locations to tickets, or create location-based reports and inventories. It uses the ConnectWise API to grab standardized site info, removing the need for manual lookups and powering smarter, multi-site automations.

This workflow contains 5 tasks.

Inputs

• psa_location_id - string

  • If known, we pass a specific ID into the sub which will return the details specifically for that location rather than returning all locations

Outputs

• automation_log: Standardized Rewst automation log

• locations: A list of locations for the organization that the workflow was run for.

• location_lookup_details: Location details are returned if a specific ID was provided to the workflow via the psa_location_id field.

Key tasks

• set_output_var: Core integration: noop

• psa_list_sites: ConnectWise PSA integration: List Sites

Jinja examples

Example 1

inactiveFlag={{ False }}

Used for writing the condition in the Conditions field of the psa_list_sites action.

Example 2

{{ CTX.psa_company_id|d or ORG.VARIABLES.cw_manage_company_id|d }}

Used for populating the Company field of the psa_list_sites action.