ConnectWise PSA integration

Note that ConnectWise PSA was previously known as ConnectWise Manage.

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

What does the ConnectWise PSA integration do?

Our ConnectWise PSA integration enables the automation of PSA tasks. Use the ConnectWise PSA API within Rewst workflows to perform actions such as managing agreements, contacts, and tickets.

Why use the ConnectWise PSA integration?

Here’s just a taste of what you can automate with relevant Crates, after you've set up your ConnectWise PSA integration:

  • Add your child organizations, also known as customers, to Rewst.

  • User onboarding and offboarding

  • Categorize tickets using OpenAI

Integration prerequisites

Rewst has a number of tasks that can be performed using the ConnectWise API, all of which require different permissions. You can review the ConnectWise PSA Security Roles Matrix for more information.

You'll need an active ConnectWise Developer account to access the above URL.

Set up the ConnectWise PSA integration

Setup steps in ConnectWise

  1. Create a security role in ConnectWise PSA

    1. Navigate to System > Security Roles.

    2. Click + in the top left of your screen.

    3. Name the security Role Rewst API.

    4. Click save.

    5. Set your permissions as per the Least privilege access requirements for ConnectWise PSA integration section of this document.

  2. Create an API account.

    1. This can be done by following ConnectWise's own instructions.

    2. Note that you'll need to be signed in to ConnectWise PSA to view the documentation.

  3. Create an API member.

    1. Navigate to System > Members > API Members.

    2. Click + to create a new API member.

    3. Enter a Member ID and Member Name. We suggest naming each of these Rewst.

    4. Select Rewst API as your Role ID.

    5. Select your highest Level, such as Corporate (Level 1).

    6. Select a Location, Department, Name, and Default Territory, as per your company guidelines.

    7. Click Save.

    8. Click on the Rewst API member.

    9. Click API Keys +.

    10. Add a new API Key.

    11. Add Rewst API as the Description.

    12. Click Save.

    13. Copy and save the public and private key in a secure location. You'll need these to move on to the rest of the setup steps in Rewst.

Creating an API Member in ConnectWise PSA
Public and Private Key

Set up steps in Rewst

  1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

  2. In the integrations page, search for ConnectWise PSA.

  3. Click on the integration tile to launch the configuration setup page.

  4. In the Configuration form, enter the following into the relevant fields:

    1. The copied API Member ID

    2. The company ID used when logging into ConnectWise PSA

    3. The Hostname for ConnectWise PSA

    4. The private and public API key.

      1. Optionally, change the company query conditions to filter what companies are returned by the API.

    5. Add your own client ID - this is optional, but recommended. Instructions for how to find the client ID can be found here.

  5. Click Save Configuration.

  6. Rewst will do a quick validation of your input. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

Other configurations

Once the integration has been configured within Rewst, we can use the Rewst Crate: Configure Organization Variables to configure your own custom settings and how Rewst should interact with ConnectWise PSA. Our Guide for that Crate can be found here: Configure Organization Variables

Note that this form asks for information about your RMM / M365 settings as well. While this form can be completed again separately, we recommend that you also set up the integration for Microsoft Graph and your RMM at this same time.

Test the ConnectWise PSA integration

  1. Navigate to Automations > Workflows in the left side menu of your Rewst platform.

  2. Click Create Workflow.

  3. Enter CW Test Workflow as the name for your workflow.

  4. Click Submit.

  5. Click to expand the ConnectWise PSA accordion menu and open the list of available actions.

  6. Scroll within the section to find the List Companies action and drag it to your canvas.

  7. Click Test in the top right corner of the screen.

  8. You'll be prompted to select a trigger context organization.

  9. Click Test at the bottom right corner of the dialog.

  10. Allow the workflow to run. Click View Results.

  11. Click connect_wise_psa_list_companies.

  12. Expand any list under Results to see part of your list of companies.

Actions and endpoints

Click to expand the below table and view all related ConnectWise PSA actions and endpoints.

Actions table for ConnectWise PSA

Category
Action

Activities

List Sales Activities

Activities

Create Sales Activity

Activities

Get Sales Activity

Activities

Delete Sales Activity

Activities

Replace Sales Activity

Activities

Update Sales Activity

Address Formats

List Company Address Formats

Address Formats

Create Company Address Format

Address Formats

Get Company Address Format

Address Formats

Delete Company Address Format

Address Formats

Replace Company Address Format

Address Formats

Update Company Address Format

Agreement Additions

List Agreement Additions

Agreement Additions

Create Agreement Addition

Agreement Additions

Get Agreement Addition

Agreement Additions

Delete Agreement Additions

Agreement Additions

Replace Agreement Additions

Agreement Additions

Update Agreement Additions

Agreement Adjustments

List Agreement Adjustments

Agreement Adjustments

Create Agreement Adjustment

Agreement Adjustments

Get Agreement Adjustments

Agreement Adjustments

Delete Agreement Adjustments

Agreement Adjustments

Replace Agreement Adjustments

Agreement Adjustments

Update Agreement Adjustments

Agreement Types

List Agreement Types

Agreement Types

Create Agreement Type

Agreement Types

Get Agreement Type

Agreement Types

Delete Agreement Type

Agreement Types

Replace Agreement Types

Agreement Types

Update Agreement Types

Agreements

List Agreements

Agreements

Create Agreement

Agreements

Get Agreement

Agreements

Delete Agreement

Agreements

Replace Agreement

Agreements

Update Agreement

Agreements

List Agreements Configurations

Agreements

Create Agreement Configurations

Agreements

Get Agreement Configuration

Agreements

Delete Agreement Configuration

Audit Trail

Get Audit Trail

Billing Cycles

List Finance Billing Cycles

Billing Cycles

Create Finance Billing Cycle

Billing Cycles

Get Finance Billing Cycle

Billing Cycles

Delete Finance Billing Cycle

Billing Cycles

Replace Finance Billing Cycle

Billing Cycles

Update Finance Billing Cycle

Billing Terms

List Finance Billing Terms

Billing Terms

Create Finance Billing Term

Billing Terms

Get Finance Billing Term

Billing Terms

Delete Finance Billing Term

Billing Terms

Replace Finance Billing Term

Billing Terms

Update Finance Billing Term

Boards

List Service Boards

Boards

Create Service Board

Boards

Get Service Board

Boards

Delete Service Board

Boards

Replace Service Board

Boards

Update Service Board

Boards

Copy Service Board

Boards

List Service Board Statuses

Boards

List Service Board Types

Boards

List Service Board Subtypes

Boards

List Service Board Items

Calendars

List Calendars

Calendars

Create Calendar

Calendars

Get Calendar

Calendars

Update Calendar

Calendars

Replace Calendar

Calendars

Delete Calendar

Calendars

Copy Calendar

Callbacks

List Callbacks

Callbacks

Delete Callback

Campaign Audits

List Campaign Audits

Campaign Audits

Create Campaign Audit

Campaign Audits

Get Campaign Audit

Campaign Audits

Delete Campaign Audits

Campaign Audits

Replace Campaign Audits

Campaign Audits

Update Campaign Audits

Campaign Emails Opened

List Marketing Campaign Emails Opened

Campaign Emails Opened

Create Marketing Campaign Emails Opened

Campaign Emails Opened

Get Marketing Campaign Emails Opened

Campaign Emails Opened

Delete Marketing Campaign Emails Opened

Campaign Emails Opened

Replace Marketing Campaign Emails Opened

Campaign Emails Opened

Update Marketing Campaign Emails Opened

Campaign Forms Submitted

List Campaign Forms Submitted

Campaign Forms Submitted

Create Campaign Forms Submitted

Campaign Forms Submitted

Get Campaign Forms Submitted

Campaign Forms Submitted

Delete Campaign Forms Submitted

Campaign Forms Submitted

Replace Campaign Forms Submitted

Campaign Forms Submitted

Update Campaign Forms Submitted

Campaign Links Clicked

List Campaign Links Clicked

Campaign Links Clicked

Create Campaign Links Clicked

Campaign Links Clicked

Get Campaign Links Clicked

Campaign Links Clicked

Delete Campaign Links Clicked

Campaign Links Clicked

Replace Campaign Links Clicked

Campaign Links Clicked

Update Campaign Links Clicked

Campaigns

List Marketing Campaigns

Campaigns

Create Marketing Campaign

Campaigns

Get Marketing Campaign

Campaigns

Delete Marketing Campaign

Campaigns

Replace Marketing Campaign

Campaigns

Update Marketing Campaign

Campaigns

List Campaign Activities

Campaigns

List Campaign Opportunities

Campaigns

Get Campaign Count

Classifications

List Expense Classifications

Classifications

Get Expense Classification

Communication Types

List Communication Types

Communication Types

Create Communication Type

Communication Types

Get Communication Type

Communication Types

Delete Communication Type

Communication Types

Replace Communication Type

Communication Types

Update Company Communication Type

Companies

List Companies

Companies

Create Company

Companies

Get Company

Companies

Delete Company

Companies

Replace Company

Companies

Update Company

Company Custom Notes

List Custom Status Notes

Company Custom Notes

Create Custom Status Note

Company Custom Notes

Get Custom Status Note

Company Custom Notes

Delete Custom Status Note

Company Custom Notes

Replace Custom Status Note

Company Custom Notes

Update Custom Status Note

Company Finances

Replace Company Finance Information

Company Finances

List Company Finances

Company Finances

Get Company Finance

Company Finances

Update Company Finance Information

Company Sites

List Sites

Company Sites

Get Site

Company Statuses

List Statuses

Company Statuses

Create Status

Company Statuses

Get Status

Company Statuses

Delete Status

Company Statuses

Replace Status

Company Statuses

Update Status

Company Types

List Company Types

Company Types

Create Company Type

Company Types

Get Company Type

Company Types

Delete Company Type

Company Types

Replace Company Type

Company Types

Update Company Type

Configuration Types

List Configurations Types

Configuration Types

Create Configurations Type

Configuration Types

Get Configurations Type

Configuration Types

Delete Configurations Type

Configuration Types

Replace Configurations Type

Configuration Types

Update Configurations Type

Configurations

List Configurations

Configurations

Create Configuration

Configurations

Get Configuration

Configurations

Delete Configuration

Configurations

Replace Configuration

Configurations

Update Configuration

Contact Groups

List Contact Groups

Contact Groups

Create Contact Group

Contact Groups

Get Contact Group

Contact Groups

Delete Contact Group

Contact Groups

Replace Contact Group

Contact Groups

Update Contact Group

Contacts

List Contacts

Contacts

Create Contact

Contacts

Get Contact

Contacts

Delete Contact

Contacts

Replace Contact

Contacts

Update Contact

Contacts

Get Contact Image

Contacts

Get Contact Portal Security

Contacts

Get Default Contact

Contacts

Create Password Request for Contact

Contacts

Validate Portal Credentials for Contact

Contacts

Get Contact Communications

Cwm Confirmations

Create Pod Confirmation

Documents

List Documents

Documents

Get Document

Documents

Delete Document

Documents

Download Document

Documents

Get Document Thumbnail

Expense Entries

List Expense Entries

Expense Entries

Create Expense Entry

Expense Entries

Get Expense Entry

Expense Entries

Delete Expense Entry

Expense Entries

Replace Expense Entry

Expense Entries

Update Expense Entry

Expense Reports

List Expense Reports

Expense Reports

Get Expense Report

Expense Reports

Reverse Expense Report

Expense Reports

Submit Expense Report

Generic Request

CW PSA API Request

Holidays

List Holiday List's Holidays

Holidays

Create Holiday List's Holiday

Holidays

Get Holiday List's Holiday

Holidays

Delete Holiday List's Holiday

Holidays

Replace Holiday List's Holiday

Holidays

Update Holiday List's Holiday

In Out Boards

List In Out Boards

In Out Boards

Create In Out Board

In Out Boards

Get In Out Board

In Out Boards

Delete In Out Board

In Out Boards

Replace In Out Board

In Out Boards

Update In Out Board

Invoices

List Finance Invoices

Invoices

Create Invoice

Invoices

Get Invoice

Invoices

Delete Invoice

Invoices

Replace Invoice

Invoices

Update Invoice

Invoices

Get Invoice PDF

Knowledge Base Articles

List Service Knowledge Base Articles

Knowledge Base Articles

Create Service Knowledge Base Article

Knowledge Base Articles

Get Service Knowledge Base Article

Knowledge Base Articles

Delete Service Knowledge Base Article

Knowledge Base Articles

Replace Service Knowledge Base Article

Knowledge Base Articles

Update Service Knowledge Base Article

Knowledge Base Categories

List Service Knowledge Base Categories

Knowledge Base Categories

Create Service Knowledge Base Category

Knowledge Base Categories

Get Service Knowledge Base Category

Knowledge Base Categories

Delete Service Knowledge Base Category

Knowledge Base Categories

Replace Service Knowledge Base Category

Knowledge Base Categories

Update Service Knowledge Base Category

Knowledge Base Sub Categories

List Service Knowledge Base Sub Categories

Knowledge Base Sub Categories

Create Service Knowledge Base Sub Category

Knowledge Base Sub Categories

Get Service Knowledge Base Sub Category

Knowledge Base Sub Categories

Delete Service Knowledge Base Sub Category

Knowledge Base Sub Categories

Replace Service Knowledge Base Sub Category

Knowledge Base Sub Categories

Update Service Knowledge Base Sub Category

Member Skills

List Members Skills

Member Skills

Create Members Skill

Member Skills

Get Members Skill

Member Skills

Delete Members Skill

Member Skills

Replace Members Skill

Member Skills

Update Members Skill

Members

List Members

Members

Create Member

Members

Get Member

Members

Replace Member

Members

Update Member

Members

Deactivate Member

Members

Link SSO User to Member

Members

Submit Member

Members

Unlink SSO User from Member

Members

Delete Member's Unused Time Sheets

Members

Create Member Identifier Token

Opportunities

List Opportunities

Opportunities

Create Opportunity

Opportunities

Get Opportunity Count

Opportunities

Get Opportunity

Opportunities

Delete Opportunity

Opportunities

Replace Opportunity

Opportunities

Update Opportunity

Opportunities

Convert Opportunity To Agreement

Opportunities

Convert Opportunity To Project

Opportunities

Convert Opportunity To Sales Order

Opportunities

Convert Opportunity To Service Ticket

Opportunity Forecasts

List Opportunity's Sales Forecasts

Opportunity Forecasts

Create Forecast for Sales Opportunity

Opportunity Forecasts

Delete Opportunity's Sales Forecast

Opportunity Forecasts

Replace Opportunity's Sales Forecast

Opportunity Forecasts

Update Opportunity's Sales Forecast

Opportunity Forecasts

Copy Opportunity's Sales Forecast

Opportunity Statuses

List Sales Opportunities Statuses

Opportunity Statuses

Create Sales Opportunities Status

Opportunity Statuses

Get Sales Opportunities Status

Opportunity Statuses

Delete Sales Opportunities Status

Opportunity Statuses

Replace Sales Opportunities Status

Opportunity Statuses

Update Sales Opportunities Status

Priorities

List Service Priorities

Priorities

Create Service Priority

Priorities

Get Service Priority

Priorities

Delete Service Priority

Priorities

Replace Service Priority

Priorities

Update Service Priority

Priorities

Get Service Priority Image

Procurement Adjustments

List Procurement Adjustments

Procurement Adjustments

Create Procurement Adjustment

Procurement Adjustments

Get Procurement Adjustment

Procurement Adjustments

Delete Procurement Adjustment

Procurement Adjustments

Replace Procurement Adjustment

Procurement Adjustments

Update Procurement Adjustment

Product Types

List Procurement Types

Product Types

Create Procurement Type

Product Types

Get Procurement Type

Product Types

Delete Procurement Type

Product Types

Replace Procurement Type

Product Types

Update Procurement Type

Products

List Products

Products

Create Product

Products

Get Product

Products

Delete Product

Products

Replace Product

Products

Update Product

Products

Detach Product

Project Notes

List Project Notes

Project Notes

Create Project Note

Project Notes

Get Project Note

Project Notes

Delete Project Note

Project Notes

Replace Project Note

Project Notes

Update Project Note

Project Phases

List Project Phases

Project Phases

Create Project Phase

Project Phases

Get Project Phase

Project Phases

Delete Project Phase

Project Phases

Replace Project Phase

Project Phases

Update Project Phase

Project Statuses

List Project Statuses

Project Statuses

Create Project Status

Project Statuses

Get Project Status

Project Statuses

Delete Project Status

Project Statuses

Replace Project Status

Project Statuses

Update Project Status

Project Ticket Notes

Mark Project Ticket Note As

Project Ticket Notes

List Project Tickets All Notes

Project Tickets

List Project Tickets

Project Tickets

Create Project Ticket

Project Tickets

Get Project Ticket

Project Tickets

Delete Project Ticket

Project Tickets

Replace Project Ticket

Project Tickets

Update Project Ticket

Project Tickets

List Project Tickets Activities

Project Tickets

List Project Ticket Configuration

Project Tickets

Create Project Tickets Configuration

Project Tickets

Get Project Tickets Configuration

Project Tickets

Delete Project Tickets Configuration

Project Tickets

Convert Project Ticket

Project Tickets

List Project Ticket's Documents

Project Tickets

List Project Ticket's Products

Project Tickets

List Project Ticket's Schedule Entries

Project Tickets

List Project Ticket's Time Entries

Project Tickets

Get Project Tickets Count

Project Tickets

Search Project Tickets

Project Types

List Project Types

Project Types

Create Project Type

Project Types

Get Project Type

Project Types

Delete Project Type

Project Types

Replace Project Type

Project Types

Update Project Type

Projects

List Projects

Projects

Create Project

Projects

Get Project

Projects

Delete Project

Projects

Replace Project

Projects

Update Project

Purchase Order Statuses

List Purchase Order Statuses

Purchase Order Statuses

Create Purchase Order Status

Purchase Order Statuses

Get Purchase Order Status

Purchase Order Statuses

Delete Purchase Order Status

Purchase Order Statuses

Update Purchase Order Status

Purchase Order Statuses

Replace Purchase Order Status

Purchase Orders

List Purchase Orders

Purchase Orders

Create Purchase Order

Purchase Orders

Get Purchase Order

Purchase Orders

Delete Purchase Order

Purchase Orders

Replace Purchase Order

Purchase Orders

Update Purchase Order

Reports

List Reports

Reports

Get Reports By Report Name

Reports

List Reports By Report Name Columns

Roles

List Sales Roles

Roles

Create Sales Role

Roles

Get Sales Role

Roles

Delete Sales Role

Roles

Replace Sales Role

Roles

Update Sales Role

Schedules

List Schedule Types

Schedules

List Schedule Entries

Schedules

Get Schedule Entry

Schedules

Create Schedule Entry

Schedules

Update Schedule Entry

Schedules

Delete Schedule Entry

Security Roles

List Security Roles

Security Roles

Create Security Role

Security Roles

Get Security Role

Security Roles

Delete Security Role

Severities

List Service Severities

Severities

Get Service Severity

Severities

Replace Service Severity

Severities

Update Service Severity

Skill Categories

List Skill Categories

Skill Categories

Create Skill Category

Skill Categories

Get Skill Category

Skill Categories

Delete Skill Category

Skill Categories

Replace Skill Category

Skill Categories

Update Skill Category

Skills

List Skills

Skills

Create Skill

Skills

Get Skill

Skills

Delete Skill

Skills

Replace Skill

Skills

Update Skill

Slas

List Service SLAs

Slas

Create Service SLAs

Slas

Get Service SLAs

Slas

Delete Service SLAs

Slas

Replace Service SLAs

Slas

Update Service SLAs

Sources

List Service Sources

Sources

Create Service Sources

Sources

Get Service Sources

Sources

Delete Service Sources

Sources

Replace Service Sources

Sources

Update Service Sources

Survey Results

List Service Survey Results

Survey Results

Create Service Survey Result

Survey Results

Get Service Survey Result

Survey Results

Delete Service Survey Result

Survey Results

Replace Service Survey Result

Survey Results

Update Service Surveys Result

Surveys

List Surveys

Surveys

Create Survey

Surveys

Get Survey

Surveys

Delete Survey

Surveys

Replace Survey

Surveys

Update Survey

Surveys

Copy Survey

Ticket Notes

List Project Ticket Notes

Ticket Notes

Create Project Ticket Notes

Ticket Notes

Get Project Ticket Notes

Ticket Notes

Delete Project Ticket Notes

Ticket Notes

Replace Project Ticket Notes

Ticket Notes

Update Project Ticket Notes

Ticket Notes

List Service Ticket Notes

Ticket Notes

List All Service Ticket Notes

Ticket Notes

Add Note to Service Ticket

Ticket Notes

Get Service Ticket Note

Ticket Notes

Delete Service Ticket Notes

Ticket Notes

Replace Service Ticket Notes

Ticket Notes

Update Service Ticket Notes

Ticket Tasks

List Project Ticket Tasks

Ticket Tasks

Create Project Ticket Task

Ticket Tasks

Get Project Ticket Task

Ticket Tasks

Delete Project Ticket Task

Ticket Tasks

Replace Project Ticket Task

Ticket Tasks

Update Project Ticket Task

Ticket Tasks

List Service Ticket Tasks

Ticket Tasks

Create Service Ticket Task

Ticket Tasks

Get Service Ticket Task

Ticket Tasks

Delete Service Ticket Task

Ticket Tasks

Replace Service Ticket Task

Ticket Tasks

Get Service Ticket Task Count

Ticket Tasks

Update Service Ticket Task

Tickets

List Service Tickets

Tickets

Create Service Ticket

Tickets

Get Service Ticket

Tickets

Delete Service Ticket

Tickets

Replace Service Ticket

Tickets

Update Service Ticket

Tickets

List Service Tickets Activities

Tickets

Attach Children to Service Ticket

Tickets

List Service Ticket Configurations

Tickets

Create Service Ticket Configuration

Tickets

Get Service Ticket Configuration

Tickets

Delete Service Ticket Configuration

Tickets

Add Configuration to Service Ticket

Tickets

Convert Service Ticket To Project

Tickets

Merge Service Tickets

Tickets

List Service Tickets Products

Tickets

List Service Ticket's Schedule Entries

Tickets

List Service Tickets Time Entries

Tickets

Get Service Tickets Count

Tickets

Search Service Tickets

Time Entries

List Time Entries

Time Entries

Create Time Entry

Time Entries

Get Time Entry

Time Entries

Delete Time Entry

Time Entries

Replace Time Entry

Time Entries

Update Time Entry

Time Entries

Create Default Time Entry

Time Sheets

List Time Sheets

Time Sheets

Get Time Sheet

Time Sheets

Approve Time Sheet

Time Sheets

Reject Time Sheet

Time Sheets

Reverse Time Sheet

Time Sheets

Submit Time Sheet

Work Roles

List Time Work Roles

Work Roles

Create Time Work Role

Work Roles

Get Time Work Role

Work Roles

Delete Time Work Role

Work Roles

Replace Time Work Role

Work Roles

Update Time Work Role

Work Types

List Work Types

Work Types

Create Work Type

Work Types

Get Work Type

Work Types

Delete Work Type

Work Types

Replace Work Type

Work Types

Update Work Type

ConnectWise PSA pod configuration

Pod authorization

Note that pods do not allow the use of the fat client due to authorization pass-through issues. This means that you can use the web client to access pods.

During pod configuration, you'll need to update your Rewst base URL to match your geographic Rewst instance. This will vary depending on which Rewst instance you are on. Identify your instance by the URL you use to access Rewst. Please use the following table as a guide to identify your Rewst base URL

Rewst URL
Base URL

app.rewst.io

engine.rewst.io

app.pdx.rewst.io

engine.pdx.rewst.io

app.eu.rewst.io

engine.eu.rewst.io

app.rewst.eu

engine.rewst.eu

app.rewst.asia

engine.rewst.asia

Configure ConnectWise pods

  1. Login to ConnectWise PSA as a user that has access to the setup tables. This is likely an admin account.

  2. Click the System icon on the bottom left of the ConnectWise PSA UI.

  3. Click on the Setup Tables menu that appears.

  4. Enter \*api\ in the table filter. Your returned result should be Manage Hosted API.

  5. Click Add and use the below settings:

    1. Description - Enter Rewst

    2. Screen - For our example, we use Service Tickets

    3. Origin - https://app.rewst.io Note that you'll need to update this origin URL to match your Rewst instance. Determine your instance by referencing the included instance table.

    4. URL - https://app.rewst.io/organizations/<org_id>/integrations/embed/ticket/[cw_id] Note that you'll need to update this URL to match your Rewst instance. Determine your instance by referencing the included instance table. You'll also need to add your own org_idto the URL. This can be obtained by going to your Rewst platform, looking at the URL, locating the org id between the / marks, and pasting it into the URL below. [cw_id]should be left as-is.

  6. Select Pod.

Update the URL

You will need to add your own org_idto the URL above. This can be obtained by going to Rewst and looking at the URL. [cw_id]should be left as-is.

Add pods to tickets

  1. Click the Settings icon in the top right corner of your screen.

  2. Select Pod Configuration.

Selecting the Settings Icon

  1. Move the Rewst pods to the Displayed table.

Adding Rewst Configured Pods

Firefox dynamic state partitioning

An issue arises with Firefox's Dynamic State Partitioning where the default network.cookie.cookieBehavior value of 5 rejects (known) trackers and partitions third-party storage, hindering the authentication process and causing a logged GraphQL error. This issue also occurs with embedded forms.

Firefox users must set network.cookie.cookieBehavior to 4 for successful pod authentication.

Consult the official Firefox documentation for more information: https://developer.mozilla.org/en-US/docs/Web/Privacy/State_Partitioning#disable_dynamic_state_partitioning.\

You'll have a workflow called [Rewst Master v3] Pods: Technician Toolbox within your organization.

Re-run a pod from a ticket

Let's imagine you have a ticket that has had its associated pod workflow execution expire (or fail for one reason or another). If you attempt to view the pod in the ticket you'll see something along the lines of:

To execute a new instance of the pod, click on the Links dropdown in the ticket and choose Rewst - Start Pod on this Ticket.

After you have used this button, a web page will open and close. This will send a request to the Live Link trigger and start a new execution for that ticket. Allow some time to pass for the ticket to update. You should see the pod populate once the execution has gone through.

Least privilege access requirements for ConnectWise PSA integration

Authentication requirements

To initiate the successful authentication of the ConnectWise PSA integration with Rewst, and pull back the list of companies you want to associate, the following permission scopes are needed:

  • System → Member Maintenance: Inquire

  • Companies → Company Maintenance: Inquire

If you are seeing a 403 Forbidden error when running workflows, this is due to incorrect permissions. Ensure that the above authentication requirements are complete to resolve this error.

Additional action requirements

In addition to the above that’s required for authentication, there are several more actions the ConnectWise integration is capable of taking within Rewst. To use them all, you’ll need the following additional security roles configured for this account:

  • Companies → Configurations: Add, Edit, Inquire

  • Companies → Contacts: Add, Edit, Inquire

  • Companies → Manage Attachments: Add (My), Edit (My), Delete(My), Inquire

  • Companies → Team Members: Inquire

  • Service Desk → Service Tickets: Add, Edit, Inquire

  • Service Desk → Service Ticket – Dependencies: Add, Edit, Inquire

  • Service Desk → Close Service Tickets: Edit, Inquire

  • Service Desk → Merge Tickets: Add, Edit, Inquire

  • Project → Project Ticket: Add, Edit, Inquire

  • Project → Project Ticket - Dependancies: Add, Edit, Inquire

  • Project → Close Project Tickets: Edit, Inquire

  • System → My Account: Add (My), Edit (My), Delete (My), Inquire (My)

  • System → Table Setup: Add, Inquire (Additional customization can be done to allow or disallow tables)

  • Time & Expense → Time Entry: Add, Edit, Delete (My), Inquire

  • Time & Expense → Time Entry Billable Option: Add, Edit, Delete(My), Inquire

  • Finance → Agreements: Inquire

  • Finance → Billing View Time: Inquire: ALL *Required for adding billable time to tickets

  • Finance → Billing View Time: Edit: ALL *Required for adding billable time to tickets

Breakdown of actions per security role

The following tables outline the various actions the ConnectWise PSA integration can take within Rewst, grouped by their security roles in ConnectWise, and each of their required permission levels to be able to execute them in workflows. We also have a generic request action, that will require any relevant scopes for what it’s being used for. For more information on the ConnectWise API and its required permissions, please refer to the Official ConnectWise API documentation.

Companies

Actions
API endpoint
Required permission

List Companies

/company/companies

Inquire

Get Company

/company/companies/{id}

Inquire

List Communication Types

/company/communicationTypes

Inquire

List Contacts

/company/contacts

Inquire

Get Contact

/company/contacts/{id}

Inquire

Create Contact

/company/contacts

Add

Service Desk

Actions
API endpoint
Required permission

List Service Tickets

/service/tickets

Inquire

Get Service Ticket

/service/tickets/{id}

Inquire

Get Tasks

/service/tickets/{id}/tasks

Inquire

Create Task

/service/tickets/tasks/{id}

Add

Create Bulk Tasks

/service/tickets/tasks/bulk

Add

Update Task

/service/tickets/tasks/{id}

Edit

Update Service Ticket

/service/tickets/{id}

Edit

Create Service Ticket

/service/tickets

Add

Time and expense

Actions
API endpoint
Required permission

Add Time Entry

/time/entries

Add

Finance

Actions
API endpoint
Required permission

List Agreements

/finance/agreements

Inquire

Query and filter in ConnectWise PSA actions

Query string parameters and conditions

The ability to filter and query specific data is essential when working with ConnectWise PSA Actions in Rewst. Query string parameters and conditions let you use specific symbols and expressions to pinpoint the exact data you need.

Build a query string

Query strings are made up of three parts:

  1. Attribute - This can be the name of the attribute you’re looking to filter on (eg: name), or it can be the path to get to the attribute you’re looking to filter on (eg: board/name).

  2. Symbol - These define how you want to filter your incoming data. This can range from one-character symbols (eg: =), to entire words (eg: contains).

  3. Value - This is what you’re actually looking for. This can be a wide range of data types including Strings (eg: "hello world") and Booleans (eg: True)

These three parts can be combine to pull any data you need.

Query conditions vs child conditions

Query conditions are used to find any value that can contain only one value, such as a string or a boolean. Child conditions are used when the property you're filtering on contains many values, such as a list.

Examples

  1. Easily locate companies by name

    1. Action: List Companies

    2. Query Condition: name="Test Rewst"

  2. Organize tickets by board names for efficient processing

    1. Action: List Service Tickets

    2. Query Condition: board/name="Integration"

  3. Target contacts based on communication preferences

    1. Action: List Contacts

    2. Child Condition: communicationItems/value like "[[email protected]](<mailto:[email protected]>)" AND communicationItems/communicationType="Email"

How to use symbols:

  • =: Matches exactly

  • !=: Does not match

  • <, <=, >, >=: Relational operators

  • contains, like, in, not: Specific condition operators

Practical examples

Learn how to apply query string parameters and conditions in real-world scenarios.

Example 1: List Companies

  • Action: List Companies

  • Query Condition: name="Test Rewst"

  • Explanation: Easily locate companies by name.

Example 2: List Service Tickets

  • Action: List Service Tickets

  • Query Condition: board/name="Integration"

  • Explanation: Organize tickets by board names for efficient processing.

Example 3: List Contacts with Specific Communication Items

  • Action: List Contacts

  • Child Condition: communicationItems/value like "[email protected]" AND communicationItems/communicationType="Email"

  • Explanation: Target contacts based on communication preferences.

Query nested attributes

Accessing data within nested objects requires a specific approach.

  • Syntax: Use a forward slash /

  • Example: communicationItems/value

  • Use Case: When you need to extract specific attributes from nested entities, such as communication items within contacts.

Conditions in ConnectWise PSA actions

Different conditions serve different purposes. Mastering these conditions enables you to build complex and tailored queries.

  • Strings: Match text patterns (Summary = "string")

  • Integers: Locate numerical values (Board/Id = 123)

  • Boolean: Filter by true/false conditions (ClosedFlag = True)

  • Datetimes: Sort by date and time (LastUpdated = [2016-08-20T18:04:26Z])

  • Operators: Define relational/logical conditions (Summary Not Contains "Low Priority")

  • Logic Operators: Combine multiple conditions (AND, OR)

  • Reference Conditions: Access fields within referenced objects (manufacturer/name)

Troubleshoot API issues from ConnectWise logs

  1. Log in to ConnectWise PSA.

  2. Navigate to System > Members.

  3. Click API Members. Here, you'll find settings specific to API interactions and configurations.

  1. Under the API Members tab, locate and select the user associated with Rewst's integration.

  1. After selecting the Rewst user:

    1. Navigate to the API Logs tab.

    2. Click Start Debug Mode.

  1. In the Debug Mode dialog:

    1. Enter length of time (e.g. 5) in the Minutes field. This will capture logs for the specified duration.

    2. Click Ok.

  1. Replicate the issue or process you are troubleshooting

  2. Return to the API Logs tab.

  3. Click Download Logs. Once downloaded, you can review these logs, and send them to Rewst support for troubleshooting assistance.

Crates related to the ConnectWise PSA integration

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Bulk Create Client from PSA

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OpenAI Ticket Categorization

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Add Rewst Form Link to New User Request Tickets

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OpenAI Ticket Sentiment Analysis

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CW PSA: Pod Technician Toolbox Crate V2

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Add Rewst Form Link to Offboarding Request Tickets

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Assign Asset/Config to Ticket Based on Contact

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Use OpenAI to Suggest Responses to New Tickets

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Prompt to Combine Similar Tickets

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Browse Rewst Form Triggers Within a Form and Attach to a Ticket

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ConnectWise PSA Agreement Mapping

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Consolidate and Manage Duplicate Configurations

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Sync AzureAD Account Information with ConnectWise PSA Contacts (V3)

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Upload File to PSA Ticket

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Configure CWM Agreement for Duo Sync

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Set ConnectWise PSA Board OnCall Member

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Deactivate ConnectWise PSA Contacts When Their Company is Deactivated

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Sync On-Prem Users to CWM Contacts

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Mark CWM Overdue Tasks Complete

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Sync VIP Contact Status to ITG Status

Got an idea for a new integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector.

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