Actions & Endpoints

Introduction

The ConnectWise PSA Integration with Rewst delivers a robust set of actions and endpoints for interacting with ConnectWise PSA. Below is a summary of each section, highlighting the diverse capabilities and opportunities provided through the ConnectWise PSA Integration:

Actions

Activities

List Sales Activities

GET <example>.com/sales/activities

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Create Sales Activity

POST <example>.com/sales/activities

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Get Sales Activity

GET <example>.com/sales/activities/{id}

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Delete Sales Activity

DELETE <example>.com/sales/activities/{id}

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Replace Sales Activity

PUT <example>.com/sales/activities/{id}

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Update Sales Activity

PATCH <example>.com/sales/activities/{id}

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Address Formats

List Company Address Formats

GET <example>.com/company/addressFormats

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Create Company Address Format

POST <example>.com/company/addressFormats

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Get Company Address Format

GET <example>.com/company/addressFormats/{id}

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Delete Company Address Format

DELETE <example>.com/company/addressFormats/{id}

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Replace Company Address Format

PUT <example>.com/company/addressFormats/{id}

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Update Company Address Format

PATCH <example>.com/company/addressFormats/{id}

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Agreement Additions

List Agreement Additions

GET <example>.com/finance/agreements/{parentId}/additions

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Create Agreement Addition

POST <example>.com/finance/agreements/{parentId}/additions

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Get Agreement Addition

GET <example>.com/finance/agreements/{parentId}/additions/{id}

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Delete Agreement Additions

DELETE <example>.com/finance/agreements/{parentId}/additions/{id}

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Replace Agreement Additions

PUT <example>.com/finance/agreements/{parentId}/additions/{id}

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Update Agreement Additions

PATCH <example>.com/finance/agreements/{parentId}/additions/{id}

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Agreement Adjustments

List Agreement Adjustments

GET <example>.com/finance/agreements/{parentId}/adjustments

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Create Agreement Adjustment

POST <example>.com/finance/agreements/{parentId}/adjustments

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Get Agreement Adjustments

GET <example>.com/finance/agreements/{parentId}/adjustments/{id}

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Delete Agreement Adjustments

DELETE <example>.com/finance/agreements/{parentId}/adjustments/{id}

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Replace Agreement Adjustments

PUT <example>.com/finance/agreements/{parentId}/adjustments/{id}

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Update Agreement Adjustments

PATCH <example>.com/finance/agreements/{parentId}/adjustments/{id}

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Agreement Types

List Agreement Types

GET <example>.com/finance/agreements/types

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Create Agreement Type

POST <example>.com/finance/agreements/types

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Get Agreement Type

GET <example>.com/finance/agreements/types/{id}

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Delete Agreement Type

DELETE <example>.com/finance/agreements/types/{id}

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Replace Agreement Types

PUT <example>.com/finance/agreements/types/{id}

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Update Agreement Types

PATCH <example>.com/finance/agreements/types/{id}

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Agreements

List Agreements

GET <example>.com/finance/agreements

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Create Agreement

POST <example>.com/finance/agreements

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Get Agreement

GET <example>.com/finance/agreements/{id}

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Delete Agreement

DELETE <example>.com/finance/agreements/{id}

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Replace Agreement

PUT <example>.com/finance/agreements/{id}

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Update Agreement

PATCH <example>.com/finance/agreements/{id}

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List Agreements Configurations

GET <example>.com/finance/agreements/{parentId}/configurations

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Create Agreement Configurations

POST <example>.com/finance/agreements/{parentId}/configurations

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Get Agreement Configuration

GET <example>.com/finance/agreements/{parentId}/configurations/{id}

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Delete Agreement Configuration

DELETE <example>.com/finance/agreements/{parentId}/configurations/{id}

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Audit Trail

Get Audit Trail

GET <example>.com/system/audittrail

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Billing Cycles

List Finance Billing Cycles

GET <example>.com/finance/billingCycles

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Create Finance Billing Cycle

POST <example>.com/finance/billingCycles

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Get Finance Billing Cycle

GET <example>.com/finance/billingCycles/{id}

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Delete Finance Billing Cycle

DELETE <example>.com/finance/billingCycles/{id}

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Replace Finance Billing Cycle

PUT <example>.com/finance/billingCycles/{id}

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Update Finance Billing Cycle

PATCH <example>.com/finance/billingCycles/{id}

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Billing Terms

List Finance Billing Terms

GET <example>.com/finance/billingTerms

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Create Finance Billing Term

POST <example>.com/finance/billingTerms

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Get Finance Billing Term

GET <example>.com/finance/billingTerms/{id}

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Delete Finance Billing Term

DELETE <example>.com/finance/billingTerms/{id}

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Replace Finance Billing Term

PUT <example>.com/finance/billingTerms/{id}

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Update Finance Billing Term

PATCH <example>.com/finance/billingTerms/{id}

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Boards

List Service Boards

GET <example>.com/service/boards

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Create Service Board

POST <example>.com/service/boards

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Get Service Board

GET <example>.com/service/boards/{id}

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Delete Service Board

DELETE <example>.com/service/boards/{id}

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Replace Service Board

PUT <example>.com/service/boards/{id}

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Update Service Board

PATCH <example>.com/service/boards/{id}

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Copy Service Board

POST <example>.com/service/boards/copy

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List Service Board Statuses

GET <example>.com/service/boards/{parentId}/statuses

Get a list of service board statuses matching the given conditions

Calendars

List Calendars

GET <example>.com/schedule/calendars

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Create Calendar

POST <example>.com/schedule/calendars

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Get Calendar

GET <example>.com/schedule/calendars/{id}

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Update Calendar

PATCH <example>.com/schedule/calendars/{id}

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Replace Calendar

PUT <example>.com/schedule/calendars/{id}

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Delete Calendar

DELETE <example>.com/schedule/calendars/{id}

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Copy Calendar

POST <example>.com/schedule/calendars/{id}/copy

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Callbacks

List Callbacks

GET <example>.com/system/callbacks

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Delete Callback

DELETE <example>.com/system/callbacks/{callback_id}

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Campaign Audits

List Campaign Audits

GET <example>.com/marketing/campaigns/{parentId}/audits

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Create Campaign Audit

POST <example>.com/marketing/campaigns/{parentId}/audits

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Get Campaign Audit

GET <example>.com/marketing/campaigns/{parentId}/audits/{id}

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Delete Campaign Audits

DELETE <example>.com/marketing/campaigns/{parentId}/audits/{id}

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Replace Campaign Audits

PUT <example>.com/marketing/campaigns/{parentId}/audits/{id}

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Update Campaign Audits

PATCH <example>.com/marketing/campaigns/{parentId}/audits/{id}

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Campaign Emails Opened

List Marketing Campaign Emails Opened

GET <example>.com/marketing/campaigns/{parentId}/emailsOpened

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Create Marketing Campaign Emails Opened

POST <example>.com/marketing/campaigns/{parentId}/emailsOpened

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Get Marketing Campaign Emails Opened

GET <example>.com/marketing/campaigns/{parentId}/emailsOpened/{id}

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Delete Marketing Campaign Emails Opened

DELETE <example>.com/marketing/campaigns/{parentId}/emailsOpened/{id}

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Replace Marketing Campaign Emails Opened

PUT <example>.com/marketing/campaigns/{parentId}/emailsOpened/{id}

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Update Marketing Campaign Emails Opened

PATCH <example>.com/marketing/campaigns/{parentId}/emailsOpened/{id}

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Campaign Forms Submitted

List Campaign Forms Submitted

GET <example>.com/marketing/campaigns/{parentId}/formsSubmitted

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Create Campaign Forms Submitted

POST <example>.com/marketing/campaigns/{parentId}/formsSubmitted

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Get Campaign Forms Submitted

GET <example>.com/marketing/campaigns/{parentId}/formsSubmitted/{id}

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Delete Campaign Forms Submitted

DELETE <example>.com/marketing/campaigns/{parentId}/formsSubmitted/{id}

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Replace Campaign Forms Submitted

PUT <example>.com/marketing/campaigns/{parentId}/formsSubmitted/{id}

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Update Campaign Forms Submitted

PATCH <example>.com/marketing/campaigns/{parentId}/formsSubmitted/{id}

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GET <example>.com/marketing/campaigns/{parentId}/linksClicked

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POST <example>.com/marketing/campaigns/{parentId}/linksClicked

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GET <example>.com/marketing/campaigns/{parentId}/linksClicked/{id}

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DELETE <example>.com/marketing/campaigns/{parentId}/linksClicked/{id}

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PUT <example>.com/marketing/campaigns/{parentId}/linksClicked/{id}

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PATCH <example>.com/marketing/campaigns/{parentId}/linksClicked/{id}

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Campaigns

List Marketing Campaigns

GET <example>.com/marketing/campaigns

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Create Marketing Campaign

POST <example>.com/marketing/campaigns

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Get Marketing Campaign

GET <example>.com/marketing/campaigns/{id}

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Delete Marketing Campaign

DELETE <example>.com/marketing/campaigns/{id}

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Replace Marketing Campaign

PUT <example>.com/marketing/campaigns/{id}

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Update Marketing Campaign

PATCH <example>.com/marketing/campaigns/{id}

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List Campaign Activities

GET <example>.com/marketing/campaigns/{id}/activities

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List Campaign Opportunities

GET <example>.com/marketing/campaigns/{id}/opportunities

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Get Campaign Count

GET <example>.com/marketing/campaigns/count

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Classifications

List Expense Classifications

GET <example>.com/expense/classifications

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Get Expense Classification

GET <example>.com/expense/classifications/{id}

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Communication Types

List Communication Types

GET <example>.com/company/communicationTypes

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Create Communication Type

POST <example>.com/company/communicationTypes

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Get Communication Type

GET <example>.com/company/communicationTypes/{id}

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Delete Communication Type

DELETE <example>.com/company/communicationTypes/{id}

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Replace Communication Type

PUT <example>.com/company/communicationTypes/{id}

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Update Company Communication Type

PATCH <example>.com/company/communicationTypes/{id}

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Companies

List Companies

GET <example>.com/company/companies

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Create Company

POST <example>.com/company/companies

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Get Company

GET <example>.com/company/companies/{id}

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Delete Company

DELETE <example>.com/company/companies/{id}

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Replace Company

PUT <example>.com/company/companies/{id}

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Update Company

PATCH <example>.com/company/companies/{id}

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Company Custom Notes

List Custom Status Notes

GET <example>.com/company/companies/{parentId}/customStatusNotes

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Create Custom Status Note

POST <example>.com/company/companies/{parentId}/customStatusNotes

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Get Custom Status Note

GET <example>.com/company/companies/{parentId}/customStatusNotes/{id}

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Delete Custom Status Note

DELETE <example>.com/company/companies/{parentId}/customStatusNotes/{id}

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Replace Custom Status Note

PUT <example>.com/company/companies/{parentId}/customStatusNotes/{id}

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Update Custom Status Note

PATCH <example>.com/company/companies/{parentId}/customStatusNotes/{id}

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Company Finances

Replace Company Finance Information

PUT <example>.com/company/companyFinance/{id}

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List Company Finances

GET <example>.com/finance/companyFinance/

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Get Company Finance

GET <example>.com/finance/companyFinance/{id}

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Update Company Finance Information

PATCH <example>.com/finance/companyFinance/{id}

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Company Statuses

List Statuses

GET <example>.com/company/companies/statuses

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Create Status

POST <example>.com/company/companies/statuses

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Get Status

GET <example>.com/company/companies/statuses/{id}

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Delete Status

DELETE <example>.com/company/companies/statuses/{id}

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Replace Status

PUT <example>.com/company/companies/statuses/{id}

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Update Status

PATCH <example>.com/company/companies/statuses/{id}

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Company Types

List Company Types

GET <example>.com/company/companies/types

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Create Company Type

POST <example>.com/company/companies/types

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Get Company Type

GET <example>.com/company/companies/types/{id}

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Delete Company Type

DELETE <example>.com/company/companies/types/{id}

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Replace Company Type

PUT <example>.com/company/companies/types/{id}

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Update Company Type

PATCH <example>.com/company/companies/types/{id}

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Configuration Types

List Configurations Types

GET <example>.com/company/configurations/types

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Create Configurations Type

POST <example>.com/company/configurations/types

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Get Configurations Type

GET <example>.com/company/configurations/types/{id}

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Delete Configurations Type

DELETE <example>.com/company/configurations/types/{id}

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Replace Configurations Type

PUT <example>.com/company/configurations/types/{id}

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Update Configurations Type

PATCH <example>.com/company/configurations/types/{id}

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Configurations

List Configurations

GET <example>.com/company/configurations

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Create Configuration

POST <example>.com/company/configurations

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Get Configuration

GET <example>.com/company/configurations/{id}

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Delete Configuration

DELETE <example>.com/company/configurations/{id}

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Replace Configuration

PUT <example>.com/company/configurations/{id}

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Update Configuration

PATCH <example>.com/company/configurations/{id}

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Contact Groups

List Contact Groups

GET <example>.com/company/contacts/{parentId}/groups

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Create Contact Group

POST <example>.com/company/contacts/{parentId}/groups

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Get Contact Group

GET <example>.com/company/contacts/{parentId}/groups/{id}

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Delete Contact Group

DELETE <example>.com/company/contacts/{parentId}/groups/{id}

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Replace Contact Group

PUT <example>.com/company/contacts/{parentId}/groups/{id}

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Update Contact Group

PATCH <example>.com/company/contacts/{parentId}/groups/{id}

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Contacts

List Contacts

GET <example>.com/company/contacts

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Create Contact

POST <example>.com/company/contacts

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Get Contact

GET <example>.com/company/contacts/{id}

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Delete Contact

DELETE <example>.com/company/contacts/{id}

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Replace Contact

PUT <example>.com/company/contacts/{id}

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Update Contact

PATCH <example>.com/company/contacts/{id}

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Get Contact Image

GET <example>.com/company/contacts/{id}/image

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Get Contact Portal Security

GET <example>.com/company/contacts/{id}/portalSecurity

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Get Default Contact

GET <example>.com/company/contacts/default

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Create Password Request for Contact

POST <example>.com/company/contacts/requestPassword

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Validate Portal Credentials for Contact

POST <example>.com/company/contacts/validatePortalCredentials

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Get Contact Communications

GET <example>.com/company/contacts/{parent_id}/communications

Lists all communication items for a contact

Cwm Confirmations

Create Pod Confirmation

POST <example>.com/<url_path>

Add buttons to the Pod in a Service Ticket and pause the workflow until a response is received

Documents

List Documents

GET <example>.com/system/documents

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Get Document

GET <example>.com/system/documents/{id}

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Delete Document

DELETE <example>.com/system/documents/{id}

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Download Document

GET <example>.com/system/documents/{id}/download

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Get Document Thumbnail

GET <example>.com/system/documents/{id}/thumbnail

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Expense Entries

List Expense Entries

GET <example>.com/expense/entries

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Create Expense Entry

POST <example>.com/expense/entries

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Get Expense Entry

GET <example>.com/expense/entries/{id}

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Delete Expense Entry

DELETE <example>.com/expense/entries/{id}

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Replace Expense Entry

PUT <example>.com/expense/entries/{id}

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Update Expense Entry

PATCH <example>.com/expense/entries/{id}

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Expense Reports

List Expense Reports

GET <example>.com/expense/reports

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Get Expense Report

GET <example>.com/expense/reports/{id}

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Reverse Expense Report

POST <example>.com/expense/reports/{id}/reverse

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Submit Expense Report

POST <example>.com/expense/reports/{id}/submit

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Generic Request

CW PSA API Request

GET <example>.com/<url_path>

Generic action for making authenticated requests against the ConnectWise PSA API

Holidays

List Holiday List

GET <example>.com/schedule/holidayLists/{parentId}/holidays

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Create Holiday List

POST <example>.com/schedule/holidayLists/{parentId}/holidays

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Get Holiday List

GET <example>.com/schedule/holidayLists/{parentId}/holidays/{id}

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Delete Holiday List

DELETE <example>.com/schedule/holidayLists/{parentId}/holidays/{id}

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Replace Holiday List

PUT <example>.com/schedule/holidayLists/{parentId}/holidays/{id}

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Update Holiday List

PATCH <example>.com/schedule/holidayLists/{parentId}/holidays/{id}

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In Out Boards

List In Out Boards

GET <example>.com/system/inOutBoards

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Create In Out Board

POST <example>.com/system/inOutBoards

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Get In Out Board

GET <example>.com/system/inOutBoards/{id}

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Delete In Out Board

DELETE <example>.com/system/inOutBoards/{id}

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Replace In Out Board

PUT <example>.com/system/inOutBoards/{id}

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Update In Out Board

PATCH <example>.com/system/inOutBoards/{id}

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Invoices

List Finance Invoices

GET <example>.com/finance/invoices

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Create Invoice

POST <example>.com/finance/invoices

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Get Invoice

GET <example>.com/finance/invoices/{id}

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Delete Invoice

DELETE <example>.com/finance/invoices/{id}

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Replace Invoice

PUT <example>.com/finance/invoices/{id}

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Update Invoice

PATCH <example>.com/finance/invoices/{id}

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Get Invoice PDF

GET <example>.com/finance/invoices/{id}/pdf

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Knowledge Base Articles

List Service Knowledge Base Articles

GET <example>.com/service/knowledgeBaseArticles

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Create Service Knowledge Base Article

POST <example>.com/service/knowledgeBaseArticles

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Get Service Knowledge Base Article

GET <example>.com/service/knowledgeBaseArticles/{id}

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Delete Service Knowledge Base Article

DELETE <example>.com/service/knowledgeBaseArticles/{id}

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Replace Service Knowledge Base Article

PUT <example>.com/service/knowledgeBaseArticles/{id}

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Update Service Knowledge Base Article

PATCH <example>.com/service/knowledgeBaseArticles/{id}

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Knowledge Base Categories

List Service Knowledge Base Categories

GET <example>.com/service/knowledgeBaseCategories

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Create Service Knowledge Base Category

POST <example>.com/service/knowledgeBaseCategories

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Get Service Knowledge Base Category

GET <example>.com/service/knowledgeBaseCategories/{id}

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Delete Service Knowledge Base Category

DELETE <example>.com/service/knowledgeBaseCategories/{id}

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Replace Service Knowledge Base Category

PUT <example>.com/service/knowledgeBaseCategories/{id}

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Update Service Knowledge Base Category

PATCH <example>.com/service/knowledgeBaseCategories/{id}

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Knowledge Base Sub Categories

List Service Knowledge Base Sub Categories

GET <example>.com/service/knowledgeBaseSubCategories

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Create Service Knowledge Base Sub Category

POST <example>.com/service/knowledgeBaseSubCategories

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Get Service Knowledge Base Sub Category

GET <example>.com/service/knowledgeBaseSubCategories/{id}

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Delete Service Knowledge Base Sub Category

DELETE <example>.com/service/knowledgeBaseSubCategories/{id}

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Replace Service Knowledge Base Sub Category

PUT <example>.com/service/knowledgeBaseSubCategories/{id}

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Update Service Knowledge Base Sub Category

PATCH <example>.com/service/knowledgeBaseSubCategories/{id}

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Member Skills

List Members Skills

GET <example>.com/system/members/{parentId}/skills

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Create Members Skill

POST <example>.com/system/members/{parentId}/skills

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Get Members Skill

GET <example>.com/system/members/{parentId}/skills/{id}

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Delete Members Skill

DELETE <example>.com/system/members/{parentId}/skills/{id}

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Replace Members Skill

PUT <example>.com/system/members/{parentId}/skills/{id}

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Update Members Skill

PATCH <example>.com/system/members/{parentId}/skills/{id}

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Members

List Members

GET <example>.com/system/members

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Create Member

POST <example>.com/system/members

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Get Member

GET <example>.com/system/members/{id}

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Replace Member

PUT <example>.com/system/members/{id}

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Update Member

PATCH <example>.com/system/members/{id}

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Deactivate Member

POST <example>.com/system/members/{id}/deactivate

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POST <example>.com/system/members/{id}/linkSsoUser

Description coming soon...

Submit Member

POST <example>.com/system/members/{id}/submit

Description coming soon...

POST <example>.com/system/members/{id}/unlinkSsoUser

Description coming soon...

Delete Member

DELETE <example>.com/system/members/{id}/unusedTimeSheets

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Create Member Identifier Token

POST <example>.com/system/members/{memberIdentifier}/tokens

Description coming soon...

Opportunities

List Opportunities

GET <example>.com/sales/opportunities

Description coming soon...

Create Opportunity

POST <example>.com/sales/opportunities

Description coming soon...

Get Opportunity Count

GET <example>.com/sales/opportunities/count

Gets the count of opportunities matching conditions

Get Opportunity

GET <example>.com/sales/opportunities/{id}

Description coming soon...

Delete Opportunity

DELETE <example>.com/sales/opportunities/{id}

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Replace Opportunity

PUT <example>.com/sales/opportunities/{id}

Description coming soon...

Update Opportunity

PATCH <example>.com/sales/opportunities/{id}

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Convert Opportunity To Agreement

POST