Forum Discussion
Connect to ConnectWise using Power Automate
PriyaRaskar
I'm sure you've figured the Issue out by now.
However, I thought I would post a reply, in case others come looking for an answer.
Perhaps if you replace your "URI" w/ the following, it might help.
https://api-na.myconnectwise.net/v4_6_release/apis/3.0/company/contacts
NOTES:
- "http://"replaced w/ "https://"
- "CompanyName"replaced w/ "apis"
I would also like to recommend that anyone interested in working with APIs, consider utilizing an API Tool (such as "Postman"), to Test their API Calls.
I hope this information helps someone out.
- I’ve managed to do this by building a custom connector with predefined methods. It’s been working great for me, but took a lot of trial and error. If you PM me I’d be happy to send you an export of the connector so you can import it, and I can show you how to build more methods for it.
- Bradleylacroix - I am new powerautomate and working on a project to connect to my CW server. Struggling to get this to work. Ca you send me an export of the connector so I can disect and investigate.
Sorry for being several years late on this. I don't use my TechCommunity Account too often.
You are going to need a "ClientID", an "API Key" and your ConnectWise Manage/PSA "Company ID".To obtain your "ClientID", you'll need to Register for a ConnectWise Developer Account, using the Email Address that you use with ConnectWise PSA/Manage.
ConnectWise Developer Site:
https://developer.connectwise.com/Once you have your Developer Account Setup, you can create a "ClientID", which you can use to Authenticate with ConnectWise.
ConnectWise Developer - ClientID:
https://developer.connectwise.com/ClientIDTo obtain your "API Key", you will need to Generate one, in ConnectWise PSA/Manage, under "My Account > API Keys" (If the "API Keys" Tab isn't visible, you may have to make it visible, in your Profile "View" Settings).
Finally, your "Company ID" is simply the Same ID that you use to Sign into ConnectWise PSA/Manage. In the Sign-In Form, there are typically Three Fields (Company ID, Username & Password). You will want to use the "Company ID" that you would normally Type into the First Field (or just copy the one that is there, if you have Auto-Fill Enabled).
For more information, I would refer to the following Instructional Video.
Integrating Power Automate with ConnectWise:
https://www.youtube.com/watch?v=2IShcFN4mzAThis is great info but the video is prior to power automate changes. I am trying to figure this out do we have to create an azure logic connector now? or am I missing something here?
ronnieb850 , Custom Connectors are built within Power Apps now but can be used across the Power Platform. I personally think it is kind of odd they aren't able to be built in Power Automate, but they aren't. So if you go to make.powerapps.com, you will see custom connectors in the left panel.
