Connect to ConnectWise using Power Automate

[PriyaRaskar]

Hello,

I am trying to consume ConnectWise APIs from Power Automate ,  I tried to follow ConnectWise API documentation for the same but was not successful. Anybody have tried consuming ConnectWise APIs using Power Automate HTTP connector? 

[#2]

Do you get any errors back from the API call?

[#3]

@SteveKnutsonI am getting error codes 301, 400, 401, 500, and Authentication error some times for different URLs. Not sure where I am making mistake, either in URL format or authentication or in headers. Please see attached image.

[#4]

@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.

[#5]

Hi @PriyaRaskar can i check which connector you used as i am trying to find HTTP connector and it's not showing up for me 

[#6]

Hi Thanks for that info can you please let me know which connector i can use ? as i can't find HTTP connector

[#7]

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.

[#8]

@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.

[#9]

You might want to check out this super helpful video on the topic:

Integrating Power Automate with ConnectWise - YouTube

[#10]

@PriyaRaskar  here is another link to some videos that may help.  Some Guy Named Chris - YouTube  Any questions, let me know.

[#11]

@FaisalImadi 

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/ClientID

To 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=2IShcFN4mzA