CRM & RevOps

ConnectWise

PSA platform for IT and technology solution providers.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Ticketing Automation

Service Delivery

Billing Management

Project Tracking

About ConnectWise

ConnectWise is a leading PSA (Professional Services Automation) platform designed for technology solution providers. It offers comprehensive tools for ticketing, project management, time tracking, billing, and customer management. ConnectWise provides robust APIs for integrating with CRM systems, accounting software, and custom applications to streamline service delivery operations.

Direct Agent Workflow for ConnectWise

• Connect: Give your ConnectWise OAuth2 or API Key to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Ticketing Automation and Service Delivery directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use ConnectWise for

AI Tools for CRM Automation Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

OAuth2 / API Key

Pricing Tier

Paid Only

SDK Languages

.NET

Webhooks

Yes

Frequently Asked Questions

What does ConnectWise do?

ConnectWise is a crm & revops tool that provides PSA platform for IT and technology solution providers.

How do I use ConnectWise with AI agents?

Connect ConnectWise to agents like Claude Code or Cowork by using its REST and your OAuth2 or API Key keys. This allows your agent to perform Ticketing Automation and Service Delivery directly without needing extra software.