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Connect Airtable to Connectwise PSA

Use 8 documented Airtable triggers to run 19 documented Connectwise PSA actions.

8 source triggers
19 target actions
Reverse direction supported

Why Connect Airtable & Connectwise PSA?

Start with a Airtable event

Choose from 8 documented triggers, including New Field Created (Instant), New or Modified Field (Instant), New or Modified Records (Instant).

Run a Connectwise PSA action

Send the event into one of 19 documented actions, such as Create Company, Create Contact, Create Ticket.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Airtable

Triggers (8)

New Field Created (Instant)

Emit new event when a field is created in the selected table. See the documentation

webhook
New or Modified Field (Instant)

Emit new event when a field is created or updated in the selected table

webhook
New or Modified Records (Instant)

Emit new event for each new or modified record in a table or view

webhook
New or Modified Records in View

Emit new event for each new or modified record in a view

polling
New Record Created, Updated or Deleted (Instant)

Emit new event when a record is added, updated, or deleted in a table or selected view.

webhook
New Record(s) Created (Instant)

Emit new event for each new record in a table

webhook
New Records in View

Emit new event for each new record in a view

polling
New, Modified or Deleted Records

Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records

polling

Actions (18)

Create Comment

Create a comment on a selected record. See the documentation

Create Field

Create a new field in a table. See the documentation

Create Multiple Records

Create one or more records in a table in a single operation with an array. See the documentation

Create or Update Record

Create a new record or update an existing one. See the documentation

Create Single Record

Adds a record to a table.

Create Table

Create a new table. See the documentation

Delete Record

Delete a selected record from a table. See the documentation

Get Record

Get data of a selected record from a table. See the documentation

Get Record Or Create

Get a specific record, or create one if it doesn't exist. See the documentation

List Bases

Get the list of bases that can be accessed. See the documentation

List Records

Retrieve records from a table, optionally sorting and filtering results. See the documentation

List Records in View

Retrieve records from a view, optionally sorting and filtering results. See the documentation

List Tables

Get a list of tables in the selected base. See the documentation

Search Records

Search for a record by formula or by field value. See the documentation

Update Comment

Update an existing comment on a selected record. See the documentation

Update Field

Update an existing field in a table. See the documentation

Update Record

Update a single record in a table by Record ID. See the documentation

Update Table

Update an existing table. See the documentation

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Connectwise PSA

Triggers (3)

New Contact Created

Emit new event when a new contact is created in Connectwise.

polling
New Project Created

Emit new event when a new project is created in Connectwise.

polling
New Ticket Created

Emit new event when a new ticket is created in Connectwise.

polling

Actions (19)

Create Company

Creates a new company in Connectwise. See the documentation

Create Contact

Creates a new contact in Connectwise. See the documentation

Create Ticket

Creates a new ticket in Connectwise. See the documentation

Get Ticket

Retrieves details of a specific ticket. See the documentation

List Company Options

Retrieves available options for the Company field.

List Contact Options

Retrieves available options for the Contact field.

List Country Options

Retrieves available options for the Country field.

List Department Options

Retrieves available options for the Department field.

List Market Options

Retrieves available options for the Market field.

List Priority Options

Retrieves available options for the Priority field.

List Relationship Options

Retrieves available options for the Relationship field.

List Reports

Retrieves a list of available reports. See the documentation

List Status Options

Retrieves available options for the Status field.

List Territory Options

Retrieves available options for the Territory field.

List Ticket ID Options

Retrieves available options for the Ticket ID field.

List Tickets

Retrieves a list of tickets. See the documentation

List Time Entries

Retrieves a list of time entries. See the documentation

List Types Options

Retrieves available options for the Types field.

List Types Options

Retrieves available options for the Types field.

Integration Features

8 documented Airtable triggers
19 documented Connectwise PSA actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Connectwise PSA to Airtable direction

Capability Examples

Airtable trigger → Connectwise PSA action

Catalog example
AirtableAirtable

New Field Created (Instant)

Connectwise PSAConnectwise PSA

Create Company

Connectwise PSA trigger → Airtable action

Reverse direction
Connectwise PSAConnectwise PSA

New Contact Created

AirtableAirtable

Create Comment

How It Works

1

Connect Apps

Authenticate your Airtable and Connectwise PSA accounts

2

Choose a Trigger

Select a documented Airtable event

3

Choose an Action

Select the documented Connectwise PSA operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 8 documented Airtable triggers.

Automated Actions

Run one of 19 documented Connectwise PSA actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Connectwise PSA to Airtable for bidirectional automation

View Integration
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All Airtable Integrations

Explore all available Airtable connections

View All Integrations
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All Connectwise PSA Integrations

Explore all available Connectwise PSA connections

View All Integrations

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