Connect Connectwise PSA to Microsoft Teams

Use 3 documented Connectwise PSA triggers to run 12 documented Microsoft Teams actions.

3 source triggers

12 target actions

Reverse direction supported

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Why Connect Connectwise PSA & Microsoft Teams?

Start with a Connectwise PSA event

Choose from 3 documented triggers, including New Contact Created, New Project Created, New Ticket Created.

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

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

Available Triggers & Actions

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.

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

3 documented Connectwise PSA triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Connectwise PSA direction

Capability Examples

Connectwise PSA trigger → Microsoft Teams action

Catalog example

Connectwise PSA

New Contact Created

Microsoft Teams

Create Channel

Microsoft Teams trigger → Connectwise PSA action

Reverse direction

Microsoft Teams

New Channel

Connectwise PSA

Create Company

How It Works

Connect Apps

Authenticate your Connectwise PSA and Microsoft Teams accounts

Choose a Trigger

Select a documented Connectwise PSA event

Choose an Action

Select the documented Microsoft Teams 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 3 documented Connectwise PSA triggers.

Automated Actions

Run one of 12 documented Microsoft Teams 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.

Reverse Integration Available

Also connect Microsoft Teams to Connectwise PSA for bidirectional automation

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All Connectwise PSA Integrations

Explore all available Connectwise PSA connections

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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Popular Integrations

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More Microsoft Teams Integrations

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Connect Connectwise PSA to Microsoft Teams

Why Connect Connectwise PSA & Microsoft Teams?

Start with a Connectwise PSA event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Connectwise PSA

Triggers (3)

Actions (19)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Connectwise PSA trigger → Microsoft Teams action

Microsoft Teams trigger → Connectwise PSA action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Connectwise PSA to Microsoft Teams direction supported?

Which Connectwise PSA triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Connectwise PSA?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Connectwise PSA Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Connectwise PSA & Microsoft Teams?