Connect Connectwise PSA to Slack

Use 3 documented Connectwise PSA triggers to run 24 documented Slack actions.

3 source triggers

24 target actions

Reverse direction supported

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Why Connect Connectwise PSA & Slack?

Start with a Connectwise PSA event

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

Run a Slack action

Send the event into one of 24 documented actions, such as Send Message to Channel, Add Emoji Reaction, Add Reaction.

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.

Slack

Triggers (9)

New Channel Created (Instant)

Emit new event when a new channel is created.

webhook

New Interaction Events (Instant)

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

webhook

New Keyword Mention (Instant)

Emit new event when a specific keyword is mentioned in a channel

webhook

New Message In Channels (Instant)

Emit new event when a new message is posted to one or more channels

webhook

New Private Channel Created

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

polling

New Reaction Added (Instant)

Emit new event when a member has added an emoji reaction to a message

webhook

New Saved Message (Instant)

Emit new event when a message is saved. Note: The endpoint is marked as deprecated, and Slack might shut this off at some point down the line.

webhook

New User Added (Instant)

Emit new event when a new member joins a workspace.

webhook

New User Mention (Instant)

Emit new event when a username or specific keyword is mentioned in a channel

webhook

Actions (24)

Send Message to Channel

Send a message to a public or private channel. See the documentation

Add Emoji Reaction

Add an emoji reaction to a message. See the documentation

Add Reaction

Add an emoji reaction to a message. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the message timestamp. Emoji name should be without colons (e.g. thumbsup, fire, heart). See the documentation

Approve Workflow

Suspend the workflow until approved by a Slack message. See the documentation

Archive Channel

Archive a channel. See the documentation

Browse Files

List files shared in a channel or across the workspace. Accepts a channel ID or channel name (resolved automatically). Filter by file type (e.g. images, pdfs, snippets). Returns file metadata including name, type, size, and download URL. See the documentation

Build and Send a Block Kit Message

Configure custom blocks and send to a channel, group, or user. See the documentation.

Create a Channel

Create a new channel. See the documentation

Create Reminder

Create a reminder. See the documentation

Delete File

Delete a file. See the documentation

Delete Message

Delete a message. See the documentation

Edit Message

Edit an existing message. Accepts a channel ID or channel name (resolved automatically). Requires the message timestamp (ts) from **Get Channel History** or **Post Message**. You can only edit messages posted by the same token/user. See the documentation

Find Message

Find a Slack message. See the documentation

Find User by Email

Find a user by matching against their email. See the documentation

Find User by ID

Find a user by their ID. Returns user profile information including name, email (requires users:read.email scope), timezone, and status. See the documentation

Get Channel Details

Retrieve details for a Slack channel by selecting it or providing an ID. See the documentation

Get Channel History

Read the recent message history from a specific channel. Accepts a channel ID or channel name (resolved automatically). Use this when you want to see a channel's latest messages — unlike **Search** which finds messages by keyword. Returns messages with text, timestamps (ts), reactions, and user IDs. Message timestamps can be used with **Get Thread Replies**, **Edit Message**, and **Add Reaction**. See the documentation

Get Current User

Retrieve comprehensive context about the authenticated Slack member, combining auth.test, users.info, users.profile.get, and team.info payloads. Returns the user’s profile (name variants, email, locale, timezone, status, admin flags), raw auth test data, and workspace metadata (domain, enterprise info, icons). Ideal when you need to confirm which user token is active, tailor messages to their locale/timezone, or ground an LLM in the member’s role and workspace before executing other Slack actions. See Slack API docs.

Get File

Return information about a file. See the documentation

Get Thread Replies

Retrieve all replies in a message thread. Accepts a channel ID or channel name (resolved automatically). Use **Get Channel History** or **Search** to find the parent message's timestamp (thread_ts). Returns the parent message followed by all replies in chronological order. See the documentation

Get User Details

Retrieve the authenticated user's identity and workspace context. Returns user ID, name, email, timezone, profile, and workspace metadata. Call this first in any session to establish who you are — other tools like **Search** and **List Channels** can then filter by your user ID. See the documentation

Invite User to Channel

Invite a user to an existing channel. See the documentation

Kick User

Remove a user from a conversation. See the documentation

List Channels

Return a list of all channels in a workspace. See the documentation