Connect Salesforce to Connectwise PSA

Adds an existing contact to an existing campaign. See the documentation

Adds an existing lead to an existing campaign. See the documentation

Converts a SOAP XML Object received from Salesforce to JSON

Creates a Salesforce account. See the documentation

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Creates an Attachment on a parent object. See the documentation

Creates a marketing campaign. See the documentation

Creates a Case, which represents a customer issue or problem. See the documentation

Creates a Case Comment on a selected Case. See the documentation

Creates a contact. See the documentation

Creates a content note. See the documentation and Set Up Notes.

Creates an event. See the documentation

Creates a lead. See the documentation

Creates a note. See the documentation

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Creates an opportunity. See the documentation

Create a record of a given object. See the documentation

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Creates a task. See the documentation

Creates a Salesforce user. See the documentation

Delete a note or content note from a Salesforce record. See the documentation

Deletes an opportunity. See the documentation

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Deletes an existing record in an object. See the documentation

Creates a new company in Connectwise. See the documentation

Creates a new contact in Connectwise. See the documentation

Creates a new ticket in Connectwise. See the documentation

Retrieves details of a specific ticket. See the documentation

Retrieves available options for the Company field.

Retrieves available options for the Contact field.

Retrieves available options for the Country field.

Retrieves available options for the Department field.

Retrieves available options for the Market field.

Retrieves available options for the Priority field.

Retrieves available options for the Relationship field.

Retrieves a list of available reports. See the documentation

Retrieves available options for the Status field.

Retrieves available options for the Territory field.

Retrieves available options for the Ticket ID field.

Retrieves a list of tickets. See the documentation

Retrieves a list of time entries. See the documentation

Retrieves available options for the Types field.

Retrieves available options for the Types field.