ConnectWise PSA for AI agents

list_all_connectwisepsa_company

List Company records in ConnectWise PSA. Returns: id, identifier, name, status, addressLine1, addressLine2, city, state, zip, country, phoneNumber, faxNumber, website, territory, market, accountNumber, defaultContact, dateAcquired, sicCode, parentCompany, annualRevenue, creditLimit, additionalDebt, numberOfEmployees, yearEstablished, …

list_all_connectwisepsa_members

List Member records in ConnectWise PSA. Returns: id, identifier, password, disableOnlineFlag, licenseClass, notes, employeeIdentifer, vendorNumber, enableMobileGpsFlag, inactiveDate, inactiveFlag, lastLogin, clientId, token, firstName, middleInitial, lastName, hireDate, country, photo, officeEmail, mobileEmail, homeEmail, defaultEmail, primaryEmail, …

list_all_connectwisepsa_info_billingterms

List BillingTermInfo records in ConnectWise PSA. Returns: id, name, defaultFlag, _info

list_all_connectwisepsa_info_invoiceemailtemplates

List InvoiceEmailTemplateInfos records in ConnectWise PSA. Returns: id, name, _info

list_all_connectwisepsa_info_projecttypes

List ProjectTypeInfos records in ConnectWise PSA. Returns: id, name, defaultFlag, inactiveFlag, _info

list_all_connectwisepsa_info_rmadispositions

List RmaDispositionInfos records in ConnectWise PSA. Returns: id, name, _info

list_all_connectwisepsa_info_securityroles

List ProjectSecurityRoleInfos records in ConnectWise PSA. Returns: id, name, managerRoleFlag, defaultContactFlag, _info

list_all_connectwisepsa_info_taxcodes

List TaxCodeInfos records in ConnectWise PSA. Returns: id, identifier, description, effectiveDate, cancelDate, defaultFlag, levelOneRate, levelTwoRate, levelThreeRate, levelFourRate, levelFiveRate, levelSixRate, _info

list_all_connectwisepsa_info_workroles

List WorkRoleInfo records in ConnectWise PSA. Returns: id, name, inactiveFlag, _info

list_all_connectwisepsa_communication_types_info

List CommunicationTypeInfos records in ConnectWise PSA. Returns: id, description, phoneFlag, faxFlag, emailFlag, defaultFlag, _info

connectwisepsa_companie_custom_status_notes_partial_update

Partially update a CompanyCustomNote in ConnectWise PSA

create_a_connectwisepsa_companie_custom_status_note

Create a new CompanyCustomNote in ConnectWise PSA

get_single_connectwisepsa_company_company_by_id

Get a specific Company by ID from ConnectWise PSA. Returns: id, identifier, name, status, addressLine1, addressLine2, city, state, zip, country, phoneNumber, faxNumber, website, territory, market, accountNumber, defaultContact, dateAcquired, sicCode, parentCompany, annualRevenue, creditLimit, additionalDebt, numberOfEmployees, yearEstablished, …

list_all_connectwisepsa_usages_billingstatuses

List Usage Count records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

list_all_connectwisepsa_usages_invoicetemplates

List Usage Count records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

list_all_connectwisepsa_usages_lists

List Usage records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

connectwisepsa_companie_groups_partial_update

Partially update a CompanyGroup in ConnectWise PSA

create_a_connectwisepsa_companie_management_report_notification

Create a new ManagementReportNotification in ConnectWise PSA

update_a_connectwisepsa_companie_management_summary_report_by_id

Replace/update a CompanyManagementSummary in ConnectWise PSA

list_all_connectwisepsa_management_summary_reports_counts

List CompanyManagementSummary records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_notes_counts

List PurchaseOrdersNote records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_companie_type_association_by_id

Get a specific CompanyTypeAssociation by ID from ConnectWise PSA. Returns: id, type, company, _info

list_all_connectwisepsa_types_counts

List Usage records in ConnectWise PSA. Returns: count

delete_a_connectwisepsa_companies_type_by_id

Delete a Usage from ConnectWise PSA

get_single_connectwisepsa_company_company_picker_item_by_id

Get a specific CompanyPickerItem by ID from ConnectWise PSA. Returns: id, member, company, companyStatus, companyType, companySite, companyLocation, companyCountry, vendorPickerFlag, _info

list_all_connectwisepsa_company_company_type_associations

List CompanyTypeAssociation records in ConnectWise PSA. Returns: id, type, company, _info

update_a_connectwisepsa_company_company_type_association_by_id

Replace/update a CompanyTypeAssociation in ConnectWise PSA

connectwisepsa_company_company_type_associations_partial_update

Partially update a CompanyTypeAssociation in ConnectWise PSA

update_a_connectwisepsa_configurations_status_by_id

Replace/update a ConfigurationStatus in ConnectWise PSA

list_all_connectwisepsa_quick_access_counts

List PurchaseOrder Quick Access Links records in ConnectWise PSA. Returns: version, content, statusCode, reasonPhrase, headers, requestMessage, isSuccessStatusCode

list_all_connectwisepsa_statuses_info

List ConfigurationStatusInfos records in ConnectWise PSA. Returns: id, description, closedFlag, defaultFlag, _info

list_all_connectwisepsa_type_usages

List Usage records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

connectwisepsa_company_contacts_partial_update

Partially update a ApiContact in ConnectWise PSA

delete_a_connectwisepsa_contact_communication_by_id

Delete a ContactCommunication from ConnectWise PSA

get_single_connectwisepsa_contact_group_by_id

Get a specific ContactGroup by ID from ConnectWise PSA. Returns: id, group, contact, description, unsubscribeFlag, companyUnsubcribedEmailMessage, companyGroupUnsubscribedEmailMessage, contactUnsubscribedEmailMessage, contactGroupUnsubscribedEmailMessage, _info

update_a_connectwisepsa_contact_group_by_id

Replace/update a ContactGroup in ConnectWise PSA

delete_a_connectwisepsa_question_value_by_id

Delete a ConfigurationTypeQuestionValue from ConnectWise PSA

get_single_connectwisepsa_question_values_question_by_id

Get a specific SurveyQuestionValue by ID from ConnectWise PSA. Returns: id, survey, question, value, defaultFlag, pointValue, inactiveFlag, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

update_a_connectwisepsa_question_values_question_by_id

Replace/update a SurveyQuestionValue in ConnectWise PSA

connectwisepsa_contact_notes_partial_update

Partially update a ContactNote in ConnectWise PSA

get_single_connectwisepsa_contact_track_by_id

Get a specific ContactTrack by ID from ConnectWise PSA. Returns: id, trackId, name, startDate, endDate, actionTaken, actionRemaining, startedBy, company, contact, _info

get_single_connectwisepsa_contacts_department_by_id

Get a specific ContactDepartment by ID from ConnectWise PSA. Returns: id, name, _info, connectWiseId

update_a_connectwisepsa_contacts_type_by_id

Replace/update a ContactType in ConnectWise PSA

list_all_connectwisepsa_relationships_counts

List ContactRelationship records in ConnectWise PSA. Returns: count

delete_a_connectwisepsa_company_contact_type_association_by_id

Delete a ContactTypeAssociation from ConnectWise PSA

list_all_connectwisepsa_countries_counts

List Count of records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_countries_info

List CountryInfos records in ConnectWise PSA. Returns: id, name, defaultFlag, cityCaption, stateCaption, zipCaption, dialingPrefix, localizationCaptionOne, currency, _info

create_a_connectwisepsa_cross_reference

Create a new ManagedDevicesIntegrationCrossReference in ConnectWise PSA

list_all_connectwisepsa_entity_types_counts

List EntityType records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_company_management_backups

List ManagementBackup records in ConnectWise PSA. Returns: id, type, item, billingLevel, _info, connectWiseId

update_a_connectwisepsa_company_management_backup_by_id

Replace/update a ManagementBackup in ConnectWise PSA

list_all_connectwisepsa_company_management_it_solutions

List ManagementItSolution records in ConnectWise PSA. Returns: id, name, managementItSolutionType, managementSolutionName, managementServerUrl, webserviceOverrideUrl, portalOverrideLoginUrl, globalLoginFlag, globalLoginUsername, globalLoginPassword, usingSslFlag, nAbleUsername, nAblePassword, overrideWebServiceLocationFlag, overrideLoginLocationFlag, continuumApiUsername, continuumApiPassword, levelApiUsername, levelApiPassword, levelVarDomain, noDisplayFlag, _info, connectWiseId

delete_a_connectwisepsa_company_management_it_solution_by_id

Delete a ManagementItSolution from ConnectWise PSA

list_all_connectwisepsa_company_managements

List Management records in ConnectWise PSA. Returns: id, runTime, addedConfigurationStatus, deletedConfigurationStatus, integratorLogin, scheduleExecutiveSummaryReportFlag, executiveSummaryReportScheduleDay, executiveSummaryReportScheduleHour, executiveSummaryReportScheduleMinute, _info, connectWiseId

connectwisepsa_company_managements_list_logs

List logs for ManagementLogDocumentInfo in ConnectWise PSA

list_all_connectwisepsa_managed_devices_integrations_counts

List Usage records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_management_product_by_id

Get a specific ManagementItSolutionAgreementInterfaceParameter by ID from ConnectWise PSA. Returns: id, managedDevicesIntegration, agreementType, serverProduct, workstationProduct, spamStatsProduct, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId, agrTypeCwId, serverProductCwId, workstationProductCwId, spamStatsProductCwId

connectwisepsa_management_products_partial_update

Partially update a ManagementItSolutionAgreementInterfaceParameter in ConnectWise PSA

get_single_connectwisepsa_management_report_notification_by_id

Get a specific ManagementReportNotification by ID from ConnectWise PSA. Returns: id, notifyWho, member, email, globalFlag, company, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

connectwisepsa_company_ownership_types_partial_update

Partially update a OwnershipType in ConnectWise PSA

connectwisepsa_company_portal_configurations_partial_update

Partially update a PortalConfiguration in ConnectWise PSA

list_all_connectwisepsa_management_it_solutions_counts

List ManagementItSolution records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_note_types_info

List CompanyNoteTypeInfo records in ConnectWise PSA. Returns: id, identifier, name, defaultFlag, _info

connectwisepsa_opportunity_setups_partial_update

Partially update a PortalConfigurationOpportunitySetup in ConnectWise PSA

update_a_connectwisepsa_password_email_setup_by_id

Replace/update a PortalConfigurationPasswordEmailSetup in ConnectWise PSA

connectwisepsa_password_email_setups_partial_update

Partially update a PortalConfigurationPasswordEmailSetup in ConnectWise PSA

list_all_connectwisepsa_company_portal_security_levels

List PortalSecurityLevel records in ConnectWise PSA. Returns: id, captionIdentifier, isDefaultFlag, caption, _info

get_single_connectwisepsa_company_portal_security_level_by_id

Get a specific PortalSecurityLevel by ID from ConnectWise PSA. Returns: id, captionIdentifier, isDefaultFlag, caption, _info

update_a_connectwisepsa_company_team_role_by_id

Replace/update a TeamRole in ConnectWise PSA

connectwisepsa_company_team_roles_partial_update

Partially update a TeamRole in ConnectWise PSA

update_a_connectwisepsa_company_track_by_id

Replace/update a Track in ConnectWise PSA

get_single_connectwisepsa_invoice_setup_payment_processor_by_id

Get a specific PortalConfigurationPaymentProcessor by ID from ConnectWise PSA. Returns: id, name, testURL

list_all_connectwisepsa_portal_configurations_counts

List PortalConfiguration records in ConnectWise PSA. Returns: count

update_a_connectwisepsa_project_setup_by_id

Replace/update a PortalConfigurationProjectSetup in ConnectWise PSA

get_single_connectwisepsa_service_setup_by_id

Get a specific PortalConfigurationServiceSetup by ID from ConnectWise PSA. Returns: id, serviceTypeFlag, serviceSubTypeFlag, serviceSubTypeItemFlag, statusFlag, siteNameFlag, enteredDateFlag, lastUpdateFlag, requiredDateFlag, contactFlag, assignedResourcesFlag, slaInfoFlag, serviceBoardFlag, budgetHoursFlag, actualHoursFlag, approvalStatusFlag, openTasksFlag, closedTasksFlag, enableChatAssistFlag, displayClosedTicketsOption, timeMaterialsTicketTemplate, fixedFeeTicketTemplate, _info, connectWiseId, parentConnectWiseId, …

connectwisepsa_service_setups_partial_update

Partially update a PortalConfigurationServiceSetup in ConnectWise PSA

get_single_connectwisepsa_entrie_audits_entry_by_id

Get a specific TimeEntryAudit by ID from ConnectWise PSA. Returns: id, member, source, type, message, oldValue, newValue, value, _info

update_a_connectwisepsa_expense_entry_by_id

Replace/update a ExpenseEntry in ConnectWise PSA

create_a_connectwisepsa_expense_payment_type

Create a new PaymentType in ConnectWise PSA

update_a_connectwisepsa_expense_payment_type_by_id

Replace/update a PaymentType in ConnectWise PSA

list_all_connectwisepsa_expense_reports

List ExpenseReport records in ConnectWise PSA. Returns: id, member, year, period, dateStart, dateEnd, status, total, dueDate, _info

list_all_connectwisepsa_tax_types_counts

List ExpenseTaxTypeInfo records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_value_info

List ConfigurationTypeQuestionValueInfo records in ConnectWise PSA. Returns: id, configurationType, fieldType, entryType, sequenceNumber, question, numberOfDecimals, requiredFlag, inactiveFlag, _info

get_single_connectwisepsa_accounting_batch_by_id

Get a specific AccountingBatch by ID from ConnectWise PSA. Returns: id, batchIdentifier, exportInvoicesFlag, exportExpensesFlag, exportProductsFlag, closedFlag, _info

create_a_connectwisepsa_accounting_batch

Create a new GLExport in ConnectWise PSA

list_all_connectwisepsa_accounting_package_setup_counts

List AccountingPackageSetup records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_accounting_unpostedinvoice_by_id

Get a specific UnpostedInvoice by ID from ConnectWise PSA. Returns: id, billingLogId, locationId, location, departmentId, department, company, accountNumber, billToCompany, billToSite, shipToCompany, shipToSite, invoiceNumber, invoiceDate, invoiceType, description, billingTerms, dueDays, dueDate, currency, subTotal, total, hasTime, hasExpenses, hasProducts, …

list_all_connectwisepsa_accounting_unpostedprocurements

List UnpostedProcurement records in ConnectWise PSA. Returns: id, description, unpostedProductId, locationId, departmentId, procurementType, purchaseOrder, purchaseDate, trackingNumber, billingTerms, currency, total, taxCode, avalaraTaxFlag, itemTaxableFlag, purchaseOrderTaxableFlag, stateTaxFlag, stateTaxXref, stateTaxAmount, countyTaxFlag, countyTaxXref, countyTaxAmount, cityTaxFlag, cityTaxXref, cityTaxAmount, …

list_all_connectwisepsa_unposted_payments_counts

List UnpostedPayments records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_unpostedinvoice_taxable_levels

List UnpostedInvoiceTaxableLevel records in ConnectWise PSA. Returns: id, taxLevel, taxCodeXref, taxAmount, _info

list_all_connectwisepsa_agreement_adjustments

List Adjustment records in ConnectWise PSA. Returns: id, amount, description, effectiveDate, agreementId, _info, customFields

create_a_connectwisepsa_agreement_board_default

Create a new BoardDefault in ConnectWise PSA

create_a_connectwisepsa_agreement_copy

Create a new CopyAgreementAction in ConnectWise PSA

connectwisepsa_agreement_workroles_partial_update

Partially update a AgreementWorkRole in ConnectWise PSA

list_all_connectwisepsa_board_defaults_counts

List AgreementTypeBoardDefault records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_work_role_exclusions_counts

List AgreementTypeWorkRoleExclusion records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_work_role_exclusions_counts_count

List AgreementWorkRoleExclusion records in ConnectWise PSA. Returns: count

delete_a_connectwisepsa_agreement_work_type_exclusion_by_id

Delete a AgreementWorkTypeExclusion from ConnectWise PSA

connectwisepsa_agreement_worktypes_partial_update

Partially update a AgreementWorkType in ConnectWise PSA

delete_a_connectwisepsa_agreement_worktype_by_id

Delete a AgreementWorkType from ConnectWise PSA

list_all_connectwisepsa_agreements_counts

List Agreement records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_agreements_types

List AgreementType records in ConnectWise PSA. Returns: id, name, prefixSuffixOption, defaultFlag, inactiveFlag, prePaymentFlag, invoicePreSuffix, location, department, restrictLocationFlag, restrictDepartmentFlag, sla, applicationUnits, applicationLimit, applicationCycle, applicationUnlimitedFlag, oneTimeFlag, coverAgreementTimeFlag, coverAgreementProductFlag, coverAgreementExpenseFlag, coverSalesTaxFlag, carryOverUnusedFlag, allowOverrunsFlag, expiredDays, limit, …

create_a_connectwisepsa_board_default

Create a new AgreementTypeBoardDefault in ConnectWise PSA

list_all_connectwisepsa_work_role_exclusions

List AgreementTypeWorkRoleExclusion records in ConnectWise PSA. Returns: id, type, workRole, _info

get_single_connectwisepsa_work_type_exclusion_by_id

Get a specific AgreementTypeWorkTypeExclusion by ID from ConnectWise PSA. Returns: id, type, workType, _info

list_all_connectwisepsa_work_type_exclusions_counts_count

List AgreementWorkTypeExclusion records in ConnectWise PSA. Returns: count

update_a_connectwisepsa_worktype_by_id

Replace/update a AgreementTypeWorkType in ConnectWise PSA

list_all_connectwisepsa_billing_setups_info

List BillingSetupInfos records in ConnectWise PSA. Returns: id, remitName, location, currency, _info

get_single_connectwisepsa_finance_billing_cycle_by_id

Get a specific BillingCycle by ID from ConnectWise PSA. Returns: id, identifier, name, defaultFlag, billingOptions, _info, connectWiseId

update_a_connectwisepsa_routing_by_id

Replace/update a BillingSetupRouting in ConnectWise PSA

connectwisepsa_routings_partial_update

Partially update a BillingSetupRouting in ConnectWise PSA

list_all_connectwisepsa_currencies_counts

List Currency records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_currencies_info

List CurrencyInfos records in ConnectWise PSA. Returns: id, name, _info

list_all_connectwisepsa_currency_codes_counts

List CurrencyCode records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_finance_currency

Create a new Currency in ConnectWise PSA

update_a_connectwisepsa_finance_currency_by_id

Replace/update a Currency in ConnectWise PSA

list_all_connectwisepsa_finance_delivery_methods

List DeliveryMethod records in ConnectWise PSA. Returns: id, name, defaultFlag, emailFlag, integrationEmailFlag, integrationPrintFlag, integrationActiveFlag, _info, connectWiseId

update_a_connectwisepsa_finance_gl_caption_by_id

Replace/update a GLCaption in ConnectWise PSA

list_all_connectwisepsa_gl_accounts_counts

List GLAccount records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_glpaths_counts

List GLPath records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_info_tax_integrations

List TaxIntegrationInfo records in ConnectWise PSA. Returns: id, enabledFlag, taxIntegrationType, _info

get_single_connectwisepsa_info_tax_integration_by_id

Get a specific TaxIntegrationInfo by ID from ConnectWise PSA. Returns: id, enabledFlag, taxIntegrationType, _info

create_a_connectwisepsa_commissions_recalculate

Recalculate InvoiceCommissions in ConnectWise PSA

list_all_connectwisepsa_finance_invoice_templates

List InvoiceTemplate records in ConnectWise PSA. Returns: id, name, marginLeft, marginRight, marginTop, marginBottom, logoVisibleFlag, headerLogoPosition, remitToVisibleFlag, headerAddressPosition, headerTitleVisibleFlag, headerTitleCaption, headerTitlePosition, headerTitleFont, headerTermsVisibleFlag, headerTermsCaption, headerDueDateVisibleFlag, headerDueDateCaption, headerPoNumberVisibleFlag, headerPoNumberCaption, headerReferenceVisibleFlag, headerReferenceCaption, headerAccountVisibleFlag, headerAccountCaption, headerTaxIdVisibleFlag, …

list_all_connectwisepsa_finance_tax_codes

List TaxCode records in ConnectWise PSA. Returns: id, identifier, description, invoiceCaption, country, effectiveDate, defaultFlag, displayOnInvoiceFlag, canadaCalculateGSTFlag, cancelDate, levelOneRate, levelOneRateType, levelOneTaxableMax, levelOneCaption, levelOneTaxCodeXref, levelOneAgencyXref, levelOneServicesFlag, levelOneExpensesFlag, levelOneProductsFlag, levelOneApplySingleUnitFlag, levelOneApplySingleUnitMin, levelOneApplySingleUnitMax, levelTwoRate, levelTwoRateType, levelTwoTaxableMax, …

list_all_connectwisepsa_invoice_commissions

List InvoiceCommissions records in ConnectWise PSA. Returns: id, member, percent, splitPercent, adjustment, netAmount, amount, invoice, opportunity, agreement, activity, ticket, project, salesOrder, adjustedBy, adjustedDate, adjustmentReason, _info

list_all_connectwisepsa_invoice_gl_entries

List GLEntries records in ConnectWise PSA. Returns: id, type, amount, description, segment1, segment2, segment3, segment4, segment5, segment6, segment7, segment8, segment9, segment10, productId, cost, salesCode, inventory, cogs1, cogs2, cogs3, cogs4, cogs5, cogs6, cogs7, …

connectwisepsa_invoice_payments_partial_update

Partially update a Payment in ConnectWise PSA

create_a_connectwisepsa_expense_type_exemption

Create a new ExpenseTypeExemption in ConnectWise PSA

update_a_connectwisepsa_expense_type_exemption_by_id

Replace/update a ExpenseTypeExemption in ConnectWise PSA

list_all_connectwisepsa_product_type_exemptions_counts

List ProductTypeExemption records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_tax_code_level_by_id

Get a specific TaxCodeLevel by ID from ConnectWise PSA. Returns: id, taxLevel, taxRate, rateType, taxableMax, caption, taxCodeXref, agencyXref, taxServicesFlag, taxExpensesFlag, taxProductsFlag, singleUnitFlag, singleUnitMinimum, singleUnitMaximum, _info

delete_a_connectwisepsa_taxable_expense_type_level_by_id

Delete a TaxableExpenseTypeLevel from ConnectWise PSA

list_all_connectwisepsa_taxable_x_ref_levels

List TaxableXRefLevel records in ConnectWise PSA. Returns: id, taxCodeLevel, _info

connectwisepsa_taxable_x_ref_levels_partial_update

Partially update a TaxableXRefLevel in ConnectWise PSA

list_all_connectwisepsa_campaign_audits

List CampaignAudit records in ConnectWise PSA. Returns: id, emailsSent, emailsUnsent, documentsCreated, emailSubject, group, campaignId, createdBy, dateCreated

list_all_connectwisepsa_campaign_emails_openeds

List EmailOpened records in ConnectWise PSA. Returns: id, campaignId, contactId, dateOpened

get_single_connectwisepsa_campaign_forms_submitted_by_id

Get a specific FormSubmitted by ID from ConnectWise PSA. Returns: id, campaignId, contactId, dateSubmitted, url, queryString, pageType, pageSubType, topic, version, status

update_a_connectwisepsa_campaign_forms_submitted_by_id

Replace/update a FormSubmitted in ConnectWise PSA

list_all_connectwisepsa_marketing_campaigns

List Campaign records in ConnectWise PSA. Returns: id, name, type, subType, status, startDate, endDate, locationId, member, inactive, inactiveDaysAfterEnd, notes, defaultGroup, marketingManagerDefaultTrackId, opportunityDefaultTrackId, impressions, budgetRevenue, budgetCost, actualCost, budgetGrossMargin, budgetROI, actualRevenue, actualGrossMargin, actualROI, emailsSent, …

list_all_connectwisepsa_opportunities_counts

List OpportunityReference records in ConnectWise PSA. Returns: count

connectwisepsa_tax_code_x_refs_partial_update

Partially update a TaxCodeXRef in ConnectWise PSA

list_all_connectwisepsa_tax_codes_info

List TaxCodeInfos records in ConnectWise PSA. Returns: id, identifier, description, effectiveDate, cancelDate, defaultFlag, levelOneRate, levelTwoRate, levelThreeRate, levelFourRate, levelFiveRate, levelSixRate, _info

create_a_connectwisepsa_work_role_exemption

Create a new WorkRoleExemption in ConnectWise PSA

update_a_connectwisepsa_campaign_links_clicked_by_id

Replace/update a LinkClicked in ConnectWise PSA

connectwisepsa_campaign_links_clickeds_partial_update

Partially update a LinkClicked in ConnectWise PSA

create_a_connectwisepsa_campaigns_status

Create a new CampaignStatus in ConnectWise PSA

connectwisepsa_campaigns_statuses_partial_update

Partially update a CampaignStatus in ConnectWise PSA

create_a_connectwisepsa_campaigns_type

Create a new CampaignType in ConnectWise PSA

connectwisepsa_group_companies_partial_update

Partially update a MarketingCompany in ConnectWise PSA

delete_a_connectwisepsa_group_company_by_id

Delete a MarketingCompany from ConnectWise PSA

list_all_connectwisepsa_sub_types_counts

List CampaignSubType records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_adjustment_detail_by_id

Get a specific AdjustmentDetail by ID from ConnectWise PSA. Returns: id, catalogItem, description, quantityOnHand, unitCost, warehouse, warehouseBin, quantityAdjusted, serialNumber, adjustment, _info

list_all_connectwisepsa_adjustment_details

List AdjustmentDetail records in ConnectWise PSA. Returns: id, catalogItem, description, quantityOnHand, unitCost, warehouse, warehouseBin, quantityAdjusted, serialNumber, adjustment, _info

list_all_connectwisepsa_inventory_counts

List CatalogInventory records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_pricing

Create a new CatalogPricing in ConnectWise PSA

list_all_connectwisepsa_quantity_on_hands

List CatalogItem records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_categorie_info

List CategoryInfo records in ConnectWise PSA. Returns: id, name, inactiveFlag, defaultFlag, _info

list_all_connectwisepsa_directional_syncs_counts

List DirectionalSync records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_invoicegrouping_count

Create a new InvoiceGrouping in ConnectWise PSA

get_single_connectwisepsa_procurement_directional_sync_by_id

Get a specific DirectionalSync by ID from ConnectWise PSA. Returns: id, name, _info

delete_a_connectwisepsa_procurement_invoicegrouping_by_id

Delete a InvoiceGrouping from ConnectWise PSA

update_a_connectwisepsa_procurement_manufacturer_by_id

Replace/update a Manufacturer in ConnectWise PSA

create_a_connectwisepsa_procurement_manufacturer

Create a new Manufacturer in ConnectWise PSA

list_all_connectwisepsa_detail_breaks

List PricingBreak records in ConnectWise PSA. Returns: id, detailId, amount, quantityStart, quantityEnd, unlimited, priceMethod, _info

update_a_connectwisepsa_detail_break_by_id

Replace/update a PricingBreak in ConnectWise PSA

connectwisepsa_detail_breaks_partial_update

Partially update a PricingBreak in ConnectWise PSA

connectwisepsa_procurement_pricingschedules_partial_update

Partially update a PricingSchedule in ConnectWise PSA

connectwisepsa_procurement_products_detach

Detach ProductDetach in ConnectWise PSA

connectwisepsa_product_components_partial_update

Partially update a List of ProductComponent in ConnectWise PSA

list_all_connectwisepsa_product_picking_shipping_details

List ProductPickingShippingDetail records in ConnectWise PSA. Returns: id, pickedQuantity, shippedQuantity, warehouse, warehouseBin, shipmentMethod, serialNumber, serialNumberIds, trackingNumber, productItem, lineNumber, quantity, expectedArrivalDate, shipmentDate, _info

list_all_connectwisepsa_emailtemplates_counts

List PurchaseOrderStatusEmailTemplate records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_purchaseorder_rebatch

Create a new RebatchPurchaseOrder in ConnectWise PSA

create_a_connectwisepsa_purchaseorderstatuse_emailtemplate

Create a new PurchaseOrderStatusEmailTemplate in ConnectWise PSA

list_all_connectwisepsa_purchaseorderstatuse_notifications

List PurchaseOrderStatusNotification records in ConnectWise PSA. Returns: id, notifyWho, status, member, email, workflowStep, _info, connectWiseId, parentConnectWiseId, parentId

list_all_connectwisepsa_email_templates

List RmaStatusEmailTemplate records in ConnectWise PSA. Returns: id, status, useSenderFlag, firstName, lastName, emailAddress, subject, body, copySenderFlag, _info, connectWiseId, parentConnectWiseId, parentId

get_single_connectwisepsa_emailtemplate_by_id

Get a specific RmaStatusEmailTemplate by ID from ConnectWise PSA. Returns: id, status, useSenderFlag, firstName, lastName, emailAddress, subject, body, copySenderFlag, _info, connectWiseId, parentConnectWiseId, parentId

connectwisepsa_emailtemplates_partial_update

Partially update a RmaStatusEmailTemplate in ConnectWise PSA

delete_a_connectwisepsa_emailtemplate_by_id

Delete a RmaStatusEmailTemplate from ConnectWise PSA

create_a_connectwisepsa_procurement_purchasing_demand

Create a new PurchasingDemand in ConnectWise PSA

update_a_connectwisepsa_procurement_rma_disposition_by_id

Replace/update a RmaDisposition in ConnectWise PSA

create_a_connectwisepsa_procurement_rma_status

Create a new RmaStatus in ConnectWise PSA

connectwisepsa_procurement_rma_statuses_partial_update

Partially update a RmaStatus in ConnectWise PSA

list_all_connectwisepsa_procurement_rma_tags

List RmaTag records in ConnectWise PSA. Returns: id, serviceTicket, salesOrder, invoice, project, summary, product, ivDescription, productDescription, serialNumber, mfgItemID, status, listPrice, unitPrice, location, department, problemDescription, returnedCompany, returnedContact, returnedContactType, returnedContactPhone, returnedContactExtension, returnedContactEmail, returnedContactAddressLine1, returnedContactAddressLine2, …

create_a_connectwisepsa_procurement_shipmentmethod

Create a new ShipmentMethod in ConnectWise PSA

list_all_connectwisepsa_settings_counts

List ProjectSecurityRoleSetting records in ConnectWise PSA. Returns: count

delete_a_connectwisepsa_procurement_subcategory_by_id

Delete a SubCategory from ConnectWise PSA

update_a_connectwisepsa_procurement_type_by_id

Replace/update a ProductType in ConnectWise PSA

create_a_connectwisepsa_procurement_unit_of_measure

Create a new UnitOfMeasure in ConnectWise PSA

get_single_connectwisepsa_procurement_warehouse_bin_by_id

Get a specific WarehouseBin by ID from ConnectWise PSA. Returns: id, name, warehouse, location, department, minQuantity, maxQuantity, overflowBin, manager, length, width, height, weight, defaultFlag, inactiveFlag, quantityOnHand, company, transferBin, _info, connectWiseId

update_a_connectwisepsa_procurement_warehouse_by_id

Replace/update a Warehouse in ConnectWise PSA

create_a_connectwisepsa_procurement_warehouse

Create a new Warehouse in ConnectWise PSA

list_all_connectwisepsa_shipmentmethod_info

List ShipmentMethodInfos records in ConnectWise PSA. Returns: id, name, defaultFlag, trackingUrl, _info

list_all_connectwisepsa_shipmentmethods_info

List ShipmentMethodInfos records in ConnectWise PSA. Returns: id, name, defaultFlag, trackingUrl, _info

list_all_connectwisepsa_warehouse_bins_counts

List WarehouseBin records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_board_teams_board_by_id

Get a specific BoardTeam by ID from ConnectWise PSA. Returns: id, name, teamLeader, members, defaultFlag, notifyOnTicketDelete, defaultRoundRobinFlag, roundRobinFlag, boardId, locationId, businessUnitId, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

list_all_connectwisepsa_project_phase_statuses

List PhaseStatus records in ConnectWise PSA. Returns: id, name, defaultFlag, inactiveFlag, collapsedFlag, closedFlag, boardAssociationIds, statusIndicator, customStatusIndicatorName, _info, connectWiseId

connectwisepsa_project_phase_statuses_partial_update

Partially update a PhaseStatus in ConnectWise PSA

delete_a_connectwisepsa_team_member_by_id

Delete a ProjectBoardTeamMember from ConnectWise PSA

get_single_connectwisepsa_project_template_phase_by_id

Get a specific ProjectTemplatePhases by ID from ConnectWise PSA. Returns: id, templateRecId, parentPhase, description, budgetHours, notes, markAsMilestone, phaseBilledSeparately, wbsCode, connectWiseId, parentId, parentConnectWiseId, _info

list_all_connectwisepsa_tasks

List ProjectTemplateTasks records in ConnectWise PSA. Returns: id, ticketId, sequence, description, connectWiseId, parentId, grandParentId, parentConnectWiseId, grandParentConnectWiseId, summary, code, _info

list_all_connectwisepsa_project_template_tickets

List ProjectTemplateTickets records in ConnectWise PSA. Returns: id, projectTemplateId, projectTemplatePhaseId, lineNumber, description, connectWiseId, parentId, parentConnectWiseId, projectTemplatePhaseCwId, notes, internalAnalysis, resolution, budgetHours, duration, wbsCode, billSeparatelyFlag, markAsMilestoneFlag, recordType, pmTmpProjectRecID, predecessorType, predecessorId, predecessorClosedFlag, lagDays, lagNonworkingDaysFlag, priority, …

connectwisepsa_project_template_tickets_partial_update

Partially update a ProjectTemplateTickets in ConnectWise PSA

list_all_connectwisepsa_project_template_tickets_tasks

List ProjectTemplateTasks records in ConnectWise PSA. Returns: id, ticketId, sequence, description, connectWiseId, parentId, grandParentId, parentConnectWiseId, grandParentConnectWiseId, summary, code, _info

delete_a_connectwisepsa_project_ticket_by_id

Delete a ProjectTicket from ConnectWise PSA

connectwisepsa_settings_partial_update

Partially update a ProjectSecurityRoleSetting in ConnectWise PSA

list_all_connectwisepsa_ticket_activities_tickets

List ActivityReference records in ConnectWise PSA. Returns: id, name, _info

delete_a_connectwisepsa_ticket_configuration_by_id

Delete a ConfigurationReference from ConnectWise PSA

delete_a_connectwisepsa_ticket_notes_ticket_by_id

Delete a ServiceNote from ConnectWise PSA

list_all_connectwisepsa_ticket_products

List ProductReference records in ConnectWise PSA. Returns: id, description, _info

list_all_connectwisepsa_ticket_scheduleentries_tickets

List ScheduleEntryReference records in ConnectWise PSA. Returns: id, description, _info

delete_a_connectwisepsa_ticket_tasks_ticket_by_id

Delete a Task from ConnectWise PSA

update_a_connectwisepsa_activities_status_by_id

Replace/update a ActivityStatus in ConnectWise PSA

delete_a_connectwisepsa_activities_status_by_id

Delete a ActivityStatus from ConnectWise PSA

get_single_connectwisepsa_sales_activity_by_id

Get a specific Activity by ID from ConnectWise PSA. Returns: id, name, type, company, contact, phoneNumber, phoneExtension, email, status, opportunity, ticket, agreement, campaign, notes, dateStart, dateEnd, dateEndUtc, dateClosedUtc, assignedBy, assignTo, scheduleStatus, reminder, where, notifyFlag, closeFlag, …

create_a_connectwisepsa_sales_activity

Create a new Activity in ConnectWise PSA

connectwisepsa_sales_activities_partial_update

Partially update a Activity in ConnectWise PSA

update_a_connectwisepsa_sales_commission_by_id

Replace/update a Commission in ConnectWise PSA

connectwisepsa_sales_opportunities_partial_update

Partially update a Opportunity in ConnectWise PSA

list_all_connectwisepsa_ticket_timeentries_tickets

List TimeEntryReference records in ConnectWise PSA. Returns: id, _info

connectwisepsa_opportunitie_forecasts_bulk_update

Bulk update Forecast in ConnectWise PSA

list_all_connectwisepsa_opportunitie_forecasts

List Forecast records in ConnectWise PSA. Returns: id, forecastItems, productRevenue, serviceRevenue, agreementRevenue, timeRevenue, expenseRevenue, forecastRevenueTotals, inclusiveRevenueTotals, recurringTotal, wonRevenue, lostRevenue, openRevenue, otherRevenue1, otherRevenue2, salesTaxRevenue, forecastTotalWithTaxes, expectedProbability, taxCode, billingTerms, currency, _info

get_single_connectwisepsa_opportunities_conversion_by_id

Get a specific Conversion by ID from ConnectWise PSA. Returns: parentType, convertedTo, _info

connectwisepsa_opportunities_ratings_partial_update

Partially update a OpportunityRating in ConnectWise PSA

connectwisepsa_opportunities_statuses_partial_update

Partially update a OpportunityStatus in ConnectWise PSA

create_a_connectwisepsa_opportunities_type

Create a new OpportunityType in ConnectWise PSA

connectwisepsa_opportunities_types_partial_update

Partially update a OpportunityType in ConnectWise PSA

list_all_connectwisepsa_rating_info

List OpportunityRatingInfo records in ConnectWise PSA. Returns: id, name, sortOrder, _info

list_all_connectwisepsa_sales_orders

List Order records in ConnectWise PSA. Returns: id, company, contact, phone, phoneExt, email, site, status, opportunity, orderDate, dueDate, billingTerms, taxCode, poNumber, location, department, salesRep, notes, billClosedFlag, billShippedFlag, restrictDownpaymentFlag, description, topCommentFlag, bottomCommentFlag, shipToCompany, …

connectwisepsa_sales_orders_partial_update

Partially update a Order in ConnectWise PSA

delete_a_connectwisepsa_sales_order_by_id

Delete a Order from ConnectWise PSA

create_a_connectwisepsa_order_convert_to_project

Create a new ApiProject in ConnectWise PSA

list_all_connectwisepsa_sales_probabilities

List SalesProbability records in ConnectWise PSA. Returns: id, probability, _info, connectWiseId

list_all_connectwisepsa_statuse_notifications

List BoardStatusNotification records in ConnectWise PSA. Returns: id, notifyWho, status, member, email, workflowStep, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

create_a_connectwisepsa_statuse_notification

Create a new BoardStatusNotification in ConnectWise PSA

connectwisepsa_statuse_notifications_partial_update

Partially update a BoardStatusNotification in ConnectWise PSA

update_a_connectwisepsa_statuse_notifications_status_by_id

Replace/update a OrderStatusNotification in ConnectWise PSA

list_all_connectwisepsa_members_counts

List SalesTeamMember records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_sales_quotas

List SalesQuota records in ConnectWise PSA. Returns: id, member, forecastYear, location, department, category, subCategory, januaryRevenue, januaryMargin, februaryRevenue, februaryMargin, marchRevenue, marchMargin, aprilRevenue, aprilMargin, mayRevenue, mayMargin, juneRevenue, juneMargin, julyRevenue, julyMargin, augustRevenue, augustMargin, septemberRevenue, septemberMargin, …

get_single_connectwisepsa_sales_role_by_id

Get a specific Role by ID from ConnectWise PSA. Returns: id, name, _info, connectWiseId

connectwisepsa_sales_roles_partial_update

Partially update a Role in ConnectWise PSA

get_single_connectwisepsa_sales_sales_team_by_id

Get a specific SalesTeam by ID from ConnectWise PSA. Returns: id, salesTeamIdentifier, salesTeamDescription, salesTeamLocation, inactiveFlag, _info, connectWiseId

list_all_connectwisepsa_sales_stages

List Stage records in ConnectWise PSA. Returns: id, name, probability, color, sequenceNumber, _info, connectWiseId

update_a_connectwisepsa_sales_stage_by_id

Replace/update a Stage in ConnectWise PSA

create_a_connectwisepsa_color_clear

Create a new ScheduleColor in ConnectWise PSA

get_single_connectwisepsa_entrie_detail_by_id

Get a specific ScheduleDetail by ID from ConnectWise PSA. Returns: id, scheduleEntry, dateStart, dateEnd, member, _info

create_a_connectwisepsa_holiday

Create a new Holiday in ConnectWise PSA

list_all_connectwisepsa_schedule_details

List ScheduleEntryDetail records in ConnectWise PSA. Returns: id, scheduleEntry, dateStart, dateEnd, hoursScheduled, _info

list_all_connectwisepsa_schedule_entries

List ScheduleEntry records in ConnectWise PSA. Returns: id, objectId, name, member, where, dateStart, dateEnd, reminder, status, type, span, doneFlag, acknowledgedFlag, ownerFlag, meetingFlag, ticketType, allowScheduleConflictsFlag, addMemberToProjectFlag, projectRoleId, mobileGuid, acknowledgedDate, closeDate, notifyResource, notificationSent, notificationResponse, …

create_a_connectwisepsa_schedule_entry

Create a new ScheduleEntry in ConnectWise PSA

delete_a_connectwisepsa_schedule_entry_by_id

Delete a ScheduleEntry from ConnectWise PSA

update_a_connectwisepsa_schedule_holiday_list_by_id

Replace/update a HolidayList in ConnectWise PSA

delete_a_connectwisepsa_schedule_holiday_list_by_id

Delete a HolidayList from ConnectWise PSA

connectwisepsa_schedule_portalcalendars_partial_update

Partially update a PortalCalendar in ConnectWise PSA

get_single_connectwisepsa_schedule_reminder_time_by_id

Get a specific ScheduleReminderTime by ID from ConnectWise PSA. Returns: id, time, name, defaultFlag, _info, connectWiseId

update_a_connectwisepsa_schedule_reminder_time_by_id

Replace/update a ScheduleReminderTime in ConnectWise PSA

connectwisepsa_schedule_statuses_partial_update

Partially update a ScheduleStatus in ConnectWise PSA

connectwisepsa_board_auto_templates_partial_update

Partially update a BoardAutoTemplate in ConnectWise PSA

get_single_connectwisepsa_board_item_by_id

Get a specific BoardItem by ID from ConnectWise PSA. Returns: id, name, inactiveFlag, board, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

update_a_connectwisepsa_board_item_by_id

Replace/update a BoardItem in ConnectWise PSA

get_single_connectwisepsa_board_notification_by_id

Get a specific BoardNotification by ID from ConnectWise PSA. Returns: id, notifyWho, member, email, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

list_all_connectwisepsa_schedule_types

List ScheduleType records in ConnectWise PSA. Returns: id, name, identifier, chargeCode, where, systemFlag, _info, connectWiseId

create_a_connectwisepsa_schedule_type

Create a new ScheduleType in ConnectWise PSA

connectwisepsa_schedule_types_partial_update

Partially update a ScheduleType in ConnectWise PSA

get_single_connectwisepsa_service_board_by_id

Get a specific Board by ID from ConnectWise PSA. Returns: id, name, location, department, inactiveFlag, signOffTemplate, sendToContactFlag, contactTemplate, sendToResourceFlag, resourceTemplate, projectFlag, showDependenciesFlag, showEstimatesFlag, boardIcon, billTicketsAfterClosedFlag, billTicketSeparatelyFlag, billUnapprovedTimeExpenseFlag, overrideBillingSetupFlag, dispatchMember, serviceManagerMember, dutyManagerMember, oncallMember, workRole, workType, billTime, …

list_all_connectwisepsa_board_skill_mappings

List BoardSkillMappings records in ConnectWise PSA. Returns: id, type, subType, item, skillCategory, skill, board, _info

list_all_connectwisepsa_board_statuses

List BoardStatus records in ConnectWise PSA. Returns: id, name, board, sortOrder, displayOnBoard, inactive, closedStatus, timeEntryNotAllowed, roundRobinCatchall, defaultFlag, escalationStatus, customerPortalDescription, customerPortalFlag, emailTemplate, statusIndicator, customStatusIndicatorName, _info, saveTimeAsNote, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

get_board_type_sub_type_item_association_by_id

Get a specific BoardTypeSubTypeItemAssociation by ID from ConnectWise PSA. Returns: id, type, subType, item, board, _info

connectwisepsa_board_types_partial_update

Partially update a BoardType in ConnectWise PSA

delete_a_connectwisepsa_service_email_template_by_id

Delete a ServiceEmailTemplate from ConnectWise PSA

update_a_connectwisepsa_service_email_template_by_id

Replace/update a ServiceEmailTemplate in ConnectWise PSA

list_all_connectwisepsa_location_usages_locations

List Usage Count records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

list_all_connectwisepsa_service_knowledge_base_articles

List KnowledgeBaseArticle records in ConnectWise PSA. Returns: id, title, issue, resolution, locationId, businessUnitId, board, categoryId, subCategoryId, dateCreated, createdBy, _info

connectwisepsa_service_knowledge_base_articles_partial_update

Partially update a KnowledgeBaseArticle in ConnectWise PSA

service_knowledge_base_sub_categories_partial_update

Partially update a KnowledgeBaseSubCategory in ConnectWise PSA

list_all_connectwisepsa_service_locations

List ServiceLocation records in ConnectWise PSA. Returns: id, name, where, defaultFlag, _info, connectWiseId

list_all_connectwisepsa_priorities

List SLAPriority records in ConnectWise PSA. Returns: id, priority, respondHours, respondPercent, planWithin, planWithinPercent, resolutionHours, resolutionPercent, sla, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId, serviceSlaPriorityCwId

list_all_connectwisepsa_priorities_counts_count

List Priority records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_service_sl_as

List SLA records in ConnectWise PSA. Returns: id, name, basedOn, customCalendar, defaultFlag, applicationOrder, hiImpactHiUrgency, hiImpactMedUrgency, hiImpactLowUrgency, medImpactHiUrgency, medImpactMedUrgency, medImpactLowUrgency, lowImpactHiUrgency, lowImpactMedUrgency, lowImpactLowUrgency, respondHours, respondPercent, planWithin, planWithinPercent, resolutionHours, resolutionPercent, _info, connectWiseId

connectwisepsa_service_sl_as_partial_update

Partially update a SLA in ConnectWise PSA

list_all_connectwisepsa_slas_info

List SLAInfos records in ConnectWise PSA. Returns: id, name, _info

get_single_connectwisepsa_service_source_by_id

Get a specific Source by ID from ConnectWise PSA. Returns: id, name, defaultFlag, enteredBy, dateEntered, _info, connectWiseId

get_single_connectwisepsa_service_team_by_id

Get a specific ServiceTeam by ID from ConnectWise PSA. Returns: id, name, leader, location, department, deleteNotifyFlag, _info

connectwisepsa_survey_questions_surveys_partial_update

Partially update a SurveyQuestion in ConnectWise PSA

get_single_connectwisepsa_survey_result_by_id

Get a specific SurveyResult by ID from ConnectWise PSA. Returns: id, ticketId, emailAddress, footerResponse, contactMeFlag, contact, results, totalPoints, company, surveyId, _info

list_all_connectwisepsa_survey_usages

List Usage records in ConnectWise PSA. Returns: type, count, id, description, hyperlink, typeKey

get_single_connectwisepsa_service_ticket_link_by_id

Get a specific ServiceTicketLink by ID from ConnectWise PSA. Returns: id, name, enabledFlag, linkText, url, _info, connectWiseId

get_single_connectwisepsa_service_ticket_by_id

Get a specific Ticket by ID from ConnectWise PSA. Returns: id, summary, recordType, board, status, workRole, workType, company, site, siteName, addressLine1, addressLine2, city, stateIdentifier, zip, country, contact, contactName, contactPhoneNumber, contactPhoneExtension, contactEmailAddress, type, subType, item, team, …

get_single_connectwisepsa_system_allowedfiletype_by_id

Get a specific AllowedFileType by ID from ConnectWise PSA. Returns: id, fileType, sizeLimit, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

delete_a_connectwisepsa_template_task_by_id

Delete a Task from ConnectWise PSA

list_all_connectwisepsa_ticket_links_counts

List ServiceTicketLink records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_ticket_syncs_counts

List TicketSync records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_tickets_changelogs

List Ticket Change Log records in ConnectWise PSA. Returns: id, partnerId, productInstanceId, action, boardId, boardName, companyIdentifier, companyName, contactId, contactName, impact, ownerIdentifier, priorityId, priorityLevel, priorityName, prioritySort, resourceList, severity, slaName, slaStatus, status, summary, teamName, ticketNumber, recordType, …

list_all_connectwisepsa_billable_options_info

List BillableOptionsInfos records in ConnectWise PSA. Returns: id, optionId, billableFlag, invoiceFlag, timeFlag, expenseFlag, productFlag, defaultFlag, includeNoDefaultFlag, name, enumId

list_all_connectwisepsa_system_api_members_apimembers

List ApiMember records in ConnectWise PSA. Returns: id, identifier, name, emailAddress, inactiveFlag, inactiveDate, timeZone, securityRole, structureLevel, securityLocation, defaultLocation, defaultDepartment, salesDefaultLocation, serviceDefaultBoard, notes, excludedServiceBoardIds, blockPriceFlag, blockCostFlag, _info

list_all_connectwisepsa_system_auth_anvils

List AuthAnvil records in ConnectWise PSA. Returns: id, serverLocationUrl, siteId, _info

create_a_connectwisepsa_system_callback

Create a new CallbackEntry in ConnectWise PSA

list_all_connectwisepsa_system_callbacks

List CallbackEntry records in ConnectWise PSA. Returns: id, description, url, objectId, type, level, memberId, payloadVersion, inactiveFlag, isSoapCallbackFlag, isSelfSuppressedFlag, connectWiseID, _info

delete_a_connectwisepsa_system_certification_by_id

Delete a Usage from ConnectWise PSA

get_single_connectwisepsa_contactsync_monitoring_by_id

Get a specific M365ContactSyncMonitorings by ID from ConnectWise PSA. Returns: id, monitoringTypeId, emailAddress, serviceBoardId, serviceBoardStatusId, _info

connectwisepsa_department_locations_partial_update

Partially update a DepartmentLocation in ConnectWise PSA

list_all_connectwisepsa_system_connectwisehostedsetups

List ConnectWiseHostedSetup records in ConnectWise PSA. Returns: id, screenId, description, url, type, clientId, origin, podHeight, toolbarButtonDialogHeight, toolbarButtonDialogWidth, toolbarButtonText, toolbarButtonToolTip, toolbarButtonIconDocumentId, disabledFlag, locationIds, locationsEnabledFlag, createdBy, dateCreated, _info, connectWiseId

create_a_connectwisepsa_system_connectwisehostedsetup

Create a new ConnectWiseHostedSetup in ConnectWise PSA

connectwisepsa_system_connectwisehostedsetups_partial_update

Partially update a ConnectWiseHostedSetup in ConnectWise PSA

create_a_connectwisepsa_system_custom_report

Create a new CustomReport in ConnectWise PSA

delete_a_connectwisepsa_system_custom_report_by_id

Delete a CustomReport from ConnectWise PSA

list_all_connectwisepsa_system_departments

List Department records in ConnectWise PSA. Returns: id, identifier, name, _info

get_single_connectwisepsa_system_department_by_id

Get a specific Department by ID from ConnectWise PSA. Returns: id, identifier, name, _info

list_all_connectwisepsa_document_thumbnails

List DocumentInfo records in ConnectWise PSA

list_all_connectwisepsa_document_types_info

List DocumentType records in ConnectWise PSA. Returns: id, fileExtension, icon, mimeType, description, _info

list_all_connectwisepsa_email_tokens_counts

List EmailToken records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_parsing_style_by_id

Get a specific EmailConnectorParsingStyle by ID from ConnectWise PSA. Returns: id, parsingType, parseRule, priority, _info

list_all_connectwisepsa_system_email_connectors

List EmailConnector records in ConnectWise PSA. Returns: id, emailServerType, imapSetup, office365EmailSetup, googleEmailSetup, serviceBoard, defaultCompany, defaultMember, location, department, emailNotifyFrom, bccEmailTo, emailErrorsTo, setEmailToDefaultContactFlag, noResponseFlag, neverRespondFlag, discardDuplicatesFlag, postRepliesToTicketFlag, createContactFlag, responseEmailForNew, responseEmailForExisting, sourceOverride, priorityOverride, typeOverride, subTypeOverride, …

create_a_connectwisepsa_system_email_exclusion

Create a new EmailExclusion in ConnectWise PSA

list_all_connectwisepsa_imaps_counts

List Imap records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_info_departmentlocations

List DepartmentLocationInfo records in ConnectWise PSA. Returns: id, location, department, _info

list_all_connectwisepsa_info_links

List LinkInfo records in ConnectWise PSA. Returns: id, name, screenLink, _info

update_a_connectwisepsa_system_imap_by_id

Replace/update a Imap in ConnectWise PSA

connectwisepsa_system_imaps_partial_update

Partially update a Imap in ConnectWise PSA

delete_a_connectwisepsa_system_imap_by_id

Delete a Imap from ConnectWise PSA

create_a_connectwisepsa_test_connection

Create a new SuccessResponse in ConnectWise PSA

list_all_connectwisepsa_integratorlogins_counts

List IntegratorLogin records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_system_in_out_board

Create a new InOutBoard in ConnectWise PSA

delete_a_connectwisepsa_system_in_out_board_by_id

Delete a InOutBoard from ConnectWise PSA

create_a_connectwisepsa_system_integrator_tag

Create a new IntegratorTag in ConnectWise PSA

get_single_connectwisepsa_system_integrator_tag_by_id

Get a specific IntegratorTag by ID from ConnectWise PSA. Returns: id, text, _info

get_single_connectwisepsa_system_integratorlogin_by_id

Get a specific IntegratorLogin by ID from ConnectWise PSA. Returns: id, username, password, canAccessAllRecordsFlag, canAccessAllApisFlag, inactiveFlag, dateInactivated, inactivatedBy, serviceTicketApiFlag, board, serviceBoardCallbackUrl, serviceBoardLegacyCallbackFlag, timeEntryApiFlag, member, timeEntryCallbackUrl, timeEntryLegacyCallbackFlag, managedServicesApiFlag, managedServicesAutoChildFlag, managedServicesChildingFlag, contactApiFlag, contactCallbackUrl, contactLegacyCallbackFlag, companyApiFlag, companyCallbackUrl, companyLegacyCallbackFlag, …

update_a_connectwisepsa_system_integratorlogin_by_id

Replace/update a IntegratorLogin in ConnectWise PSA

get_single_connectwisepsa_system_kpi_category_by_id

Get a specific KPICategory by ID from ConnectWise PSA. Returns: id, name, sortOrder, connectWiseId

list_all_connectwisepsa_system_ldap_configurations

List LdapConfiguration records in ConnectWise PSA. Returns: id, name, server, domain, _info

list_all_connectwisepsa_m_365_contactsync_info

List M365ContactSyncInfos records in ConnectWise PSA. Returns: id, name, _info

list_all_connectwisepsa_management_network_securities_counts

List ManagementNetworkSecurity records in ConnectWise PSA. Returns: count

create_a_connectwisepsa_member_certification

Create a new MemberCertification in ConnectWise PSA

connectwisepsa_system_locations_partial_update

Partially update a Location in ConnectWise PSA

create_a_connectwisepsa_system_member

Create a new Member in ConnectWise PSA

list_all_connectwisepsa_delegations_counts

List MemberDelegation records in ConnectWise PSA. Returns: count

delete_a_connectwisepsa_member_delegation_by_id

Delete a MemberDelegation from ConnectWise PSA

get_single_connectwisepsa_member_delegation_by_id

Get a specific MemberDelegation by ID from ConnectWise PSA. Returns: id, delegationType, delegatedTo, dateStart, dateEnd, member, _info

connectwisepsa_member_managed_device_accounts_bulk_update

Bulk update BulkResult in ConnectWise PSA

create_a_connectwisepsa_member_mycertification

Create a new MemberCertification in ConnectWise PSA

list_all_connectwisepsa_member_mycertifications

List MemberCertification records in ConnectWise PSA. Returns: id, certification, percentComplete, dateReceived, dateExpires, certificationNumber, notes, member, company, _info

update_a_connectwisepsa_member_persona_by_id

Replace/update a MemberPersona in ConnectWise PSA

get_single_connectwisepsa_location_by_id

Get a specific MenuEntryLocation by ID from ConnectWise PSA. Returns: id, location, menuEntry, _info

list_all_connectwisepsa_membertemplates_counts

List MemberTemplates records in ConnectWise PSA. Returns: count

get_single_connectwisepsa_my_company_time_expense_by_id

Get a specific TimeExpense by ID from ConnectWise PSA. Returns: id, tier1ApprovalFlag, tier2ApprovalFlag, disableTimeEntryFlag, requireTimeNoteFlag, requireExpenseNoteFlag, roundingFactor, invoiceStart, defaultSpecialInvoiceType, internalCompany, _info

list_all_connectwisepsa_my_members_info

List MyMemberInfo records in ConnectWise PSA. Returns: id, identifier, firstName, middleInitial, lastName, fullName, defaultEmail, photo, licenseClass, inactiveFlag, timeZone, useBrowserLanguageFlag, defaultLocation, defaultDepartment, workRole, workType, dailyCapacity, requireExpenseEntryFlag, requireTimeSheetEntryFlag, requireStartAndEndTimeOnTimeEntryFlag, enterTimeAgainstCompanyFlag, allowExpensesEnteredAgainstCompaniesFlag, serviceDefaultBoard, serviceDefaultLocation, serviceDefaultDepartment, …

update_a_connectwisepsa_mycompany_document_by_id

Replace/update a DocumentSetup in ConnectWise PSA

update_a_connectwisepsa_mycompany_service_by_id

Replace/update a MyCompanyService in ConnectWise PSA

connectwisepsa_office_365_email_setups_get_emails

Get emails for UserEmails from inbound ticket service in ConnectWise PSA

get_single_connectwisepsa_system_notification_recipient_by_id

Get a specific NotificationRecipient by ID from ConnectWise PSA. Returns: id, identifier, name, externalFlag, serviceFlag, salesFlag, invoiceFlag, agreementFlag, memberFlag, configFlag, mspFlag, trackFlag, projectFlag, procurementFlag, knowledgeBaseFlag, _info, connectWiseId

delete_a_connectwisepsa_detail_by_id

Delete a ReportCardDetail from ConnectWise PSA

list_all_connectwisepsa_details

List ReportCardDetail records in ConnectWise PSA. Returns: id, kpi, sortOrder, reportCard, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId, kpiCwId

list_all_connectwisepsa_quote_link_setup_test_connections

List SuccessResponse records in ConnectWise PSA. Returns: success, message

connectwisepsa_system_osgradeweights_partial_update

Partially update a OsGradeWeight in ConnectWise PSA

list_all_connectwisepsa_system_parsing_types

List ParsingType records in ConnectWise PSA. Returns: id, name, parseRule, defaultFlag, _info

connectwisepsa_system_portal_reports_partial_update

Partially update a PortalReport in ConnectWise PSA

update_a_connectwisepsa_system_portal_report_by_id

Replace/update a PortalReport in ConnectWise PSA

get_single_connectwisepsa_system_quote_link_setup_by_id

Get a specific QuoteLink by ID from ConnectWise PSA. Returns: id, location, link, allLocationsFlag, newWindowFlag, asioQuotingFlag, _info, connectWiseId

delete_a_connectwisepsa_system_report_card_by_id

Delete a ReportCard from ConnectWise PSA

update_a_connectwisepsa_system_report_card_by_id

Replace/update a ReportCard in ConnectWise PSA

create_a_connectwisepsa_system_securityrole

Create a new SecurityRole in ConnectWise PSA

list_all_connectwisepsa_setup_screens_counts

List SetupScreen records in ConnectWise PSA. Returns: count

list_all_connectwisepsa_system_settings

List SystemSetting records in ConnectWise PSA. Returns: id, description, value, valueType, _info

get_single_connectwisepsa_system_setting_by_id

Get a specific SystemSetting by ID from ConnectWise PSA. Returns: id, description, value, valueType, _info

list_all_connectwisepsa_system_setup_screens

List SetupScreen records in ConnectWise PSA. Returns: id, category, name, description, moduleDescription, moduleIdentifier, moduleName, _info

get_single_connectwisepsa_system_setup_screen_by_id

Get a specific SetupScreen by ID from ConnectWise PSA. Returns: id, category, name, description, moduleDescription, moduleIdentifier, moduleName, _info

update_a_connectwisepsa_system_sso_configuration_by_id

Replace/update a SsoConfiguration in ConnectWise PSA

connectwisepsa_system_sso_configurations_partial_update

Partially update a SsoConfiguration in ConnectWise PSA

list_all_connectwisepsa_system_standard_notes

List StandardNote records in ConnectWise PSA. Returns: id, name, contents, location, department, board, _info, connectWiseId

get_single_connectwisepsa_system_survey_by_id

Get a specific Survey by ID from ConnectWise PSA. Returns: id, name, instructions, inactiveFlag, _info, connectWiseId

create_a_connectwisepsa_automate_parameter

Create a new WorkflowActionAutomateParameter in ConnectWise PSA

connectwisepsa_automate_parameters_partial_update

Partially update a WorkflowActionAutomateParameter in ConnectWise PSA

list_all_connectwisepsa_system_time_zone_setups

List TimeZoneSetup records in ConnectWise PSA. Returns: id, name, timeZone, offset, defaultFlag, daylightSavingsFlag, _info, connectWiseId

update_a_connectwisepsa_system_time_zone_setup_by_id

Replace/update a TimeZoneSetup in ConnectWise PSA

connectwisepsa_system_today_page_categories_partial_update

Partially update a TodayPageCategory in ConnectWise PSA

create_a_connectwisepsa_system_today_pagelink

Create a new TodayPageLinks in ConnectWise PSA

list_all_connectwisepsa_system_user_defined_fields

List UserDefinedField records in ConnectWise PSA. Returns: id, podId, caption, sequenceNumber, screenId, helpText, fieldTypeIdentifier, numberDecimals, entryTypeIdentifier, requiredFlag, displayOnScreenFlag, readOnlyFlag, listViewFlag, buttonUrl, options, businessUnitIds, locationIds, addAllBusinessUnits, removeAllBusinessUnits, addAllLocations, removeAllLocations, connectWiseID, dateCreated, _info

get_single_connectwisepsa_system_user_defined_field_by_id

Get a specific UserDefinedField by ID from ConnectWise PSA. Returns: id, podId, caption, sequenceNumber, screenId, helpText, fieldTypeIdentifier, numberDecimals, entryTypeIdentifier, requiredFlag, displayOnScreenFlag, readOnlyFlag, listViewFlag, buttonUrl, options, businessUnitIds, locationIds, addAllBusinessUnits, removeAllBusinessUnits, addAllLocations, removeAllLocations, connectWiseID, dateCreated, _info

get_single_connectwisepsa_system_workflow_by_id

Get a specific Workflow by ID from ConnectWise PSA. Returns: id, name, tableType, location, department, activateFlag, batchInterval, batchFrequencyUnit, batchLastRan, batchSchedule, board, connectWiseID, _info

update_a_connectwisepsa_system_workflow_by_id

Replace/update a Workflow in ConnectWise PSA

connectwisepsa_system_workflows_partial_update

Partially update a Workflow in ConnectWise PSA

delete_a_connectwisepsa_system_workflow_by_id

Delete a Workflow from ConnectWise PSA

list_all_connectwisepsa_workflow_actions_automate_parameters

List WorkflowActionAutomateParameter records in ConnectWise PSA. Returns: id, name, value, connectWiseID, parentId, parentConnectWiseId, _info

list_all_connectwisepsa_time_accruals

List TimeAccrual records in ConnectWise PSA. Returns: id, location, vacationFlag, vacationAvailableType, vacationCarryoverAllowedFlag, vacationCarryoverLimit, sickFlag, sickAvailableType, sickCarryoverAllowedFlag, sickCarryoverLimit, ptoFlag, ptoAvailableType, ptoCarryoverAllowedFlag, ptoCarryoverLimit, holidayFlag, holidayAvailableType, holidayCarryoverAllowedFlag, holidayCarryoverLimit, _info, connectWiseId

create_a_connectwisepsa_workflow_copy

Create a new Workflow in ConnectWise PSA

get_single_connectwisepsa_workflows_table_type_by_id

Get a specific WorkflowTableType by ID from ConnectWise PSA. Returns: id, identifier, name, connectWiseID, _info

get_single_connectwisepsa_accrual_detail_by_id

Get a specific TimeAccrualDetail by ID from ConnectWise PSA. Returns: id, accrualType, startYear, endYear, hours, timeAccrual, _info, connectWiseId, parentConnectWiseId, parentId, grandParentId, grandParentConnectWiseId

get_single_connectwisepsa_time_charge_code_by_id

Get a specific ChargeCode by ID from ConnectWise PSA. Returns: id, name, company, location, department, billTime, expenseEntryFlag, allowAllExpenseTypeFlag, timeEntryFlag, workType, workRole, integrationXref, expenseTypeIds, _info, connectWiseId

create_a_connectwisepsa_time_charge_code

Create a new ChargeCode in ConnectWise PSA

list_all_connectwisepsa_time_schedulestopwatches

List ScheduleStopwatch records in ConnectWise PSA. Returns: _info, agreement, billableOption, businessUnitId, dateEntered, endTime, id, internalNotes, locationId, member, mobileGuid, notes, scheduleId, scheduleMobileGuid, startTime, status, totalPauseTime, workRole, workType

get_single_connectwisepsa_time_schedulestopwatch_by_id

Get a specific ScheduleStopwatch by ID from ConnectWise PSA. Returns: _info, agreement, billableOption, businessUnitId, dateEntered, endTime, id, internalNotes, locationId, member, mobileGuid, notes, scheduleId, scheduleMobileGuid, startTime, status, totalPauseTime, workRole, workType

update_a_connectwisepsa_time_schedulestopwatch_by_id

Replace/update a ScheduleStopwatch in ConnectWise PSA

connectwisepsa_time_sheets_approve

Approve SuccessResponse in ConnectWise PSA

list_all_connectwisepsa_time_ticketstopwatches

List TicketStopwatch records in ConnectWise PSA. Returns: _info, agreement, billableOption, businessUnitId, dateEntered, endTime, id, internalNotes, locationId, member, mobileGuid, notes, serviceStatus, startTime, status, ticket, ticketMobileGuid, totalPauseTime, workRole, workType, showNotesInDiscussionFlag, showNotesInInternalFlag, showNotesInResolutionFlag, emailNotesToContactFlag, emailNotesToResourcesFlag

update_a_connectwisepsa_time_ticketstopwatch_by_id

Replace/update a TicketStopwatch in ConnectWise PSA

get_single_connectwisepsa_time_work_role_by_id

Get a specific WorkRole by ID from ConnectWise PSA. Returns: id, name, hourlyRate, integrationXref, inactiveFlag, addAllLocations, removeAllLocations, addAllAgreementExclusions, locationIds, _info, connectWiseId

delete_a_connectwisepsa_time_work_type_by_id

Delete a WorkType from ConnectWise PSA

ConnectWise PSA

ConnectWise PSA tools for your AI agents

list_all_connectwisepsa_company

list_all_connectwisepsa_members

list_all_connectwisepsa_info_billingterms

list_all_connectwisepsa_info_invoiceemailtemplates

list_all_connectwisepsa_info_projecttypes

list_all_connectwisepsa_info_rmadispositions

list_all_connectwisepsa_info_securityroles

list_all_connectwisepsa_info_taxcodes

list_all_connectwisepsa_info_workroles

list_all_connectwisepsa_communication_types_info

connectwisepsa_companie_custom_status_notes_partial_update

create_a_connectwisepsa_companie_custom_status_note

get_single_connectwisepsa_company_company_by_id

list_all_connectwisepsa_usages_billingstatuses

list_all_connectwisepsa_usages_invoicetemplates

list_all_connectwisepsa_usages_lists

connectwisepsa_companie_groups_partial_update

create_a_connectwisepsa_companie_management_report_notification

update_a_connectwisepsa_companie_management_summary_report_by_id

list_all_connectwisepsa_management_summary_reports_counts

list_all_connectwisepsa_notes_counts

get_single_connectwisepsa_companie_type_association_by_id

list_all_connectwisepsa_types_counts

delete_a_connectwisepsa_companies_type_by_id

get_single_connectwisepsa_company_company_picker_item_by_id

list_all_connectwisepsa_company_company_type_associations

update_a_connectwisepsa_company_company_type_association_by_id

connectwisepsa_company_company_type_associations_partial_update

update_a_connectwisepsa_configurations_status_by_id

list_all_connectwisepsa_quick_access_counts

list_all_connectwisepsa_statuses_info

list_all_connectwisepsa_type_usages

connectwisepsa_company_contacts_partial_update

delete_a_connectwisepsa_contact_communication_by_id

get_single_connectwisepsa_contact_group_by_id

update_a_connectwisepsa_contact_group_by_id

delete_a_connectwisepsa_question_value_by_id

get_single_connectwisepsa_question_values_question_by_id

update_a_connectwisepsa_question_values_question_by_id

connectwisepsa_contact_notes_partial_update

get_single_connectwisepsa_contact_track_by_id

get_single_connectwisepsa_contacts_department_by_id

update_a_connectwisepsa_contacts_type_by_id

list_all_connectwisepsa_relationships_counts

delete_a_connectwisepsa_company_contact_type_association_by_id

list_all_connectwisepsa_countries_counts

list_all_connectwisepsa_countries_info

create_a_connectwisepsa_cross_reference

list_all_connectwisepsa_entity_types_counts

list_all_connectwisepsa_company_management_backups

update_a_connectwisepsa_company_management_backup_by_id

list_all_connectwisepsa_company_management_it_solutions

delete_a_connectwisepsa_company_management_it_solution_by_id

list_all_connectwisepsa_company_managements

connectwisepsa_company_managements_list_logs

list_all_connectwisepsa_managed_devices_integrations_counts

get_single_connectwisepsa_management_product_by_id

connectwisepsa_management_products_partial_update

get_single_connectwisepsa_management_report_notification_by_id

connectwisepsa_company_ownership_types_partial_update

connectwisepsa_company_portal_configurations_partial_update

list_all_connectwisepsa_management_it_solutions_counts

list_all_connectwisepsa_note_types_info

connectwisepsa_opportunity_setups_partial_update

update_a_connectwisepsa_password_email_setup_by_id

connectwisepsa_password_email_setups_partial_update

list_all_connectwisepsa_company_portal_security_levels

get_single_connectwisepsa_company_portal_security_level_by_id

update_a_connectwisepsa_company_team_role_by_id

connectwisepsa_company_team_roles_partial_update

update_a_connectwisepsa_company_track_by_id

get_single_connectwisepsa_invoice_setup_payment_processor_by_id

list_all_connectwisepsa_portal_configurations_counts

update_a_connectwisepsa_project_setup_by_id

get_single_connectwisepsa_service_setup_by_id

connectwisepsa_service_setups_partial_update

get_single_connectwisepsa_entrie_audits_entry_by_id

update_a_connectwisepsa_expense_entry_by_id