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ConnectWise PSA Trigger

Trigger on ConnectWise PSA events

Ticket

AI-generated

Summary

Trigger workflow executions based on lifecycle events of ConnectWise PSA service tickets that match specified criteria and filters.

Inputs

  • triggerOn — Select one or more ticket lifecycle events to fire the trigger: enter, repeat, exit, create, update, and delete.
  • ticketType — Specify the type of ticket to monitor (currently only 'Service Ticket').
  • boardIds — Filter tickets by service board names or IDs; leave empty to monitor all boards.
  • statusIds — Filter tickets by status names or IDs; will be filtered based on selected boards.
  • priorityIds — Filter tickets by priority names or IDs; leave empty to include all priorities.
  • sourceIds — Filter tickets by source names or IDs; leave empty to include all sources.
  • timingConditions — Add timing constraints such as minimum ticket age or minimum time in current status to control when triggers fire.
  • repeatEvery — If 'repeat' lifecycle event is selected, specify how often to send repeat notifications.
  • maxRepeats — If 'repeat' is selected, specify the maximum number of repeat notifications per ticket; leave blank for unlimited.
  • rearm — For 'enter' events, decide the behavior if a ticket exits and later re-enters the conditions: never notify again, notify immediately, or notify after a cooldown period.
  • cooldown — If 'rearm' is set to notify after cooldown, specify the cooldown duration.
  • skipExistingMatches — When tickets are created or updated, skip triggering for those already matching the conditions if set to true.

Output shape

a single record

Emits a single JSON object representing the ticket event that matches the configured trigger conditions.

Examples

Example 1: Trigger when a service ticket enters specified boards with certain statuses

Set 'triggerOn' to ['enter'], select boards and statuses of interest; the workflow will trigger when tickets first meet these conditions.

Example 2: Trigger periodically while a ticket continues matching conditions

Select 'repeat' lifecycle event and configure 'repeatEvery' and 'maxRepeats' to send periodic workflow executions for ongoing matching tickets.

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