ConnectWise PSA
Microsoft Power BI
Integrate ConnectWise PSA with Microsoft Power BI within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between ConnectWise PSA and Microsoft Power BI.
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ConnectWise PSA with Microsoft Power BI in minutes
Supported Triggers & Actions
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add New Dataset
Creates a new dataset in my workspace or a specified workspace.
Action
Write
Add Row In Dataset Table
Adds a new data row to the specified table within the specified dataset in the specified workspace or my workspace.
Action
Write
Clone Report
Clones the specified report from the specified workspace or my workspace.
Action
Write
Delete Dataset
Deletes the specified dataset from the specified workspace or my workspace.
Action
Write
Delete Report
Deletes the specified report from the specified workspace or my workspace.
Action
Write
Delete Rows In Dataset Table
Deletes all rows from the specified table within the specified dataset from the specified workspace or my workspace.
Action
Write
Get Dataset
Returns the specified dataset from the specified workspace or my workspace.
Action
Write
Get Report
Returns the specified report from the specified workspace or my workspace.
Action
Write
Get Tables In Dataset
Returns a list of tables within the specified dataset from the specified workspace or my workspace.
Action
Write
List Datasets
Returns a list of datasets from the specified workspace or my workspace.
Action
Write
List Reports
Returns a list of reports from the specified workspace or my workspace.
Action
Write
Refresh Dataset
Triggers a refresh for the specified dataset from the specified workspace or my workspace.
Action
Write
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add New Dataset
Creates a new dataset in my workspace or a specified workspace.
Action
Write
Add Row In Dataset Table
Adds a new data row to the specified table within the specified dataset in the specified workspace or my workspace.
Action
Write
Clone Report
Clones the specified report from the specified workspace or my workspace.
Action
Write
Delete Dataset
Deletes the specified dataset from the specified workspace or my workspace.
Action
Write
Delete Report
Deletes the specified report from the specified workspace or my workspace.
Action
Write
Delete Rows In Dataset Table
Deletes all rows from the specified table within the specified dataset from the specified workspace or my workspace.
Action
Write
Get Dataset
Returns the specified dataset from the specified workspace or my workspace.
Action
Write
Get Report
Returns the specified report from the specified workspace or my workspace.
Action
Write
Get Tables In Dataset
Returns a list of tables within the specified dataset from the specified workspace or my workspace.
Action
Write
List Datasets
Returns a list of datasets from the specified workspace or my workspace.
Action
Write
List Reports
Returns a list of reports from the specified workspace or my workspace.
Action
Write
Refresh Dataset
Triggers a refresh for the specified dataset from the specified workspace or my workspace.
Action
Write
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