Connect ConnectWise PSA (Manage)
ConnectWise PSA (formerly ConnectWise Manage) is a professional services automation platform for tickets, companies, contacts, agreements, projects, and billing. Connecting it to StackJack lets your…
Written By Christopher Scaminaci
Last updated 6 days ago
ConnectWise PSA (formerly ConnectWise Manage) is a professional services automation platform for tickets, companies, contacts, agreements, projects, and billing. Connecting it to StackJack lets your AI assistant work with that data through StackJack's tool catalog. Tool results are passed through as raw ConnectWise API responses — no reformatting or filtering.
The ConnectWise PSA integration exposes tools with the cw_ prefix spanning:
| Family | Examples of what the AI can do |
|---|---|
| Service desk | Service tickets, ticket notes, boards, service configurations and templates, workflows |
| Companies & contacts | Companies, company sites, company notes, contacts |
| Configurations | Configurations (assets) and their details |
| Projects | Projects, phases, project tickets, project notes |
| Sales & marketing | Opportunities and sub-resources, sales activities, sales orders, marketing |
| Procurement | Catalog items, products, purchase orders, RMAs, warehouses, adjustments, reference data |
| Finance | Agreements and sub-resources, invoices, expenses, accounting |
| Time | Time entries, timesheets, stopwatches, schedules |
| Members & system | Members, system info and utilities, knowledge base |
| Analytics & discovery | Cross-domain summaries, analytics, and discovery helpers built on the above |
See the generated ConnectWise PSA tool reference for the current inventory, input schemas, plan tiers, and safety notes. Tool availability depends on your connector plan tier — the in-portal tool selector and the Permissions page (/permissions) show exactly which tools your plan includes.
How authentication works
Every ConnectWise PSA request carries two identities:
- A tenant-specific API member: your Company ID plus that member's Public Key and Private Key, sent as HTTP Basic authentication. The API member's security role controls what StackJack can reach in your data.
- A ConnectWise client ID in the
clientIdrequest header, which identifies the calling application to ConnectWise. New connections use StackJack's own client ID, so there is nothing to enter; if your company already uses its own client ID for this integration, you can enter it under Advanced instead. Existing connections keep the client ID they were set up with. A connection that was set up without a client ID opens on StackJack's client ID when you edit it; to keep it without one, choose your own client ID under Advanced and leave the box blank.
This is a single shared credential for your whole team — ConnectWise attributes all activity to the API member you create. There is no per-user sign-in for this connector.
Prerequisites in ConnectWise
- Create an API member. In ConnectWise, go to System > Members > API Members and create a new API member. Assign it a security role whose permissions match the tools you want StackJack to use — the API member can never do more than its role allows.
- Generate API keys. On the API member's API Keys tab, click + to generate a Public Key / Private Key pair. Save the private key immediately — ConnectWise shows it only once.
Keep the API member least-privileged and dedicated to StackJack so its audit trail stays distinguishable from your other integrations.
Set up the connector in StackJack
- In the StackJack portal, go to Connectors and find the ConnectWise PSA card.
- Optional: click How To Connect for the in-portal version of this guide.
- Click Configure.
- Fill in the fields:
| Field | What to enter |
|---|---|
| Region | North America, Europe, Australia, or South Africa (auto-fills the *.myconnectwise.net API URL), or Self-Hosted to enter a custom server URL |
| Company ID | Your ConnectWise company ID (the one you type on the ConnectWise login screen) |
| Public Key | From the API member's key pair |
| Private Key | From the API member's key pair (shown once in ConnectWise) |
| ConnectWise client ID | StackJack's client ID (recommended, nothing to enter), or — under Advanced — the client ID your company already uses |
- Click Save.
What happens when you save
- Your credentials are stored in Azure Key Vault — never in the StackJack database, and never shown back to you.
- A Free-tier connector subscription is created automatically if you don't already have one (upgrade any time from the connector card).
- StackJack immediately test-calls your ConnectWise instance. A failed or timed-out test shows a warning but does not block the save — StackJack retries validation in the background.
API-member permissions
The API member's security role controls what the connection can access:
| Area | Access used by StackJack tools |
|---|---|
| Service Desk | Service tickets, time entries, notes (read/write) |
| Companies | Companies, contacts, sites (read/write) |
| Configurations | Configurations/assets (read/write) |
| Projects | Projects, phases, tickets (read/write) |
| Sales | Opportunities, activities (read/write) |
| Finance | Invoices, agreements (read) |
| System | Members, info (read) |
Use the StackJack Permissions page (/permissions) to map each enabled tool to its access area. Keep the API member least-privileged and dedicated to StackJack so its audit trail remains distinguishable.
Rotating the API-member keys
- Generate a replacement key pair on the API member in ConnectWise and copy the private key immediately.
- In StackJack, open Connectors → ConnectWise PSA → Update and re-enter the fields. A connection that uses its own client ID re-enters it (it is not a leave-blank-to-keep field); one that uses StackJack's client ID has nothing to re-enter.
- Save, then confirm the card returns to Valid. If it was auto-disabled while the old key was dead, use Re-enable afterwards.
The ConnectWise client ID identifies the integration rather than your data access, so it stays the same across a key rotation.
Region and instance URL guidance
Pick the region that matches where your ConnectWise instance is hosted — ConnectWise-hosted regions use the corresponding *.myconnectwise.net API host, and API-member keys only work against the correct one. If you run ConnectWise on your own servers, choose Self-Hosted and enter your externally reachable base URL. The instance URL field is read-only for the cloud regions; StackJack fills it from the region you select.
Per-user connections
Not supported for this connector. ConnectWise PSA uses one shared API-member credential for the whole team, and activity is attributed to that API member. If per-user attribution matters, reflect it in the API member's naming and auditing conventions.
Limits and behavior
| Behavior | Detail |
|---|---|
| Request pacing | StackJack paces outbound ConnectWise requests to 150 requests per minute per organization. Monthly plan call caps still apply. |
| Page size | List tools return at most 200 records per page; use page parameters to fetch more. |
| Query syntax | List tools accept ConnectWise conditions, childConditions, orderBy, and fields parameters — not OData syntax. |
| Request timeout | Up to 2 minutes per request. |
| Credential health | Background validation can mark a row Invalid and auto-disable it after 3 consecutive definitive failures. Transient failures do not count. |
Troubleshooting
| Symptom | Likely cause and fix |
|---|---|
| 401 Unauthorized on validation or tool calls | The Company ID, Public Key, or Private Key is wrong, or the API member was disabled in ConnectWise. Regenerate the key pair on the API member and update the connector. |
Error mentioning clientId | If the connection uses your company's own client ID, check it is entered exactly under Advanced and re-save. If it uses StackJack's client ID, there is nothing to enter; contact support if the error persists. |
| Validation fails with a connection error | Wrong region selected (keys are region-specific), or a Self-Hosted URL that isn't reachable from the internet. |
| 403 / access denied | The API member's security role doesn't cover that module. Adjust the role in ConnectWise; use the StackJack Permissions page to see which permission each tool needs. |
| Connector shows Disabled | Three consecutive definitive validation failures auto-disabled the credential. Fix the cause shown in the card's error details, then click Re-enable or Update Credentials. |
The term 'ConnectWise' is a trademark of ConnectWise, LLC. This application uses the ConnectWise API but is not endorsed or certified by ConnectWise.
Disconnecting: the Disconnect button deletes the stored credentials from Key Vault and immediately stops all ConnectWise tool calls. It does not disable the ConnectWise API member or revoke its keys upstream — do that separately if you are retiring the integration. Disconnecting also does not cancel a paid connector plan; cancel that from the connector card first.
ConnectWise Manage tools
cw_ · 1483 tools · Free 850 · Pro 633
Service Tickets
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of service tickets matching optional conditions. |
cw_Pro · Destructive | Create a new service ticket. |
cw_Pro · Destructive | Permanently delete a service ticket by ID. |
cw_Free · Read-only | Retrieve a single service ticket by ID. |
cw_Free · Read-only | List open tickets for a specific company. |
cw_Free · Read-only | List open tickets with critical or high priority. |
cw_Free · Read-only | List open tickets assigned to a specific member. |
cw_Free · Read-only | List all open (non-closed) service tickets. |
cw_Free · Read-only | List tickets ordered by last update time, newest updates first. |
cw_Free · Read-only | List service tickets with optional filtering, sorting, and field selection. |
cw_Free · Read-only | List open tickets that have no assigned resources. |
cw_Free · Read-only | Search service tickets by keyword in the summary field. |
cw_Pro · Destructive | Update an existing service ticket using JSON Patch operations. |
Ticket Notes & Tasks
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Add a note to a service ticket. |
cw_Pro · Write | Add a task to a service ticket. |
cw_Pro · Destructive | Permanently delete a ticket note. |
cw_Pro · Destructive | Permanently delete a ticket task. |
cw_Free · Read-only | Retrieve the Description-tab notes for a service ticket. |
cw_Free · Read-only | Retrieve the Internal Analysis-tab notes for a service ticket. |
cw_Free · Read-only | Retrieve a single ticket note by ticket ID and note ID. |
cw_Free · Read-only | Retrieve the Resolution-tab notes for a service ticket. |
cw_Free · Read-only | Retrieve a single ticket task by ticket ID and task ID. |
cw_Free · Read-only | List notes for a specific service ticket. |
cw_Free · Read-only | List tasks for a specific service ticket. |
cw_Pro · Destructive | Update an existing ticket note using JSON Patch operations. |
cw_Pro · Write | Update an existing ticket task using JSON Patch operations. |
Ticket Sub-Resources
| Tool | What it does |
|---|---|
cw_Pro · Write | Associate a configuration (asset) with a service ticket. |
cw_Free · Read-only | List all configurations (assets) associated with a service ticket. |
cw_Free · Read-only | List all documents attached to a service ticket. |
cw_Free · Read-only | List all products associated with a service ticket. |
cw_Free · Read-only | List all schedule entries for a service ticket. |
cw_Free · Read-only | List all time entries logged against a service ticket. |
cw_Pro · Destructive | Remove a configuration (asset) association from a service ticket. |
Service Boards & Configuration
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all teams configured for a specific service board. |
cw_Free · Read-only | List all service boards. |
cw_Free · Read-only | List all service codes. |
cw_Free · Read-only | List all service impact levels. |
cw_Free · Read-only | List all items for a specific service board. |
cw_Free · Read-only | List all service priorities. |
cw_Free · Read-only | List all service locations. |
cw_Free · Read-only | List all service severity levels. |
cw_Free · Read-only | List all priority configurations for a specific SLA. |
cw_Free · Read-only | List all Service Level Agreements (SLAs). |
cw_Free · Read-only | List all service sources. |
cw_Free · Read-only | List all statuses for a specific service board. |
cw_Free · Read-only | List all subtypes for a specific service board. |
cw_Free · Read-only | List all service surveys. |
cw_Free · Read-only | List all types for a specific service board. |
cw_Free · Read-only | Retrieve a single service board by ID. |
cw_Free · Read-only | Retrieve a single priority by ID. |
cw_Free · Read-only | Retrieve a single service template by ID. |
cw_Free · Read-only | Retrieve a single SLA by ID. |
cw_Free · Read-only | List all service templates. |
cw_Free · Read-only | List results for one service survey. |
Stopwatches
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Create a new ticket stopwatch. |
cw_Free · Read-only | Retrieve a single ticket stopwatch by ID. |
cw_Free · Read-only | List activity stopwatches with optional filtering. |
cw_Free · Read-only | List all ticket stopwatches for a specific member. |
cw_Free · Read-only | List all currently running ticket stopwatches. |
cw_Free · Read-only | List ticket stopwatches with optional filtering. |
cw_Free · Read-only | Search ticket stopwatches by member identifier. |
cw_Pro · Destructive | Update an existing ticket stopwatch using JSON Patch operations. |
Companies
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get total count of companies matching optional conditions. |
cw_Pro · Write | Create a new company record. |
cw_Pro · Destructive | Permanently delete a company by ID. |
cw_Free · Read-only | Retrieve full details for a single company by ID. |
cw_Free · Read-only | List companies with optional filtering, ordering, and pagination. |
cw_Free · Read-only | List active customer companies. |
cw_Free · Read-only | List companies with type 'Prospect'. |
cw_Pro · Destructive | Merge a company into another company. |
cw_Free · Read-only | Search companies by name or identifier. |
cw_Pro · Write | Update an existing company using JSON Patch operations. |
Company Sites & Notes
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Create a new note on a company. |
cw_Pro · Write | Create a new site for a company. |
cw_Free · Read-only | Retrieve full details for a single company site by company ID and site ID. |
cw_Free · Read-only | List all notes for a company. |
cw_Free · Read-only | List all sites for a company. |
cw_Pro · Destructive | Update an existing company note using JSON Patch operations. |
cw_Pro · Write | Update an existing company site using JSON Patch operations. |
Contacts
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get total count of contacts matching optional conditions. |
cw_Pro · Write | Create a new contact record. |
cw_Pro · Destructive | Add a new communication item (email, phone, fax) to a contact. |
cw_Pro · Destructive | Create a new note on a contact. |
cw_Pro · Destructive | Permanently delete a contact by ID. |
cw_Free · Read-only | Retrieve full details for a single contact by ID. |
cw_Free · Read-only | List all contacts for a specific company. |
cw_Free · Read-only | List all communication items (email, phone, fax) for a contact. |
cw_Free · Read-only | List all notes for a contact. |
cw_Free · Read-only | List contacts with optional filtering, ordering, and pagination. |
cw_Free · Read-only | Search contacts by name, email address, or phone number. |
cw_Pro · Write | Update an existing contact using JSON Patch operations. |
Configurations (Assets)
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get total count of configurations matching optional conditions. |
cw_Pro · Write | Create a new configuration (asset) record. |
cw_Pro · Destructive | Permanently delete a configuration (asset) by ID. |
cw_Free · Read-only | Retrieve full details for a single configuration (asset) by ID. |
cw_Free · Read-only | List all configurations (assets) with active status. |
cw_Free · Read-only | List all configurations (assets) for a specific company. |
cw_Free · Read-only | List configurations (assets/CIs) with optional filtering, ordering, and pagination. |
cw_Free · Read-only | Search configurations (assets) by name, serial number, or MAC address. |
cw_Pro · Write | Update an existing configuration (asset) using JSON Patch operations. |
Company & Contact Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all available company groups. |
cw_Free · Read-only | List all available company note types (e.g., General, Billing, Technical). |
cw_Free · Read-only | List all available company statuses (e.g., Active, Inactive). |
cw_Free · Read-only | List all available company types (e.g., Client, Prospect, Vendor). |
cw_Free · Read-only | List all available configuration (asset) statuses (e.g., Active, Retired, In Repair). |
cw_Free · Read-only | List all questions (custom fields) defined for a configuration type. |
cw_Free · Read-only | List all available configuration (asset) types (e.g., Desktop, Server, Network Device). |
cw_Free · Read-only | List all available contact departments (e.g., IT, Finance, Operations). |
cw_Free · Read-only | List all available contact groups. |
cw_Free · Read-only | List all relationships for a specific contact. |
cw_Free · Read-only | List all available contact types (e.g., Primary, Billing, Technical). |
cw_Free · Read-only | List all portal configurations. |
cw_Free · Read-only | Get usage counts for a company showing how many related records exist (tickets, contacts, configurations, etc.). |
cw_Free · Read-only | List all active companies. |
cw_Free · Read-only | List teams assigned to a specific company. |
Agreements
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get total count of agreements matching optional conditions. |
cw_Pro · Destructive | Create a new agreement (contract). |
cw_Pro · Destructive | Add a new addition (line item) to an agreement. |
cw_Pro · Destructive | Permanently delete an agreement by ID. |
cw_Free · Read-only | Retrieve full details for a single agreement by ID. |
cw_Free · Read-only | List all active (non-cancelled, non-expired) agreements. |
cw_Free · Read-only | List the additions (line items) on an agreement. |
cw_Free · Read-only | List agreements (contracts) with optional filtering, ordering, and pagination. |
cw_Free · Read-only | List all agreements for a specific company. |
cw_Free · Read-only | List agreements expiring within a specified number of days. |
cw_Free · Read-only | Search agreements by name or company name. |
cw_Pro · Destructive | Update an existing agreement using JSON Patch operations. |
Agreement Sub-Resources
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Create a copy of an existing agreement. |
cw_Pro · Destructive | Create a new adjustment on an agreement. |
cw_Pro · Write | Add a site to an agreement's coverage. |
cw_Pro · Write | Add a work role to an agreement. |
cw_Pro · Write | Add a work type to an agreement. |
cw_Free · Read-only | Get recap/summary data for agreements. |
cw_Free · Read-only | List all adjustments for an agreement. |
cw_Free · Read-only | List all board defaults configured for an agreement. |
cw_Free · Read-only | List all sites covered by an agreement. |
cw_Free · Read-only | List all work roles configured for an agreement. |
cw_Free · Read-only | List all work types configured for an agreement. |
cw_Pro · Destructive | Update an existing addition (line item) on an agreement using JSON Patch operations. |
Invoices
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of invoices matching optional conditions. |
cw_Pro · Destructive | Create a new invoice. |
cw_Pro · Destructive | Record a payment against an invoice. |
cw_Free · Read-only | Retrieve full details for a single invoice by ID. |
cw_Free · Read-only | Download the PDF of an invoice by ID. |
cw_Free · Read-only | List all invoices for a specific company. |
cw_Free · Read-only | List all payments applied to an invoice. |
cw_Free · Read-only | List invoices with optional filtering, ordering, and pagination. |
cw_Free · Read-only | List the most recent invoices ordered by date descending. |
cw_Free · Read-only | Search invoices by invoice number or company name. |
cw_Pro · Destructive | Update an existing invoice using JSON Patch operations. |
Accounting
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of general ledger entries matching optional conditions. |
cw_Free · Read-only | Get a count of unposted expenses matching optional conditions. |
cw_Free · Read-only | Get a count of unposted invoices matching optional conditions. |
cw_Pro · Destructive | Create a new accounting batch for grouping transactions. |
cw_Free · Read-only | List all billing setup configurations. |
cw_Free · Read-only | List all billing statuses. |
cw_Free · Read-only | List all invoice delivery methods. |
cw_Free · Read-only | Retrieve full details for a single accounting batch by ID. |
cw_Free · Read-only | List accounting batches with optional filtering and pagination. |
cw_Free · Read-only | List general ledger (GL) entries with optional filtering and pagination. |
cw_Free · Read-only | List unposted (pending) expenses with optional filtering and pagination. |
cw_Free · Read-only | List unposted (pending) invoices with optional filtering and pagination. |
cw_Free · Read-only | List unposted (pending) payments with optional filtering and pagination. |
Finance Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all available agreement types (e.g., Standard, Block Time, Retainer). |
cw_Free · Read-only | List all available billing cycles (e.g., Monthly, Quarterly, Annually). |
cw_Free · Read-only | List all available billing terms (e.g., Net 30, Net 60, Due on Receipt). |
cw_Free · Read-only | List all available currencies. |
cw_Free · Read-only | List all available general ledger (GL) accounts. |
cw_Free · Read-only | List all available invoice templates. |
cw_Free · Read-only | List all available tax codes. |
Time Entries
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of time entries matching optional conditions. |
cw_Pro · Destructive | Create a new time entry. |
cw_Pro · Destructive | Permanently delete a time entry by ID. |
cw_Free · Read-only | Retrieve a single time entry by ID. |
cw_Free · Read-only | List time entries charged to a specific company. |
cw_Free · Read-only | List time entries for a specific member by identifier. |
cw_Free · Read-only | List time entries with optional filtering and sorting. |
cw_Free · Read-only | List all time entries for today. |
cw_Free · Read-only | List time entries that have not yet been billed. |
cw_Free · Read-only | Search time entries by notes content or member identifier. |
cw_Pro · Destructive | Update an existing time entry using JSON Patch operations. |
Timesheets
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of timesheets matching optional conditions. |
cw_Free · Read-only | Retrieve a single timesheet by ID. |
cw_Free · Read-only | List timesheets pending approval. |
cw_Free · Read-only | List timesheets with optional filtering. |
cw_Free · Read-only | Search timesheets by member name or identifier. |
Time Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | List expense types associated with a specific charge code. |
cw_Free · Read-only | List all available charge codes. |
cw_Free · Read-only | List all available time accruals. |
cw_Free · Read-only | List location-specific rate overrides for a work role. |
cw_Free · Read-only | List all available work roles. |
cw_Free · Read-only | List all available work types. |
cw_Free · Read-only | List detail entries for a specific time accrual. |
Projects
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of projects matching optional conditions. |
cw_Pro · Write | Create a new project. |
cw_Pro · Destructive | Permanently delete a project by ID. |
cw_Free · Read-only | Retrieve a single project by ID. |
cw_Free · Read-only | List all active (non-closed) projects. |
cw_Free · Read-only | List all projects for a specific company. |
cw_Free · Read-only | List active projects that are past their estimated end date. |
cw_Free · Read-only | List billing rates configured for a specific project. |
cw_Free · Read-only | List phases for a specific project. |
cw_Free · Read-only | List projects with optional filtering and sorting. |
cw_Free · Read-only | Search projects by name or company name. |
cw_Pro · Write | Update an existing project using JSON Patch operations. |
Project Phases
| Tool | What it does |
|---|---|
cw_Pro · Write | Create a new phase within a project. |
cw_Free · Read-only | Retrieve a single project phase by project and phase ID. |
cw_Pro · Write | Update an existing project phase using JSON Patch operations. |
Project Notes & Team
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Add a note to a project. |
cw_Pro · Write | Add a team member to a project. |
cw_Free · Read-only | List contacts associated with a specific project. |
cw_Free · Read-only | List notes for a specific project. |
cw_Free · Read-only | List team members assigned to a specific project. |
Project Tickets
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of project tickets matching optional conditions. |
cw_Pro · Destructive | Create a new project ticket. |
cw_Pro · Destructive | Add a note to a project ticket. |
cw_Free · Read-only | Retrieve a single project ticket by ID. |
cw_Free · Read-only | List notes for a specific project ticket. |
cw_Free · Read-only | List project tickets with optional filtering. |
cw_Free · Read-only | Search project tickets by summary keyword. |
cw_Pro · Destructive | Update an existing project ticket using JSON Patch operations. |
Project Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all available project phase statuses. |
cw_Free · Read-only | List billing rate overrides for a specific project. |
cw_Free · Read-only | List all available project boards. |
cw_Free · Read-only | List all available project security roles. |
cw_Free · Read-only | List all available project statuses. |
cw_Free · Read-only | List all available project types. |
cw_Free · Read-only | Retrieve a single project template by ID. |
cw_Free · Read-only | List all available project templates. |
Opportunities
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Convert a won sales opportunity into a sales order. |
cw_Pro · Destructive | Convert a won sales opportunity into a service ticket. |
cw_Free · Read-only | Get a count of sales opportunities matching optional conditions. |
cw_Pro · Write | Create a new sales opportunity. |
cw_Pro · Destructive | Permanently delete a sales opportunity by ID. |
cw_Free · Read-only | Retrieve a single sales opportunity by ID. |
cw_Free · Read-only | List all sales opportunities for a specific company. |
cw_Free · Read-only | List sales opportunities with optional filtering and sorting. |
cw_Free · Read-only | List sales opportunities with status 'Won'. |
cw_Free · Read-only | Search sales opportunities by name or company name. |
cw_Pro · Write | Update an existing sales opportunity using JSON Patch operations. |
Opportunity Sub-Resources
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Convert a won sales opportunity into an agreement. |
cw_Pro · Destructive | Convert a won sales opportunity into a project. |
cw_Pro · Write | Link a contact to a sales opportunity. |
cw_Pro · Destructive | Add a note to a sales opportunity. |
cw_Pro · Write | Add a team member to a sales opportunity. |
cw_Free · Read-only | List contacts associated with a sales opportunity. |
cw_Free · Read-only | List forecast entries for a sales opportunity. |
cw_Free · Read-only | List notes attached to a sales opportunity. |
cw_Free · Read-only | List team members assigned to a sales opportunity. |
Sales Activities
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of sales activities matching optional conditions. |
cw_Pro · Write | Create a new sales activity. |
cw_Pro · Destructive | Permanently delete a sales activity by ID. |
cw_Free · Read-only | Retrieve a single sales activity by ID. |
cw_Free · Read-only | List sales activities with optional filtering. |
cw_Free · Read-only | List activity stopwatches filtered by member identifier. |
cw_Free · Read-only | Search sales activities by name or member identifier. |
cw_Pro · Write | Update an existing sales activity using JSON Patch operations. |
Sales Orders
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of sales orders matching optional conditions. |
cw_Pro · Destructive | Create a new sales order. |
cw_Pro · Destructive | Add a line item to a sales order. |
cw_Free · Read-only | Retrieve a single sales order by ID. |
cw_Free · Read-only | List line items for a specific sales order. |
cw_Free · Read-only | List sales orders with optional filtering. |
cw_Free · Read-only | Search sales orders by description or company name. |
cw_Pro · Write | Update an existing sales order using JSON Patch operations. |
Sales Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all available activity statuses. |
cw_Free · Read-only | List all available activity types. |
cw_Free · Read-only | List all available opportunity ratings. |
cw_Free · Read-only | List all available opportunity stages. |
cw_Free · Read-only | List all available opportunity statuses. |
cw_Free · Read-only | List all available opportunity types. |
cw_Free · Read-only | List all available sales order statuses. |
cw_Free · Read-only | List all available sales probabilities. |
cw_Free · Read-only | List all available sales roles. |
Members
| Tool | What it does |
|---|---|
cw_Pro · Write | Assign a skill to a member. |
cw_Pro · Write | Create a skill in the System > Setup Tables > Skills List. |
cw_Pro · Write | Create a skill category in the System > Setup Tables > Skill Category List. |
cw_Pro · Destructive | Remove a skill assignment from a member. |
cw_Pro · Destructive | Permanently delete a skill from the Skills List. |
cw_Pro · Destructive | Permanently delete a skill category from the Skill Category List. |
cw_Free · Read-only | Get member by numeric ID. |
cw_Free · Read-only | Retrieve ConnectWise system information including version and license info. |
cw_Free · Read-only | List all active (non-inactive) members. |
cw_Free · Read-only | List all certification types configured in ConnectWise. |
cw_Free · Read-only | List active members in a specific department. |
cw_Free · Read-only | List departments with optional filtering and pagination. |
cw_Free · Read-only | List certifications held by a specific member. |
cw_Free · Read-only | List delegations for a specific member. |
cw_Free · Read-only | List skills assigned to a specific member. |
cw_Free · Read-only | List members with optional filtering, sorting, and pagination. |
cw_Free · Read-only | List the skill categories configured in System > Setup Tables > Skill Category List. |
cw_Free · Read-only | List all skills configured in ConnectWise. |
cw_Free · Read-only | Search members by name or identifier. |
cw_Pro · Write | Update a member's skill assignment (level, certification, years of experience, notes) using JSON Patch operations. |
cw_Pro · Write | Update a skill in the Skills List using JSON Patch operations. |
cw_Pro · Write | Update a skill category using JSON Patch operations. |
Schedule
| Tool | What it does |
|---|---|
cw_Pro · Write | Create a new schedule entry. |
cw_Pro · Destructive | Permanently delete a schedule entry by ID. |
cw_Free · Read-only | Retrieve a single schedule entry by ID. |
cw_Free · Read-only | List calendars with optional filtering. |
cw_Free · Read-only | List schedule entries for a specific member by identifier. |
cw_Free · Read-only | List today's schedule entries for a specific member. |
cw_Free · Read-only | List schedule entries with optional filtering and sorting. |
cw_Free · Read-only | List future schedule entries starting from today. |
cw_Pro · Write | Update an existing schedule entry using JSON Patch operations. |
Schedule Reference
| Tool | What it does |
|---|---|
cw_Free · Read-only | List all schedule statuses configured in ConnectWise. |
cw_Free · Read-only | List all schedule types configured in ConnectWise. |
cw_Free · Read-only | Retrieve a single calendar by ID. |
cw_Free · Read-only | List holiday lists with optional filtering. |
cw_Free · Read-only | List holidays within a specific holiday list. |
cw_Free · Read-only | Get a count of schedule entries matching optional conditions. |
cw_Free · Read-only | Search schedule entries by member identifier. |
Procurement
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Create multiple PO line items in a single bulk request. |
cw_Pro · Destructive | Delete multiple PO line items in a single request. |
cw_Pro · Destructive | Replace multiple PO line items in a single bulk PUT request. |
cw_Pro · Write | Create a copy of a catalog item. |
cw_Pro · Write | Create a copy of a purchase order. |
cw_Free · Read-only | Count detail lines on an adjustment. |
cw_Free · Read-only | Count adjustment types matching an optional conditions filter. |
cw_Free · Read-only | Count adjustment types at the info/count endpoint. |
cw_Free · Read-only | Count adjustments matching an optional conditions filter. |
cw_Free · Read-only | Count components on a catalog bundle, optionally filtered by conditions. |
cw_Free · Read-only | Count inventory rows on a catalog item, optionally filtered by conditions. |
cw_Free · Read-only | Get a count of catalog items matching optional conditions. |
cw_Free · Read-only | Call the dedicated /procurement/catalog/count endpoint. |
cw_Free · Read-only | Count catalog items at the /procurement/catalog/info/count endpoint. |
cw_Free · Read-only | Count minimum-stock rows on a catalog item, optionally filtered by conditions. |
cw_Free · Read-only | Count change orders. |
cw_Free · Read-only | Count directional syncs. |
cw_Free · Read-only | Count invoice groupings. |
cw_Free · Read-only | Count manufacturers matching an optional conditions filter. |
cw_Free · Read-only | Count manufacturers at CW's /procurement/manufacturers/count/info endpoint. |
cw_Free · Read-only | Count on-hand serial numbers matching an optional conditions filter. |
cw_Free · Read-only | Count line items on a purchase order, optionally filtered. |
cw_Free · Read-only | Count notes on a purchase order, optionally filtered. |
cw_Free · Read-only | Retrieve the quick-access count for a purchase order. |
cw_Free · Read-only | Count email templates on a PO status. |
cw_Free · Read-only | Count notifications on a PO status. |
cw_Free · Read-only | Count PO statuses matching an optional conditions filter. |
cw_Free · Read-only | Count PO statuses at the CW capital-I /Info/count endpoint. |
cw_Free · Read-only | Count quantity-break rules on a pricing schedule detail. |
cw_Free · Read-only | Count detail rows on a pricing schedule. |
cw_Free · Read-only | Count pricing schedules matching an optional conditions filter. |
cw_Free · Read-only | Count procurement categories matching an optional conditions filter. |
cw_Free · Read-only | Count procurement categories at the info/count endpoint. |
cw_Free · Read-only | Count procurement settings. |
cw_Free · Read-only | Count nested subcategories under a category, optionally filtered. |
cw_Free · Read-only | Count nested subcategories at the info/count endpoint. |
cw_Free · Read-only | Count components on a procurement product, optionally filtered. |
cw_Free · Read-only | Count picking/shipping detail rows on a procurement product. |
cw_Free · Read-only | Count product types matching an optional conditions filter. |
cw_Free · Read-only | Count product types at the info/count endpoint. |
cw_Free · Read-only | Count procurement products matching an optional conditions filter. |
cw_Free · Read-only | Get a count of purchase orders matching optional conditions. |
cw_Free · Read-only | Call the dedicated /procurement/purchaseorders/count endpoint. |
cw_Free · Read-only | Count purchase orders at the /procurement/purchaseorders/info/count endpoint. |
cw_Free · Read-only | Count RMA actions matching an optional conditions filter. |
cw_Free · Read-only | Count RMA actions at the /procurement/rmaActions/info/count endpoint. |
cw_Free · Read-only | Count RMA dispositions matching an optional conditions filter. |
cw_Free · Read-only | Count RMA dispositions at the info/count endpoint. |
cw_Free · Read-only | Count email templates on an RMA status, optionally filtered. |
cw_Free · Read-only | Count notifications on an RMA status. |
cw_Free · Read-only | Count RMA statuses matching an optional conditions filter. |
cw_Free · Read-only | Count RMA statuses at the info/count endpoint. |
cw_Free · Read-only | Count RMA tags matching an optional conditions filter. |
cw_Free · Read-only | Count shipment methods matching an optional conditions filter. |
cw_Free · Read-only | Count shipment methods at the info/count endpoint. |
cw_Free · Read-only | Count top-level subcategories matching an optional conditions filter. |
cw_Free · Read-only | Count top-level subcategories at the info/count endpoint. |
cw_Free · Read-only | Count units of measure matching an optional conditions filter. |
cw_Free · Read-only | Count UoM conversions on a unit of measure. |
cw_Free · Read-only | Count inventory-on-hand rows in a bin, optionally filtered. |
cw_Free · Read-only | Count warehouse bins matching an optional conditions filter. |
cw_Free · Read-only | Count warehouse bins at the /procurement/warehouseBins/info/count endpoint. |
cw_Free · Read-only | Count warehouses matching an optional conditions filter. |
cw_Free · Read-only | Count warehouses at the /procurement/warehouses/info/count endpoint. |
cw_Pro · Write | Create a new inventory adjustment. |
cw_Pro · Write | Add a detail line to an adjustment. |
cw_Pro · Write | Create a new adjustment type. |
cw_Pro · Write | Add a component to a catalog bundle. |
cw_Pro · Write | Create a new product catalog item. |
cw_Pro · Write | Create a minimum-stock threshold for a catalog item in a specific warehouse. |
cw_Pro · Write | Create a catalog-item-to-vendor association. |
cw_Pro · Write | Create a new procurement change order. |
cw_Pro · Write | Create a new directional sync configuration. |
cw_Pro · Write | Create a new manufacturer. |
cw_Pro · Destructive | Add a line item to an existing purchase order. |
cw_Pro · Destructive | Add a note to a purchase order. |
cw_Pro · Destructive | Create a new PO status. |
cw_Pro · Destructive | Attach a new email template to a PO status. |
cw_Pro · Destructive | Create a notification configuration on a PO status. |
cw_Pro · Write | Create a new pricing schedule. |
cw_Pro · Write | Add a quantity-break rule to a pricing schedule detail. |
cw_Pro · Write | Add a detail rule to a pricing schedule. |
cw_Pro · Write | Create a new procurement category. |
cw_Pro · Write | Create a subcategory nested under a procurement category. |
cw_Pro · Write | Create a procurement product attached to a ticket, project, opportunity, or sales order. |
cw_Pro · Write | Add a component to a procurement product bundle. |
cw_Pro · Write | Record a picking/shipping detail event for a procurement product. |
cw_Pro · Write | Create a new product type. |
cw_Pro · Destructive | Create a new purchase order. |
cw_Pro · Destructive | Submit a purchasing demand. |
cw_Pro · Write | Create a new RMA action. |
cw_Pro · Write | Create a new RMA disposition. |
cw_Pro · Write | Create a new RMA status. |
cw_Pro · Destructive | Attach a new email template to an RMA status. |
cw_Pro · Write | Create a notification configuration on an RMA status. |
cw_Pro · Write | Create a new RMA tag. |
cw_Pro · Write | Create a new shipment method. |
cw_Pro · Write | Create a new top-level subcategory. |
cw_Pro · Write | Create a new unit of measure. |
cw_Pro · Write | Create a new UoM conversion. |
cw_Pro · Write | Create a new warehouse. |
cw_Pro · Write | Create a new warehouse bin. |
cw_Pro · Destructive | Permanently delete an inventory adjustment. |
cw_Pro · Destructive | Permanently delete an adjustment detail line. |
cw_Pro · Destructive | Permanently delete an adjustment type. |
cw_Pro · Destructive | Permanently remove a component from a catalog bundle. |
cw_Pro · Destructive | Permanently delete a catalog item by ID. |
cw_Pro · Destructive | Remove a minimum-stock threshold. |
cw_Pro · Destructive | Remove a vendor link from a catalog item. |
cw_Pro · Destructive | Permanently delete a change order. |
cw_Pro · Destructive | Permanently delete a directional sync. |
cw_Pro · Destructive | Permanently delete an invoice grouping. |
cw_Pro · Destructive | Permanently delete a manufacturer. |
cw_Pro · Destructive | Delete line items on a purchase order filtered by conditions. |
cw_Pro · Destructive | Permanently delete a PO note. |
cw_Pro · Destructive | Permanently delete a PO status. |
cw_Pro · Destructive | Permanently remove an email template from a PO status. |
cw_Pro · Destructive | Permanently delete a PO status notification. |
cw_Pro · Destructive | Permanently delete a pricing schedule. |
cw_Pro · Destructive | Permanently delete a pricing schedule break. |
cw_Pro · Destructive | Permanently delete a pricing schedule detail. |
cw_Pro · Destructive | Permanently delete a procurement category. |
cw_Pro · Destructive | Permanently delete a nested subcategory under a category. |
cw_Pro · Destructive | Permanently delete a procurement product. |
cw_Pro · Destructive | Permanently remove a component from a product bundle. |
cw_Pro · Destructive | Permanently delete a picking/shipping detail record. |
cw_Pro · Destructive | Permanently delete a product type. |
cw_Pro · Destructive | Permanently delete a purchase order by ID. |
cw_Pro · Destructive | Permanently delete an RMA action. |
cw_Pro · Destructive | Permanently delete an RMA disposition. |
cw_Pro · Destructive | Permanently delete an RMA status. |
cw_Pro · Destructive | Permanently remove an email template from an RMA status. |
cw_Pro · Destructive | Permanently delete an RMA status notification. |
cw_Pro · Destructive | Permanently delete an RMA tag. |
cw_Pro · Destructive | Permanently delete a shipment method. |
cw_Pro · Destructive | Permanently delete a top-level subcategory. |
cw_Pro · Destructive | Permanently delete a unit of measure. |
cw_Pro · Destructive | Permanently delete a UoM conversion. |
cw_Pro · Destructive | Permanently delete a warehouse. |
cw_Pro · Destructive | Permanently delete a warehouse bin. |
cw_Pro · Destructive | Detach a product from its current charge-to entity (ticket/project/etc) without deleting the product record. |
cw_Free · Read-only | List all manufacturers configured in ConnectWise. |
cw_Free · Read-only | List all purchase order statuses configured in ConnectWise. |
cw_Free · Read-only | List all procurement categories configured in ConnectWise. |
cw_Free · Read-only | List procurement subcategories for a specific category. |
cw_Free · Read-only | List all product types configured in ConnectWise. |
cw_Free · Read-only | List all shipment methods configured in ConnectWise. |
cw_Free · Read-only | List all units of measure configured in ConnectWise. |
cw_Free · Read-only | List all warehouses configured in ConnectWise. |
cw_Free · Read-only | Retrieve a single inventory adjustment by ID. |
cw_Free · Read-only | Retrieve a single adjustment detail line item by ID. |
cw_Free · Read-only | Retrieve a single adjustment type by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of an adjustment type. |
cw_Free · Read-only | Retrieve usage locations for an adjustment type. |
cw_Free · Read-only | Retrieve a single component on a catalog bundle item by ID. |
cw_Free · Read-only | Retrieve a single inventory record on a catalog item. |
cw_Free · Read-only | Retrieve a single catalog item by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a catalog item (reduced payload, suitable for selectors). |
cw_Free · Read-only | Retrieve a single minimum-stock threshold record for a catalog item by its ID. |
cw_Free · Read-only | Retrieve the total quantity-on-hand for a catalog item by its string identifier (SKU), not numeric ID. |
cw_Free · Read-only | Retrieve a single directional sync configuration. |
cw_Free · Read-only | Retrieve a single invoice grouping by ID. |
cw_Free · Read-only | Retrieve usage locations for an invoice grouping. |
cw_Free · Read-only | Retrieve a single manufacturer by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a manufacturer. |
cw_Free · Read-only | Retrieve a single on-hand serial number record. |
cw_Free · Read-only | Retrieve a single purchase order line item by ID. |
cw_Free · Read-only | Retrieve a single PO note by ID. |
cw_Free · Read-only | Retrieve a single PO status by ID. |
cw_Free · Read-only | Retrieve a single email template attached to a PO status. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a PO status. |
cw_Free · Read-only | Retrieve a single notification on a PO status. |
cw_Free · Read-only | Retrieve usage locations for a PO status. |
cw_Free · Read-only | Retrieve a single pricing schedule by ID. |
cw_Free · Read-only | Retrieve a single pricing schedule break. |
cw_Free · Read-only | Retrieve a single pricing schedule detail. |
cw_Free · Read-only | Retrieve a single procurement category by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a procurement category. |
cw_Free · Read-only | Retrieve a single procurement setting by ID. |
cw_Free · Read-only | Retrieve a nested subcategory under a procurement category. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a nested subcategory. |
cw_Free · Read-only | Retrieve a single procurement product by ID. |
cw_Free · Read-only | Retrieve a single component on a procurement product bundle. |
cw_Free · Read-only | Retrieve a single picking/shipping detail on a procurement product. |
cw_Free · Read-only | Retrieve a single product type by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a product type. |
cw_Free · Read-only | Retrieve usage locations for a product type. |
cw_Free · Read-only | Retrieve a single purchase order by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a purchase order. |
cw_Free · Read-only | Retrieve a single RMA action by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of an RMA action. |
cw_Free · Read-only | Retrieve a single RMA disposition by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of an RMA disposition. |
cw_Free · Read-only | Retrieve a single RMA status by ID. |
cw_Free · Read-only | Retrieve a single email template on an RMA status. |
cw_Free · Read-only | Retrieve the compact 'info' projection of an RMA status. |
cw_Free · Read-only | Retrieve a single notification on an RMA status. |
cw_Free · Read-only | Retrieve usage locations for an RMA status -- where in CW this status is currently referenced. |
cw_Free · Read-only | Retrieve a single RMA tag by ID. |
cw_Free · Read-only | Retrieve the default RMA tag configuration. |
cw_Free · Read-only | Retrieve a single shipment method by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a shipment method. |
cw_Free · Read-only | Retrieve usage locations for a shipment method. |
cw_Free · Read-only | Retrieve a single top-level subcategory by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a top-level subcategory. |
cw_Free · Read-only | Retrieve usage locations for a top-level subcategory. |
cw_Free · Read-only | Retrieve a single unit of measure by ID. |
cw_Free · Read-only | Retrieve a single UoM conversion by ID. |
cw_Free · Read-only | Retrieve a single warehouse by ID. |
cw_Free · Read-only | Retrieve a single warehouse bin by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a warehouse bin. |
cw_Free · Read-only | Retrieve a specific inventory-on-hand record in a bin by ID. |
cw_Free · Read-only | Retrieve the compact 'info' projection of a warehouse (reduced payload for selectors). |
cw_Free · Read-only | List detail line items on an adjustment (per-item deltas). |
cw_Free · Read-only | Retrieve a detailed list of adjustment type usages via /usages/list. |
cw_Free · Read-only | List configurable adjustment types (e.g., 'Physical Count', 'Damage Write-Off'). |
cw_Free · Read-only | List adjustment types using the compact 'info' projection. |
cw_Free · Read-only | List inventory adjustments. |
cw_Free · Read-only | List bundled components for a catalog bundle item. |
cw_Free · Read-only | List inventory rows for a catalog item. |
cw_Free · Read-only | List product catalog items with optional filtering. |
cw_Free · Read-only | List catalog items using the compact 'info' projection. |
cw_Free · Read-only | List minimum-stock thresholds per warehouse for a catalog item. |
cw_Free · Read-only | List the vendors associated with a catalog item. |
cw_Free · Read-only | List procurement change orders. |
cw_Free · Read-only | List directional sync configurations (data flow rules to/from external systems). |
cw_Free · Read-only | Retrieve a detailed list of invoice grouping usages via /usages/list. |
cw_Free · Read-only | List invoice grouping configurations (rules for grouping items on invoices). |
cw_Free · Read-only | List manufacturers using the compact 'info' projection. |
cw_Free · Read-only | List serial numbers currently on hand across warehouses. |
cw_Free · Read-only | List purchase orders with open or pending status. |
cw_Free · Read-only | List line items for a specific purchase order. |
cw_Free · Read-only | List notes attached to a purchase order. |
cw_Free · Read-only | List email templates attached to a PO status. |
cw_Free · Read-only | List notification configurations attached to a PO status. |
cw_Free · Read-only | Retrieve a detailed list of PO status usages via /usages/list. |
cw_Free · Read-only | List PO statuses using the compact 'info' projection. |
cw_Free · Read-only | List quantity-break rules on a pricing schedule detail (volume discount tiers). |
cw_Free · Read-only | List detail rows on a pricing schedule (per-item or per-category rules). |
cw_Free · Read-only | List pricing schedules. |
cw_Free · Read-only | List procurement categories using the compact 'info' projection. |
cw_Free · Read-only | List system-level procurement settings. |
cw_Free · Read-only | List nested subcategories under a category using the compact 'info' projection. |
cw_Free · Read-only | List bundled components on a procurement product instance. |
cw_Free · Read-only | List picking and shipping detail records on a procurement product. |
cw_Free · Read-only | Retrieve a detailed list of product type usages via /usages/list. |
cw_Free · Read-only | List product types using the compact 'info' projection. |
cw_Free · Read-only | List procurement products. |
cw_Free · Read-only | List purchase orders with optional filtering. |
cw_Free · Read-only | List purchase orders using the compact 'info' projection. |
cw_Free · Read-only | List RMA actions (e.g., 'Return for Refund', 'Repair and Return'). |
cw_Free · Read-only | List RMA actions using the compact 'info' projection. |
cw_Free · Read-only | List RMA dispositions (final outcomes such as 'Scrap', 'Return to Stock'). |
cw_Free · Read-only | List RMA dispositions using the compact 'info' projection. |
cw_Free · Read-only | List email templates attached to an RMA status. |
cw_Free · Read-only | List notification configurations attached to an RMA status. |
cw_Free · Read-only | Retrieve a detailed list of RMA status usages via /usages/list. |
cw_Free · Read-only | List RMA statuses (workflow states for returns). |
cw_Free · Read-only | List RMA statuses using the compact 'info' projection. |
cw_Free · Read-only | List RMA tag configurations. |
cw_Free · Read-only | Retrieve a detailed list of shipment method usages via /usages/list. |
cw_Free · Read-only | List shipment methods using the compact 'info' projection. |
cw_Free · Read-only | List subcategories at the top-level /procurement/subcategories endpoint (distinct from the nested /categories/{id}/subcategories path). |
cw_Free · Read-only | List top-level subcategories using the compact 'info' projection. |
cw_Free · Read-only | Retrieve a detailed list of subcategory usages via /usages/list. |
cw_Free · Read-only | List conversions defined on a unit of measure (e.g., 1 Box = 12 Each). |
cw_Free · Read-only | List purchase orders for a specific vendor by name. |
cw_Free · Read-only | List inventory-on-hand records for a specific warehouse bin. |
cw_Free · Read-only | List storage bins across warehouses. |
cw_Free · Read-only | List warehouse bins using the compact 'info' projection. |
cw_Free · Read-only | List warehouses using the compact 'info' projection. |
cw_Pro · Destructive | Trigger rebatching on a purchase order. |
cw_Pro · Destructive | Replace an adjustment wholesale via PUT. |
cw_Pro · Destructive | Replace an adjustment type wholesale via PUT. |
cw_Pro · Destructive | Replace a catalog component wholesale via PUT. |
cw_Pro · Destructive | Replace a catalog item wholesale via PUT. |
cw_Pro · Destructive | Replace a catalog min-stock record wholesale via PUT. |
cw_Pro · Destructive | Replace a vendor link on a catalog item via PUT. |
cw_Pro · Destructive | Replace a directional sync wholesale via PUT. |
cw_Pro · Destructive | Replace an invoice grouping wholesale via PUT. |
cw_Pro · Destructive | Replace a manufacturer wholesale via PUT. |
cw_Pro · Destructive | Replace a PO line item wholesale via PUT. |
cw_Pro · Destructive | Replace a PO note wholesale via PUT. |
cw_Pro · Destructive | Replace a PO status wholesale via PUT. |
cw_Pro · Destructive | Replace a PO status email template wholesale via PUT. |
cw_Pro · Destructive | Replace a PO status notification wholesale via PUT. |
cw_Pro · Destructive | Replace a pricing schedule wholesale via PUT. |
cw_Pro · Destructive | Replace a pricing schedule break wholesale via PUT. |
cw_Pro · Destructive | Replace a pricing schedule detail wholesale via PUT. |
cw_Pro · Destructive | Replace a procurement category wholesale via PUT. |
cw_Pro · Destructive | Replace a procurement setting wholesale via PUT. |
cw_Pro · Destructive | Replace a nested subcategory under a category wholesale via PUT. |
cw_Pro · Destructive | Replace a procurement product wholesale via PUT. |
cw_Pro · Destructive | Replace a product component wholesale via PUT. |
cw_Pro · Destructive | Replace a picking/shipping detail wholesale via PUT. |
cw_Pro · Destructive | Replace a product type wholesale via PUT. |
cw_Pro · Destructive | Replace a purchase order wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA action wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA disposition wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA status wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA status email template wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA status notification wholesale via PUT. |
cw_Pro · Destructive | Replace an RMA tag wholesale via PUT. |
cw_Pro · Destructive | Replace a shipment method wholesale via PUT. |
cw_Pro · Destructive | Replace a top-level subcategory wholesale via PUT. |
cw_Pro · Destructive | Replace a unit of measure wholesale via PUT. |
cw_Pro · Destructive | Replace a UoM conversion wholesale via PUT. |
cw_Pro · Destructive | Replace a warehouse wholesale via PUT. |
cw_Pro · Destructive | Replace a warehouse bin wholesale via PUT. |
cw_Free · Read-only | Search product catalog items by identifier or description. |
cw_Free · Read-only | Search purchase orders by PO number or vendor. |
cw_Pro · Destructive | Remove a purchase order from its current accounting batch. |
cw_Pro · Write | Update an adjustment using JSON Patch operations. |
cw_Pro · Write | Update an adjustment type using JSON Patch operations. |
cw_Pro · Write | Update an existing catalog component using JSON Patch operations. |
cw_Pro · Write | Update an existing catalog item using JSON Patch operations. |
cw_Pro · Destructive | Apply a pricing update to a catalog item via CW's pricing endpoint. |
cw_Pro · Write | Update a catalog minimum-stock threshold using JSON Patch operations. |
cw_Pro · Write | Update a vendor link on a catalog item using JSON Patch operations. |
cw_Pro · Write | Update a change order using JSON Patch operations. |
cw_Pro · Write | Update a directional sync using JSON Patch operations. |
cw_Pro · Destructive | Update an invoice grouping using JSON Patch operations. |
cw_Pro · Write | Update a manufacturer using JSON Patch operations. |
cw_Pro · Destructive | Update a purchase order line item using JSON Patch operations. |
cw_Pro · Destructive | Update a PO note using JSON Patch operations. |
cw_Pro · Destructive | Update a PO status using JSON Patch operations. |
cw_Pro · Destructive | Update a PO status email template using JSON Patch operations. |
cw_Pro · Destructive | Update a PO status notification using JSON Patch operations. |
cw_Pro · Write | Update a pricing schedule using JSON Patch operations. |
cw_Pro · Write | Update a pricing schedule break using JSON Patch operations. |
cw_Pro · Write | Update a pricing schedule detail using JSON Patch operations. |
cw_Pro · Write | Update a procurement category using JSON Patch operations. |
cw_Pro · Write | Update a procurement setting using JSON Patch operations. |
cw_Pro · Write | Update a nested subcategory under a category using JSON Patch operations. |
cw_Pro · Write | Update a procurement product using JSON Patch operations. |
cw_Pro · Write | Update a product component using JSON Patch operations. |
cw_Pro · Write | Update a picking/shipping detail using JSON Patch operations. |
cw_Pro · Write | Update a product type using JSON Patch operations. |
cw_Pro · Destructive | Update an existing purchase order using JSON Patch operations. |
cw_Pro · Write | Update an RMA action using JSON Patch operations. |
cw_Pro · Write | Update an RMA disposition using JSON Patch operations. |
cw_Pro · Write | Update an RMA status using JSON Patch operations. |
cw_Pro · Destructive | Update an RMA status email template using JSON Patch operations. |
cw_Pro · Write | Update an RMA status notification using JSON Patch operations. |
cw_Pro · Write | Update an RMA tag using JSON Patch operations. |
cw_Pro · Write | Update a shipment method using JSON Patch operations. |
cw_Pro · Write | Update a top-level subcategory using JSON Patch operations. |
cw_Pro · Write | Update a unit of measure using JSON Patch operations. |
cw_Pro · Write | Update a UoM conversion using JSON Patch operations. |
cw_Pro · Write | Update a warehouse using JSON Patch operations. |
cw_Pro · Write | Update a warehouse bin using JSON Patch operations. |
Expenses
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of expense entries matching optional conditions. |
cw_Free · Read-only | Get a count of expense reports matching optional conditions. |
cw_Pro · Destructive | Create a new expense entry. |
cw_Pro · Destructive | Permanently delete an expense entry by ID. |
cw_Free · Read-only | List all expense types configured in ConnectWise. |
cw_Free · Read-only | Retrieve a single expense entry by ID. |
cw_Free · Read-only | Retrieve a single expense report by ID. |
cw_Free · Read-only | List expense entries with optional filtering. |
cw_Free · Read-only | List expense reports with optional filtering. |
cw_Free · Read-only | List expense entries for a specific member by identifier. |
cw_Free · Read-only | List expense reports awaiting approval. |
cw_Free · Read-only | Search expense entries by member identifier or notes text. |
cw_Free · Read-only | Search expense reports by member identifier. |
cw_Pro · Destructive | Update an existing expense entry using JSON Patch operations. |
Marketing
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of marketing campaigns matching optional conditions. |
cw_Pro · Write | Create a new marketing campaign. |
cw_Pro · Destructive | Permanently delete a marketing campaign by ID. |
cw_Free · Read-only | List all campaign statuses configured in ConnectWise. |
cw_Free · Read-only | List all campaign sub-types configured in ConnectWise. |
cw_Free · Read-only | List all campaign types configured in ConnectWise. |
cw_Free · Read-only | Retrieve a single marketing campaign by ID. |
cw_Free · Read-only | Retrieve a single marketing group by ID. |
cw_Free · Read-only | List marketing campaigns with active status. |
cw_Free · Read-only | List sales activities linked to a specific campaign. |
cw_Free · Read-only | List marketing campaigns with optional filtering. |
cw_Free · Read-only | List companies associated with a marketing group. |
cw_Free · Read-only | List contacts associated with a marketing group. |
cw_Free · Read-only | List marketing groups with optional filtering. |
cw_Free · Read-only | Search marketing campaigns by name. |
cw_Pro · Write | Update an existing marketing campaign using JSON Patch operations. |
Knowledge Base
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get a count of knowledge base articles matching optional conditions. |
cw_Pro · Write | Create a new knowledge base article. |
cw_Free · Read-only | List all knowledge base categories. |
cw_Free · Read-only | List all knowledge base subcategories. |
cw_Free · Read-only | Retrieve a single knowledge base article by ID. |
cw_Free · Read-only | List knowledge base articles with optional filtering. |
cw_Free · Read-only | List the most recently created knowledge base articles. |
cw_Free · Read-only | Search knowledge base articles by title or content keyword. |
cw_Pro · Write | Update an existing knowledge base article using JSON Patch operations. |
Workflows
| Tool | What it does |
|---|---|
cw_Free · Read-only | Retrieve a single workflow by ID. |
cw_Free · Read-only | List events configured for a workflow. |
cw_Free · Read-only | List triggers configured for a workflow. |
cw_Free · Read-only | List automation workflows with optional filtering. |
cw_Free · Read-only | Search workflows by name. |
System Discovery
| Tool | What it does |
|---|---|
cw_Free · Read-only | Download the content of a system document by id. |
cw_Free · Read-only | Get document metadata by ID including title, filename, and linked record info. |
cw_Free · Read-only | List documents attached to a specific record. |
cw_Free · Read-only | List system locations with optional filtering and pagination. |
cw_Free · Read-only | Search documents by title within a specific record. |
System Utilities
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count total registered callback entries (webhooks), with optional active/inactive filtering. |
cw_Pro · Write | Register a new callback entry (webhook). |
cw_Pro · Destructive | Permanently delete a callback entry (webhook) by ID. |
cw_Free · Read-only | List only active callback entries (webhooks) that are currently enabled. |
cw_Free · Read-only | List the audit-trail history for ONE record. |
cw_Free · Read-only | List registered callback entries (webhooks) with optional filtering. |
cw_Free · Read-only | List all custom reports configured in ConnectWise. |
cw_Free · Read-only | List recent audit-trail entries for ONE record from the last N days, most-recent first. |
cw_Free · Read-only | List all security roles configured in ConnectWise. |
cw_Free · Read-only | List all standard/canned notes configured in ConnectWise. |
cw_Free · Read-only | List user-defined fields (UDFs) with optional filtering. |
cw_Free · Read-only | Search the audit-trail history of ONE record. |
cw_Free · Read-only | Search user-defined fields by caption (the field's display label). |
Analytics
| Tool | What it does |
|---|---|
cw_Free · Read-only | Ticket volume and average resolution time per service board. |
cw_Free · Read-only | First response time over a SAMPLE of the newest tickets in a range. |
cw_Free · Read-only | Open tickets grouped by age bucket: 0-7d, 8-14d, 15-30d, 31-60d, 60d+. |
cw_Free · Read-only | Open tickets grouped by board, priority and age bucket. |
cw_Free · Read-only | Open ticket count per priority level. |
cw_Free · Read-only | Identify open tickets with no activity beyond a threshold. |
cw_Free · Read-only | Open ticket counts and share per member. |
cw_Free · Read-only | Open tickets grouped by the UTC week they were created. |
cw_Free · Read-only | Resolution time for closed tickets in a date range. |
cw_Free · Read-only | Ticket volume by creation source for a date range. |
cw_Free · Read-only | Ticket volume per period, counted by ConnectWise over the whole period. |
cw_Free · Read-only | Unassigned open tickets, counted and grouped by board. |
Advanced Analytics
| Tool | What it does |
|---|---|
cw_Pro · Read-only | Identify companies with open tickets but no agreement in force. |
cw_Pro · Read-only | List agreements expiring within N days, plus those already past their end date. |
cw_Pro · Read-only | Track agreement hours used vs budgeted. |
cw_Pro · Read-only | Find billable time not yet invoiced, alongside the invoiced revenue for the same period. |
cw_Pro · Read-only | Compare ticket volume and resolution across all boards. |
cw_Pro · Read-only | Customer satisfaction report across every service survey. |
cw_Pro · Read-only | Workload-based dispatch suggestions for unassigned tickets. |
cw_Pro · Read-only | Calculate MTTR (Mean Time To Resolve) and MTBF (Mean Time Between Failures per company) for closed tickets in a date range. |
cw_Pro · Read-only | Analyze member utilization showing billable vs total hours and utilization rate against a target. |
cw_Pro · Read-only | Tickets past their SLA resolution target. |
cw_Pro · Read-only | Analyze project hours burned vs budgeted with projected completion. |
cw_Pro · Read-only | Identify companies and contacts with the highest ticket volume. |
cw_Pro · Read-only | Member availability vs scheduled work and open ticket assignments. |
cw_Pro · Read-only | SLA compliance metrics for closed tickets in a date range. |
cw_Pro · Read-only | Track ticket type and subtype distribution over a date range. |
cw_Pro · Read-only | Flag unusual time entries including entries over 12 hours, weekend entries, zero-hour entries, and potential duplicates. |
cw_Pro · Read-only | Summarize time entries by member and company for a date range. |
cw_Pro · Read-only | Members and companies with the most hours logged in a date range. |
cw_Pro · Read-only | Find billable time entries that have not been invoiced. |
cw_Pro · Read-only | Time entries logged on weekends (Saturday and Sunday) in a date range. |
Premium Analytics
| Tool | What it does |
|---|---|
cw_Pro · Read-only | Analyze agreement profitability by comparing agreement revenue to labour cost from time entries. |
cw_Pro · Read-only | Composite client health score (0-100) based on ticket volume, resolution time, open ticket age, and agreement status. |
cw_Pro · Read-only | Identify at-risk clients based on agreement expiry and declining ticket engagement. |
cw_Pro · Read-only | Check a company for open items before offboarding: open tickets, agreements in force, open projects, and configurations. |
cw_Pro · Read-only | Calculate total invoice revenue per company to estimate customer lifetime value. |
cw_Pro · Read-only | Calculate effective hourly rate by comparing invoiced revenue to billable hours logged. |
cw_Pro · Read-only | Calculate MRR from agreements in force with recurring billing, normalized to a monthly figure. |
cw_Pro · Read-only | Weighted pipeline revenue forecast from open opportunities. |
cw_Pro · Read-only | Analyze purchase order spending by vendor and status. |
cw_Pro · Read-only | Rank companies by profitability (invoice revenue minus estimated time cost). |
cw_Pro · Read-only | Project portfolio health dashboard comparing budget vs actual hours across active projects. |
cw_Pro · Read-only | Comprehensive quarterly business review data pack for a client. |
cw_Pro · Read-only | Calculate total invoiced revenue divided by active member count for a date range. |
cw_Pro · Read-only | Analyze revenue vs labour cost per company by comparing invoiced amounts to time entries at a cost rate. |
Cross-Domain
| Tool | What it does |
|---|---|
cw_Pro · Read-only | Health metrics for a specific service board: open ticket count, average age, SLA compliance estimate, and top assignees. |
cw_Pro · Read-only | Counts of open items across all domains for a company: open tickets, agreements in force, open projects, open opportunities, and configurations. |
cw_Pro · Read-only | Total invoiced revenue, total hours logged, agreement value, and open ticket count for a company. |
cw_Pro · Read-only | Show relationships between a company's tickets, agreements, projects, opportunities, contacts, and configurations. |
cw_Pro · Read-only | Check what's been set up for a new client: contacts, sites, configurations, and agreements. |
cw_Pro · Read-only | Today's schedule entries, open assigned tickets, and time logged today for a specific member. |
cw_Pro · Read-only | Analyze resolution patterns for closed tickets, identifying tickets with unusually long resolution times and board distribution. |
cw_Pro · Read-only | Tickets opened and closed in the last 7 days plus time logged, as a weekly operations snapshot for management review. |
Intelligence
| Tool | What it does |
|---|---|
cw_Pro · Read-only | Analyze time logged outside standard business hours (before 8 AM or after 6 PM, and weekends). |
cw_Pro · Read-only | Comprehensive 360-degree view of a company: company details, open tickets, agreements, contacts, and configurations in a single composite call. |
cw_Pro · Read-only | Evaluate onboarding completeness for a company. |
cw_Pro · Read-only | Churn risk score (0-100) for a company based on 90-day ticket volume, stale open tickets, and agreement coverage. |
cw_Pro · Read-only | Assets approaching warranty expiry or with high ticket correlation. |
cw_Pro · Read-only | Daily operations summary: new tickets (last 24h), SLA warning tickets (open > 4 hours), stale tickets (no update in 7+ days), and the unassigned queue. |
cw_Pro · Read-only | Score open tickets by escalation risk based on age, priority, assignment and staleness. |
cw_Pro · Read-only | Given a ticket ID, find knowledge base articles with matching keywords. |
cw_Pro · Read-only | Configurations with recent tickets suggesting maintenance needs. |
cw_Pro · Read-only | Detect recurring issues by grouping tickets by company and type. |
cw_Pro · Read-only | Given a ticket, find SKILLS whose names match the ticket's type/subtype keywords. |
cw_Pro · Read-only | Identify potential revenue leakage: billable time entries not yet invoiced, and zero-hour entries that may indicate logging errors. |
cw_Pro · Read-only | Find unscheduled time blocks for members by comparing schedule entries against a workday. |
cw_Pro · Read-only | Find tickets with similar summaries to a given ticket. |
cw_Pro · Read-only | Identify open tickets at risk of SLA breach. |
cw_Pro · Read-only | Triage assistance for a ticket. |
cw_Pro · Read-only | Based on similar past tickets (same type, same board), estimate time to resolve. |
Member Administration
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: update a ConnectWise member (a live user of your PSA) with JSON Patch operations. |
Company Note Management
| Tool | What it does |
|---|---|
cw_Pro · Destructive | Permanently delete a company note. |
Raw Requests
| Tool | What it does |
|---|---|
cw_Free · Write | Send one GET to any ConnectWise PSA API path and return the response exactly as ConnectWise sent it. |
cw_Pro · Destructive | DESTRUCTIVE: send one POST, PUT, PATCH or DELETE to any ConnectWise PSA API path and return the response exactly as ConnectWise sent it. |
Ticket Finance & All Notes
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count every note on a service ticket, of every kind cw_list_ticket_all_notes returns. |
cw_Free · Read-only | Get the billing view of a service ticket (ConnectWise's TicketFinance): billing method, hourly rate, work role and type, whether time, expenses and products bill, estimated revenue and cost, bill-to company, contact and site, billing terms, tax code, currency, and the four 2026.11 bill flags (billTicketSeparately, billTicketOnlyAfterClosed, billUnapprovedTimeAndExpenses, restrictDownPayment). |
cw_Free · Read-only | List every note on a service ticket in one stream (ConnectWise's TicketAllNote), time-entry notes included: each row carries its noteType, its description, internal-analysis and resolution flags, and timeStart and timeEnd when it came from time. |
Ticket Bundles
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: attach tickets as children of a parent service ticket (a ticket bundle). |
cw_Pro · Destructive | DESTRUCTIVE: detach child tickets from a parent service ticket (new in 2026.11). |
Ticket Contact Authentication
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count caller-verification records across service tickets. |
cw_Free · Read-only | Get the caller-verification record for one service ticket: the contact authenticated, who authenticated them and when. |
cw_Free · Read-only | List caller-verification records across service tickets (new in 2026.11): which contact was authenticated on which ticket, by whom and when. |
Project Ticket Finance & Notes
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count notes across all project tickets (new in 2026.11). |
cw_Free · Read-only | Count every note on a project ticket (new in 2026.11). |
cw_Free · Read-only | Get the billing view of a project ticket (new in 2026.11, ConnectWise's ProjectTicketFinance): billing method, hourly rate, work role and type, whether time, expenses and products bill, and the subcontractor fields. |
cw_Free · Read-only | List notes across ALL project tickets at once (new in 2026.11), rather than one ticket at a time. |
cw_Free · Read-only | List every note on a project ticket in one stream (ConnectWise's TicketAllNote), time-entry notes included: each row carries its noteType and its description, internal-analysis and resolution flags. |
Service Template Resources
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count the resources on a service template. |
cw_Pro · Write | Add a resource (a member to schedule, with hours, times, reminder and recurrence) to a service template. |
cw_Free · Read-only | Get one resource on a service template by ID. |
cw_Free · Read-only | List the resources (scheduled members) on a service template (new in 2026.11): member, start and end, hours, schedule status, reminder settings and recurrence. |
cw_Pro · Destructive | DESTRUCTIVE: replace a resource on a service template wholesale (PUT). |
cw_Pro · Write | Update a resource on a service template using JSON Patch operations. |
Setup Usages
| Tool | What it does |
|---|---|
cw_Free · Read-only | Show where a configuration type question is used (new in 2026.11): the records that reference it, by type and count. |
cw_Free · Read-only | Show where an RMA action is used (new in 2026.11), by record type and count. |
cw_Free · Read-only | Show where an RMA disposition is used (new in 2026.11), by record type and count. |
cw_Free · Read-only | List the individual records that use a configuration type question (new in 2026.11). |
cw_Free · Read-only | List the individual records that use an RMA action (new in 2026.11). |
cw_Free · Read-only | List the individual records that use an RMA disposition (new in 2026.11). |
Schedule Reminder Times
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count the schedule reminder times. |
cw_Free · Read-only | Get one schedule reminder time by ID. |
cw_Free · Read-only | List the schedule reminder times (new in 2026.11): the reminder times a schedule entry can use, with their names and which is the default. |
Finance Documents
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: create a standard invoice from a sales order or a service ticket (new in 2026.11). |
cw_Pro · Read-only | Download a company's account statement as a PDF (new in 2026.11). |
Expense Report Attachments
| Tool | What it does |
|---|---|
cw_Free · Read-only | List the receipts attached to an expense report for one member (new in 2026.11): expense type, date, amount and a fileURL per receipt. |
Standard Reports
| Tool | What it does |
|---|---|
cw_Free · Read-only | Get the company name ConnectWise prints on report headers (new in 2026.11). |
cw_Free · Read-only | Run a ConnectWise standard report by its numeric ID and return its columns and rows (new in 2026.11). |
cw_Free · Read-only | Run a ConnectWise standard report by its report LINK name and return its columns and rows (new in 2026.11). |
Custom Field Infos
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: delete several custom field definitions in one call (new in 2026.11). |
cw_Pro · Destructive | DESTRUCTIVE: delete a custom field definition (new in 2026.11). |
cw_Free · Read-only | List the custom field definitions (customFieldInfos): each field's caption, type, entry method, screen and pod. |
User-Defined Field Screens
| Tool | What it does |
|---|---|
cw_Free · Read-only | List the screen pods a user-defined (custom) field can be placed on (new in 2026.11). |
cw_Free · Read-only | List the screens a user-defined (custom) field can be placed on (new in 2026.11). |
My Recent Items
| Tool | What it does |
|---|---|
cw_Free · Read-only | List the recent items of the logged-in member (new in 2026.11). |
cw_Pro · Write | Add or refresh an entry on the logged-in member's recent-items list (new in 2026.11). |
Workflow Trigger Catalog
| Tool | What it does |
|---|---|
cw_Free · Read-only | List the value options for one workflow trigger of a table type (new in 2026.11), the choices the workflow editor offers for that trigger. |
cw_Free · Read-only | List the triggers a workflow can use for one table type (new in 2026.11), the catalog the workflow editor shows. |
cw_Free · Read-only | Test a workflow definition without saving it (new in 2026.11): ConnectWise evaluates the draft's conditions and returns the rows that would match, with a total count. |
Knowledge Base Setup
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count knowledge base categories. |
cw_Free · Read-only | Count knowledge base sub categories. |
cw_Pro · Write | Create a knowledge base category. |
cw_Pro · Write | Create a knowledge base subcategory. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a knowledge base article. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a knowledge base category. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a knowledge base subcategory. |
cw_Free · Read-only | Get one knowledge base category by ID. |
cw_Free · Read-only | Get one knowledge base subcategory by ID. |
cw_Free · Read-only | Show where a knowledge base subcategory is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a knowledge base subcategory. |
cw_Pro · Destructive | DESTRUCTIVE: replace a knowledge base article wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a knowledge base category wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a knowledge base subcategory wholesale (PUT). |
cw_Pro · Write | Update a knowledge base category with JSON Patch operations. |
cw_Pro · Write | Update a knowledge base subcategory with JSON Patch operations. |
SLAs & Priorities
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count priorities. |
cw_Free · Read-only | Count SLA priorities on an SLA. |
cw_Free · Read-only | Count SLAs. |
cw_Free · Read-only | Count SLAs (the info shape). |
cw_Pro · Write | Create a priority. |
cw_Pro · Write | Create an SLA. |
cw_Pro · Write | Create an SLA priority on an SLA. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a priority. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an SLA. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an SLA priority on an SLA. |
cw_Free · Read-only | Show where a priority is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one SLA in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one SLA priority on an SLA by ID. |
cw_Free · Read-only | Show where an SLA is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a priority. |
cw_Free · Read-only | List the individual records that use an SLA. |
cw_Free · Read-only | List SLAs in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a priority wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace an SLA wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace an SLA priority on an SLA wholesale (PUT). |
cw_Pro · Write | Update a priority with JSON Patch operations. |
cw_Pro · Write | Update an SLA with JSON Patch operations. |
cw_Pro · Write | Update an SLA priority on an SLA with JSON Patch operations. |
Service Board Setup
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count board items on a service board. |
cw_Free · Read-only | Count board statuses on a service board. |
cw_Free · Read-only | Count board statuses on a service board (the info shape). |
cw_Free · Read-only | Count board subtypes on a service board. |
cw_Free · Read-only | Count board subtypes on a service board (the info shape). |
cw_Free · Read-only | Count board types on a service board. |
cw_Free · Read-only | Count boards. |
cw_Free · Read-only | Count service board teams on a service board. |
cw_Free · Read-only | Count service board teams on a service board (the info shape). |
cw_Pro · Write | Create a board. |
cw_Pro · Write | Create a board item on a service board. |
cw_Pro · Write | Create a board status on a service board. |
cw_Pro · Write | Create a board subtype on a service board. |
cw_Pro · Write | Create a board type on a service board. |
cw_Pro · Write | Create a service board team on a service board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a board item on a service board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a board status on a service board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a board subtype on a service board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a board type on a service board. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service board team on a service board. |
cw_Free · Read-only | Get one board item on a service board by ID. |
cw_Free · Read-only | Show where a board item is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one board status on a service board by ID. |
cw_Free · Read-only | Get one board status on a service board in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a board status is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one board subtype on a service board by ID. |
cw_Free · Read-only | Get one board subtype on a service board in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a board subtype is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one board type on a service board by ID. |
cw_Free · Read-only | Show where a board type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Show where a board is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one service board team on a service board by ID. |
cw_Free · Read-only | Get one service board team on a service board in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List the individual records that use a board item. |
cw_Free · Read-only | List the individual records that use a board status. |
cw_Free · Read-only | List board statuses on a service board in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a board subtype. |
cw_Free · Read-only | List board subtypes on a service board in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a board type. |
cw_Free · Read-only | List the individual records that use a board. |
cw_Free · Read-only | List the individual records that use a service board team. |
cw_Free · Read-only | List service board teams on a service board in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a board wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a board item on a service board wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a board status on a service board wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a board subtype on a service board wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a board type on a service board wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a service board team on a service board wholesale (PUT). |
cw_Pro · Write | Update a board with JSON Patch operations. |
cw_Pro · Write | Update a board item on a service board with JSON Patch operations. |
cw_Pro · Write | Update a board status on a service board with JSON Patch operations. |
cw_Pro · Write | Update a board subtype on a service board with JSON Patch operations. |
cw_Pro · Write | Update a board type on a service board with JSON Patch operations. |
cw_Pro · Write | Update a service board team on a service board with JSON Patch operations. |
Service Setup Tables
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count impacts. |
cw_Free · Read-only | Count service codes. |
cw_Free · Read-only | Count service locations. |
cw_Free · Read-only | Count service locations (the info shape). |
cw_Free · Read-only | Count service sources. |
cw_Free · Read-only | Count service sources (the info shape). |
cw_Free · Read-only | Count severities. |
cw_Pro · Write | Create a service code. |
cw_Pro · Write | Create a service location. |
cw_Pro · Write | Create a service source. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service code. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service location. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service source. |
cw_Free · Read-only | Get one impact by ID. |
cw_Free · Read-only | Get one service code by ID. |
cw_Free · Read-only | Get one service location by ID. |
cw_Free · Read-only | Get one service location in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a service location is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one service source by ID. |
cw_Free · Read-only | Get one service source in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a service source is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one severity by ID. |
cw_Free · Read-only | List the individual records that use a service location. |
cw_Free · Read-only | List service locations in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a service source. |
cw_Free · Read-only | List service sources in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace an impact wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a service code wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a service location wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a service source wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a severity wholesale (PUT). |
cw_Pro · Write | Update an impact with JSON Patch operations. |
cw_Pro · Write | Update a service code with JSON Patch operations. |
cw_Pro · Write | Update a service location with JSON Patch operations. |
cw_Pro · Write | Update a service source with JSON Patch operations. |
cw_Pro · Write | Update a severity with JSON Patch operations. |
Service Surveys
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count service survey results on a survey. |
cw_Free · Read-only | Count service surveys. |
cw_Pro · Write | Create a service survey. |
cw_Pro · Write | Create a service survey result on a survey. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service survey. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service survey result on a survey. |
cw_Free · Read-only | Get one service survey by ID. |
cw_Free · Read-only | Get one service survey result on a survey by ID. |
cw_Free · Read-only | Show where a service survey is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a service survey. |
cw_Pro · Destructive | DESTRUCTIVE: replace a service survey wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a service survey result on a survey wholesale (PUT). |
cw_Pro · Write | Update a service survey with JSON Patch operations. |
cw_Pro · Write | Update a service survey result on a survey with JSON Patch operations. |
Service Template Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count service templates. |
cw_Free · Read-only | Count service templates (the info shape). |
cw_Pro · Write | Create a service template. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a service template. |
cw_Free · Read-only | Get one service template in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List service templates in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a service template wholesale (PUT). |
cw_Pro · Write | Update a service template with JSON Patch operations. |
Company Group Memberships
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company group memberships on a company. |
cw_Pro · Write | Create a company group membership on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company group membership on a company. |
cw_Free · Read-only | Get one company group membership on a company by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company group membership on a company wholesale (PUT). |
cw_Pro · Write | Update a company group membership on a company with JSON Patch operations. |
Company Info & Defaults
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count companies (the info shape). |
cw_Free · Read-only | Count company info types. |
cw_Free · Read-only | Get one company info type by ID. |
cw_Free · Read-only | Get the default company record, as ConnectWise answers it at company/companies/default (a Company object). |
cw_Free · Read-only | List companies in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List company info types. |
Company Management Reports
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company management report notifications on a company. |
cw_Free · Read-only | Count company management summary reports on a company. |
cw_Pro · Destructive | DESTRUCTIVE: create a company management report notification on a company. |
cw_Pro · Write | Create a company management report setup on a company. |
cw_Pro · Write | Create a company management summary report on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company management report notification on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company management summary report on a company. |
cw_Free · Read-only | Get one company management report notification on a company by ID. |
cw_Free · Read-only | Get one company management summary report on a company by ID. |
cw_Free · Read-only | List company management report notifications on a company. |
cw_Free · Read-only | List company management report setup on a company. |
cw_Free · Read-only | List company management summary reports on a company. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company management report notification on a company wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a company management report setup on a company wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a company management summary report on a company wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: update a company management report notification on a company with JSON Patch operations. |
cw_Pro · Write | Update a company management report setup on a company with JSON Patch operations. |
cw_Pro · Write | Update a company management summary report on a company with JSON Patch operations. |
Company Note Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company notes on a company. |
cw_Free · Read-only | Get one company note on a company by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company note on a company wholesale (PUT). |
Company Note Types
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count note types. |
cw_Free · Read-only | Count note types (the info shape). |
cw_Pro · Write | Create a note type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a note type. |
cw_Free · Read-only | Get one note type by ID. |
cw_Free · Read-only | Get one note type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List note types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a note type wholesale (PUT). |
cw_Pro · Write | Update a note type with JSON Patch operations. |
Company Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | List the individual records that use a company. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company wholesale (PUT). |
Company Service Templates
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: copy a company service template. |
cw_Free · Read-only | Count company service templates on a company. |
cw_Pro · Write | Create a company service template on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company service template on a company. |
cw_Pro · Destructive | DESTRUCTIVE: generate records from a company service template (ConnectWise answers a count of what it generated). |
cw_Free · Read-only | Get one company service template on a company by ID. |
cw_Pro · Destructive | DESTRUCTIVE: link a company service template (ConnectWise creates a linked company service template). |
cw_Free · Read-only | List company service templates on a company. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company service template on a company wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: unlink a company service template. |
cw_Pro · Write | Update a company service template on a company with JSON Patch operations. |
Company Site Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company sites on a company. |
cw_Free · Read-only | Count company sites on a company (the info shape). |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company site on a company. |
cw_Free · Read-only | Get one company site on a company in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a company site is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a company site. |
cw_Free · Read-only | List company sites on a company in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company site on a company wholesale (PUT). |
Company Status Notes
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company custom status notes on a company. |
cw_Pro · Write | Create a company custom status note on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company custom status note on a company. |
cw_Free · Read-only | Get one company custom status note on a company by ID. |
cw_Free · Read-only | List company custom status notes on a company. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company custom status note on a company wholesale (PUT). |
cw_Pro · Write | Update a company custom status note on a company with JSON Patch operations. |
Company Statuses & Types
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company statuses. |
cw_Free · Read-only | Count company types. |
cw_Pro · Write | Create a company status. |
cw_Pro · Write | Create a company type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company status. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company type. |
cw_Free · Read-only | Get one company status by ID. |
cw_Free · Read-only | Show where a company status is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one company type by ID. |
cw_Free · Read-only | Show where a company type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a company status. |
cw_Free · Read-only | List the individual records that use a company type. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company status wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a company type wholesale (PUT). |
cw_Pro · Write | Update a company status with JSON Patch operations. |
cw_Pro · Write | Update a company type with JSON Patch operations. |
Company Surveys
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company surveys on a company. |
Company Teams
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company teams on a company. |
cw_Pro · Write | Create a company team on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company team on a company. |
cw_Free · Read-only | Get one company team on a company by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company team on a company wholesale (PUT). |
cw_Pro · Write | Update a company team on a company with JSON Patch operations. |
Company Tracks & Type Associations
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count company tracks on a company. |
cw_Free · Read-only | Count company type associations on a company. |
cw_Pro · Write | Create a company track on a company. |
cw_Pro · Write | Create a company type association on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company track on a company. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a company type association on a company. |
cw_Free · Read-only | Get one company track on a company by ID. |
cw_Free · Read-only | Get one company type association on a company by ID. |
cw_Free · Read-only | List company tracks on a company. |
cw_Free · Read-only | List company type associations on a company. |
cw_Pro · Destructive | DESTRUCTIVE: replace a company type association on a company wholesale (PUT). |
cw_Pro · Write | Update a company type association on a company with JSON Patch operations. |
Portal Configurations
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count portal configurations. |
cw_Pro · Write | Create a portal configuration. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a portal configuration. |
cw_Free · Read-only | Get one portal configuration by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a portal configuration wholesale (PUT). |
cw_Pro · Write | Update a portal configuration with JSON Patch operations. |
Stopwatch Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count activity stopwatches. |
cw_Free · Read-only | Count ticket stopwatches. |
cw_Pro · Destructive | DESTRUCTIVE: create an activity stopwatch. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an activity stopwatch. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a ticket stopwatch. |
cw_Free · Read-only | Get one activity stopwatch by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace an activity stopwatch wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a ticket stopwatch wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: update an activity stopwatch with JSON Patch operations. |
Time Accruals
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count accrual details on an accrual. |
cw_Free · Read-only | Count accruals. |
cw_Pro · Write | Create an accrual. |
cw_Pro · Write | Create an accrual detail on an accrual. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an accrual. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an accrual detail on an accrual. |
cw_Free · Read-only | Get one accrual by ID. |
cw_Free · Read-only | Get one accrual detail on an accrual by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace an accrual wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace an accrual detail on an accrual wholesale (PUT). |
cw_Pro · Write | Update an accrual with JSON Patch operations. |
cw_Pro · Write | Update an accrual detail on an accrual with JSON Patch operations. |
Time Entry Actions & Audits
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: cancel the rejection of a time entry. |
cw_Free · Read-only | Compute the defaults ConnectWise would apply to a new time entry. |
cw_Free · Read-only | Count time entry audits on a time entry. |
cw_Pro · Destructive | DESTRUCTIVE: detach a time entry (the API's detach action). |
cw_Free · Read-only | Get one time entry audit on a time entry by ID. |
cw_Free · Read-only | List time entry audits on a time entry. |
cw_Pro · Destructive | DESTRUCTIVE: reject a time entry. |
cw_Pro · Destructive | DESTRUCTIVE: replace a time entry wholesale (PUT). |
Time Setup Tables
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count charge code expense types on a charge code. |
cw_Free · Read-only | Count charge codes. |
cw_Free · Read-only | Count charge codes (the info shape). |
cw_Free · Read-only | Count work role locations on a work role. |
cw_Free · Read-only | Count work roles. |
cw_Free · Read-only | Count work roles (the info shape). |
cw_Free · Read-only | Count work types. |
cw_Free · Read-only | Count work types (the info shape). |
cw_Pro · Write | Create a charge code. |
cw_Pro · Write | Create a charge code expense type on a charge code. |
cw_Pro · Write | Create a work role. |
cw_Pro · Write | Create a work role location on a work role. |
cw_Pro · Write | Create a work type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a charge code. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a charge code expense type on a charge code. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a work role. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a work role location on a work role. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a work type. |
cw_Free · Read-only | Get one charge code by ID. |
cw_Free · Read-only | Get one charge code expense type on a charge code by ID. |
cw_Free · Read-only | Get one charge code in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a charge code is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one work role by ID. |
cw_Free · Read-only | Get one work role in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one work role location on a work role by ID. |
cw_Free · Read-only | Show where a work role is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one work type by ID. |
cw_Free · Read-only | Get one work type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a work type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a charge code. |
cw_Free · Read-only | List charge codes in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a work role. |
cw_Free · Read-only | List work roles in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a work type. |
cw_Free · Read-only | List work types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a charge code wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a charge code expense type on a charge code wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a work role wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a work role location on a work role wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a work type wholesale (PUT). |
cw_Pro · Write | Update a charge code with JSON Patch operations. |
cw_Pro · Write | Update a charge code expense type on a charge code with JSON Patch operations. |
cw_Pro · Write | Update a work role with JSON Patch operations. |
cw_Pro · Write | Update a work role location on a work role with JSON Patch operations. |
cw_Pro · Write | Update a work type with JSON Patch operations. |
Timesheet Actions & Audits
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: approve a timesheet. |
cw_Free · Read-only | Count timesheet audits on a timesheet. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a timesheet. |
cw_Free · Read-only | Get one timesheet audit on a timesheet by ID. |
cw_Free · Read-only | List timesheet audits on a timesheet. |
cw_Pro · Destructive | DESTRUCTIVE: reject a timesheet. |
cw_Pro · Destructive | DESTRUCTIVE: reverse a timesheet's approval. |
cw_Pro · Destructive | DESTRUCTIVE: submit a timesheet for approval. |
Project Contacts, Notes & Team
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count project notes on a project. |
cw_Free · Read-only | Count project team members on a project. |
cw_Pro · Write | Create a project contact on a project. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project contact on a project. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project note on a project. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project team member on a project. |
cw_Free · Read-only | Get one project contact on a project by ID. |
cw_Free · Read-only | Get one project note on a project by ID. |
cw_Free · Read-only | Get one project team member on a project by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a project note on a project wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project team member on a project wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: update a project note on a project with JSON Patch operations. |
cw_Pro · Write | Update a project team member on a project with JSON Patch operations. |
Project Phase Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count project phases on a project. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project phase on a project. |
cw_Pro · Destructive | DESTRUCTIVE: replace a project phase on a project wholesale (PUT). |
Project Records & Templates
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: apply project templates to a project (ConnectWise answers the resulting workplan). |
cw_Pro · Destructive | DESTRUCTIVE: apply project templates to a project (ConnectWise answers the resulting workplan). |
cw_Free · Read-only | Get a project's recap (ConnectWise's ProjectRecap): its billing method and its revenue and cost, estimated, actual, billed and unbilled. |
cw_Free · Read-only | Get a project's workplan (ConnectWise's ProjectWorkplan): the project id and its phases. |
cw_Pro · Destructive | DESTRUCTIVE: replace a project wholesale (PUT). |
Project Setup Tables
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count phase statuses. |
cw_Free · Read-only | Count project security roles. |
cw_Free · Read-only | Count project statuses. |
cw_Free · Read-only | Count project statuses (the info shape). |
cw_Free · Read-only | Count project templates. |
cw_Free · Read-only | Count project types. |
cw_Free · Read-only | Count project types (the info shape). |
cw_Pro · Write | Create a phase status. |
cw_Pro · Destructive | DESTRUCTIVE: create a project security role. |
cw_Pro · Write | Create a project status. |
cw_Pro · Write | Create a project template. |
cw_Pro · Write | Create a project type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a phase status. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project security role. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project status. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project template. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project type. |
cw_Free · Read-only | Get one phase status by ID. |
cw_Free · Read-only | Get one phase status in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a phase status is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one project security role by ID. |
cw_Free · Read-only | Get one project security role in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one project status by ID. |
cw_Free · Read-only | Get one project status in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a project status is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one project type by ID. |
cw_Free · Read-only | Get one project type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a project type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a phase status. |
cw_Free · Read-only | List phase statuses in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List project security roles in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a project status. |
cw_Free · Read-only | List project statuses in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a project type. |
cw_Free · Read-only | List project types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a phase status wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project security role wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project status wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project template wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project type wholesale (PUT). |
cw_Pro · Write | Update a phase status with JSON Patch operations. |
cw_Pro · Destructive | DESTRUCTIVE: update a project security role with JSON Patch operations. |
cw_Pro · Write | Update a project status with JSON Patch operations. |
cw_Pro · Write | Update a project template with JSON Patch operations. |
cw_Pro · Write | Update a project type with JSON Patch operations. |
Contact Communications & Notes
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count contact communications on a contact. |
cw_Free · Read-only | Count contact notes on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact communication on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact note on a contact. |
cw_Free · Read-only | Get one contact communication on a contact by ID. |
cw_Free · Read-only | Get one contact note on a contact by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact communication on a contact wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact note on a contact wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: update a contact communication on a contact with JSON Patch operations. |
cw_Pro · Destructive | DESTRUCTIVE: update a contact note on a contact with JSON Patch operations. |
Contact Group Memberships
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count contact group memberships on a contact. |
cw_Pro · Write | Create a contact group membership on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact group membership on a contact. |
cw_Free · Read-only | Get one contact group membership on a contact by ID. |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact group membership on a contact wholesale (PUT). |
cw_Pro · Write | Update a contact group membership on a contact with JSON Patch operations. |
Contact Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count contacts (the info shape). |
cw_Pro · Read-only | Download a contact's photo. |
cw_Free · Read-only | Get one contact in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a contact is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get the default contact record, as ConnectWise answers it at company/contacts/default (a Contact object). |
cw_Free · Read-only | List the individual records that use a contact. |
cw_Free · Read-only | List contacts in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact wholesale (PUT). |
Contact Setup Tables
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count contact departments. |
cw_Free · Read-only | Count contact departments (the info shape). |
cw_Free · Read-only | Count contact relationships. |
cw_Free · Read-only | Count contact types. |
cw_Free · Read-only | Count contact types (the info shape). |
cw_Pro · Write | Create a contact department. |
cw_Pro · Write | Create a contact relationship. |
cw_Pro · Write | Create a contact type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact department. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact relationship. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact type. |
cw_Free · Read-only | Get one contact department by ID. |
cw_Free · Read-only | Get one contact department in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a contact department is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one contact relationship by ID. |
cw_Free · Read-only | Get one contact type by ID. |
cw_Free · Read-only | Get one contact type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List the individual records that use a contact department. |
cw_Free · Read-only | List contact departments in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List contact types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact department wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact relationship wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact type wholesale (PUT). |
cw_Pro · Write | Update a contact department with JSON Patch operations. |
cw_Pro · Write | Update a contact relationship with JSON Patch operations. |
cw_Pro · Write | Update a contact type with JSON Patch operations. |
Contact Tracks & Type Associations
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count contact tracks on a contact. |
cw_Free · Read-only | Count contact type associations on a contact. |
cw_Pro · Write | Create a contact track on a contact. |
cw_Pro · Write | Create a contact type association on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact track on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a contact type association on a contact. |
cw_Free · Read-only | Get one contact track on a contact by ID. |
cw_Free · Read-only | Get one contact type association on a contact by ID. |
cw_Free · Read-only | List contact tracks on a contact. |
cw_Free · Read-only | List contact type associations on a contact. |
cw_Pro · Destructive | DESTRUCTIVE: replace a contact type association on a contact wholesale (PUT). |
cw_Pro · Write | Update a contact type association on a contact with JSON Patch operations. |
Project Ticket Sub-Resources
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: convert a project ticket into the record the body names (recordType, project, phase, wbsCode). |
cw_Free · Read-only | Count project ticket activities on a project ticket. |
cw_Free · Read-only | Count project ticket configurations on a project ticket. |
cw_Free · Read-only | Count project ticket documents on a project ticket. |
cw_Free · Read-only | Count project ticket notes on a project ticket. |
cw_Free · Read-only | Count project ticket products on a project ticket. |
cw_Free · Read-only | Count project ticket schedule entries on a project ticket. |
cw_Free · Read-only | Count project ticket tasks on a project ticket. |
cw_Free · Read-only | Count project ticket time entries on a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: create a project ticket configuration on a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: create a project ticket task on a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project ticket configuration on a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project ticket note on a project ticket. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a project ticket task on a project ticket. |
cw_Free · Read-only | Get one project ticket configuration on a project ticket by ID. |
cw_Free · Read-only | Get one project ticket note on a project ticket by ID. |
cw_Free · Read-only | Get one project ticket task on a project ticket by ID. |
cw_Free · Read-only | List project ticket activities on a project ticket. |
cw_Free · Read-only | List project ticket configurations on a project ticket. |
cw_Free · Read-only | List project ticket documents on a project ticket. |
cw_Free · Read-only | List project ticket products on a project ticket. |
cw_Free · Read-only | List project ticket schedule entries on a project ticket. |
cw_Free · Read-only | List project ticket tasks on a project ticket. |
cw_Free · Read-only | List project ticket time entries on a project ticket. |
cw_Free · Read-only | Query project tickets with a filter body instead of URL parameters, for condition strings too long for a URL. |
cw_Pro · Destructive | DESTRUCTIVE: replace a project ticket wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project ticket note on a project ticket wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a project ticket task on a project ticket wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: update a project ticket note on a project ticket with JSON Patch operations. |
cw_Pro · Destructive | DESTRUCTIVE: update a project ticket task on a project ticket with JSON Patch operations. |
Service Ticket Sub-Resources
| Tool | What it does |
|---|---|
cw_Free · Read-only | List service tickets with their SLA calculated by ConnectWise. |
cw_Pro · Destructive | DESTRUCTIVE: convert a ticket into the record the body names (recordType, project, phase, wbsCode). |
cw_Pro · Destructive | DESTRUCTIVE: copy a ticket. |
cw_Free · Read-only | Count ticket activities on a ticket. |
cw_Free · Read-only | Count ticket configurations on a ticket. |
cw_Free · Read-only | Count ticket documents on a ticket. |
cw_Free · Read-only | Count ticket notes on a ticket. |
cw_Free · Read-only | Count ticket products on a ticket. |
cw_Free · Read-only | Count ticket schedule entries on a ticket. |
cw_Free · Read-only | Count ticket tasks on a ticket. |
cw_Free · Read-only | Count ticket time entries on a ticket. |
cw_Free · Read-only | Count tickets (the info shape). |
cw_Free · Read-only | Get one ticket configuration on a ticket by ID. |
cw_Free · Read-only | Get one ticket in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List ticket activities on a ticket. |
cw_Free · Read-only | List ticket changelogs. |
cw_Free · Read-only | List tickets in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: merge the tickets named in the body (mergeTicketIds) into this ticket. |
cw_Free · Read-only | Query tickets with a filter body instead of URL parameters, for condition strings too long for a URL. |
cw_Pro · Destructive | DESTRUCTIVE: replace a ticket wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a ticket note on a ticket wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a ticket task on a ticket wholesale (PUT). |
Schedule Calendars & Holidays
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count calendars. |
cw_Free · Read-only | Count calendars (the info shape). |
cw_Free · Read-only | Count holiday list holidays on a holiday list. |
cw_Free · Read-only | Count holiday lists. |
cw_Pro · Write | Create a calendar. |
cw_Pro · Write | Create a holiday list. |
cw_Pro · Write | Create a holiday list holiday on a holiday list. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a calendar. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a holiday list. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a holiday list holiday on a holiday list. |
cw_Free · Read-only | Get one calendar in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a calendar is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Get one holiday list by ID. |
cw_Free · Read-only | Get one holiday list holiday on a holiday list by ID. |
cw_Free · Read-only | Get one holiday list holiday on a holiday list in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one holiday list in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a holiday list is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a calendar. |
cw_Free · Read-only | List calendars in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List holiday list holidays on a holiday list in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a holiday list. |
cw_Free · Read-only | List holidaylists in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a calendar wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a holiday list wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a holiday list holiday on a holiday list wholesale (PUT). |
cw_Pro · Write | Update a calendar with JSON Patch operations. |
cw_Pro · Write | Update a holiday list with JSON Patch operations. |
cw_Pro · Write | Update a holiday list holiday on a holiday list with JSON Patch operations. |
Schedule Entry Records
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count schedule entry details on a schedule entry. |
cw_Pro · Destructive | DESTRUCTIVE: delete a schedule entry and say whether ConnectWise notifies the scheduled member. |
cw_Free · Read-only | Get one schedule entry detail on a schedule entry by ID. |
cw_Free · Read-only | List schedule entry details on a schedule entry. |
cw_Pro · Destructive | DESTRUCTIVE: replace a schedule entry wholesale (PUT). |
Schedule Setup Tables
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count schedule statuses. |
cw_Free · Read-only | Count schedule statuses (the info shape). |
cw_Free · Read-only | Count schedule types. |
cw_Free · Read-only | Count schedule types (the info shape). |
cw_Pro · Write | Create a schedule status. |
cw_Pro · Write | Create a schedule type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a schedule status. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a schedule type. |
cw_Free · Read-only | Get one schedule status by ID. |
cw_Free · Read-only | Get one schedule status in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one schedule type by ID. |
cw_Free · Read-only | Get one schedule type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a schedule type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List schedule statuses in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Free · Read-only | List the individual records that use a schedule type. |
cw_Free · Read-only | List schedule types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a schedule status wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a schedule type wholesale (PUT). |
cw_Pro · Write | Update a schedule status with JSON Patch operations. |
cw_Pro · Write | Update a schedule type with JSON Patch operations. |
Configuration Records
| Tool | What it does |
|---|---|
cw_Pro · Write | Create several configurations in one call. |
cw_Pro · Destructive | DESTRUCTIVE: replace several configurations in one call (PUT). |
cw_Free · Read-only | Count configuration quick access. |
cw_Pro · Destructive | DESTRUCTIVE: replace a configuration wholesale (PUT). |
cw_Pro · Write | Update a configuration change type with JSON Patch operations. |
Configuration Statuses
| Tool | What it does |
|---|---|
cw_Free · Read-only | Count configuration statuses. |
cw_Free · Read-only | Count configuration statuses (the info shape). |
cw_Pro · Write | Create a configuration status. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a configuration status. |
cw_Free · Read-only | Get one configuration status by ID. |
cw_Free · Read-only | Get one configuration status in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Show where a configuration status is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a configuration status. |
cw_Free · Read-only | List configuration statuses in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: replace a configuration status wholesale (PUT). |
cw_Pro · Write | Update a configuration status with JSON Patch operations. |
Configuration Types & Questions
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: copy a configuration type. |
cw_Free · Read-only | Count configuration type question values on a type question within a configuration type. |
cw_Free · Read-only | Count configuration type questions on a configuration type. |
cw_Free · Read-only | Count configuration types. |
cw_Pro · Write | Create a configuration type. |
cw_Pro · Write | Create a configuration type question on a configuration type. |
cw_Pro · Write | Create a configuration type question value on a type question within a configuration type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a configuration type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a configuration type question on a configuration type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete a configuration type question value on a type question within a configuration type. |
cw_Free · Read-only | Get one configuration type by ID. |
cw_Free · Read-only | Get one configuration type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | Get one configuration type question on a configuration type by ID. |
cw_Free · Read-only | Get one configuration type question value on a type question within a configuration type by ID. |
cw_Free · Read-only | Show where a configuration type question value is used: the record types that reference it and how many of each. |
cw_Free · Read-only | Show where a configuration type is used: the record types that reference it and how many of each. |
cw_Free · Read-only | List the individual records that use a configuration type question value. |
cw_Free · Read-only | List configuration type question values on a type question within a configuration type. |
cw_Free · Read-only | List the individual records that use a configuration type. |
cw_Pro · Destructive | DESTRUCTIVE: replace a configuration type wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a configuration type question on a configuration type wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace a configuration type question value on a type question within a configuration type wholesale (PUT). |
cw_Pro · Write | Update a configuration type with JSON Patch operations. |
cw_Pro · Write | Update a configuration type question on a configuration type with JSON Patch operations. |
cw_Pro · Write | Update a configuration type question value on a type question within a configuration type with JSON Patch operations. |
Expense Setup & Approvals
| Tool | What it does |
|---|---|
cw_Pro · Destructive | DESTRUCTIVE: approve an expense report. |
cw_Free · Read-only | Count expense entry audits on an expense entry. |
cw_Free · Read-only | Count expense report audits on an expense report. |
cw_Free · Read-only | Count expense types. |
cw_Pro · Destructive | DESTRUCTIVE: create an expense type. |
cw_Pro · Destructive | DESTRUCTIVE: permanently delete an expense type. |
cw_Free · Read-only | Get one expense entry audit on an expense entry by ID. |
cw_Free · Read-only | Get one expense report audit on an expense report by ID. |
cw_Free · Read-only | Get one expense type by ID. |
cw_Free · Read-only | Get one expense type in ConnectWise's lightweight info shape: ids, names and flags. |
cw_Free · Read-only | List expense entry audits on an expense entry. |
cw_Free · Read-only | List expense report audits on an expense report. |
cw_Free · Read-only | List expense types in ConnectWise's lightweight info shape: ids, names and flags, cheaper than the full records. |
cw_Pro · Destructive | DESTRUCTIVE: reject an expense report. |
cw_Pro · Destructive | DESTRUCTIVE: replace an expense entry wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: replace an expense type wholesale (PUT). |
cw_Pro · Destructive | DESTRUCTIVE: reverse an expense report's approval. |
cw_Pro · Destructive | DESTRUCTIVE: submit an expense report for approval. |
cw_Pro · Destructive | DESTRUCTIVE: update an expense type with JSON Patch operations. |
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