Praxivara
Chrome extension
ConnectWise PSA
Your AI assistant for ConnectWise PSA. Run your service desk and the business behind it. Ask in plain words and it does the ConnectWise PSA steps for you.
7-day free trial on every plan.
Ask in plain words. It does the ConnectWise PSA steps.
Copy a service boardTest a reporting service connectionTurn an order into a ticket
No setup per taskConnect ConnectWise PSA once and it’s ready for every request.
You choose what it may doPick the actions it can use when you connect.
Disconnect anytimeIt stops right away. Nothing in the app is deleted.
Things you can ask in ConnectWise PSA
Type it, text it or say it on a call. It picks the right ConnectWise PSA steps and shows you what it did.
Actions
994You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in ConnectWise PSA.
Create and addNew records and entries, from a plain-words ask.
Create an address formatCreate a communication typeCreate a companyCreate a company statusCreate a company typeCreate a company mergeCreate a company noteCreate a company siteCreate a company teamCreate a company trackCreate a configurationCreate a configuration bulkCreate a configuration statusCreate a configuration typeCreate a type questionCreate a contactCreate a contact departmentCreate a contact relationshipCreate a contact request passwordCreate a contact typeCreate a contact validate portal credentialCreate a contact communicationCreate a contact noteCreate a contact trackCreate a countryCreate a market descriptionCreate a note typeCreate a stateCreate a trackCreate a track actionCreate an expense entrySubmit an expense reportCreate an expense typeCreate an agreement type workroleCreate an agreement type worktypeCreate an agreementCreate an agreement typeCreate an agreement additionCreate an agreement adjustmentCreate an agreement configurationCreate an agreement siteCreate an agreement workroleCreate an agreement worktypeCreate a billing cycleCreate a billing setupCreate a billing setup routingCreate a billing statusCreate a billing termCreate a currencyCreate an invoice email templateCreate an invoiceCreate an invoice paymentCreate a campaignCreate a campaign statusCreate a campaign sub-typeCreate a campaign typeCreate a campaign links clickedCreate an adjustmentCreate an adjustment typeCreate an adjustment detailCreate a catalogCreate a catalog componentCreate a catalog minimum stock by warehouseCreate a categoryCreate a manufacturerCreate a productCreate a product componentCreate a product picking shipping detailCreate a purchase orderCreate a purchase order lineitemAdd purchase order lines in bulkCreate a procurement typeCreate a warehouse binCreate a warehousCreate a board teamCreate a project typeCreate a projectCreate a project contactCreate a project noteCreate a project phasCreate a security roleCreate a project statusCreate a project ticketCreate a ticket configurationCreate a ticket noteCreate a ticket taskCreate an activityCreate an activity statusCreate an activity typeCreate an opportunityCreate an opportunity ratingCreate an opportunity statusCreate an opportunity typeCreate an opportunity contactCreate an opportunity forecastCreate an opportunity noteCreate an opportunity teamCreate an orderCreate an order statusCreate a probabilityCreate a quotaCreate a roleCreate a sales teamCreate a sales team memberCreate a stageCreate a calendarCopy a calendarCreate a schedule entryCreate a schedule statusCreate a schedule typeCreate a service boardCopy a service boardCreate a board itemCreate a board statusCreate a board sub-typeCreate a board typeCreate a codeCreate a service locationCreate a priorityCreate a sourceGenerate tickets from a templateCreate a service ticketAttach child ticketsCreate a callbackCreate a departmentCreate a department locationCreate a documentCreate a system locationCreate a memberCreate a member typeSubmit a member for approvalCreate a custom fieldCreate a charge codeCreate a charge code expense typeCreate a time entrySubmit a timesheetCreate a work roleCreate a work role locationCreate a work type
Find and readLook anything up without opening ConnectWise PSA.
List address formatsGet an address formatList communication typesGet a communication typeList companiesCount company companiesList company defaultList company statusesCount company statusesGet a company statusList company typesCount company typesGet a company typeGet a companyList company notesCount company notesGet a company noteList company sitesCount company sitesGet a company siteCount company surveysList company teamsCount company teamsGet a company teamList company tracksCount company tracksGet a company trackList configurationsCount company configurationsList configuration statusesCount configuration statusesGet a configuration statusList configuration typesCount configuration typesGet a configuration typeList type questionsGet a configurationList contactsCount company contactsGet the default contactList contact departmentsCount contact departmentsGet a contact departmentList contact relationshipsCount contact relationshipsGet a contact relationshipList contact typesCount contact typesGet a contact typeGet a contactList contact communicationsCount contact communicationsGet a contact communicationList contact imageList contact notesCount contact notesGet a contact noteList contact tracksCount contact tracksGet a contact trackList countriesGet a countryList market descriptionsGet a market descriptionList note typesGet a note typeList statesGet a stateList tracksGet a trackList track actionsGet a track actionList classificationsGet a classificationList expense entriesCount expense entriesGet an expense entryList info tax typesGet an info tax typeList expense reportsGet an expense reportList expense typesGet an expense typeList agreement type workrolesGet an agreement type workroleList agreement type worktypesGet an agreement type worktypeList agreementsCount finance agreementsList agreement typesCount agreement typesGet an agreement typeGet an agreementList agreement additionsCount agreement additionsGet an agreement additionList agreement adjustmentsCount agreement adjustmentsGet an agreement adjustmentList agreement configurationsCount agreement configurationsGet an agreement configurationList agreement sitesCount agreement sitesGet an agreement siteList agreement workrolesCount agreement workrolesGet an agreement workroleList agreement worktypesCount agreement worktypesGet an agreement worktypeList billing cyclesGet a billing cycleList billing setupsGet a billing setupList billing setup routingsGet a billing setup routingList billing statusesGet a billing statusList billing termsGet a billing termList currenciesGet a currencyList info currency codesGet an info currency codeGet an info invoiceList info tax integrationsGet an info tax integrationList invoice email templatesGet an invoice email templateList invoicesCount finance invoicesGet an invoiceList invoice paymentsGet an invoice paymentList invoice PDFList campaignsCount marketing campaignsList campaign statusesCount campaign statusesGet a campaign statusList campaign sub-typesCount campaign sub-typesGet a campaign sub-typeList campaign typesCount campaign typesGet a campaign typeList type sub-typesGet a campaignList campaign activitiesCount campaign activitiesList campaign links clickedCount campaign links clickedGet a campaign links clickedList campaign opportunitiesCount campaign opportunitiesList adjustmentsList adjustment typesGet an adjustment typeGet an adjustmentList adjustment detailsGet an adjustment detailList catalogGet a catalogList catalog componentsGet a catalog componentGet catalog inventoryGet a catalog inventoryList catalog minimum stock by warehouseGet a catalog minimum stock by warehouseGet quantity on handList categoriesGet a categoryGet a category subcategoryList manufacturersGet a manufacturerList productsCount procurement productsGet a productList product componentsCount product componentsGet a product componentList product picking shipping detailsCount product picking shipping detailsGet a product picking shipping detailList purchase ordersCount procurement purchase ordersGet a purchase orderList purchase order lineitemsCount purchase order lineitemsGet a purchase order lineitemGet a subcategoryList procurement typesGet a procurement typeList warehouse binsGet a warehouse binGet bin stock on handGet a warehouse bin inventory on handList warehousesGet a warehousList board teamsGet a board teamList project typesGet a project typeList projectsCount project projectsGet a projectList project contactsGet a project contactList project notesCount project notesGet a project noteList project phasesCount project phasesGet a project phasList security rolesGet a security roleList security role settingsGet a security role settingList project statusesGet a project statusList project ticketsCount project ticketsSearch project ticketsGet a project ticketList ticket activitiesCount ticket activitiesList ticket all notesList ticket configurationsCount ticket configurationsGet a ticket configurationList ticket documentsCount ticket documentsList ticket notesCount ticket notesGet a ticket noteList ticket productsCount ticket productsList ticket schedule entriesCount ticket schedule entriesList ticket tasksCount ticket tasksGet a ticket taskList ticket time entriesCount ticket time entriesList activitiesCount sale activitiesList activity statusesCount activity statusesGet an activity statusList activity typesCount activity typesGet an activity typeGet an activityList opportunitiesCount sale opportunitiesGet the default opportunityList opportunity ratingsCount opportunity ratingsGet an opportunity ratingList opportunity statusesCount opportunity statusesGet an opportunity statusList opportunity typesCount opportunity typesGet an opportunity typeGet an opportunityList opportunity contactsCount opportunity contactsGet an opportunity contactList opportunity forecastCount opportunity forecastGet an opportunity forecastList opportunity notesCount opportunity notesGet an opportunity noteList opportunity teamCount opportunity teamGet an opportunity teamList ordersCount sale ordersList order statusesCount order statusesGet an order statusGet an orderList probabilitiesGet a probabilityList quotasGet a quotaList rolesGet a roleList sales teamsGet a sales teamList sales team membersGet a sales team memberList stagesGet a stageList calendarsGet a calendarList schedule entriesCount schedule entriesGet a schedule entryList entry detailsCount entry detailsGet an entry detailList reminder timesGet a reminder timeList schedule statusesGet a schedule statusList schedule typesGet a schedule typeList service boardsGet a service boardList board itemsGet a board itemList board statusesGet a board statusList board sub-typesGet a board sub-typeList board typesGet a board typeList codesGet a codeList impactsGet an impactList info boardsGet an info boardList info boardtypesGet an info boardtypeList service locationsGet a service locationList prioritiesGet a priorityList priority imageList severitiesGet a severityList sourcesGet a sourceList teamsGet a teamList templatesGet a templateList service ticketsCount service ticketsSearch service ticketsGet a service ticketList audit trailList callbacksGet a callbackList departmentsGet a departmentList department locationsGet a department locationList documentsCount system documentsList document uploadsampleGet a documentList info departmentlocationsGet an info departmentlocationList info departmentsGet an info departmentList info localesGet an info localeList info locationsGet an info locationList info membersGet an info memberList info standard notesGet an info standard noteList system locationsGet a system locationList location departmentsGet a location departmentList location work rolesGet a location work roleList membersCount system membersList member typesCount member typesGet a member typeGet a memberList member imageGet a my accountList my company documentsGet a my company documentList my company reporting servicesGet a my company reporting serviceList my company servicesGet a my company serviceList system reportsGet a system reportList custom fieldsGet a custom fieldList charge codesGet a charge codeList charge code expense typesGet a charge code expense typeList time entriesCount time entriesGet a time entryList info charge code expense typesList sheetsGet a sheetList work rolesGet a work roleList work role locationsGet a work role locationList work typesGet a work typeList system info
Update and organizeKeep things current as they change.
Update an address formatUpdate a communication typeUpdate a company statusUpdate a company typeUpdate a companyUpdate a company noteUpdate a company siteUpdate a company teamUpdate a configuration statusUpdate a configuration typeUpdate a configurationUpdate a configuration change typeUpdate a contact departmentUpdate a contact relationshipUpdate a contact typeUpdate a contactUpdate a contact communicationUpdate a contact noteUpdate a countryUpdate a market descriptionUpdate a note typeUpdate a stateUpdate a trackUpdate a track actionUpdate an expense entryUpdate an expense typeUpdate an agreement type workroleUpdate an agreement type worktypeUpdate an agreement typeUpdate an agreementUpdate an agreement additionUpdate an agreement adjustmentUpdate an agreement siteUpdate an agreement workroleUpdate an agreement worktypeUpdate a billing cycleUpdate a billing setupUpdate a billing setup routingUpdate a billing statusUpdate a billing termUpdate a currencyUpdate an invoice email templateUpdate an invoiceUpdate an invoice paymentUpdate a campaign statusUpdate a campaign sub-typeUpdate a campaign typeUpdate a campaignUpdate a campaign links clickedUpdate an adjustment typeUpdate an adjustmentUpdate a catalogUpdate a catalog componentUpdate a catalog minimum stock by warehouseSet catalog pricingUpdate a categoryUpdate a category subcategoryUpdate a manufacturerUpdate a productUpdate a product componentUpdate a product picking shipping detailUpdate a purchase orderUpdate a purchase order lineitemUpdate a subcategoryUpdate a procurement typeUpdate a warehouse binUpdate a warehousUpdate a board teamUpdate a project typeUpdate a projectUpdate a project noteUpdate a project phasUpdate a security roleUpdate a security role settingUpdate a project statusUpdate a project ticketConvert a project ticketUpdate a ticket noteUpdate a ticket taskUpdate an activity statusUpdate an activity typeUpdate an activityUpdate an opportunity ratingUpdate an opportunity statusUpdate an opportunity typeUpdate an opportunityUpdate an opportunity contactUpdate an opportunity forecastUpdate an opportunity noteUpdate an opportunity teamUpdate an order statusUpdate an orderUpdate a probabilityUpdate a quotaUpdate a roleUpdate a sales teamUpdate a sales team memberUpdate a stageUpdate a calendarUpdate a schedule entryUpdate a reminder timeUpdate a schedule statusUpdate a schedule typeUpdate a service boardUpdate a board itemUpdate a board statusUpdate a board sub-typeUpdate a board typeUpdate a codeUpdate an impactUpdate a service locationUpdate a priorityUpdate a severityUpdate a sourceUpdate a service ticketConvert a ticketMerge ticketsUpdate a callbackUpdate a departmentUpdate a department locationUpdate a system locationUpdate a member typeUpdate a memberUpdate a my accountUpdate a my company documentUpdate a my company reporting serviceUpdate a my company serviceUpdate a custom fieldUpdate a charge codeUpdate a charge code expense typeUpdate a time entryApprove a timesheetUpdate a work roleUpdate a work role locationUpdate a work typeReplace an address formatReplace a communication typeReplace a company statusReplace a company typeReplace a companyReplace a company noteReplace a company siteReplace a company teamReplace a configuration bulkReplace a configuration statusReplace a configuration typeReplace a configurationReplace a contact departmentReplace a contact relationshipReplace a contact typeReplace a contactReplace a contact communicationReplace a contact noteReplace a countryReplace a market descriptionReplace a note typeReplace a stateReplace a trackReplace a track actionReplace an expense entryReplace an expense typeReplace an agreement type workroleReplace an agreement type worktypeReplace an agreement typeReplace an agreementReplace an agreement additionReplace an agreement adjustmentReplace an agreement siteReplace an agreement workroleReplace an agreement worktypeReplace a billing cycleReplace a billing setupReplace a billing setup routingReplace a billing statusReplace a billing termReplace a currencyReplace an invoice email templateReplace an invoiceReplace an invoice paymentReplace a campaign statusReplace a campaign sub-typeReplace a campaign typeReplace a campaignReplace a campaign links clickedReplace an adjustment typeReplace an adjustmentReplace a catalogReplace a catalog componentReplace a catalog minimum stock by warehouseReplace a categoryReplace a category subcategoryReplace a manufacturerReplace a productReplace a product componentReplace a product picking shipping detailReplace a purchase orderReplace purchase order lines in bulkReplace a purchase order lineitemReplace a subcategoryReplace a procurement typeReplace a warehouse binReplace a warehousReplace a board teamReplace a project typeReplace a projectReplace a project noteReplace a project phasReplace a security roleReplace a security role settingReplace a project statusReplace a project ticketReplace a ticket noteReplace a ticket taskReplace an activity statusReplace an activity typeReplace an activityReplace an opportunity ratingReplace an opportunity statusReplace an opportunity typeReplace an opportunityReplace an opportunity contactReplace an opportunity forecastReplace an opportunity noteReplace an opportunity teamReplace an order statusReplace an orderReplace a probabilityReplace a quotaReplace a roleReplace a sales teamReplace a sales team memberReplace a stageReplace a calendarReplace a schedule entryReplace a reminder timeReplace a schedule statusReplace a schedule typeReplace a service boardReplace a board itemReplace a board statusReplace a board sub-typeReplace a board typeReplace a codeReplace an impactReplace a service locationReplace a priorityReplace a severityReplace a sourceReplace a service ticketReplace a callbackReplace a departmentReplace a department locationReplace a system locationReplace a member typeReplace a memberReplace a my accountReplace a my company documentReplace a my company reporting serviceReplace a my company serviceReplace a custom fieldReplace a charge codeReplace a charge code expense typeReplace a time entryReplace a work roleReplace a work role locationReplace a work type
Clean upClear out what you’re done with.
Delete an address formatDelete a communication typeDelete a company statusDelete a company typeDelete a companyDelete a company noteDelete a company siteDelete a company teamDelete a company trackDelete a configuration bulkDelete a configuration statusDelete a configuration typeDelete a configurationDelete a contact departmentDelete a contact relationshipDelete a contact typeDelete a contactDelete a contact communicationDelete a contact noteDelete a contact trackDelete a countryDelete a market descriptionDelete a note typeDelete a stateDelete a trackDelete a track actionDelete an expense entryDelete an expense typeDelete an agreement type workroleDelete an agreement type worktypeDelete an agreement typeDelete an agreementDelete an agreement additionDelete an agreement adjustmentDelete an agreement configurationDelete an agreement siteDelete an agreement workroleDelete an agreement worktypeDelete a billing cycleDelete a billing setupDelete a billing setup routingDelete a billing statusDelete a billing termDelete a currencyDelete an invoice email templateDelete an invoiceDelete an invoice paymentDelete a campaign statusDelete a campaign sub-typeDelete a campaign typeDelete a campaignDelete a campaign links clickedDelete an adjustment typeDelete an adjustmentDelete an adjustment detailDelete a catalogDelete a catalog componentDelete a catalog minimum stock by warehouseDelete a categoryDelete a category subcategoryDelete a manufacturerDelete a productDelete a product componentDetach a productDelete a product picking shipping detailDelete a purchase orderDelete a lineitem bulkDelete a purchase order lineitemDelete a subcategoryDelete a procurement typeDelete a warehouse binDelete a warehousDelete a board teamDelete a project typeDelete a projectDelete a project contactDelete a project noteDelete a project phasDelete a security roleDelete a project statusDelete a project ticketDelete a ticket configurationDelete a ticket noteDelete a ticket taskDelete an activity statusDelete an activity typeDelete an activityDelete an opportunity ratingDelete an opportunity statusDelete an opportunity typeDelete an opportunityDelete an opportunity contactDelete an opportunity forecastDelete an opportunity noteDelete an opportunity teamDelete an order statusDelete an orderDelete a probabilityDelete a quotaDelete a roleDelete a sales teamDelete a sales team memberDelete a stageDelete a calendarDelete a schedule entryDelete a schedule statusDelete a schedule typeDelete a service boardDelete a board itemDelete a board statusDelete a board sub-typeDelete a board typeDelete a codeDelete a service locationDelete a priorityDelete a sourceDelete a service ticketDelete a callbackDelete a departmentDelete a department locationDelete a documentDelete a system locationDelete a member typeDeactivate a memberDelete a member unused time sheetDelete a custom fieldDelete a charge codeDelete a charge code expense typeDelete a time entryReject a timesheetDelete a work roleDelete a work role locationDelete a work type
More actionsEverything else it can do in ConnectWise PSA.
Reverse an expense reportTurn an opportunity into an agreementTurn an opportunity into a projectTurn an opportunity into a sales orderTurn an opportunity into a ticketTurn an order into a ticketTest a reporting service connectionReverse a timesheet
Showing the main actions in each group.
Triggers
3When something happens in ConnectWise PSA, an AI agent can start on its own. Pick an event, and say what should happen next.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
Then An AI agent starts and runs the steps you describe.
It only does what you allow.
Choose which ConnectWise PSA actions it may use, and how often it checks with you. Looking things up just runs.
- Turn off what you don’t need, when you connect or anytime after.
- Disconnect in one click. Nothing in your ConnectWise PSA is deleted.
Manage actionsConnected
994 of 994 capabilities enabled
Copy a service board
Test a reporting service connection
Turn an order into a ticket
Turn an opportunity into a ticket
Your permission mode is Auto. It decides when to check with you.
ConnectWise PSA questions
Try Praxivara for free, open Integrations, pick ConnectWise PSA and follow the steps to connect your account. You can change or remove it anytime.
Only if you let it. You choose how often it checks with you, and you can switch off any action you don’t want it to use.
Praxivara stops using it right away. Nothing in ConnectWise PSA is deleted. Any agent that needed it skips those steps until you connect it again.
Hand off the ConnectWise PSA busywork.
Try it free for 7 days and connect ConnectWise PSA in a click.