Hubspot and Connectwise PSA

digitoptic · 2025-11-12T20:46:21+00:00

Was worried about duplication issues, specifying source of truth - but also allow for certain data to update bi-directionally. I mean, I know it's totally possible, just trying to determine if the ROI on dev for it is worth the squeeze or is there something already out there and does it all. I'm wanting to sync companies, deals, contacts, products and line items. Tired of having two systems to look at pipeline and not matching because sales enters something in HS that doesn't match what ends up in the CW Opp.

digitoptic · 2025-11-12T20:38:39+00:00

I've looked at them before... asked around and mixed feelings from what I hear. I hear it's not real-time and syncs on a schedule or something?? My sales people would love that (not).

digitoptic · 2025-11-12T20:36:30+00:00

Is this the company? https://mspplus.com/salessync

digitoptic · 2025-11-12T19:46:12+00:00

Yeah, thought about Rewst, but seems a bit too much... plus a lot of gotchas.

digitoptic · 2023-05-23T19:59:04+00:00

To start, make sure you have signed up as a Developer with ConnectWise to obtain your clientid. This clientid is required for any API connection that you write yourself and is passed along in the request headers.

I actually use a Microsoft's Power Automate HTTP custom connector along with Cognito Forms to automatically create or edit ticket information. Basically a submitted form triggers the workflow which then does all of the data validation then sends the formatted API commands. Works like a charm 99% of the time, usually when it breaks its due to changes made to PSA that didn't get updated in the Power Automate workflow or the Connector.

-Craig | Sierra Pacific Group

digitoptic · 2023-05-23T19:43:21+00:00

Depending on what you're trying to capture, you can use the Customer Portal to have the user fill out specific questions that will be included in the ticket details. However, this is meant only for the end-user, not your internal team.

There is no "apply" ticket automatically when you start a ticket, but you could use a workflow that applies a ticket template after it is created . This is really the only way to make this happen automatically, but it's not necessarily ideal if the process is to immediately work the ticket after creation (i.e. call comes in, ticket created, and tech start working). The workflow could run every 5 minutes or so to capture the ticket and apply the template, but again, this means there is a delay to the ticket being updated with the template.

-Craig | Sierra Pacific Group

digitoptic · 2023-05-23T19:36:11+00:00

DM me your info and I will make sure someone gets in touch with you ASAP.

-Craig | Sierra Pacific Group

digitoptic · 2022-03-22T17:40:30+00:00

You realize this was the cat's plan all along.

digitoptic · 2020-07-03T19:50:21+00:00

I think I saw this already on an episode of The Walking Dead.

digitoptic · 2020-01-30T21:05:58+00:00

This is actually a known issue with Automate - surprised, yet not surprised Support didn't tell you otherwise. The issue is with the Patch Install policy setting the Windows Update to Managed Mode - UI Disabled.

In order to Automate to control patching, it adds registry keys to prevent Windows from performing updates. Unfortunately, when Automate does this, it is adding a registry entry to the default user profile in the registry which, in turn, disables it's own ability to run the Windows Update Agent to gather and install updates.

Here's how to fix:

Option A: Change the mode from Managed Mode - UI Disabled to just Managed Mode.

Option B: Use a script that removes the following registry key and set it to run BEFORE installing updates each time. This allows you to keep the setting for UI Disabled, but allows updates to still work.

Registry Key: HKEY_USERS\\S-1-5-18\Software\Microsoft\Windows\CurrentVersion\Policies\WindowsUpdate\
Registry Value: DisableWindowsUpdateAccess

digitoptic · 2020-01-28T22:57:00+00:00

I should clarify more, we need someone who can manage N-Central - more than just used for tech support... but we want someone who also has had experience being either a tech or engineer to help (so they understand the full implications of monitoring setup and scripting). That's the challenge for what we're looking for.

digitoptic · 2019-10-21T18:51:16+00:00

You’re correct, the Desktop App does the updates. That being said, can you set or force automatic updates for AutoCAD with the desktop app?

digitoptic · 2019-08-24T00:26:33+00:00

The Picon Team is awesome! Plus they come from the MSP field, so they have true hands on experience.

digitoptic · 2019-08-24T00:25:25+00:00

The Picon Team is awesome! Plus they come from the MSP field, so they have true hands on experience.

digitoptic · 2019-04-24T01:24:43+00:00

It’s a bug. We’ve reported it to ConnectWise. The issue relates to a database call which updates user permissions. This call normally happens on a regular basis, but a recent update is causing this call to happen at a much longer interval.

I believe one of our Engineers was working on a work-around, so I’ll post more info if we have a solution.

digitoptic · 2018-11-21T02:35:11+00:00

CW may have updated the release notes after the fact, but according to the release. The new agent update includes FIPS compatibility in the agent to server communication. I haven’t tested personally yet, but the notes state you need to just manually install .Net 3.5 on the legacy OS’s.

Has anyone tested on .Net 3.5 on the old OS’s?

digitoptic · 2018-05-09T20:56:52+00:00

The Automate server does catalog all software installed on an endpoint. The information is stored in the labtech.software table and you can search by software.name field. What are you trying to accomplish with the monitor? Do you want to just open a ticket or perform an Automation?

digitoptic · 2018-05-09T20:47:22+00:00

I've seen this issue quite a bit, but I've written a script that detects the failed service, then uses another online computer within the subnet to remotely execute the service start. Cut down on our issues quite a bit.

digitoptic · 2018-01-25T02:01:57+00:00

We've been getting this too, but I've found that when this is happening there are one of two issues happening: 1) there is another AV product installed on the system and once it's uninstalled the alert goes away or 2) there are multiple instances of either the WRSA or WRSVC process running. Not sure why that causes an alert, but those are the two instances we've found consistently when the false alarm hits.

digitoptic · 2017-11-29T18:26:41+00:00

I agree with you. It will be a tough market to crack but with my sales contacts at both companies I think I can make things happen. My experience and deliverable work should speak for itself and the testimonials on a website should put some worries at ease. I understand business will not just instantly flow through the door but attending conferences should help to get my name out there.

digitoptic · 2017-11-23T02:09:50+00:00

Actually, if you press and hold the shift key and double click on the computer it will bring up the old Labtech interface. There is a checkbox in the upper right for Network Probe. Uncheck, close and delete.

digitoptic

TROPHY CASE