Field NationDeveloper Platform
Field NationDeveloper Platform
Pre-built ConnectorsGetting Started

PSA Platforms

ConnectWise ConnectorConfigurationWorkflow Setup

CRM & Support

ERP & Project Management

Universal

PlatformsConnectWise

Workflow Setup

Configure ConnectWise callbacks to automatically send service ticket data to Field Nation.

Prerequisites

  • ☐ Field Nation configuration complete
  • ☐ Trigger URL copied
  • ☐ ConnectWise admin access

Configure Callback in ConnectWise

Navigate to Callbacks

System → Setup Tables → Callbacks

Create New Callback

Click "+" to add new callback

Configure Callback

Description: Field Nation Integration

URL: Paste Field Nation trigger URL

Object Type: Service Ticket

Level: Owner Level or All Levels

Trigger Events:

  • ☑ Added
  • ☑ Changed
  • ☐ Deleted (optional)

Inactive Members: Unchecked

Define Trigger Conditions

Option 1: Status-Based

Status changed to "Dispatch"

Option 2: Board-Based

Board = "Field Services"

Option 3: Custom Field

Custom Field "Send to FN" = true

Use ConnectWise workflow rules or automation to set these conditions.

Test Integration

  1. Create test service ticket
  2. Update to trigger callback conditions
  3. Verify webhook fires (System → Callback Log)
  4. Check Field Nation for work order

Troubleshooting

Last updated on

Configuration

Configure the ConnectWise connector in Field Nation with REST API keys and field mappings.

Freshdesk Connector

Integrate Freshdesk helpdesk with Field Nation for automated field service dispatch from support tickets.

On this page

Prerequisites
Configure Callback in ConnectWise
Navigate to Callbacks
Create New Callback
Configure Callback
Define Trigger Conditions
Test Integration
Troubleshooting