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AI ⇄ Business productivity

Autopilot to ConnectWise integration — real-time, two-way sync

Keep Autopilot and ConnectWise in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Autopilot and ConnectWise

Feed ConnectWise's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in ConnectWise, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting ConnectWise's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Service Tickets, Opportunities, Agreements, Projects from ConnectWise into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Activities, Contacts, Lists, Custom Fields, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in ConnectWise. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 02 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 03 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
  • 04 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.

Common sync patterns

Keep the model's knowledge current

As records change in ConnectWise, the synced copy in Autopilot updates within seconds, so retrieval and generation reason over live data rather than a stale export.

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in ConnectWise, so the team acts on them in the tool they already use.

Where Autopilot generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Autopilot sync onto the ConnectWise record as a field or note, ready for a person to review before it goes out.

What you can sync between Autopilot and ConnectWise

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Autopilot objects ConnectWise objects How this pairing syncs
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Contacts People attached to companies, commonly synced against CRM contact records. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Activities Sales and service activity records synced for engagement reporting. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Invoices Billing records reconciled against accounting systems. Custom Fields is specific to Autopilot and Invoices to ConnectWise — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Configurations Managed devices and assets tied to companies, useful for asset inventory syncs. Smart Segments is specific to Autopilot and Configurations to ConnectWise — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Members Internal users and technicians referenced by tickets and time entries. Journeys (Triggers) is specific to Autopilot and Members to ConnectWise — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Companies Client and prospect account records that anchor most other PSA data in a sync. Lists is specific to Autopilot and Companies to ConnectWise — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and ConnectWise

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Autopilot ConnectWise Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to ConnectWise through its API, with automatic retries and rate-limit backoff.

ConnectWise Autopilot Sub-second propagation

DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • ConnectWise: Subject to the platform's API rate limits per company and integration.
What ships with Autopilot ⇄ ConnectWise

Connect Autopilot and ConnectWise for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–ConnectWise connection.

Real-time

Two-way sync

Changes in Autopilot or ConnectWise instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or ConnectWise data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Autopilot or ConnectWise record.

Observability

Monitoring

Track your Autopilot ⇄ ConnectWise sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and ConnectWise.

How the Autopilot and ConnectWise connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

ConnectWise

Integration surface
REST API
Authentication
Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
Change detection
Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits per company and integration
How it works

How to connect Autopilot to ConnectWise — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Autopilot and ConnectWise with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Autopilot connected
    ConnectWise connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and ConnectWise objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Autopilot ⇄ ConnectWise
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Autopilot ConnectWise
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Autopilot and ConnectWise integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 472 integrations available for Autopilot and ConnectWise.

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