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ConnectWise PSA workflow rule audit

Read-only ConnectWise PSA connector for inventorying ConnectWise workflow rules, running ConnectWise workflow rule analysis, and exporting evidence-backed reports.

Status: ConnectWise PSA is a supported read-only connector (operators still searching “ConnectWise Manage workflow rules” are covering the same PSA automation estate). RuleCerta inventories authorized workflow configuration, performs deterministic analysis, and produces findings, evidence, history, comparison, and professional reports. Each customer authorizes their own ConnectWise environment.

RuleCerta supports integration with ConnectWise PSA.

Who this integration helps

ConnectWise PSA administrators, automation owners, and MSP operations teams who need a repeatable way to see which workflow rules exist, how they relate, and which structural issues carry source evidence — before changing production automation.

What RuleCerta does

RuleCerta is a read-only audit product. It reads workflow configuration, normalises it, runs deterministic structural checks, and produces findings, evidence, relationships, history, comparison, and a professional PDF report. It does not modify ConnectWise.

Why ConnectWise access is required

Least-privilege read access is required so RuleCerta can inventory workflow rules, events, and actions from the authorized environment. RuleCerta discloses the read scope and never uses a write path.

What the audit engine looks for

On a frozen snapshot, versioned structural checks surface issues such as enabled workflows missing actions or trigger signals, duplicate names or content, and workflows competing for the same proven action target. Each finding keeps its source evidence.

What it reads

Exact coverage depends on what the authorized connected environment exposes through supported ConnectWise PSA APIs.

  • Workflow rules and their enabled state
  • Events returned by ConnectWise PSA APIs (where present)
  • Actions returned by ConnectWise PSA APIs (where present)
  • Read-only auditing with deterministic analysis and verified integration testing

Integration limits

Coverage is limited to supported ConnectWise PSA APIs for the connected environment. RuleCerta does not claim ConnectWise partnership or certification. Optional AI may explain completed audit results; it does not invent findings.

What it never does

No rule creation, edit, disable or deletion. There is no write path in the connector and no automatic remediation anywhere in the product.