Lexful

Configure the ConnectWise PSA permissions and API credentials needed to connect Lexful.

Create a ConnectWise PSA Security Role and API Member

Understand the Microsoft 365 partner connection, GDAP requirements, customer consent and collected data.

Connect Microsoft 365 through Your Partner Tenant

Connect ScalePad with a personal API key and understand which data is collected and synced.

Connect ScalePad Lifecycle Manager

Create an API-only user and JWT, then connect N-central customers, sites and devices.

Connect N-able N-central

Create a machine-to-machine application with Monitoring access and connect NinjaOne inventory.

Connect NinjaOne

Enable Datto API access, map API keys into Lexful’s connection form, and understand site-to-customer mapping.

Connect Datto RMM

Connect the Asio-based ConnectWise RMM product and sync company, site and endpoint inventory.

Connect ConnectWise RMM (Asio)

Configure a Halo API application and connect customers, contacts, sites and assets to Lexful.

Connect HaloPSA

Set up an API-only user, choose the correct REST API zone, and sync Autotask records into Lexful.

Connect Autotask PSA

Create a dedicated API member, connect ConnectWise PSA, and sync companies, contacts, sites and configurations.

Connect ConnectWise PSA (Manage)

Connect CyberQP, sync managed accounts into Lexful, and retrieve current passwords without storing them in your documentation.

Integrate CyberQP Password Vault

Bring data from your PSA, RMM and other tools into Lexful.

Data Sources

Developer docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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