Actions102
- Activity Actions
- Agreement Actions
- Company Actions
- Configuration Actions
- Contact Actions
- Document Actions
- Expense Actions
- Invoice Actions
- Member Actions
- Opportunity Actions
- Product Catalog Actions
- Project Actions
- Purchase Order Actions
- Schedule Actions
- Service Ticket Actions
- Time Actions
Overview
This node integrates with the ConnectWise Manage API to manage various resources, including agreements. Specifically, for the Agreement - Create operation, it allows users to create a new agreement record in ConnectWise Manage by specifying required and optional details.
Typical use cases include automating contract or service agreement creation within business workflows, such as:
- Automatically generating new agreements when onboarding clients.
- Creating support or standard agreements linked to companies.
- Scheduling agreement start and end dates programmatically.
For example, a user can set up an automation that creates a "Support" type agreement for a company starting on a specific date, streamlining contract management without manual entry.
Properties
| Name | Meaning |
|---|---|
| Name | The name/title of the agreement to be created (required). |
| Additional Fields | Optional extra fields to specify more details about the agreement: |
| - Type | The type of agreement; options are Standard or Support. |
| - Company ID | Identifier of the company associated with this agreement. |
| - Start Date | The start date of the agreement in YYYY-MM-DD format. |
| - End Date | The end date of the agreement in YYYY-MM-DD format. |
Output
The node outputs JSON data representing the newly created agreement object as returned by the ConnectWise Manage API. This typically includes all properties of the agreement such as its unique ID, name, type, associated company, and date fields.
No binary data output is involved in this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Needs an API authentication credential configured in n8n (an API key or token).
- The node uses the base URL from the credential configuration to make REST API calls.
Troubleshooting
- Missing Required Fields: If the "Name" property is not provided, the node will throw an error indicating the missing required field.
- Invalid Dates: Ensure that "Start Date" and "End Date" follow the
YYYY-MM-DDformat; otherwise, the API may reject the request. - Authentication Errors: If the API credentials are invalid or expired, the node will fail with an authentication error. Verify and update the API key/token in n8n credentials.
- API Endpoint Issues: If the ConnectWise Manage site URL is incorrect or unreachable, the node will report connection errors.
- Unsupported Operation: Attempting operations other than those supported for the Agreement resource will result in an error stating the operation is unsupported.