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ConnectWise Manage

Consume ConnectWise Manage API

Actions102

Overview

This node integrates with the ConnectWise Manage API to perform various operations on different resources within a ConnectWise Manage instance. Specifically, for the Company - Create operation, it allows users to create a new company record in ConnectWise Manage by providing required and optional company details.

Common scenarios where this node is beneficial include automating CRM workflows, syncing company data from other systems, or bulk-creating companies based on external data sources. For example, when onboarding new clients, you can automatically create their company profiles in ConnectWise Manage without manual entry.

Properties

Name Meaning
Name The name of the company (required).
Additional Fields Optional additional company details that can be set during creation:
- Status The status of the company; options are "Active" or "Inactive".
- Phone Number The phone number of the company.
- Website The website URL of the company.
- Address Line 1 The first line of the company's address.
- Address Line 2 The second line of the company's address.
- City The city part of the company's address.
- State The state part of the company's address.
- Zip The zip/postal code of the company's address.
- Country The country of the company's address.

Output

The output JSON contains the newly created company object as returned by the ConnectWise Manage API. This typically includes all the fields of the company resource such as its unique ID, name, status, contact information, and address details.

No binary data output is produced by this operation.

Example output structure (simplified):

{
  "companyId": 12345,
  "name": "Example Company",
  "status": "Active",
  "phoneNumber": "123-456-7890",
  "website": "https://example.com",
  "addressLine1": "123 Main St",
  "addressLine2": "",
  "city": "Anytown",
  "state": "CA",
  "zip": "90210",
  "country": "USA"
}

Dependencies

  • Requires an active ConnectWise Manage API credential configured in n8n with appropriate permissions.
  • The node makes authenticated HTTP requests to the ConnectWise Manage REST API endpoint specified in the credentials.
  • No additional external dependencies beyond the ConnectWise Manage API and n8n's built-in HTTP request helpers.

Troubleshooting

  • Missing Required Fields: If the required "Name" field is not provided, the node will throw an error indicating the missing required field.
  • Authentication Errors: Ensure the API credentials are valid and have sufficient permissions to create company records.
  • API Endpoint Issues: Verify the base URL of the ConnectWise Manage API in the credentials is correct and accessible.
  • Invalid Field Values: Providing invalid values for fields like status or improperly formatted phone numbers may cause API errors.
  • Network Issues: Network connectivity problems between n8n and the ConnectWise Manage API server can cause request failures.

If an error occurs, the node will return an error message describing the issue. Enabling debug logs in n8n can help trace API request details.

Links and References

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