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ConnectWise Manage

Consume ConnectWise Manage API

Actions102

Overview

This node integrates with the ConnectWise Manage API to manage contacts within the ConnectWise system. Specifically, the Contact - Create operation allows users to create new contact records by providing essential details such as first and last names, along with optional additional information like company association, job title, email, and phone number.

Common scenarios where this node is beneficial include:

  • Automating the addition of new customer or client contacts from lead generation tools.
  • Synchronizing contact data from other CRM systems into ConnectWise Manage.
  • Streamlining onboarding processes by programmatically creating contact entries when new accounts are created.

For example, a user could set up an automation that triggers whenever a new lead is captured on their website, automatically creating a corresponding contact in ConnectWise Manage with relevant details.

Properties

Name Meaning
First Name The first name of the contact. This is a required field for creating a contact.
Last Name The last name of the contact. This is a required field for creating a contact.
Additional Fields Optional extra fields to provide more context about the contact. These include:
- Company ID: The identifier of the company associated with this contact.
- Title: The job title or position of the contact.
- Email: The contact's email address.
- Phone Number: The contact's phone number.

Output

The output of the node is a JSON object representing the newly created contact record as returned by the ConnectWise Manage API. It typically includes all the contact's properties such as:

  • contactId: Unique identifier of the contact.
  • firstName: First name provided.
  • lastName: Last name provided.
  • Any additional fields that were set (e.g., company, title, email, phoneNumber).

If the node supports binary data output (not applicable here for contact creation), it would be summarized accordingly, but this operation outputs only JSON data.

Dependencies

  • Requires an active connection to the ConnectWise Manage API.
  • Needs an API authentication credential configured in n8n to authorize requests.
  • The node uses the base URL of the ConnectWise Manage instance (siteUrl) from the credentials.
  • Proper permissions in ConnectWise Manage to create contacts are necessary.

Troubleshooting

  • Missing Required Fields: If "First Name" or "Last Name" is not provided, the node will throw an error because these are mandatory for contact creation.
  • Authentication Errors: Invalid or missing API credentials will cause authentication failures. Ensure the API key or token is correctly configured.
  • API Endpoint Issues: If the ConnectWise Manage site URL is incorrect or unreachable, the node will fail to connect.
  • Permission Denied: Insufficient permissions in ConnectWise Manage to create contacts will result in authorization errors.
  • Unexpected API Responses: Network issues or API changes might cause unexpected errors; check the error message for details and verify API status.

To resolve errors, verify input parameters, confirm API credentials, and ensure network connectivity to the ConnectWise Manage instance.

Links and References

Discussion