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 perform operations on various resources, including contacts. Specifically, for the Contact resource and the Search by Phone operation, it allows users to search for a contact by an exact phone number match within their communication items.
Typical use cases include:
- Quickly finding a contact record based on a known phone number.
- Automating workflows that require retrieving contact details from ConnectWise Manage when only a phone number is available.
- Enriching customer data in other systems by fetching contact information via phone lookup.
For example, if you receive a phone number from a form submission or call center system, you can use this node to find the corresponding contact in ConnectWise Manage and then proceed with further automation steps like updating records or creating tickets.
Properties
| Name | Meaning |
|---|---|
| Phone Number | The exact phone number to search for in the contact's communication items (required). |
| Return All | Whether to return all matching results or limit the output to a specified maximum number. |
| Limit | Maximum number of results to return if "Return All" is false. Minimum value is 1. |
| Order By | Field name to order the results by (e.g., "id"). |
Output
The node outputs JSON objects representing the contact(s) found matching the phone number. The structure includes fields such as:
id(contact ID)firstNamelastNamecompany(associated company information)
If no contacts are found, the output will be an empty array.
The node does not output binary data for this operation.
Dependencies
- Requires a valid connection to the ConnectWise Manage API, authenticated via an API key credential configured in n8n.
- The node uses the ConnectWise Manage REST API v3.0 endpoints.
- The user must provide the site URL and authentication credentials for ConnectWise Manage.
Troubleshooting
- Missing or invalid phone number: The node requires a non-empty phone number string. If omitted or empty, it throws an error indicating the phone number is required.
- No contacts found: If no contact matches the phone number, the node returns an empty result set without error.
- API request failures: Errors from the ConnectWise Manage API (e.g., authentication failure, network issues) will be surfaced as node execution errors. Check API credentials and network connectivity.
- Unsupported operation or resource: If the node configuration specifies an unsupported operation or resource, it will throw an error indicating the operation/resource is not supported.
- Rate limits or large data sets: When "Return All" is enabled, the node paginates through results up to a maximum page size of 1000 per request. Large result sets may take longer to process.