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 various operations on different resources within ConnectWise Manage. Specifically, for the Contact resource and the Update operation, it updates an existing contact's details in the ConnectWise system.
Typical use cases include:
- Synchronizing contact information from other systems into ConnectWise.
- Updating contact details such as company association, job title, email, or phone number based on external data changes.
- Automating contact management workflows where contact attributes need to be programmatically maintained.
For example, if a contact’s phone number or email changes in your CRM, you can use this node to update the corresponding contact record in ConnectWise Manage automatically.
Properties
| Name | Meaning |
|---|---|
| Contact ID | The unique identifier of the contact to update. Required to specify which contact to modify. |
| Additional Fields | Optional fields to update on the contact. Includes: |
| - Company ID: The company associated with this contact. | |
| - Title: The job title of the contact. | |
| - Email: The email address of the contact. | |
| - Phone Number: The phone number of the contact. |
Output
The node outputs JSON objects representing the updated contact records returned by the ConnectWise Manage API after the update operation. Each output item corresponds to one input item processed.
The structure of the json output field matches the ConnectWise Manage contact object schema, including any updated fields.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Requires configuration of an API authentication credential (e.g., API key or token) within n8n to authenticate requests.
- The node uses the base URL configured in the credentials to construct API endpoints.
Troubleshooting
- Missing or invalid Contact ID: The update operation requires a valid Contact ID. If missing or incorrect, the node will throw an error indicating the contact cannot be found or identified.
- API authentication errors: Ensure that the API credentials are correctly set up and have sufficient permissions to update contacts.
- Invalid field values: Some fields like Company ID must correspond to existing entities in ConnectWise. Invalid references may cause API errors.
- Empty or null additional fields: Fields not provided or left empty will not be updated; ensure required fields are properly set.
- Network or API downtime: Connectivity issues or API service interruptions will result in request failures.
Common error messages typically relate to:
- Unauthorized access due to invalid credentials.
- Resource not found when the Contact ID does not exist.
- Validation errors if field values do not meet API requirements.
Resolving these usually involves verifying credentials, checking input parameters, and ensuring the referenced entities exist in ConnectWise.
Links and References
- ConnectWise Manage API Documentation
- n8n Documentation on HTTP Request Node (for understanding API calls)
- ConnectWise Manage Contact Resource (specific API reference for contacts)