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 create new sales opportunities within the system. It is designed for users who want to automate the creation of opportunity records, such as sales teams or CRM automation workflows.
Typical use cases include:
- Automatically creating an opportunity when a lead reaches a certain stage in a marketing funnel.
- Syncing opportunities from other systems into ConnectWise Manage.
- Creating opportunities based on external triggers like form submissions or emails.
For example, you could use this node to create a new opportunity named "New Website Project" with additional details like expected close date, priority, and associated company ID.
Properties
| Name | Meaning |
|---|---|
| Name | The name/title of the opportunity. This is a required field. |
| Additional Fields | Optional extra fields to provide more details about the opportunity. These include: |
| - Company ID | The identifier of the company linked to this opportunity. |
| - Expected Close Date | The anticipated closing date for the opportunity, formatted as YYYY-MM-DD. |
| - Location | The physical or geographical location related to the opportunity. |
| - Notes | Any notes or comments about the opportunity. |
| - Priority | The importance level of the opportunity. Options: Low, Medium (default), High. |
| - Probability | The likelihood of winning the opportunity, expressed as a number between 0 and 100. |
| - Status | The current status of the opportunity. Options: Open (default), Won, Lost, No Decision. |
Output
The node outputs JSON data representing the newly created opportunity object as returned by the ConnectWise Manage API. This includes all fields of the opportunity record, such as its unique ID, name, status, and any additional fields provided during creation.
No binary data output is produced by this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Needs valid API credentials configured in n8n to authenticate requests.
- The node uses the base URL from the credentials to construct API endpoints.
Troubleshooting
- Missing Required Fields: If the "Name" property is not provided, the node will throw an error because it is mandatory for creating an opportunity.
- Authentication Errors: Ensure that the API credentials are correctly set up and have sufficient permissions to create opportunities.
- API Endpoint Issues: If the ConnectWise Manage site URL is incorrect or unreachable, the node will fail to connect.
- Invalid Field Values: For fields like "Expected Close Date," ensure the date format is correct (YYYY-MM-DD). For "Probability," values must be between 0 and 100.
- Unhandled Operation: If an unsupported operation is selected, the node will raise an error indicating the operation is not supported.
Links and References
- ConnectWise Manage API Documentation
- ConnectWise Manage Sales Opportunities Guide (general reference)