ConnectWise Manage icon

ConnectWise Manage

Consume ConnectWise Manage API

Overview

This node integrates with the ConnectWise Manage API to perform operations on various resources, including Opportunities. Specifically, for the Opportunity - Delete operation, it deletes an existing opportunity record identified by its unique ID.

Common scenarios where this node is beneficial include:

  • Automating cleanup of outdated or invalid sales opportunities.
  • Integrating with CRM workflows to remove opportunities based on external triggers or business rules.
  • Managing sales pipeline data programmatically without manual intervention.

Example use case:

  • A sales automation workflow that removes opportunities marked as lost or obsolete in ConnectWise Manage automatically after a certain period.

Properties

Name Meaning
Opportunity ID The unique identifier of the opportunity to delete. This is a required string input.

Output

The output JSON field contains the response from the ConnectWise Manage API after attempting to delete the specified opportunity. Typically, a successful delete operation returns an empty object or confirmation status. If the deletion fails, the output will contain error details.

No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the ConnectWise Manage API.
  • Needs an API authentication credential configured in n8n (an API key or token).
  • The node uses the base URL from the credential configuration to construct API requests.

Troubleshooting

  • Missing Opportunity ID: The operation requires the Opportunity ID. Ensure this property is provided and valid.
  • Unsupported Operation Error: If the operation name is incorrect or not supported for the resource, the node throws an error indicating unsupported operation.
  • API Request Failures: Network issues, invalid credentials, or insufficient permissions can cause API request failures. Check the API credentials and network connectivity.
  • Error Responses from API: The node logs detailed error responses from ConnectWise Manage API. Review these messages for specific causes like "not found" or "permission denied".
  • Continue On Fail: If enabled, the node will continue processing subsequent items even if one fails, returning error details in the output JSON.

Links and References

Discussion