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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 - Get operation, it retrieves detailed information about a single sales opportunity by its unique ID.

Typical use cases include:

  • Fetching up-to-date details of a specific sales opportunity to display or process in workflows.
  • Integrating opportunity data into CRM or reporting systems.
  • Automating follow-up actions based on opportunity status or attributes.

For example, you might use this node to get an opportunity's current stage and expected close date to trigger notifications or update dashboards.

Properties

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

Output

The node outputs the JSON representation of the requested opportunity as returned by the ConnectWise Manage API. The structure typically includes all fields associated with the opportunity resource, such as name, status, expected close date, value, and other metadata defined in ConnectWise Manage.

If multiple items are processed, each output item corresponds to one input item with the retrieved opportunity data in the json field.

No binary data output is produced for this operation.

Dependencies

  • Requires a valid connection to the ConnectWise Manage API via an API key credential configured in n8n.
  • The node uses the base URL from the credential configuration to construct API requests.
  • Proper permissions on the API key are necessary to read opportunity data.

Troubleshooting

  • Error: Operation 'get' is not supported for resource 'opportunity'
    This indicates a misconfiguration or unsupported operation/resource combination. Verify that the resource is set to "Opportunity" and operation to "Get".

  • Error: Opportunity ID parameter is missing or invalid
    Ensure the "Opportunity ID" property is provided and correctly formatted.

  • API request failed / ConnectWise Error Response Body
    Check the API credentials, network connectivity, and that the API user has permission to access the specified opportunity.

  • NodeOperationError with unknown error
    Enable debug logging to inspect the API request and response details for further diagnosis.

Links and References

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