ConnectWise Manage

Overview

This node integrates with the ConnectWise Manage API to perform operations on various resources, including Opportunities. Specifically, the Search operation for the Opportunity resource allows users to query and filter sales opportunities based on custom search criteria.

Typical use cases include:

• Retrieving a filtered list of sales opportunities matching specific conditions (e.g., opportunities in a certain stage or owned by a particular team).
• Sorting the results by a specified field such as opportunity ID or name.
• Automating workflows that require dynamic searching of sales opportunities within ConnectWise Manage.

For example, a user might want to search for all open opportunities where the estimated close date is within the next 30 days, ordered by priority descending.

Properties

Note: The "Order By" property is optional and defaults to ordering by id if not specified.

Output

The output consists of JSON objects representing the opportunities returned by the search query. Each item corresponds to one opportunity record retrieved from ConnectWise Manage.

• The JSON structure matches the fields provided by the ConnectWise Manage API for opportunities.
• If multiple opportunities match the search, multiple JSON items are output.
• There is no binary data output for this operation.

Example output snippet (simplified):

{
  "opportunityId": 123,
  "name": "New Business Deal",
  "status": "Open",
  "estimatedCloseDate": "2024-07-15T00:00:00Z",
  ...
}

Dependencies

• Requires an active connection to the ConnectWise Manage API.
• The node must be configured with valid API credentials (an API key or authentication token) for ConnectWise Manage.
• The API base URL is taken from the credential configuration.
• The node uses the ConnectWise Manage REST API v3.0 endpoints.

Troubleshooting

• Error: Operation 'search' is not supported for resource 'opportunity'
  This indicates a misconfiguration or typo in the operation or resource name. Ensure the resource is set to "Opportunity" and operation to "Search".

• API request failed / Authentication errors
  Verify that the API credentials are correctly configured and have sufficient permissions to access the opportunities endpoint.

• Empty results despite expected matches
  Check the syntax and correctness of the search query string. The query must follow ConnectWise Manage API filtering syntax.

• Rate limiting or timeout errors
  Large result sets may cause timeouts. Use pagination or limit the number of results via the node's parameters.

Links and References

• ConnectWise Manage API Documentation
• ConnectWise Manage API - Opportunities Endpoint
• n8n documentation on Creating Custom Nodes