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
The node integrates with the ConnectWise Manage API to perform operations on various resources, including Opportunities. Specifically, for the Opportunity - Update operation, it updates an existing opportunity record in ConnectWise Manage by sending a PATCH request with the specified fields to modify.
This node is beneficial when you want to automate updating sales opportunities within your CRM system, such as changing the status, priority, expected close date, or other details based on workflow triggers or external data sources.
Practical examples:
- Automatically update the probability and status of an opportunity after receiving new sales forecast data.
- Change the priority or add notes to an opportunity when certain conditions are met in your pipeline.
- Sync opportunity location or company association from another system into ConnectWise Manage.
Properties
| Name | Meaning |
|---|---|
| Opportunity ID | The unique identifier of the opportunity to update (required). |
| Additional Fields | A collection of optional fields that can be updated on the opportunity: |
| - Company ID | The company associated with this opportunity. |
| - Expected Close Date | The expected close date in YYYY-MM-DD format. |
| - Location | The location of the opportunity. |
| - Notes | Notes about the opportunity. |
| - Priority | Priority level of the opportunity. Options: Low, Medium, High. |
| - Probability | Probability of winning the opportunity, a number between 0 and 100. |
| - Status | Current status of the opportunity. Options: Open, Won, Lost, No Decision. |
Output
The output is a JSON object representing the updated opportunity resource as returned by the ConnectWise Manage API. It contains all the fields of the opportunity after the update has been applied.
- If multiple input items are processed, the node outputs an array of JSON objects, each corresponding to one updated opportunity.
- The node does not output binary data for this operation.
Dependencies
- Requires an active connection to the ConnectWise Manage API.
- Needs an API authentication credential configured in n8n to authorize requests.
- The node uses the base URL from the credential configuration to construct API endpoints.
Troubleshooting
Error: "Operation 'update' is not supported"
This occurs if the operation parameter is incorrect or unsupported for the resource. Ensure the operation is set exactly to "update" for the Opportunity resource.Error: "Resource 'opportunity' is not supported"
Indicates the resource name is invalid or misspelled. Confirm the resource parameter is "opportunity".API Request Failures
Network issues, invalid credentials, or insufficient permissions can cause API request failures. Check the API key validity, network connectivity, and user permissions in ConnectWise Manage.Invalid Field Values
Providing improperly formatted dates or out-of-range numbers (e.g., probability > 100) may cause errors. Validate input values before running the node.Missing Required Parameters
The Opportunity ID must be provided; otherwise, the update cannot proceed.