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 manage projects and other resources. Specifically, for the Project - Create operation, it allows users to create a new project in ConnectWise Manage by specifying required and optional project details.
Common scenarios where this node is beneficial include:
- Automating project creation workflows when new clients or initiatives are onboarded.
- Integrating project management with other systems such as CRM or ticketing tools.
- Bulk creating projects based on external data sources.
For example, a user can create a project named "Website Redesign" with additional fields like start date, end date, billable status, and associated company ID, all within an automated workflow.
Properties
| Name | Meaning |
|---|---|
| Name | The name of the project (required). |
| Additional Fields | Optional extra properties for the project: |
| - Billable | Whether the project is billable (true or false). |
| - Company ID | The identifier of the company associated with this project (string). |
| - Description | A textual description of the project. |
| - End Date | Project end date in YYYY-MM-DD format. |
| - Start Date | Project start date in YYYY-MM-DD format. |
| - Status | The current status of the project. Options: Open, Closed, On Hold. |
Output
The node outputs JSON objects representing the created project(s) returned from the ConnectWise Manage API. Each output item contains the full project data as received from the API after creation, including any server-generated IDs or metadata.
No binary data output is produced for the Project Create operation.
Dependencies
- Requires an API key credential for authenticating with the ConnectWise Manage API.
- The node expects the ConnectWise Manage site URL and authentication credentials to be configured in n8n.
- The API endpoint used for projects is
/v4_6_release/apis/3.0/project/projects.
Troubleshooting
- Missing Required Fields: If the required field "Name" is not provided, the node will throw an error indicating the missing field.
- Authentication Errors: Ensure that the API key credential is correctly set up and has sufficient permissions to create projects.
- API Endpoint Errors: If the ConnectWise Manage site URL is incorrect or the API version changes, requests may fail.
- Invalid Field Values: Dates must be in
YYYY-MM-DDformat; invalid formats may cause API errors. - Network Issues: Connectivity problems between n8n and ConnectWise Manage API will result in request failures.
If the node throws an error during execution, check the error message for details. Enabling debug logs may help identify issues with the API request payload or response.