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 create schedule entries for various object types such as activities, service tickets, projects, and sales. It allows users to programmatically add scheduling information linked to these objects within ConnectWise Manage.
Common scenarios where this node is beneficial include:
- Automatically scheduling follow-up activities or meetings related to a service ticket.
- Creating project timeline entries based on external triggers.
- Scheduling sales-related events or tasks tied to sales opportunities.
- Assigning members and setting statuses for scheduled items in ConnectWise Manage.
For example, when a new service ticket is created in another system, this node can be used to create a corresponding schedule entry in ConnectWise Manage to track the work timeline.
Properties
| Name | Meaning |
|---|---|
| Object Type | The type of object to schedule. Options: Activity, Service Ticket, Project, Sales |
| Object ID | The unique identifier of the object to which the schedule entry will be linked |
| Additional Fields | A collection of optional fields to further define the schedule entry: |
| - End Date | Schedule end date in YYYY-MM-DD format |
| - Member ID | The member assigned to this schedule entry |
| - Start Date | Schedule start date in YYYY-MM-DD format |
| - Status | Status of the schedule entry. Options: Scheduled, Confirmed, Completed |
| - Type | Type classification of the schedule entry. Options: General, Project, Sales |
Output
The node outputs JSON data representing the newly created schedule entry as returned by the ConnectWise Manage API. This typically includes all properties of the schedule entry such as its ID, linked object details, dates, status, assigned member, and type.
No binary data output is produced by this operation.
Dependencies
- Requires an API key credential configured in n8n for authenticating with the ConnectWise Manage API.
- The node makes HTTP requests to the ConnectWise Manage REST API endpoint specified in the credentials.
- Proper permissions in ConnectWise Manage are necessary to create schedule entries.
Troubleshooting
- Missing Required Fields: If "Object Type" or "Object ID" is not provided, the node will throw an error because these are mandatory for creating a schedule entry.
- Invalid Dates: Ensure that "Start Date" and "End Date" (if provided) are in the correct YYYY-MM-DD format; otherwise, the API may reject the request.
- Authentication Errors: Verify that the API key credential is valid and has sufficient permissions.
- API Endpoint Issues: If the ConnectWise Manage site URL or API version changes, update the credential configuration accordingly.
- Status or Type Options: Use only the allowed options for "Status" and "Type" fields to avoid validation errors.