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ConnectWise Manage

Consume ConnectWise Manage API

Overview

This node integrates with the ConnectWise Manage API to update an existing Activity record. It allows users to modify details of a specific activity such as its type, notes, and associated company. This is useful in scenarios where activities like calls, meetings, or tasks need to be updated programmatically based on workflow events or external triggers.

Practical examples include:

  • Automatically updating the notes or type of an activity after a customer interaction.
  • Associating an activity with a different company based on new information.
  • Changing the activity type from "Task" to "Meeting" when scheduling changes occur.

Properties

Name Meaning
Activity ID The unique identifier of the activity to update.
Additional Fields Optional fields to update on the activity:
- Type The type of activity. Options: Call, Meeting, Task.
- Notes Text notes related to the activity.
- Company ID The ID of the company associated with this activity.

Output

The node outputs JSON data representing the updated activity object returned by the ConnectWise Manage API. Each output item corresponds to one input item processed.

  • The json field contains the full updated activity data as received from the API.
  • No binary data output is produced by this operation.

Dependencies

  • Requires an active connection to the ConnectWise Manage API.
  • Needs an API authentication credential configured in n8n (an API key or token).
  • The node uses the base URL from the credential configuration to construct API requests.

Troubleshooting

  • Missing or invalid Activity ID: The node requires a valid Activity ID to update. Ensure the ID is correct and exists in ConnectWise Manage.
  • API authentication errors: Verify that the API credentials are correctly set up and have sufficient permissions to update activities.
  • Unsupported operation error: If the operation or resource is not recognized, check that the node parameters are correctly set to "Activity" resource and "Update" operation.
  • Empty or invalid additional fields: When providing additional fields, ensure values conform to expected types and options (e.g., type must be one of Call, Meeting, Task).
  • Network or API errors: Check network connectivity and API availability. Review error messages for details; the node logs API response bodies on errors for debugging.

Links and References

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