ConnectWise ManageInstall

Overview

This node integrates with the ConnectWise Manage API to perform various operations on different resources within ConnectWise Manage. Specifically, for the Company resource and the Get by Phone Number operation, it allows users to search for a company associated with a given phone number.

A common use case is when you have a phone number from an incoming call or contact form and want to quickly retrieve the corresponding company record in ConnectWise Manage. This can help automate workflows such as ticket creation, customer lookup, or CRM updates based on phone number identification.

For example, if a support agent receives a call from a client, this node can be used to fetch the company details linked to the caller's phone number automatically, enabling faster and more personalized service.

Properties

Output

The output JSON structure contains the company information related to the provided phone number. Specifically:

• If a matching contact with the phone number is found, the output includes the company object with fields such as:

  • id (company ID)
  • name (company name)
  • Other company-related fields returned by the API.

• If no match is found, the output will be an empty array.

The output is structured as an array of items, each with a json property containing the company data. Each item is paired with the input item index for traceability.

No binary data output is produced by this operation.

Example output snippet (simplified):

[
  {
    "json": {
      "id": 123,
      "name": "Example Company"
    },
    "pairedItem": {
      "item": 0
    }
  }
]

Dependencies

• Requires an active connection to the ConnectWise Manage API.
• The node needs credentials configured with appropriate API authentication tokens or keys to access the ConnectWise Manage instance.
• The base URL of the ConnectWise Manage site must be specified in the credentials.
• The node uses the ConnectWise Manage REST API v3.0 endpoints.

Troubleshooting

• Missing or invalid phone number: The node requires a valid phone number string. If omitted or empty, it throws an error indicating the phone number is required.
• No company found: If no contact matches the phone number, the node returns an empty array. This is not an error but indicates no data matched the query.
• API authentication errors: If the API credentials are incorrect or expired, the node will throw an authentication error. Verify the API key/token and permissions.
• API request failures: Network issues or incorrect site URLs can cause request failures. Check connectivity and credential configuration.
• Unexpected response format: If the API changes or returns unexpected data, the node may fail parsing. Ensure the ConnectWise Manage API version is compatible.

Links and References

• ConnectWise Manage API Documentation
• ConnectWise Manage REST API v3.0 Reference
• n8n documentation on Creating Custom Nodes