n8n-nodes-connectwise-cpq

Community node for ConnectWise CPQ (Sell) REST API, aligned with n8n v1+ node standard.

Requirements

• ConnectWise CPQ 2022.2 or later (API key–based authentication only)
• API keys (Public/Private) and your Access Key

Install (n8n UI)

1. Open n8n → Settings (cogwheel)
2. Community Nodes → Install
3. Enter n8n-nodes-connectwise-cpq
4. Accept the risk prompt → Install

Credentials

Create new credentials: "ConnectWise CPQ (Sell) API" and set:

• Access Key: the CPQ site key from the Sell URL when logged in, e.g. https://connectwise.quosalsell.com/QuosalWeb/home?accesskey=<accesskey> (use the <accesskey> value). Do not use your email/domain or Manage company ID.
• Public Key: generated in CPQ (Settings → Organisation Settings → API Keys)
• Private Key: generated in CPQ (shown once)
• Base URL: https://sellapi.quosalsell.com (default; override only if instructed by ConnectWise)

Authentication header is Basic with username <accesskey>+<publicKey> and password <privateKey>.

Headers automatically set:

• Content-Type: application/json; version=1.0
• Accept: application/json
• User-Agent: n8n-connectwise-cpq

Optional settings:

• Enable Debug Logging: logs masked request details (method, URL, query, headers) and response status to the console.

Supported resources and operations (Phase 1)

• Quotes: get, getAll, delete, copy
• QuoteItems: get, getAll, create, update (PATCH), delete
• QuoteCustomers: getAll (by quote), update (PATCH), replace (PUT), delete
• QuoteTabs: getAll, getItemsByTab
• QuoteTerms: getAll (by quote), create, update (PATCH), delete
• RecurringRevenue: getAll
• TaxCodes: getAll
• Templates: getAll
• User: getAll, update (PATCH)

Parameters

• Filters: conditions (raw) or the Condition Builder UI, includeFields (multi-select), showAllVersions (where supported)
• Pagination: returnAll, limit, pageSize (max 1000)

Pagination behaviour

• When Return All is enabled: the node uses the maximum supported pageSize (1000) and paginates until the API returns fewer than requested results.
• When Return All is disabled: the node auto-manages pagination to satisfy limit. It will set the effective pageSize to min(limit, 1000) and fetch across pages until limit items are collected. You can still provide a pageSize but it will be bounded by the effective calculation.

Error handling

• continueOnFail: errors are collected per item and execution continues
• Retries: 429/5xx responses retried up to 3 times with exponential backoff

Examples

Example workflows are coming soon under .docs/examples/.

Condition Builder

You can now construct conditions via a visual builder:

• Add rows with: Field, optional Reference Subfield (to become field/subfield), Operator (=, !=, <, <=, >, >=, contains, not contains, like, in, not in), Value Type (String, Integer, Boolean, Datetime, List), and the Value(s).
• The builder auto-formats values according to the CPQ rules:
  • Strings are quoted: name = "Acme"
  • Booleans are True/False: closedFlag = True
  • Datetimes are wrapped in brackets: lastUpdated = [2024-01-01T00:00:00Z]
  • Lists produce parentheses: status in ("Open","Closed")
• Multiple rows are joined with the selected Logic (AND/OR). If you also provide a raw conditions string, it will be combined with the builder output using that Logic.

You may still enter a raw conditions string for advanced scenarios; the builder is optional and backward compatible.

Include Fields

The includeFields parameter is a resource-aware multi-select. Options are populated dynamically from /.docs/references/SellAPI.json for the selected resource. You can also specify field names using an expression.

Notes

• Only CPQ 2022.2+ is supported. Legacy username/password auth is not supported.
• This node consumes the official Swagger: see references/SellAPI.json.