A better-than-first-party ConnectWise PSA Integration

This has been an exhaustive, and rewarding build of all the functionality we've desired after several years of using n8n at our MSP.

Installation: Follow these instructions to install the community node named @mspcopilot/n8n-nodes-connectwise

Actions Covered

Activities

Companies

Contacts

Members

Tickets

Ticket Notes

Ticket Tasks

Time Entries

Key Features

Dropdowns for Fields

No need to lookup ID numbers for any boards, status, agreements, or customers. Just quickly create your workflow.

Drag & Drop Override of Any Field

Fields in Additional Assignments override options above, including blanks.

Quick Field Selection & Sorting

Identify fields and sort quickly with sensible defaults—override with expressions as needed.

In Beta

What's in testing

Custom Fields

Modify custom fields on any endpoint with no complex logic.

Link API

Auto-match company entities between ConnectWise PSA, IT Glue, Microsoft 365 and Pax8.

Caching

Locally store data from any GET query to speed up workflows and reduce API calls.

IF Schedule

Checks timezones, calendars, and holidays in a single action for scheduled logic branching.

Ticket Deduplication & Consolidation

Create or intelligently re-open closed tickets, attach configurations and reduce noise all in one action.

Reports

Quickly use reporting endpoints and automatically transform the output for n8n.

Roadmap

What comes after

Triggers

Trigger workflows on events in ConnectWise PSA using expressions. Time in status, time since last X, etc. Webhook speed with polling redundancy.

Difference Detection

Monitor changes between lists of objects to trigger events. For example, monitor online UniFi devices and trigger when one goes offline. Or detect the addition of a new user in a tenant.