n8n-nodes-cwpsa

This is an n8n community node package that provides integrations for ConnectWise PSA (Manage) and Smileback, designed for MSPs (Managed Service Providers).

n8n is a fair-code licensed workflow automation platform.

Installation

Follow the installation guide in the n8n community nodes documentation.

Operations

This package provides two main integrations:

ConnectWise Manage

The ConnectWise Manage integration includes both a regular node and a trigger node for workflow automation.

Supported Resources:

• Service Tickets - Manage tickets, add notes, track status changes
• Companies - Create and update client companies
• Contacts - Manage client contacts
• Time Entries - Track billable and non-billable time
• Projects - Manage project details and tasks
• Opportunities - Track sales opportunities
• Agreements - Manage service agreements
• Activities - Track activities and follow-ups
• Members - Manage team members
• Configurations - Track client configurations
• Invoices - Manage billing and invoices
• Expenses - Track expenses
• Purchase Orders - Manage procurement
• Product Catalog - Access product information
• Schedules - Manage scheduling

ConnectWise Manage Trigger: Start workflows based on ConnectWise events such as:

• New ticket created
• Ticket status changed
• New company added
• New contact created

Smileback

The Smileback integration includes both a regular node and a trigger node for customer feedback automation.

Supported Resources:

• Feedback - Collect and manage customer feedback
• CSAT Surveys - Track Customer Satisfaction scores
• NPS Surveys - Manage Net Promoter Score surveys
• Survey Responses - Access detailed customer responses
• Reports - Generate feedback analytics and reports
• Tags - Manage feedback categorization
• Users - Handle user management
• Teams - Organize and manage team structures

Smileback Trigger: Start workflows based on Smileback events such as:

• New feedback received
• Survey response submitted
• NPS score changes
• Tag changes

Credentials

ConnectWise Manage API

To use the ConnectWise Manage integration:

1. In n8n, go to Settings > Credentials
2. Create a new credential of type ConnectWise Manage API
3. Enter your ConnectWise credentials:
   • Site URL: Your ConnectWise Manage site URL
   • Company ID: Your ConnectWise company identifier
   • Public Key: API public key
   • Private Key: API private key
   • Client ID: Client identifier for API access

Refer to the ConnectWise Manage API Documentation for detailed authentication setup.

Smileback API

To use the Smileback integration:

1. In n8n, go to Settings > Credentials
2. Create a new credential of type Smileback API
3. Enter your Smileback API credentials

Refer to the Smileback API Documentation for credential setup details.

Updates

Purchase Order Enhancements

Recent updates have added new purchase order operations to improve workflow automation:

Get Purchase Order by PO Number

• Retrieve purchase order details using the PO number instead of internal ID
• Simplifies integration with external systems that only track PO numbers

Get All PO Products

• Retrieve all products/line items for a specific purchase order
• Input: PO Number
• Returns: Complete list of products with details (description, quantity, pricing, etc.)

Get PO Tracking Numbers

• Extract tracking information for all products in a purchase order
• Input: PO Number
• Output: Product details with tracking numbers, serial numbers, and warehouse information
• Products without tracking numbers are included with empty string values

These enhancements streamline procurement workflows and inventory tracking automation.

Compatibility

This node is compatible with n8n version 1.0.0 and above.

Resources

• n8n community nodes documentation
• ConnectWise Manage API Documentation
• Smileback API Documentation

License

MIT

Credits

This package is based on n8n-nodes-msp-ai by Adam Hancock.