npm package: @roftebro88/n8n-nodes-cwpsa
Description: N8n community nodes for ConnectWise PSA and Smileback integrations
Author: roftebro88
Latest version: 0.1.17

# 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](https://n8n.io/) is a [fair-code licensed](https://docs.n8n.io/reference/license/) workflow automation platform.

## Installation

Follow the [installation guide](https://docs.n8n.io/integrations/community-nodes/installation/) 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](https://developer.connectwise.com/) 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](https://api.smileback.com/docs) 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](https://docs.n8n.io/integrations/community-nodes/)
* [ConnectWise Manage API Documentation](https://developer.connectwise.com/)
* [Smileback API Documentation](https://api.smileback.com/docs)

## License

[MIT](LICENSE.md)

## Credits

This package is based on [n8n-nodes-msp-ai](https://github.com/adamhancock/n8n-nodes-msp-ai) by Adam Hancock.