n8n ConnectWise Manage and SmileBack Integration for MSP Automation

This repository contains powerful n8n integrations for ConnectWise Manage and SmileBack, specifically designed for MSPs (Managed Service Providers) to automate their workflows and operations. It includes both ConnectWise Manage and SmileBack nodes for n8n and infrastructure code to deploy n8n with Azure Container Apps for a secure, scalable automation platform.

🚀 MSP Automation with ConnectWise Manage and n8n

Streamline your MSP operations by automating ConnectWise Manage workflows with n8n. This integration enables you to build powerful automation workflows that connect ConnectWise Manage with other tools in your MSP tech stack.

🔄 Integration Features

This package provides comprehensive integration with ConnectWise Manage API, allowing you to:

• Automate ticket management - Create, update, and close service tickets automatically
• Streamline client onboarding - Automate company and contact creation
• Track time efficiently - Automate time entries for billing accuracy
• Enhance project management - Automate project tasks and updates
• Improve sales processes - Automate opportunity tracking and follow-ups
• Real-time notifications - Set up webhooks to trigger workflows based on ConnectWise Manage events
• Custom workflow automation - Build complex automation workflows specific to your MSP needs

📊 Supported Resources

ConnectWise Manage 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

SmileBack Resources

The SmileBack integration supports operations on these 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

🏗️ Azure Deployment Infrastructure

The /infra directory contains Bicep templates to deploy n8n in Azure using Container Apps with a PostgreSQL database, providing a secure and scalable environment for your MSP automation workflows.

🔒 Azure Infrastructure Features

• Secure environment - Private endpoints for database connectivity
• Scalable architecture - Azure Container Apps for flexible scaling
• Cost-effective - Pay-as-you-go pricing model
• Managed services - Reduced operational overhead
• High availability - Reliable platform for critical MSP workflows
• Integrated logging - Comprehensive monitoring and troubleshooting
• Easy deployment - One-click deployment with the "Deploy to Azure" button

🛠️ Prerequisites

To develop or use this integration, you need:

• git - For source control
• Node.js and pnpm - Minimum version Node 18. Install using nvm for Linux, Mac, and WSL. For Windows, follow Microsoft's guide to Install NodeJS on Windows.
• n8n - Install globally with:

  pnpm install n8n -g
  

• API Credentials - You'll need:
  • ConnectWise Manage API credentials from your instance
  • SmileBack API credentials from your account

📦 Installation Options

🧩 As a Community Node in n8n

The easiest way to use this integration is to install it directly from the n8n UI as a community node:

1. Open your n8n instance
2. Go to Settings > Community Nodes
3. Click Install
4. Enter @adamhancock/n8n-nodes-msp-ai in the "npm package name" field
5. Click Install
6. Reload n8n when prompted

After installation, the ConnectWise Manage nodes will be available in your n8n workflows.

📥 As an npm Package

To use this node in your existing n8n installation via npm:

npm install @adamhancock/n8n-nodes-msp-ai

Then restart your n8n instance to load the new nodes.

🧪 For Development

1. Clone the repository:

   git clone https://github.com/adamhancock/n8n-nodes-msp-ai.git
   

2. Install dependencies:

   cd n8n-nodes-msp-ai
   pnpm install
   

3. Build the code:

   pnpm build
   

4. Link to your n8n installation:

   npm link
   

   In your n8n installation directory:

   npm link @adamhancock/n8n-nodes-msp-ai
   

☁️ Azure Deployment Methods

🔘 One-Click Deployment

Click the "Deploy to Azure" button at the top of this README to deploy n8n with the ConnectWise Manage integration directly to your Azure subscription.

⌨️ Manual Deployment

1. Navigate to the /infra directory
2. Update parameters in main.parameters.json
3. Run the deployment script:
   • On Linux/macOS: chmod +x deploy.sh && ./deploy.sh
   • On Windows: deploy.cmd

For more detailed deployment instructions, see the infrastructure README.

🔌 Using the Integrations

After installation, both ConnectWise Manage and SmileBack nodes will be available in your n8n instance:

🔄 ConnectWise Manage Node

Use this node in your workflows to interact with ConnectWise Manage resources. It supports operations like:

• Creating and updating tickets
• Managing companies and contacts
• Tracking time entries
• Handling projects and opportunities
• And much more

📡 ConnectWise Manage Trigger

Use this node to start workflows based on events in ConnectWise Manage, such as:

• New ticket created
• Ticket status changed
• New company added
• New contact created
• And many other events

📊 SmileBack Node

Use this node in your workflows to interact with SmileBack resources. It supports operations like:

• Managing feedback collection
• Creating and managing surveys
• Accessing customer responses
• Generating reports
• Managing tags and categorization
• And more

📡 SmileBack Trigger

Use this node to start workflows based on events in SmileBack, such as:

• New feedback received
• Survey response submitted
• NPS score changes
• Tag changes
• And other events

⚙️ Configuration

ConnectWise Manage Configuration

To use the ConnectWise Manage integration:

1. Go to Settings > Credentials
2. Create a new credential of type "ConnectWise Manage API"
3. Enter your ConnectWise Manage site URL, company ID, public key, and private key

SmileBack Configuration

To use the SmileBack integration:

1. Go to Settings > Credentials
2. Create a new credential of type "SmileBack API"
3. Enter your SmileBack API key and account settings

📚 Resources

• n8n Documentation
• ConnectWise Manage API Documentation
• SmileBack API Documentation
• Azure Container Apps Documentation

📄 License

MIT