ConnectWise PSAInstall

Summary

Create a new activity record in ConnectWise PSA with specified details such as name, assigned member, type, status, scheduling dates, related records, and notification options.

Inputs

• Name (required) — Specify the name of the activity, up to 100 characters.
• Assign To (required) — Select the system member to assign the activity to, either from a dropdown or by expression of their ID.
• Type — Optionally specify the activity type from a list or by ID expression.
• Status — Optionally specify the activity status from a list or by ID expression.
• Notes — Add detailed notes about the activity.
• Notify Flag — Toggle whether notifications should be sent for this activity.
• Start Date — Set the start date and time for the activity.
• End Date — Set the end date and time for the activity.
• Company — Optionally associate the activity with a company, selectable or expressible by ID.
• Contact — Optionally associate the activity with a contact belonging to the selected company.
• Phone Number — Provide a phone number associated with the activity.
• Email — Provide an email address associated with the activity.
• Assigned By — Select the system member who assigned the activity.
• Schedule Status — Optionally set the schedule status from available options.
• Reminder — Optionally specify a reminder time for the activity.
• Where — Optionally select a service location for the activity.
• Related Records — Optionally link related records such as opportunity, ticket, agreement, or campaign to the activity.
• Additional Assignments — Add extra assignments to set values dynamically based on n8n expressions.

Output shape

a single newly created activity record object

The response includes the created activity data as returned from ConnectWise PSA, reflecting the input fields provided and assigned by the system.

Links

• n8n community nodes installation guide