ConnectWise PSAInstall

Summary

Create a new Contact in ConnectWise PSA with specified personal and company details.

Inputs

• First Name (required) — The contact's first name.
• Last Name — The contact's last name.
• Company ID (required) — The internal ID of the company the contact belongs to, selectable or set via expression.
• Default Phone Type — Type of the default phone number for the contact.
• Default Phone Number — The contact's default phone number.
• Default Phone Extension — Extension for the default phone number.
• Default Billing Flag — Flag indicating if this contact is the default billing contact for the company.
• Default Flag — Flag indicating if this contact is the default contact for the company.
• Types — One or more contact type IDs to associate with the contact.
• Additional Contact Fields — Optional additional contact details such as title, nickname, site, department, gender, birth date, marital status, and more.
• Portal Settings — Configuration for contact's portal access including password, security level, and login disabling.
• Custom Fields — User-defined custom fields with their values for the contact.
• Additional Assignments — Assignments to dynamically set field values using n8n expressions during contact creation.

Output shape

a single JSON object representing the created Contact record with all submitted fields and resolved IDs.

The operation returns the full created contact object as returned by the ConnectWise PSA API, including system-generated fields such as contact ID. Required fields are firstName and companyId; other fields are optional. Custom fields must have compatible values as per their types. The returned data structure mirrors the resource schema defined for Contacts.

Links

• n8n community nodes installation guide