ConnectWise PSAInstall

Summary

Create a new ticket in ConnectWise PSA, supporting both Service and Project ticket types, by providing required details such as ticket type, summary, related board or project information, status, priority, and optional additional fields.

Inputs

• Ticket Type (required) — Select whether the ticket is a Service Ticket or a Project Ticket.
• Summary (required) — Provide a brief description of the ticket (maximum 100 characters).
• Company — For Service Tickets, specify the related company either by selecting from a list or by entering an ID using an expression.
• Board ID or Name (required) — Select the service board relevant to the ticket (applicable for both Service and Project tickets).
• Project — For Project Tickets, select the related project either from a list or by specifying an ID with an expression.
• Phase (required) — For Project Tickets, select the project phase from a dynamically loaded list based on the selected project.
• Status ID or Name — Select the status of the ticket, filtered by the chosen board.
• Priority ID — Choose the priority level for the ticket.
• Type — Select the ticket type, dependent on the chosen board.
• Sub Type — Select the ticket subtype, dependent on the ticket type and board.
• Item — Select an item, filtered by the chosen subtype and board.
• Initial Description — Optional initial description content for the ticket; note this is not returned in the response.
• Initial Internal Analysis — Optional initial internal analysis content for the ticket; not returned in the response.
• Additional Ticket Fields — Optional fields including service location, agreement ID, work role/type, automatic email flags, and various boolean flags such as customer updated or change request indicators.
• Schedule Start Date — Scheduled start date (for Project Tickets only).
• Schedule End Date — Scheduled end date (for Project Tickets only).
• Additional Assignments — Optional assignments to automatically set values via n8n expressions.

Output shape

a single record containing the created ticket's details corresponding to the specified ticket type (service or project).

The response includes the created ticket fields except that initial description and initial internal analysis are not returned. Options and lookups dynamically depend on ticket type, project, board, and other selections. Optional fields can be included to enrich the ticket.

Examples

Example 1: Create a Service Ticket

Specify ticketType as 'service', provide a summary, select a company, choose a board, and optionally status, priority, type, subType, item, and additional ticket fields.

Example 2: Create a Project Ticket

Specify ticketType as 'project', provide a summary, select a project and its phase, choose board, and optionally set schedule start/end dates and additional fields.

Links

• n8n community nodes installation guide