ConnectWise Workflow Enhancement

[ryanwnz]

Is there a specific app this action is for?
Yes, ConnectWise.

In the workflows provided by Pipedream, specifically the Create Contact Workflow, there are a few steps missing that would make this a much better workflow. By adding extra optional fields to the Create Contact Workflow, you would be able to specify the following.

Default Email: Yes/No
Default Phone: Yes/No
Primary Contact: True/False

The primary contact is of particular importance as that is what is assigned to the company site when created and currently that does not happen.

In another workflow, the Create Ticket Workflow it would be really helpful to have the option to add a ticket note into the created ticket. This is especially useful if data is captured from a Webhook or HTTP Request.

Please provide a link to the relevant API docs for the specific service / operation.
https://developer.connectwise.com/Products/ConnectWise_PSA/Developer_Guide

[GTFalcao]

Hi @ryanwnz , from the documentation available here for creating a contact, I'm not sure what fields "default email" and "default phone" would be associated with. I assume the defaultFlag field sets the contact as the default (primary) contact. I've added an "additional options" prop to allow any field to be entered into the request. Example: if the aforementioned fields would be labeled defaultEmail and defaultPhone, this prop could accept an object input such as:

{ "defaultEmail": true, "defaultPhone": true }

I've also added an optional prop to allow adding one or multiple notes when creating a ticket. They are created sequentially after the ticket itself, and their creation responses are returned in the createdNotes prop prepended to the comment creation response (object returned by the action).

If you have any information regarding these two fields, or if these changes do not meet your requirements, please let me know!

[ryanwnz]

Hi @GTFalcao
I cannot say I am 100% sure either on fields "default email" and "default phone" would be associated with and like you assume sets the contact as the default (primary)contact which is what I'm after.

Thank you for the implementation and as soon as I have a chance to test with I will.

[ryanwnz]

Hi @GTFalcao

Any idea when the new additions will be added to the current ConnectWise workflows as I am not seeing the options available.

[GTFalcao]

Hi @ryanwnz , this issue will automatically be marked as closed once this addition is merged and published - likely within this week.

[ryanwnz]

@GTFalcao
Thank you

[vunguyenhung]

Hi everyone, all test cases are passed! Ready for release!

Test report
https://vunguyenhung.notion.site/ConnectWise-Workflow-Enhancement-1c8bf548bb5e814bb255c42fd5859f32