How to build a ConnectWise ticket intake form
Build a customer-facing ticket intake form that carries ConnectWise company context, live site options, and structured ticket fields into an automation workflow.
A ConnectWise ticket intake form should collect the requester, site, issue type, priority, and description, then submit a payload that includes the mapped ConnectWise Company ID and selected site ID so n8n or another workflow can create the ticket in the correct company.
Build it in the right order.
Map the ConnectWise company
Store the customer's ConnectWise Company RecID on the FormNode organization as an integration mapping.
Create the intake form
Add requester, site, priority, issue type, and description fields to the customer-facing form.
Load sites dynamically
Configure the site dropdown to call a webhook that returns only sites for the mapped ConnectWise company.
Wire the submission webhook
Send the completed form to n8n with company ID, selected site ID, contact details, and ticket fields.
Create the ticket
Use the workflow to create the ConnectWise ticket and return the ticket number to the requester if needed.
- Use the internal ConnectWise company RecID, not only the display identifier.
- Keep site and contact dropdowns scoped to the selected or mapped company.
- Validate required fields before the ticket workflow runs.
- Log the final ticket ID back into FormNode or the workflow history.
Can FormNode create ConnectWise tickets directly?
FormNode sends the structured submission to your webhook or n8n workflow. That workflow creates the ConnectWise ticket using the mapped company and selected field values.
Can the form run inside ConnectWise Manage?
Yes. FormNode supports a ConnectWise Manage pod pattern where company context is passed into the FormNode toolbox surface.