PSA

ConnectWise forms for MSP ticket intake

Build ConnectWise-aware intake forms that carry company context, live site options, request details, and workflow-ready ticket payloads.

Build this workflowSee related setup
Direct answer

FormNode helps MSPs collect ConnectWise-ready requests by mapping FormNode organizations to ConnectWise companies, loading live ConnectWise options through webhooks, and submitting structured payloads to automation workflows.

Organization integration mappingsConnectWise Manage workflows stay structured, tenant-aware, and automation-ready.
ConnectWise Manage pod contextConnectWise Manage workflows stay structured, tenant-aware, and automation-ready.
Dynamic site/contact dropdownsConnectWise Manage workflows stay structured, tenant-aware, and automation-ready.
Workflow fit

Use FormNode when the request needs more than a static form.

  • Customer ticket intake
  • Microsoft 365 onboarding requests
  • Change approval requests
  • ConnectWise Manage pod launch forms
Example workflow

A client submits a portal form, picks a ConnectWise site, and FormNode sends the mapped Company RecID plus request details to n8n, which creates the ticket in the correct board.

Useful fieldsCompany, Site, Contact, Board, Priority, Ticket summary
Why FormNode fitsOrganization integration mappings, ConnectWise Manage pod context, Dynamic site/contact dropdowns, Client portal per organization
Common questions

Can FormNode create ConnectWise tickets?

FormNode sends structured submissions to your webhook or n8n workflow, which can create ConnectWise tickets with company, site, contact, and request details.

Can FormNode run inside ConnectWise Manage?

Yes. FormNode supports a ConnectWise Manage pod pattern that passes company context into a compact FormNode toolbox surface.

Related FormNode pages