ConnectWise forms

ConnectWise form builder for MSP intake workflows

Use FormNode to build ConnectWise-aware forms for onboarding, ticket intake, access requests, approvals, and customer portal workflows.

Build a ConnectWise formRead ConnectWise docs
Direct answer

FormNode is a ConnectWise-aware form builder for MSPs that need client-facing forms with company context, live ConnectWise data, structured ticket payloads, and workflow handoff through n8n or another automation platform.

Company contextOrganization mappings can store ConnectWise Company IDs per client.
Manage PodForms can run from ConnectWise Manage Pod context with company IDs passed through.
n8n handoffSubmissions can trigger n8n workflows that create tickets or update records.
Use this when

The form is part of the workflow, not just the front door.

  • A customer portal form should create or update a ConnectWise ticket with the right company ID.
  • A dropdown should show only the selected customer's sites, contacts, configurations, or tickets.
  • A ConnectWise Manage Pod should pass company context into a form.
  • Approvals should write back into change-management or service-ticket workflows.
Workflow pattern
Map the organizationStore the ConnectWise Company ID on the FormNode organization.
Build the formCreate intake, onboarding, access request, or approval forms for the client.
Load live optionsCall n8n or a direct API endpoint to fetch sites, contacts, tickets, or configurations.
Create the ticketSend the structured payload to a workflow that creates or updates ConnectWise.
Concrete workflow example

ConnectWise ticket intake from a client portal

A client submits a service request from a customer portal, chooses a ConnectWise site, and sends clean ticket details without emailing the help desk.

The workflow receives the mapped ConnectWise Company ID, selected site ID, requester details, and ticket fields, then creates the ticket in the correct board.

What the page proves
FieldsRequester, Site, Issue type, Priority, Description
SystemsConnectWise Manage, n8n, FormNode portal
Comparison

Why a workflow-first form layer matters

CriteriaGeneric formsFormNode
Company mappingHidden fields or workflow lookupOrganization-level integration mappings
Client portalSeparate portal or PSA loginPortal per organization; Business adds full branding controls
Live ConnectWise dataCustom frontend or stale dropdownsWebhook-powered dynamic fields
ApprovalsTicket notes and manual follow-upDecision-table approvals with callbacks
Common questions

Can FormNode create ConnectWise tickets?

FormNode sends structured submissions to your webhook or n8n workflow. That workflow can create ConnectWise tickets with the company, contact, site, priority, and form answers included.

Can FormNode use ConnectWise company context?

Yes. FormNode organizations can store ConnectWise Company IDs, and ConnectWise Manage Pod embeds can pass company context into the form.

Related FormNode pages