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Create ConnectWise Ticket Note (API)

The Create ConnectWise Ticket Note action adds one note to an existing ConnectWise Manage service ticket.

When to Use This Action​

Use this action when you already know the ticket ID and want to add an email, alert, form submission, or earlier action result. Use Update ConnectWise Ticket when the automation must first locate a ticket or also change its status.

How It Works​

The action adds exactly one note to the ticket you choose, with the visibility options you check. Before it contacts ConnectWise, it confirms that Ticket ID is a positive number and that Note Text is not blank, so a missing value from an earlier step stops the action with an error instead of creating an empty note. When ConnectWise accepts the note, the action returns the created note.

Configuration​

FieldDescription
ConnectWise ConnectionSelect the connection to use, or leave it blank to use the default.
Ticket IDKeep the field locked to search ConnectWise tickets by ID or summary. Unlock it to enter a positive numeric ticket ID or text expression.
Note TextEnter nonblank plain text. Supports text expressions.
Detail DescriptionAdd the note to the ticket detail description.
Internal AnalysisAdd the note to internal analysis.
ExternalMake the note externally visible.
Error HandlingChoose what happens if ConnectWise rejects the request.

Returned Variables​

When you configure Store the results in Variable, the created note includes:

PropertyTypeDescription
idnumberCreated note ID
ticketIdnumberTicket ID
textstringNote text
detailDescriptionFlagbooleanDetail description selection
internalAnalysisFlagbooleanInternal analysis selection
externalFlagbooleanExternal visibility selection
memberobjectConnectWise member details
dateCreatedstringCreation timestamp

FAQs​

Can Note Text contain a text expression?​

Yes. After the expression becomes its actual value, the note text must contain at least one non-whitespace character. For example, if {{custom.alert.message}} is empty, the action stops with an error and does not add a note. If the value can be empty, add a fallback, such as {{#if custom.alert.message}}{{custom.alert.message}}{{else}}Alert received with no message{{/if}}.

How do I find a ticket ID?​

Use Query ConnectWise Tickets, or use the ID returned by Create ConnectWise Ticket.