Query ConnectWise Companies

The Query ConnectWise Companies action searches for companies in ConnectWise Manage. This is a low-level API action that makes a single API call, returning companies that match your query conditions.

Single API Call Action

This is a single API call action. You define the query conditions and the action makes one API call to retrieve the results. Learn more about the difference between workflow actions and single API call actions.

When to Use This Action

Use this action when:

• You need to find a company by name, identifier, or domain
• You want to look up company details for use in subsequent actions
• You need to verify a company exists before associating a ticket
• You're building custom company lookup logic

Configuration

Connection

Field	Description
ConnectWise Connection	Select the ConnectWise connection to use.

Query Conditions

Use the query builder to create filter conditions. Available fields include:

Basic Info:

• ID, Identifier, Company Name, Status, Account Number

Contact:

• Phone Number, Fax Number, Website, Default Contact

Address:

• Address Line 1, Address Line 2, City, State, Zip Code, Country

Business Details:

• Territory, Market, Annual Revenue, Number of Employees, Year Established, SIC Code

Billing:

• Billing Terms, Billing Contact, Invoice Delivery Method, Invoice Email Address

Flags:

• Deleted, Is Lead, Unsubscribed, Is Vendor

Dates:

• Date Acquired, Date Deleted

Relationships:

• Parent Company

Social Media:

• Facebook URL, LinkedIn URL, Twitter URL

Company Type Filters

Filter by company type. Companies can have multiple types assigned.

Field	Description
Company Type ID	Filter by type ID
Company Type Name	Filter by type name

Pagination

Field	Description
Page Size	Number of results per page (1-1000). Default: 25.
Page	Page number to retrieve. Default: 1.
Return all results	When enabled, returns an array of all matching companies. When disabled, returns only the first company.

Error Handling

Field	Description
Error Handling	Action to take if the query fails (Exception, Continue, Stop, Stop All).

Returned Variables

When you configure Store the results in Variable:

When "Return all results" is disabled: Returns a single company object.

When "Return all results" is enabled: Returns an array of company objects.

Company Object Properties

Property	Type	Description
id	number	Company ID
identifier	string	Company identifier (short code)
name	string	Company name
status	object	Status info (id, name)
addressLine1	string	Address line 1
addressLine2	string	Address line 2
city	string	City
state	string	State/province
zip	string	Zip/postal code
country	object	Country info
phoneNumber	string	Primary phone
faxNumber	string	Fax number
website	string	Website URL
territory	object	Territory info
market	object	Market info
accountNumber	string	Account number
defaultContact	object	Default contact info
dateAcquired	string	Acquisition date
annualRevenue	number	Annual revenue
numberOfEmployees	number	Employee count
leadFlag	boolean	Whether this is a lead
deletedFlag	boolean	Whether company is deleted
types	array	Company types
customFields	array	Custom field values

Example Use Cases

Find Company by Domain

Look up a company by website:

Setting	Value
Condition	website contains {{email.from.domain}}
Return all results	Disabled

Find Company by Name

Search for a specific company:

Setting	Value
Condition	name equals {{custom.companyName}}
Return all results	Disabled

Find Active Customers

Get all active customer companies:

Setting	Value
Conditions	status/name equals "Active" AND leadFlag equals false AND deletedFlag equals false
Return all results	Enabled

Check if Company Exists

Before creating a company:

Setting	Value
Condition	identifier equals {{custom.proposedIdentifier}}
Return all results	Disabled

Find Companies by Type

Get all companies of a specific type:

Setting	Value
Company Type Condition	name equals "Managed Services"
Return all results	Enabled

FAQs

How do I find a company by email domain?

Use the website field with a "contains" operator and the domain from the email address: website contains {{email.from.domain}}.

What's the difference between ID and Identifier?

• ID: Numeric database ID (e.g., 123)
• Identifier: Short text code (e.g., "ACME")

How do I filter by multiple company types?

Use OR conditions in the Company Type Filters section to match any of several types.

Can I search by custom fields?

Yes. Custom fields appear in the query builder and can be used in conditions.

Related Actions

• Query ConnectWise Contacts: Find contacts at a company
• Query ConnectWise Tickets: Find tickets for a company
• Create ConnectWise Ticket: Create tickets for a company