Query ConnectWise Configurations

The Query ConnectWise Configurations action searches for configurations in ConnectWise Manage. A configuration represents an item that a company uses or owns, such as a server, workstation, network device, software installation, or managed asset. This single API call action returns configurations that match your query.

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 configuration by name, serial number, tag number, or device identifier
• You want to list configurations for a specific ConnectWise company
• You need configuration details for a later workflow action
• You want to check a configuration's status, type, warranty date, or active state

Do not use this action to search for service tickets. Use Query ConnectWise Tickets instead.

How It Works

1. The action builds filters from the standard, child, and custom field conditions you configure.
2. It sends one request to the ConnectWise Manage Configurations endpoint.
3. It stores either the first matching configuration or the full returned page, based on Return all results.

Configuration

Connection

Field	Description
ConnectWise Connection	Select the ConnectWise connection to use.

Query Conditions

Use the query builder to filter standard configuration fields. Common fields include:

For Configuration ID, Type ID, Status ID, Company ID, Contact ID, Parent Configuration ID, Installed By ID, Vendor ID, Manufacturer ID, and SLA ID, select a matching ConnectWise record from the list. Select the unlock button when you need a dynamic value, such as a text expression from earlier workflow data.

Configuration details:

• ID, Name, Type, Status, Active, Device Identifier, Serial Number, Model Number, Tag Number

Company details:

• Company, Contact, Site, Location, Business Unit

Hardware and network details:

• Manufacturer, Vendor, MAC Address, IP Address, Default Gateway, Operating System, CPU Speed, RAM

Dates:

• Purchase Date, Installation Date, Warranty Expiration Date, Last Backup Date

Management details:

• Management Link, Remote Link, SLA, Parent Configuration

Child Conditions

Use child conditions to filter related configuration records, such as configuration questions. Conditions in this section apply to the same related record.

Custom Field Conditions

Use custom field conditions to filter ConnectWise configuration custom fields. Match fields by properties such as caption and value.

Query Options

Field	Description
Order By	Enter a ConnectWise field and direction, such as name asc or warrantyExpirationDate desc.
Fields	Enter a comma-separated list of fields to return, such as id,name,type,status,company. Leave blank to return the full configuration objects.

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 the full array from the requested page. When disabled, returns only the first matching configuration.

Error Handling

Field	Description
Error Handling	Select what the workflow should do if ConnectWise rejects the query or cannot complete the request.

Returned Variables

When you configure Store the results in Variable:

When "Return all results" is disabled: The variable contains the first matching configuration object.

If no configuration matches, the variable contains null.

When "Return all results" is enabled: The variable contains an array of configuration objects from the requested page.

Configuration Object Properties

ConnectWise returns the fields selected in Fields, or the complete configuration object when that field is blank. Common properties include:

Property	Type	Description
id	number	ConnectWise configuration ID
name	string	Configuration name
type	object	Configuration type (id, name)
status	object	Configuration status (id, name)
company	object	Associated company (id, identifier, name)
contact	object	Associated contact
site	object	Associated company site
deviceIdentifier	string	Device identifier or hostname
serialNumber	string	Serial number
modelNumber	string	Model number
tagNumber	string	Asset tag number
activeFlag	boolean	Whether the configuration is active
warrantyExpirationDate	string	Warranty expiration date
manufacturer	object	Manufacturer details
vendor	object	Vendor company details
ipAddress	string	IP address
macAddress	string	MAC address
customFields	array	ConnectWise custom field values

Example Use Cases

Find a Configuration by Serial Number

Setting	Value
Query Condition	serialNumber equals {{custom.serialNumber}}
Return all results	Disabled

List Active Configurations for a Company

Setting	Value
Query Conditions	company/id equals {{custom.company.id}} AND activeFlag equals true
Order By	name asc
Return all results	Enabled

Find Configurations with Expiring Warranties

Setting	Value
Query Conditions	activeFlag equals true AND warrantyExpirationDate less than or equal to {{custom.warrantyCutoff}}
Order By	warrantyExpirationDate asc
Return all results	Enabled

FAQs

Why did the action return only one configuration?

Enable Return all results to store the full array returned for the requested page. The default behavior stores only the first match.

How do I limit the response to a few properties?

Enter a comma-separated list in Fields. For example, use id,name,serialNumber,company to reduce the returned data.

Can I query ConnectWise configuration custom fields?

Yes. Add conditions in Custom Field Conditions. Use the custom field caption to identify the field and its value to select matching configurations.

Related Actions

• Query ConnectWise Companies: Find the company associated with a configuration
• Query ConnectWise Contacts: Find contacts at the associated company
• Query ConnectWise Tickets: Find service tickets related to a company