ConnectWise e-signature in n8n
When a ConnectWise PSA opportunity or agreement reaches your ready-to-send stage, let n8n do the paperwork. The verified TurboDocx node generates the service agreement or SOW from your template, sends it for signature with TurboSign, and once it is signed, updates the ConnectWise record with the executed PDF attached, no code and no per-seat e-signature add-on.
Verified by n8n on the official n8n integrations directory.
MSPs run their business inside ConnectWise PSA. The company record, the site contacts, the agreements that bill monthly, the opportunities for new projects, and the configurations under management all live there, and by the time a service agreement or a statement of work is ready to send, everything the document needs is already on the record. The friction is what it takes to turn that data into a signed agreement. In most shops it means exporting fields into a Word file by hand, or bolting a separate e-signature product onto the PSA and paying for a seat on top of every technician license, then hoping someone remembers to run both at the right moment.
This workflow keeps the trigger where the deal already changes: a stage move. When an opportunity or an agreement reaches your ready-to-send stage, n8n reads the ConnectWise record, generates the service agreement or SOW from your template, and sends it for signature, without a signing seat for every tech and without re-keying a company name or a line of scope into a document. Because MSPs deal in recurring agreements, QBR paperwork, and project SOWs at volume, the tool that generates the document and the tool that collects the signature being one node instead of two vendors is where the real time and cost savings show up.
Because signing drives the outcome, the PSA stays honest. The opportunity is marked won or the agreement is activated only when the executed PDF actually comes back, and that PDF lands on the ConnectWise record as an attachment automatically. No technician marks a deal won without a signed agreement behind it, and no signed agreement sits in an inbox instead of on the record where the service board and billing can see it.
The workflow, end to end
- 1A ConnectWise PSA opportunity or agreement moves into your ready-to-send stage, for example a stage that means the service agreement is approved to go out, and the ConnectWise trigger starts the workflow.
- 2A ConnectWise node reads the fields the agreement needs: company, site contact, agreement type, opportunity value, and the configurations or products on the record.
- 3The TurboDocx Generate Document operation merges those fields into your service agreement or SOW template and returns a finished DOCX or PDF.
- 4The TurboSign Send Signature operation emails the agreement to the signer and starts tracking status.
- 5On the Document Completed event, a ConnectWise node updates the record, for example marking the opportunity won or activating the agreement, and attaches the executed PDF that Download Document fetched.
Build it in four steps
Install the verified node
In n8n open Settings, then Community Nodes, click Install, and enter @turbodocx/n8n-nodes-turbodocx. It is verified for installation on n8n Cloud, so it installs directly with no self-hosting.
Trigger on your ready-to-send stage
Add a ConnectWise trigger that fires when an opportunity or agreement reaches your ready-to-send stage, then a ConnectWise node to read the company, contact, and agreement fields your document needs.
Generate the agreement or SOW
Add a TurboDocx node with the Generate Document operation, pick your service agreement or SOW template, and map the ConnectWise fields to the template variables.
Sign, then update and file
Send the agreement with TurboSign Send Signature. On the Document Completed trigger, update the ConnectWise record and attach the executed PDF back to the record.
One node for generate, sign, and file
A signature-only tool still needs a separate document generator in front of it, and for an MSP that means two subscriptions and a per-seat signing bill on top of the PSA. The verified TurboDocx node generates the agreement and collects the signature through a single credential, so the ConnectWise flow stays one clean workflow instead of three stitched-together services.
- Generate the service agreement or SOW from your template, no manual editing.
- Send, track, remind, and download the signed PDF from the same node.
- Signing updates the ConnectWise record and attaches the signed PDF automatically.
Frequently asked questions
How do I send a ConnectWise agreement for signature in n8n?
Use a ConnectWise trigger in n8n to start the workflow when an opportunity or agreement reaches your ready-to-send stage, before it is closed or won. A ConnectWise node reads the company, contact, and agreement fields, the TurboDocx Generate Document operation builds the service agreement or SOW from your template, and the TurboSign Send Signature operation emails it to the signer. Every step is a drag-and-drop node, so no code is required.
Does the ConnectWise record update and get the signed PDF automatically?
Yes. When every party has signed, the TurboDocx trigger fires a Document Completed event. Your workflow then updates the ConnectWise record, for example marking the opportunity won or activating the agreement, and uses the TurboSign Download Document operation to retrieve the executed PDF and attach it to the record, so signing is what advances the deal and files the agreement, with no manual step.
Do MSPs need a separate per-seat e-signature add-on for ConnectWise?
No. The workflow runs entirely in n8n with the verified TurboDocx node and your ConnectWise connection. You do not need a per-seat e-signature package bolted onto the PSA, because TurboDocx generates the document and TurboSign collects the signature through a single credential, which keeps signing cost off a per-technician license.
Is the TurboDocx n8n node verified for n8n Cloud?
Yes. TurboDocx publishes @turbodocx/n8n-nodes-turbodocx as a community node verified for installation on n8n Cloud. You install it from Settings, Community Nodes, with no self-hosting required, and it also runs on self-hosted n8n.
Which ConnectWise fields can I merge into the agreement or SOW?
Any field you can read with the ConnectWise node, such as company name, site contact, agreement type, opportunity value, and configuration or product details, can be mapped to the variables in your TurboDocx template. Shape the data in n8n first with a Set or Code node if the template needs a specific structure.
Related
The full verified TurboDocx node: document generation, e-signature, quoting, and triggers.
Every TurboSign operation and signing trigger event the node exposes.
The same flow driven from a Salesforce opportunity instead of a ConnectWise agreement.
How the Document Completed trigger fires your workflow the moment signing finishes.
Automate ConnectWise agreements in n8n
Install the verified TurboDocx node, connect ConnectWise, and turn every ready-to-send opportunity or agreement into a signed, filed record without leaving your workflow.
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