n8n-nodes-smartcsrpro

An n8n community node that integrates with SmartCSRPro to create support tickets via the Webhook-to-Ticket API.

This node allows you to automate ticket creation in SmartCSRPro from any n8n workflow — connect it to email triggers, form submissions, Slack messages, CRM events, or any other data source.

Table of Contents

• Installation
• Prerequisites
• Credentials
• Node Reference
  • Create Ticket
  • Main Fields
  • Additional Fields
• Dynamic Dropdowns
• Output
• Usage Examples
• Idempotency / Deduplication
• Markdown in Details
• Compatibility
• License

Installation

Community Node (Recommended)

1. In your n8n instance, go to Settings > Community Nodes
2. Select Install
3. Enter n8n-nodes-smartcsrpro
4. Agree to the risks and click Install

Manual Installation

For self-hosted n8n instances:

1. Navigate to your n8n custom nodes directory:

   cd ~/.n8n/custom
   mkdir -p node_modules/n8n-nodes-smartcsrpro

2. Copy the following files into node_modules/n8n-nodes-smartcsrpro/:

   • package.json
   • dist/ folder (entire directory)

3. Restart n8n:

   # Docker
   docker restart <n8n-container-name>
   
   # Docker Compose
   docker-compose restart n8n
   
   # PM2
   pm2 restart n8n
   
   # systemd
   sudo systemctl restart n8n

Manual Installation (Docker)

If running n8n in Docker, you can mount the node into the container. Place the node files at a path on the host and mount it:

docker run -it --rm \
  -v ~/.n8n:/home/node/.n8n \
  -v /path/to/n8n-nodes-smartcsrpro:/home/node/.n8n/custom/node_modules/n8n-nodes-smartcsrpro \
  n8nio/n8n

Prerequisites

• An active SmartCSRPro account
• A Webhook Secret — found in SmartCSRPro under Settings > Integrations > Webhook-to-Ticket
• Your Tenant Slug — the subdomain identifier for your SmartCSRPro instance (e.g., unified-insurance)

Credentials

When setting up the SmartCSRPro credential in n8n, you will need:

| Field | Description | Example | |-------|-------------|---------| | Tenant Slug | Your tenant identifier (subdomain) | unified-insurance | | Webhook Secret | Secret key from SmartCSRPro Settings > Integrations > Webhook-to-Ticket | wh_abc123... | | Base URL | (Optional) Override if using a custom domain. Leave blank to use the default https://{tenantSlug}.insforms.cc | https://support.unified.insure |

The credential is automatically validated when you click Test — it calls the SmartCSRPro resources API to confirm the tenant slug and secret are correct.

Node Reference

Create Ticket

Creates a new support ticket in SmartCSRPro. This is currently the only operation available.

Main Fields

These fields are always visible on the node:

| Field | Required | Description | |-------|----------|-------------| | Subject | Yes | The ticket title — becomes the main identifier on the SmartCSRPro dashboard | | Details | No | Markdown-formatted body rendered in the ticket's Details section (see Markdown in Details) | | Priority | No | Ticket priority: Low, Normal (default), High, or Urgent | | Assigned To | No | Dynamic dropdown of active team members. Assigns the ticket to the selected user. If unset, falls through to SmartCSRPro's assignment chain (rules, category routing, branch default, agency default) | | Due Date | No | Date picker for the ticket due date | | Client Email | No | Client's email address — used to match or auto-create a contact record in SmartCSRPro |

Additional Fields

Click Add Field to access these optional fields:

| Field | Description | |-------|-------------| | Form | Dynamic dropdown of active forms. When set, the ticket inherits the form's category and title. When omitted, the ticket is created as a formless "Webhook" ticket with category "operations" | | Branch | Dynamic dropdown of active branches | | Client Name | Client's full name | | Client Phone | Client's phone number | | Tags | Comma-separated list of tags (e.g., billing, urgent) | | External ID | Your external reference ID for idempotency (see Idempotency) | | Metadata | Free-form JSON object stored on the submission for debugging/reference |

Dynamic Dropdowns

Three fields use dynamic dropdowns that pull live data from your SmartCSRPro instance:

• Assigned To — Lists all active team members (displays name + email)
• Form — Lists all active forms (displays form title + category)
• Branch — Lists all active branches

These dropdowns refresh each time you open them, so they always reflect the current state of your SmartCSRPro configuration.

You can also use n8n expressions to set these fields dynamically from upstream node data.

Output

On success, the node outputs:

{
  "ok": true,
  "ticket_id": "0e2de815-dea7-4023-87db-154f20dc1bad",
  "ticket_number": "T-0E2DE815",
  "url": "https://unified-insurance.insforms.cc/portal/tickets/0e2de815-dea7-4023-87db-154f20dc1bad"
}

If the ticket was deduplicated via external_id, the response also includes:

{
  "ok": true,
  "deduplicated": true,
  "ticket_id": "...",
  "ticket_number": "...",
  "url": "..."
}

Usage Examples

Minimal Ticket

Just set the Subject field:

Subject: Weekly reminder: Check UIG for agent notes

This creates a ticket with Form = "Webhook", Category = "operations".

Full Ticket from Upstream Data

Connect the SmartCSRPro node after a trigger (e.g., a webhook, email, or form submission) and map fields using expressions:

• Subject: ={{ $json.subject }}
• Details: ={{ $json.body }}
• Priority: high
• Assigned To: Select from dropdown or use ={{ $json.agent_email }}
• Client Name: ={{ $json.customer_name }}
• Client Email: ={{ $json.customer_email }}
• Tags: billing, urgent
• External ID: ={{ $json.id }} (prevents duplicate tickets if the workflow runs again)

Idempotency / Deduplication

Set the External ID field to enable deduplication. If you send the same external_id value twice, SmartCSRPro returns the existing ticket instead of creating a duplicate. This is useful for:

• Webhook retries
• Workflows that may re-process the same data
• Ensuring exactly-once ticket creation

Markdown in Details

The Details field supports Markdown formatting:

**Client Information**
Name: Jane Doe
Phone: +1 555 123 4567

**Request**
- 2024 Honda Civic
- VIN 1HGCM82633A123456

[View policy](https://example.com/policy/123)

Supported syntax:

• # ## ### headings
• **bold** and *italic*
• - bullet lists
• [link text](url)
• Bare URLs (auto-linked)

HTML tags are not supported and will render as literal text.

Compatibility

• n8n version: 0.5.0 and above
• Node.js: 18.x or later

License

MIT