n8n-nodes-concord-crm

A custom n8n community node for the Concord CRM API (v1.x). Supports full CRUD, search, and association management across all resources.

Supported Resources & Operations

| Resource | Operations | |---|---| | Deal | List, Get, Create, Update, Delete, Search, Attach/Detach/Sync Associations | | Contact | List, Get, Create, Update, Delete, Search, Attach/Detach/Sync Associations | | Company | List, Get, Create, Update, Delete, Search, Attach/Detach/Sync Associations | | Activity | List, Get, Create, Update, Delete, Search, Attach/Detach/Sync Associations | | Note | List, Get, Create, Update, Delete, Search | | Call | List, Get, Create, Update, Delete, Search | | Document | List, Get, Create, Update, Delete, Search | | Product | List, Get, Create, Update, Delete, Search | | Pipeline | List, Get, Create, Update, Delete | | Stage | List, Get, Create, Update, Delete | | User | List, Get, Create, Update, Delete | | Team | List, Get, Create, Update, Delete | | Activity Type | List, Get, Create, Update, Delete | | Call Outcome | List, Get, Create, Update, Delete | | Comment | List, Create, Update, Delete | | Trashed Record | List, Restore, Permanently Delete | | Country | List | | Currency | List | | Timezone | List | | Industry | List | | Source | List | | Role | List | | Document Type | List |

Installation

Option A — Copy into your n8n custom nodes directory

# Clone or copy this package into your n8n custom nodes folder
cp -r n8n-nodes-concord-crm ~/.n8n/custom/

# Install dependencies
cd ~/.n8n/custom/n8n-nodes-concord-crm
npm install

# Build
npm run build

Option B — npm link (development)

cd n8n-nodes-concord-crm
npm install
npm run build
npm link

cd ~/.n8n   # or wherever n8n is installed
npm link n8n-nodes-concord-crm

Option C — Publish to npm then install via n8n UI

npm publish
# Then in n8n: Settings → Community Nodes → Install → n8n-nodes-concord-crm

Configuration

1. In n8n, go to Credentials → New Credential → Concord CRM API
2. Enter your Base URL (e.g. https://crm.yourdomain.com) — no trailing slash
3. Enter your API Token — generate it in the Concord CRM dashboard under Profile → Personal Access Tokens
4. Click Test to verify the connection

Usage Notes

Custom Fields

When creating or updating records, use the Custom Fields (JSON) field inside the record's field collection. Provide a JSON object where keys are the custom field IDs you defined in Concord CRM:

{
  "my_custom_field_id": "value",
  "another_field_id": true
}

Associations

For Attach/Detach/Sync associations, provide a comma-separated list of IDs in the Associated Record IDs field, e.g. 1,2,3.

• Attach — adds the specified records without affecting existing associations
• Detach — removes the specified records from the association
• Sync — replaces all associations with exactly the specified records

Pagination

All List operations support Page (default: 1) and Per Page (default: 15, max: 100) parameters. Note that not all endpoints respect per_page per the API documentation.

Trashed Records

Use the Trashed Record resource to list, restore, or permanently delete soft-deleted records. Select the underlying resource type (e.g. Deals, Contacts) from the Trashed Resource dropdown.

Comments

Comments are scoped to a parent resource. Select the Commentable Resource (e.g. Deals) and provide the Parent Record ID.

Important: Headers

Do not include referer or origin headers in requests — they conflict with Laravel Sanctum's CSRF validation. This node handles headers correctly by default.

License

MIT