n8n-nodes-conga

[Velocity BPA Licensing Notice]

This n8n node is licensed under the Business Source License 1.1 (BSL 1.1).

Use of this node by for-profit organizations in production environments requires a commercial license from Velocity BPA.

For licensing information, visit https://velobpa.com/licensing or contact [email protected].

A comprehensive n8n community node for Conga, providing CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), and document automation capabilities with 12 resources and 100+ operations for enterprise revenue lifecycle management.

Features

• 12 Resource Categories covering the complete Conga platform
• 100+ Operations for comprehensive automation
• OAuth 2.0 Authentication with automatic token refresh
• Webhook Triggers for real-time event-driven workflows
• Binary File Support for document upload/download
• Full TypeScript Support with comprehensive type definitions
• Approval Workflow Integration for quote and agreement approvals
• Document Generation from templates with merge fields
• E-Signature Integration for document signing workflows

Installation

Community Nodes (Recommended)

1. Open n8n
2. Go to Settings > Community Nodes
3. Click Install a community node
4. Enter n8n-nodes-conga
5. Click Install

Manual Installation

# Navigate to your n8n installation directory
cd ~/.n8n

# Install the package
npm install n8n-nodes-conga

Development Installation

# Clone the repository
git clone https://github.com/Velocity-BPA/n8n-nodes-conga.git
cd n8n-nodes-conga

# Install dependencies
npm install

# Build the project
npm run build

# Link to n8n
mkdir -p ~/.n8n/custom
ln -s $(pwd) ~/.n8n/custom/n8n-nodes-conga

# Restart n8n

Credentials Setup

Conga API Credentials

| Field | Description | Required | |-------|-------------|----------| | Platform | Conga deployment platform (Advantage or Salesforce) | Yes | | Instance URL | Your Conga instance URL (e.g., https://yourinstance.congacloud.com) | Yes | | Client ID | OAuth 2.0 Client ID from Conga Admin | Yes | | Client Secret | OAuth 2.0 Client Secret from Conga Admin | Yes |

Getting API Credentials

1. Log in to your Conga Admin console
2. Navigate to Setup > OAuth Applications
3. Create a new OAuth application
4. Note the Client ID and Client Secret
5. Configure redirect URIs if needed

Resources & Operations

Quote (19 operations)

Manage quotes for pricing and proposals.

| Operation | Description | |-----------|-------------| | Get | Get quote by ID | | Get All | List all quotes | | Create | Create a new quote | | Update | Update quote details | | Delete | Delete a quote | | Finalize | Finalize/lock a quote | | Clone | Clone a quote | | Recalculate | Recalculate pricing | | Add Line Item | Add line item to quote | | Update Line Item | Update line item | | Remove Line Item | Remove line item | | Apply Discount | Apply discount | | Remove Discount | Remove discount | | Submit For Approval | Submit for approval | | Generate Proposal | Generate proposal document | | Get Versions | Get quote version history | | Get Approval Status | Get approval status | | Get Attachments | Get quote attachments | | Add Attachment | Add attachment |

Product (12 operations)

Manage products and configuration options.

| Operation | Description | |-----------|-------------| | Get | Get product by ID | | Get All | List all products | | Create | Create a new product | | Update | Update product details | | Delete | Delete a product | | Get Options | Get product options | | Add Option | Add product option | | Get Pricing | Get product pricing | | Update Pricing | Update product pricing | | Get Rules | Get configuration rules | | Get Related Products | Get related products | | Get Categories | Get product categories |

Price List (10 operations)

Manage pricing structures and tiers.

| Operation | Description | |-----------|-------------| | Get | Get price list by ID | | Get All | List all price lists | | Create | Create a new price list | | Update | Update price list | | Delete | Delete a price list | | Get Items | Get items in price list | | Add Item | Add item to price list | | Update Item | Update price list item | | Remove Item | Remove item from price list | | Clone | Clone price list |

Agreement (19 operations)

Manage contracts and agreements with full lifecycle support.

| Operation | Description | |-----------|-------------| | Get | Get agreement by ID | | Get All | List all agreements | | Create | Create a new agreement | | Update | Update agreement details | | Delete | Delete an agreement | | Clone | Clone an agreement | | Activate | Activate an agreement | | Expire | Expire an agreement | | Amend | Create amendment | | Renew | Create renewal | | Terminate | Terminate agreement | | Get Versions | Get version history | | Get Line Items | Get agreement line items | | Add Line Item | Add line item | | Update Line Item | Update line item | | Remove Line Item | Remove line item | | Get Documents | Get associated documents | | Submit For Approval | Submit for approval | | Get Approval History | Get approval history |

Clause (10 operations)

Manage contract clauses and terms.

| Operation | Description | |-----------|-------------| | Get | Get clause by ID | | Get All | List all clauses | | Create | Create a new clause | | Update | Update clause content | | Delete | Delete a clause | | Get Versions | Get clause versions | | Approve | Approve clause | | Deprecate | Deprecate clause | | Get Usage | Get clause usage statistics | | Get Categories | Get clause categories |

Template (11 operations)

Manage document templates.

| Operation | Description | |-----------|-------------| | Get | Get template by ID | | Get All | List all templates | | Create | Create a new template | | Update | Update template | | Delete | Delete a template | | Clone | Clone a template | | Get Variables | Get template variables | | Get Preview | Preview generated document | | Get Versions | Get template versions | | Activate | Activate template version | | Deactivate | Deactivate template |

Approval Request (10 operations)

Manage approval workflows.

| Operation | Description | |-----------|-------------| | Get | Get approval request by ID | | Get All | List all approval requests | | Create | Create approval request | | Approve | Approve request | | Reject | Reject with reason | | Reassign | Reassign to another approver | | Add Comment | Add comment to request | | Get History | Get approval history | | Escalate | Escalate request | | Cancel | Cancel pending request |

Document (14 operations)

Manage documents with full binary support.

| Operation | Description | |-----------|-------------| | Get | Get document by ID | | Get All | List all documents | | Generate | Generate document from template | | Upload | Upload external document | | Download | Download document file | | Delete | Delete a document | | Get Versions | Get document versions | | Checkout | Check out for editing | | Checkin | Check in with changes | | Compare Versions | Compare two versions | | Merge | Merge multiple documents | | Get Signature Status | Get e-signature status | | Send For Signature | Send for e-signature | | Void Signature | Void signature request |

Workflow (13 operations)

Manage workflow definitions and instances.

| Operation | Description | |-----------|-------------| | Get | Get workflow by ID | | Get All | List all workflows | | Create | Create new workflow definition | | Update | Update workflow | | Delete | Delete workflow | | Activate | Activate workflow | | Deactivate | Deactivate workflow | | Get Instance | Get workflow instance | | Get Instances | List workflow instances | | Start Instance | Start new instance | | Cancel Instance | Cancel running instance | | Get Steps | Get workflow steps | | Get Transitions | Get transition rules |

Configuration Rule (9 operations)

Manage product configuration rules.

| Operation | Description | |-----------|-------------| | Get | Get rule by ID | | Get All | List all rules | | Create | Create new rule | | Update | Update rule | | Delete | Delete a rule | | Activate | Activate rule | | Deactivate | Deactivate rule | | Test | Test rule execution | | Get Products | Get products affected by rule |

User (8 operations)

Manage users and permissions.

| Operation | Description | |-----------|-------------| | Get | Get user by ID | | Get All | List all users | | Get Current | Get current authenticated user | | Get Permissions | Get user permissions | | Get Roles | Get user roles | | Get Teams | Get user teams | | Get Approval Queue | Get pending approvals | | Get Activity | Get user activity log |

Report (6 operations)

Run and export reports.

| Operation | Description | |-----------|-------------| | Get | Get report by ID | | Get All | List available reports | | Run | Execute report | | Schedule | Schedule report execution | | Get Results | Get report results | | Export | Export report to file |

Trigger Node

The Conga Trigger node listens for webhook events from Conga.

Supported Events

| Event | Description | |-------|-------------| | quote.created | Quote created | | quote.updated | Quote updated | | quote.submitted | Quote submitted for approval | | quote.approved | Quote approved | | quote.rejected | Quote rejected | | quote.accepted | Quote accepted by customer | | agreement.created | Agreement created | | agreement.updated | Agreement updated | | agreement.activated | Agreement activated | | agreement.expired | Agreement expired | | agreement.terminated | Agreement terminated | | agreement.amended | Agreement amended | | agreement.renewed | Agreement renewed | | document.generated | Document generated | | document.signed | Document signed | | document.voided | Signature voided | | approval.requested | Approval requested | | approval.approved | Approval granted | | approval.rejected | Approval rejected | | approval.escalated | Approval escalated | | workflow.started | Workflow instance started | | workflow.completed | Workflow completed | | workflow.failed | Workflow failed |

Usage Examples

Create a Quote and Generate Proposal

{
  "nodes": [
    {
      "name": "Conga",
      "type": "n8n-nodes-conga.conga",
      "parameters": {
        "resource": "quote",
        "operation": "create",
        "name": "Enterprise License Quote",
        "accountId": "ACC-001",
        "additionalFields": {
          "effectiveDate": "2024-01-01",
          "expirationDate": "2024-03-31",
          "currency": "USD"
        }
      }
    }
  ]
}

Handle Quote Approval Workflow

{
  "nodes": [
    {
      "name": "Conga Trigger",
      "type": "n8n-nodes-conga.congaTrigger",
      "parameters": {
        "event": "quote.submitted"
      }
    },
    {
      "name": "Conga - Approve",
      "type": "n8n-nodes-conga.conga",
      "parameters": {
        "resource": "approvalRequest",
        "operation": "approve",
        "approvalRequestId": "={{ $json.data.approvalRequestId }}",
        "comments": "Auto-approved: Under threshold"
      }
    }
  ]
}

Error Handling

The node provides detailed error messages for common issues:

| Error Code | Description | Resolution | |------------|-------------|------------| | AUTHENTICATION_ERROR | Invalid or expired token | Check credentials and refresh token | | AUTHORIZATION_ERROR | Insufficient permissions | Verify user permissions in Conga | | NOT_FOUND | Resource not found | Verify resource ID exists | | VALIDATION_ERROR | Input validation failed | Check required fields and formats | | RATE_LIMIT_EXCEEDED | Too many requests | Node automatically retries with backoff |

Security Best Practices

1. Store credentials securely - Use n8n's credential storage
2. Use minimal permissions - Create OAuth apps with least privilege
3. Rotate secrets regularly - Update Client Secret periodically
4. Monitor API usage - Track API calls in Conga Admin
5. Validate webhook signatures - The trigger node automatically verifies signatures

Development

# Install dependencies
npm install

# Run linting
npm run lint

# Run tests
npm test

# Run tests with coverage
npm run test:coverage

# Build
npm run build

# Watch mode for development
npm run dev

Author

Velocity BPA

• Website: velobpa.com
• GitHub: Velocity-BPA

Licensing

This n8n community node is licensed under the Business Source License 1.1.

Free Use

Permitted for personal, educational, research, and internal business use.

Commercial Use

Use of this node within any SaaS, PaaS, hosted platform, managed service, or paid automation offering requires a commercial license.

For licensing inquiries: [email protected]

See LICENSE, COMMERCIAL_LICENSE.md, and LICENSING_FAQ.md for details.

Contributing

1. Fork the repository
2. Create a feature branch: git checkout -b feature/amazing-feature
3. Commit your changes: git commit -m 'Add amazing feature'
4. Push to the branch: git push origin feature/amazing-feature
5. Open a Pull Request

Please ensure your code:

• Passes all existing tests
• Includes tests for new functionality
• Follows the existing code style
• Updates documentation as needed

Support

• Documentation: Conga Documentation
• n8n Community: n8n Community Forum
• Issues: GitHub Issues
• Commercial Support: Contact [email protected]

Acknowledgments

• n8n - Workflow automation platform
• Conga - Revenue lifecycle management platform
• Velocity BPA team for development and maintenance