n8n-nodes-erp-clinic

n8n Community Node — Visual customer segmentation builder for clinic ERPs.
Build rules visually and get a ready-to-run SQL query as output.

Installation

Via n8n UI (self-hosted)

1. Go to Settings → Community Nodes
2. Click Install
3. Enter n8n-nodes-erp-clinic
4. Confirm and restart

Via CLI

npm install n8n-nodes-erp-clinic
# restart n8n

How it works

Search for "ERP Clinic — Customer Segmentation" in the node panel.

1. Set the root operator: ALL (AND) or ANY (OR)
2. Click Add Condition and configure each rule
3. The node outputs { "sql": "SELECT ..." } — pipe it directly into a Postgres or MySQL node

Available conditions

📅 Agenda (Appointments)

| Field | Operators | Value | |---|---|---| | Has future appointment | — | Yes / No | | Has any appointment | — | Yes / No | | Appointment status | is, is not, is any of | scheduled / confirmed / completed / canceled / no_show | | Appointment service SKU | equals, is any of | SKU string(s) | | Days since last appointment | = ≠ > ≥ < ≤ | number | | No-show count | = ≠ > ≥ < ≤ | number |

💉 Serviço (Services)

| Field | Operators | Value | |---|---|---| | Has purchased any service | — | Yes / No | | Service SKU | equals, is any of | SKU string(s) | | Days since last service | = ≠ > ≥ < ≤ | number | | Total services purchased | = ≠ > ≥ < ≤ | number | | Total amount spent (R$) | = ≠ > ≥ < ≤ | number |

Only considers orders with status = 'paid'

📋 Orçamento (Budgets)

| Field | Operators | Value | |---|---|---| | Has open budget | — | Yes / No | | Budget status | is, is not, is any of | open / converted / expired | | Budget total amount (R$) | = ≠ > ≥ < ≤ | number | | Days without conversion | = ≠ > ≥ < ≤ | number | | Is recent budget (≤ 7 days) | — | Yes / No | | Budget service SKU | equals, is any of | SKU string(s) |

🏷️ Plano (Plans)

| Field | Operators | Value | |---|---|---| | Has any plan | — | Yes / No | | Has active plan | — | Yes / No | | Plan status | is, is not, is any of | active / canceled / expired | | Plan SKU | equals, is any of | SKU string(s) | | Days until plan expires | = ≠ > ≥ < ≤ | number |

Example output

Setup: Customers who bought Botox AND have no future appointment

Match: ALL conditions (AND)
├─ Serviço  │ Service SKU         │ equals    │ botox_001
└─ Agenda   │ Has future appoint. │ —         │ No

Generated SQL:

SELECT
  c.id,
  c.name,
  c.created_at
FROM customers c
WHERE
  (
    EXISTS (
      SELECT 1 FROM orders o
      JOIN order_items oi ON oi.order_id = o.id
      JOIN services s ON s.id = oi.service_id
      WHERE o.customer_id = c.id
        AND o.status = 'paid'
        AND s.sku = 'botox_001'
    )
  )
  AND (
    NOT EXISTS (SELECT 1 FROM appointments a WHERE a.customer_id = c.id AND a.start_at > NOW())
  )
ORDER BY c.name;

Expected database schema

customers         id, name, created_at
appointments      id, customer_id, service_id, start_at, status
services          id, sku, name
orders            id, customer_id, status, created_at, total_amount
order_items       id, order_id, service_id, quantity, unit_price
budgets           id, customer_id, status, created_at, converted_at, total_amount
budget_items      id, budget_id, service_id, quantity, unit_price
customer_plans    id, customer_id, plan_id, status, start_at, end_at
plans             id, sku, name

License

MIT