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n8n-nodes-flowly-crm

v0.2.3

Published

N8N community node for Flowly CRM - manage contacts, organizations, opportunities, tasks and more

Readme

n8n-nodes-flowly-crm

This is an n8n community node for Flowly CRM. It lets you automate your CRM workflows by connecting Flowly CRM to hundreds of other apps and services in n8n.

Features

Regular Node (Flowly CRM)

Full CRUD operations for all major CRM resources:

| Resource | Operations | |----------|-----------| | Contact | Create, Get, Get Many, Search, Update, Delete | | Organization | Create, Get, Get Many, Search, Update, Delete | | Opportunity | Create, Get, Get Many, Search, Update, Change Stage, Delete | | Task | Create, Get, Get Many, Update, Complete, Delete | | Activity | Create Comment, Get Many | | Sales Funnel | Get, Get Many | | User | Get, Get Many | | CRM | Get, Get Many | | Dashboard | Get Stats |

Trigger Node (Flowly CRM Trigger)

Automatically starts workflows when events happen in your CRM:

| Event | Description | |-------|-------------| | contact.created | A new contact is created | | contact.updated | A contact is updated | | contact.deleted | A contact is deleted | | organization.created | A new organization is created | | organization.updated | An organization is updated | | organization.deleted | An organization is deleted | | opportunity.created | A new opportunity is created | | opportunity.updated | An opportunity is updated | | opportunity.deleted | An opportunity is deleted | | opportunity.stage_changed | An opportunity moves to a different stage | | task.created | A new task is created | | task.updated | A task is updated | | task.deleted | A task is deleted | | task.completed | A task is marked as completed | | activity.created | A new activity/comment is added | | activity.deleted | An activity is deleted |

Installation

Community Nodes (Recommended)

  1. Go to Settings > Community Nodes in your n8n instance
  2. Click Install a community node
  3. Enter n8n-nodes-flowly-crm
  4. Click Install

Manual Installation

cd ~/.n8n/nodes
npm install n8n-nodes-flowly-crm

Then restart n8n.

Credentials

You need an API Key from your Flowly CRM instance:

  1. Log in to Flowly CRM as a Superadmin
  2. Go to Settings > API Keys
  3. Click Create API Key
  4. Copy the generated key (shown only once!)

In n8n:

  1. Go to Credentials > New Credential
  2. Search for Flowly CRM API
  3. Enter your:
    • Base URL: Your Flowly CRM instance URL (e.g., https://crm.example.com)
    • API Key: The key you generated
  4. Click Test to verify the connection
  5. Click Save

API Key Scopes

When creating an API key in Flowly CRM, you can set the scope:

| Scope | Description | |-------|-------------| | full_access | Full read/write access to all resources | | read_only | Read-only access (only GET requests allowed) | | per_crm | Read/write access limited to specific CRM(s) |

Dynamic Dropdowns

The node uses dynamic dropdowns (loadOptions) for a better user experience:

  • CRM dropdown loads all available CRMs
  • Funnel dropdown loads funnels for the selected CRM
  • Contact dropdown loads contacts for the selected CRM
  • Organization dropdown loads organizations for the selected CRM
  • User/Owner dropdown loads users for the selected CRM

Webhook Security

The Trigger node uses HMAC-SHA256 signatures to verify webhook payloads. When a subscription is created, a shared secret is generated. Each webhook delivery includes:

  • X-Webhook-Event: The event type
  • X-Webhook-Delivery: A unique delivery ID
  • X-Webhook-Signature: HMAC-SHA256 signature (sha256=<hex>)

Example Workflows

New Lead to Slack

[Flowly CRM Trigger: contact.created] → [Slack: Send Message]

Opportunity Stage Change to Email

[Flowly CRM Trigger: opportunity.stage_changed] → [IF: Stage = Won] → [Gmail: Send Email]

Google Sheets to CRM Contacts

[Google Sheets: Get Rows] → [Flowly CRM: Create Contact]

Daily CRM Stats Report

[Schedule: Every Day] → [Flowly CRM: Get Dashboard Stats] → [Slack: Send Message]

Development

# Install dependencies
npm install

# Build the package
npm run build

# Development mode (watch)
npm run dev

License

MIT