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n8n-nodes-inflow-crm

v1.1.0

Published

Official Inflow CRM integration for n8n. Create, update, search records and handle webhooks with dynamic field support.

Downloads

74

Readme

n8n-nodes-inflow-crm

npm version License: MIT

Official Inflow CRM integration for n8n. This community node package provides comprehensive CRM automation capabilities, allowing you to create, update, search, and manage records while handling real-time webhooks with dynamic field support.

🎯 What is this?

The n8n-nodes-inflow-crm package is a community node that seamlessly integrates Inflow CRM with your n8n workflows. It provides:

  • CRUD Operations: Create, read, update, and delete CRM records
  • Real-time Webhooks: Trigger workflows when CRM events occur
  • Dynamic Field Mapping: Automatically fetch and map CRM fields
  • Pipeline & Stage Management: Easily assign records to sales pipelines and stages
  • Bulk Operations: Retrieve multiple records at once for efficient processing
  • File Upload Support: Handle document and attachment uploads
  • Advanced Filtering: Search and filter records with complex criteria
  • Multi-Module Support: Work with all Inflow CRM modules (contacts, companies, deals, etc.)

📦 Installation

Option 1: Install via n8n Admin Panel (Recommended)

  1. Open your n8n instance
  2. Go to SettingsCommunity Nodes
  3. Click Install a community node
  4. Enter the package name: n8n-nodes-inflow-crm
  5. Click Install

Option 2: Manual Installation

For detailed installation instructions, visit the official n8n community nodes documentation.

# Install via npm in your n8n installation directory
npm install n8n-nodes-inflow-crm

Option 3: Docker Environment

Add the package to your Docker environment variables:

# Docker environment variable
N8N_NODES_INCLUDE=n8n-nodes-inflow-crm

# Or install during container startup
docker exec -it n8n npm install n8n-nodes-inflow-crm

🔧 Available Actions & Triggers

📋 Node Actions

The Inflow CRM node provides nine main operations:

📝 Create Record

  • Purpose: Create new records in any CRM module
  • Fields: Dynamic field mapping based on selected module
  • File Support: Upload attachments and documents
  • Validation: Automatic required field validation

✏️ Update Record

  • Purpose: Update existing records by ID
  • Fields: Only specify fields you want to change
  • File Support: Add or replace attachments
  • Flexibility: Partial updates supported

🔍 Search Records

  • Purpose: Find multiple records with filtering
  • Filtering: Advanced filter capabilities with dynamic fields
  • Pagination: Configurable limit and page parameters
  • Sorting: Sort by any field in ascending/descending order

🔎 Find One Record

  • Purpose: Retrieve a single record matching criteria
  • Filtering: Flexible filtering without requiring ID
  • Use Case: Get specific records based on any field values

🆔 Get By ID

  • Purpose: Quickly retrieve any single record when you know its ID
  • When to Use: Perfect for lookups, follow-up workflows, or fetching details after creating a record
  • User Benefit: Fast, direct access to specific records without complex filtering

🆔📋 Get By IDs

  • Purpose: Retrieve multiple records at once by providing a list of IDs (comma-separated)
  • When to Use: Batch operations, syncing specific records, processing lists of items
  • User Benefit: Process multiple records efficiently in one operation with pagination and sorting support

🗑️ Delete Record

  • Purpose: Delete records by ID
  • Safety: Permanent deletion - use with caution
  • Response: Confirmation of deletion status

🔢 Count Records

  • Purpose: Count records matching filter criteria
  • Filtering: Optional filters to count specific subsets
  • Performance: Efficient for large datasets

⚙️ Get Processes

  • Purpose: Lists all available sales pipelines/processes and their stages
  • When to Use: Building workflows that need to know available pipelines, automating pipeline assignments
  • Supported Modules: Works with Potentials (leads) and Orders
  • User Benefit: Dynamic access to your pipeline structure for smart automation

🎣 Webhook Triggers

The Inflow CRM Trigger node responds to real-time CRM events:

🆕 Record Created

  • Trigger: When new records are created in selected module
  • Data: Complete record data in webhook payload
  • Real-time: Instant notification of new records

📝 Record Updated

  • Trigger: When records are modified in selected module
  • Data: Updated record data with changes
  • Use Case: Sync changes to other systems

🗑️ Record Deleted

  • Trigger: When records are deleted from selected module
  • Data: Information about deleted record
  • Cleanup: Trigger cleanup workflows

🎛️ Dynamic Field Support

How Dynamic Fields Work

The integration automatically fetches available fields from your Inflow CRM instance and presents them in n8n's Resource Mapper interface. This means:

  • Automatic Field Discovery: Fields are loaded dynamically based on your CRM configuration
  • Type-Safe Mapping: Field types are respected (text, number, date, boolean, etc.)
  • Module-Specific Fields: Different field sets for different modules (contacts, companies, deals)
  • Custom Field Support: Works with your custom fields automatically

Current n8n Limitations

⚠️ Important: n8n currently has limitations with certain dynamic field types that affect the user experience:

Multiselect Fields

  • Issue: Dynamic multiselect fields fetched from the API are not fully supported
  • Workaround: Use text input with comma-separated values
  • Status: This is an n8n platform limitation, not specific to Inflow CRM

Dynamic Relation Fields with Search

  • Issue: Relation fields with search/autocomplete functionality (like those in Inflow CRM UI) cannot be replicated in n8n
  • Workaround: Use the related record ID directly
  • Example: Instead of searching for "John Doe", use the contact ID: 12345

Complex Field Types

  • Issue: Some advanced field types may display as simple text inputs
  • Impact: Functionality works, but UX may be less intuitive than in the Inflow CRM interface

🚧 Current Issues & Roadmap

Recently Resolved ✅

Potentials with Pipelines and Stages

  • Status: ✅ RESOLVED - Now fully working!
  • What Changed: You can now easily assign Potentials (leads) and Orders to specific pipelines and stages
  • How It Works:
    • When creating or updating records, select from a user-friendly dropdown
    • Format: "Proces: [Pipeline Name] z etapu: [Stage Name]"
    • Example: "Proces: Sprzedaż produktów z etapu: Pierwszy kontakt"
    • No manual ID entry needed - just pick from the list!
  • Supported Modules: Potentials and Orders

Upcoming Improvements

  • Better support for complex field relationships
  • Improved multiselect field handling (pending n8n platform updates)
  • Advanced bulk operations
  • Additional automation capabilities

📚 Advanced Usage & API Reference

For operations that are not possible through the n8n node interface, you can use the raw Inflow CRM API directly in your workflows.

📖 Detailed API Documentation

Complete API documentation is available at: https://inflowcrm.github.io/public-api-docs/

This documentation includes:

  • Complete endpoint reference
  • Request/response examples
  • Authentication details
  • Advanced filtering options
  • Webhook event specifications
  • Rate limiting information

🔗 Using Raw API Calls

When the n8n node doesn't support your specific use case, you can make direct API calls using n8n's HTTP Request node:

// Example: Custom API call in n8n HTTP Request node
{
  "method": "POST",
  "url": "https://srv.inflowcrm.pl/api/your-endpoint",
  "headers": {
    "x-api-key": "{{$credentials.inflowCrmApi.apiKey}}",
    "Content-Type": "application/json"
  },
  "body": {
    "your": "custom data"
  }
}

🔐 Authentication

The package uses API Key authentication with Inflow CRM. To configure:

  1. Generate an API key in your Inflow CRM instance
  2. In n8n, create new Inflow CRM API credentials
  3. Enter your API key and server URL
  4. Test the connection

🐛 Debugging

This project uses the debug library for comprehensive logging. Enable debugging with:

# Enable all Inflow CRM debugging
DEBUG=inflow:* n8n start

# Enable specific components
DEBUG=inflow:api,inflow:auth n8n start

Available namespaces:

  • inflow:api - API communication
  • inflow:auth - Authentication
  • inflow:cache - Metadata caching
  • inflow:actions - Node actions

🤝 Support & Contributing

Getting Help

Contributing

Contributions are welcome! Please read our contributing guidelines and submit pull requests to our GitHub repository.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.


Made with ❤️ by the Inflow CRM Team

Inflow CRM | Documentation | n8n Community Nodes