n8n-nodes-insyte

This is an n8n community node for the Insyte CRM API, specifically designed for the Window Furnishings Industry.

🤖 AI Tool Support (v0.2.0+)

This node is AI-tool ready and can be used with n8n's AI Agent nodes for natural language CRM operations.

Using with AI Agents

1. Add an AI Agent node to your workflow
2. Add the Insyte CRM node
3. Connect Insyte to the AI Agent's tool port
4. Configure the tool in AI Agent with a descriptive name and description
5. For community nodes, ensure environment variable is set:

   N8N_COMMUNITY_PACKAGES_ALLOW_TOOL_USAGE=true

AI Mode Features

• Natural Language Queries: Use plain English to interact with the CRM
• Smart Resource Detection: Automatically identifies whether you're working with contacts, companies, jobs, etc.
• Intelligent Operation Mapping: Understands "find", "search", "get" from context, plus "book appointment" and "check availability" for Live Diary
• Parameter Extraction: Extracts names, emails, locations from natural language

Example AI Queries

• "Find all contacts in NSW"
• "Get invoices from last month"
• "Search for companies named Acme"
• "Check available appointment slots next week"
• "Book an appointment for John Doe"

Features

Read-Only CRM Data Access

Access Insyte CRM data (read-only):

• 📋 Activities - View tasks and activity records
• 🏢 Companies - View business entities
• 👤 Contacts - View customer contact information
• 💵 Invoices - View invoice records
• 🔨 Jobs - View job/project data
• 💼 Opportunities - View sales opportunity pipeline
• 💰 Payments - View payment records

Lead Booking (Write Access)

Create new leads with scheduled appointments:

• 📅 Live Diary - Check availability and book sales appointments
  • Check Availability: Query available time slots for sales meetings
  • Book Lead: Create new lead with contact details and scheduled appointment

Installation

Follow the installation guide in the n8n community nodes documentation.

Local Installation

1. Navigate to your n8n installation directory
2. Install the package:

npm install n8n-nodes-insyte

3. Restart n8n

Docker Installation

Add the following to your docker-compose.yml:

environment:
  - N8N_COMMUNITY_PACKAGES_ENABLED=true

Then install via the n8n UI or by adding to your dockerfile.

Credentials

To use this node, you'll need:

1. API Key - Your Insyte API authentication key
2. Base URL - Default: https://new-api.insyteblinds.com
3. API Version - Choose between v1 or v2 (v2 recommended)

Getting API Credentials

Contact your Insyte administrator or refer to the Insyte API documentation for obtaining API credentials.

Operations

CRM Data Resources (Read-Only)

Standard resources (Activities, Companies, Contacts, Invoices, Jobs, Opportunities, Payments) support:

• Search - Search for records using natural language or filters (AI-optimized)
• Get Many - Retrieve multiple records with OData filtering
• Get - Retrieve a single record by ID

Note: The Insyte API provides read-only access to CRM data. To create or modify records, use the Insyte application directly.

Live Diary Operations (Write Access)

The Live Diary resource provides the only write operations available via the API:

• Check Availability - Query available appointment slots (location, date range, duration, filters)
• Book Lead - Create a new lead with contact details and scheduled sales appointment

OData Query Support

The node supports OData query parameters for filtering and sorting:

• $filter - Filter results (e.g., FirstName eq 'John')
• $select - Select specific fields
• $orderby - Sort results (e.g., LastName desc)
• $expand - Include related entities
• $top / $skip - Pagination

Example Workflows

1. Get All Contacts

{
  "resource": "contact",
  "operation": "getAll",
  "returnAll": true
}

2. Create a New Contact

{
  "resource": "contact",
  "operation": "create",
  "fields": {
    "FirstName": "John",
    "LastName": "Doe",
    "Email": "[email protected]",
    "Phone": "+61 2 9999 9999"
  }
}

3. Filter Companies by State

{
  "resource": "company",
  "operation": "getAll",
  "additionalFields": {
    "filter": "State eq 'NSW'",
    "orderby": "Name asc"
  }
}

Resources

Contact Fields

• FirstName, LastName
• Email, Phone, Mobile
• CompanyID
• Address, City, State, Postcode

Company Fields

• Name, TradingName
• ABN
• Email, Phone
• Address, City, State, Postcode

Activity Fields

• Subject, Description
• Type, Status, Priority
• DueDate
• ContactID, CompanyID, AssignedTo

Opportunity Fields

• Name, Description
• Stage, Probability, Amount
• CloseDate
• ContactID, CompanyID, OwnerID

Job Fields

• JobNumber, Description
• Status
• StartDate, EndDate
• TotalAmount
• ContactID, CompanyID
• SiteAddress

Invoice Fields

• InvoiceNumber
• Date, DueDate
• Status
• TotalAmount, TaxAmount
• ContactID, CompanyID, JobID

Payment Fields

• PaymentNumber
• Date, Amount
• Method, Reference
• ContactID, CompanyID, InvoiceID

Development

Building from Source

# Clone the repository
git clone https://github.com/jezweb/n8n-nodes-insyte.git

# Install dependencies
npm install

# Build the node
npm run build

# Run tests
npm test

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Support

For issues and feature requests, please use the GitHub issues page.

License

MIT

Disclaimer

This is a community node and is not officially supported by Insyte or n8n. Use at your own risk.