n8n-nodes-sumit

This is an n8n community node that lets you use Sumit Accounting in your n8n workflows.

Sumit is a popular Israeli accounting and business management platform. This node provides comprehensive integration with Sumit's API, allowing you to automate your accounting workflows.

Now includes a Trigger Node for real-time webhooks! 🎯

n8n is a fair-code licensed workflow automation platform.

Installation Operations Trigger Node Credentials Compatibility Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

Manual Installation

1. Go to your n8n installation directory
2. Navigate to ~/.n8n/custom
3. Clone this repository or download it
4. Run npm install in the package directory
5. Restart n8n

Using npm

npm install n8n-nodes-sumit

Operations

This node supports the following resources and operations:

Customer

• Create: Create a new customer
• Update: Update an existing customer
• Get Details URL: Get URL to customer details page in Sumit
• Create Remark: Add a remark/note to a customer

Document

• Create: Create various document types (Invoice, Tax Invoice, Receipt, Quote, etc.)
• Send: Send document by email
• Get PDF: Download document as PDF
• Get Details: Get full document details
• Add Expense: Add an expense document
• Cancel: Cancel a document
• Move to Books: Move draft document to books
• Get Debt: Get customer debt information
• Get Debt Report: Generate full debt report
• List: List documents with filters

General

• Verify Bank Account: Verify Israeli bank account details
• Get VAT Rate: Get VAT rate for a specific date
• Get Exchange Rate: Get currency exchange rate
• Update Settings: Update company settings
• Get Next Document Number: Get next available document number
• Set Next Document Number: Set next document number

Income Item

• Create: Create a new product or service item
• List: List all income items

Payment

• Charge Customer: Process a payment
• Get Payment: Get payment details
• List Payments: List all payments
• Begin Redirect: Create payment page redirect URL

Payment Method

• Get for Customer: Get stored payment methods for a customer
• Set for Customer: Store payment method for a customer
• Remove: Remove stored payment method

Stock

• List: List stock levels for items

CRM Data

• Create Entity: Create a new CRM entity
• Update Entity: Update a CRM entity
• Get Entity: Get entity details
• List Entities: List entities with filters
• Archive Entity: Archive an entity
• Delete Entity: Delete an entity

CRM Schema

• Get Folder: Get folder schema details with properties
• List Folders: List all available CRM folders with optional name filter

CRM Views

• List Views: List available views for a specific folder

Customer Service

• Create Ticket: Create a support ticket with subject and description

Website Permissions

• Set Permission: Grant user permissions (Shared/Admin/ReadOnly)
• Remove Permission: Remove user permissions from organization

Website Users

• Create User: Create new user and grant permissions to organization
• Login Redirect: Generate login redirect URL for existing users

Company

• Create: Create a new organization
• Update: Update organization details
• Get Details: Get organization details
• List Quotas: List usage quotas

Trigger Node

The Sumit Trigger node allows you to build real-time, event-driven workflows!

Available Triggers

• CRM Entity Created: Triggers when a new CRM entity is created
• CRM Entity Updated: Triggers when a CRM entity is updated
• Document Created: Triggers when a new document is created
• Payment Received: Triggers when a payment is received
• Custom: Define your own custom trigger type

How It Works

1. Add the "Sumit Trigger" node to your workflow
2. Select the trigger type (e.g., "CRM Entity Created")
3. Optionally specify a CRM folder to monitor
4. Optionally specify a View ID for filtered triggers
5. Activate your workflow

The trigger node will:

• ✅ Automatically subscribe to Sumit webhooks when activated
• ✅ Receive real-time data from Sumit events
• ✅ Automatically unsubscribe when deactivated

Example Use Cases

• Auto-respond to leads: When a new CRM entity is created, send a welcome email
• Payment notifications: Get notified in Slack when a payment is received
• Document sync: Automatically sync new documents to Google Drive
• Data integration: Update your CRM when Sumit data changes

Credentials

To use this node, you need to set up your Sumit API credentials in n8n:

1. Company ID: Your Sumit company/organization ID
2. API Key: Your Sumit API key
3. Base URL: The Sumit API base URL (default: https://api.sumit.co.il)

How to Get Your Credentials

1. Log in to your Sumit account at https://www.sumit.co.il
2. Navigate to Settings → API Settings
3. Generate or copy your API Key
4. Your Company ID is shown in the API settings page
5. Copy both values to your n8n credentials

Compatibility

This node has been tested with:

• n8n version 1.0.0 and above
• Sumit API v1

Usage Examples

Example 1: Create a Customer and Invoice

1. Customer Node (Resource: Customer, Operation: Create)

   • Name: "John Doe"
   • Email: "[email protected]"
   • Phone: "050-1234567"

2. Document Node (Resource: Document, Operation: Create)

   • Document Type: Tax Invoice
   • Customer: Use expression {{ $json.Data.ID }} from previous node
   • Items: Add your products/services
   • VAT Included: Yes

Example 2: Send Monthly Invoices

1. Schedule Trigger (Run monthly)
2. Document Node (Resource: Document, Operation: List)
   • Document Type: Tax Invoice
   • Date From: First day of current month
   • Date To: Last day of current month
3. Document Node (Resource: Document, Operation: Send)
   • Document ID: {{ $json.ID }}
   • Email: {{ $json.Customer.EmailAddress }}

Example 3: Check Customer Debt

1. HTTP Request or Webhook (Trigger on customer ID)
2. Document Node (Resource: Document, Operation: Get Debt)
   • Customer ID: From trigger
3. Email Node or Slack Node (Send notification if debt > threshold)

Document Types

The following document types are supported:

| Value | Type | |-------|------| | 0 | Invoice (חשבונית) | | 1 | Tax Invoice (חשבונית מס) | | 2 | Receipt (קבלה) | | 3 | Tax Invoice/Receipt (חשבונית מס/קבלה) | | 4 | Credit Invoice (חשבונית זיכוי) | | 5 | Proforma Invoice (חשבונית עסקה) | | 6 | Delivery Note (תעודת משלוח) | | 7 | Quote (הצעת מחיר) | | 8 | Order (הזמנה) | | 9 | Return/Credit (החזר/זיכוי) | | 10 | Payment Request (בקשת תשלום) |

API Response Format

All Sumit API responses follow this structure:

{
  "Status": "Success (0)" | "Error",
  "UserErrorMessage": "Error message in Hebrew/English",
  "TechnicalErrorDetails": "Technical error details",
  "Data": { /* Response data varies by operation */ }
}

The node returns the full response object. You can access:

• Success status: {{ $json.Status }}
• Error message: {{ $json.UserErrorMessage }}
• Response data: {{ $json.Data }}

Troubleshooting

Authentication Errors

• Verify your Company ID and API Key are correct
• Make sure there are no extra spaces in credentials
• Check that your API key hasn't expired

Document Creation Fails

• Ensure VAT settings match your company configuration
• Verify customer exists or provide complete customer details
• Check that item prices are valid numbers

Network Errors

• Verify the Base URL is correct: https://api.sumit.co.il
• Check your firewall allows outbound HTTPS connections
• Ensure n8n has internet access

Development

To modify or extend this node:

# Clone the repository
git clone https://github.com/yourusername/n8n-nodes-sumit.git
cd n8n-nodes-sumit

# Install dependencies
npm install

# Build
npm run build

# Run in development mode with watch
npm run dev

Resources

• n8n community nodes documentation
• Sumit API Documentation
• Sumit Help Center

Version History

1.0.0

• Initial release
• Support for Customers, Documents, Payments, and more
• Complete API coverage for main accounting operations

License

MIT

Support

For issues and questions:

• Create an issue on GitHub
• Check Sumit Help Center for API-related questions
• Visit n8n Community Forum for general n8n questions

Note: This is a community-maintained node and is not officially supported by Sumit or n8n. Use at your own risk.