scalepad

n8n community node for ScalePad Core API and Lifecycle Manager

Package Information

Released: 7 mo ago
Downloads: 37 weekly / 142 monthly
Latest Version: 0.0.10
Author: Joshua Smith

Documentation

n8n-nodes-scalepad

This is an n8n community node for ScalePad. It provides integration with both the Core API and Lifecycle Manager API for MSPs.

Installation | Operations | Credentials | Usage | Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

Community Nodes (Recommended)

  1. Go to Settings > Community Nodes
  2. Select Install
  3. Enter @joshuanode/n8n-nodes-scalepad in Enter npm package name
  4. Agree to the risks of using community nodes
  5. Select Install

After installation, restart n8n to load the node.

Manual Installation

npm install @joshuanode/n8n-nodes-scalepad

Operations

This node provides access to both ScalePad Core API and Lifecycle Manager API resources.

Core API Resources

Resource Operations
Client Get, Get Many
Contact Get, Get Many
Contract (Core) Get, Get Many
Hardware Asset Get, Get Many
Member Get, Get Many
Opportunity Get, Get Many
SaaS Get, Get Many
Ticket Get, Get Many

Lifecycle Manager Resources

Resource Operations
Action Item Create, Get, Get Many, Update, Delete, Toggle Completion
Assessment Create, Get, Get Many, Update, Delete, Update Completion, Evaluate
Assessment Template Get Many
Contract (Lifecycle) Create, Get, Get Many, Update, Delete
Goal Create, Get, Get Many, Update, Delete, Update Status, Update Schedule, Link/Unlink Meetings, Link/Unlink Initiatives
Hardware Lifecycle Get Many
Initiative Create, Get, Get Many, Update, Delete, Update Status/Schedule/Priority/Budget, Link/Unlink Meetings, Link/Unlink Goals, Link/Unlink Action Items
Meeting Create, Get, Get Many, Update, Delete, Update Completion, Add/Remove Attendees, Link/Unlink Initiatives, Link/Unlink Goals, Link/Unlink Action Items
Note Create, Get, Get Many, Update, Toggle Archive

Features

  • Full CRUD operations for Lifecycle Manager resources
  • Automatic cursor-based pagination (up to 200 records per page)
  • Filtering support per resource
  • Sorting support (clients)
  • Rate limit error handling (50 req/5sec)
  • Production and Sandbox environment support
  • Link/unlink relationships between meetings, initiatives, goals, and action items

Credentials

API Key Authentication

Requirements:

  • ScalePad Partner account
  • Administrator permissions

Setup:

  1. Sign in to ScalePad Hub
  2. Navigate to API (BETA) in the top menu
  3. Click + Generate to create a new API key
  4. Copy the API key immediately (it won't be shown again)

In n8n:

  • API Key: Your generated API key
  • Environment: Production or Sandbox

The same API key provides access to both Core API and Lifecycle Manager API.

Usage

Get All Clients

Resource: Client
Operation: Get Many
Return All: true

Create a Meeting

Resource: Meeting
Operation: Create
Client ID: <client-uuid>
Title: Quarterly Business Review
Scheduled At: 2024-03-15T10:00:00Z

Get Action Items for a Client

Resource: Action Item
Operation: Get Many
Filters:
  Client ID: <client-uuid>
  Is Completed: false

Link an Initiative to a Meeting

Resource: Meeting
Operation: Link Initiative
Meeting ID: <meeting-uuid>
Initiative ID: <initiative-uuid>

API Limits

Limit Value
Rate limit 50 requests per 5 seconds
Page size Up to 200 records per request
Pagination Cursor-based (automatic with "Return All")

Error Handling

Code Meaning Resolution
401 Authentication failed Check API key validity
404 Resource not found Verify resource ID
429 Rate limit exceeded Reduce request frequency

Resources

Contributing

Contributions welcome. Open an issue or submit a pull request on GitHub.

License

MIT

Author

Joshua Smith

Discussion