cashwerk

n8n community node for the cashwerk API – CRM, Invoicing, Projects, Time Tracking and more

Package Information

Released: 2 mo ago
Downloads: 3 weekly / 62 monthly
Latest Version: 1.0.2
Author: cashwerk

Documentation

n8n-nodes-cashwerk

n8n community node for the cashwerk API. Provides full CRUD operations across 43 resources spanning CRM, Invoicing, Project Management, Drive, Calendar, Asset Management, Work & Time Tracking, Task Management and Sales Pipeline -- plus a webhook-based trigger node for real-time event automation.

Installation

Community Node (recommended)

  1. Open Settings > Community Nodes in your n8n instance
  2. Click Install a community node
  3. Enter n8n-nodes-cashwerk
  4. Click Install

npm

npm install n8n-nodes-cashwerk

Credentials

This package supports two authentication methods:

API Key

  1. In n8n, go to Credentials > New Credential > cashwerk API
  2. Enter your API Key (starts with cw_live_ or cw_test_)
  3. Select the Environment (Production or Staging)
  4. Click Test to verify the connection

OAuth2

  1. In n8n, go to Credentials > New Credential > cashwerk OAuth2 API
  2. Select the Environment (Production or Staging)
  3. Follow the OAuth2 authorization flow
  4. Optionally specify Scopes (space-separated, e.g. contacts:read invoices:read)

API keys and OAuth applications can be managed in the cashwerk web app under Settings > API & Integrations.

Nodes

cashwerk (Action Node)

Perform operations on cashwerk entities. Supports 43 resources with 430+ operations.

CRM

Resource Operations
Contact Archive, Archive Many, Create, Export Csv, Export Pdf, Find By Emails, Get, Get Appointments, Get Cancellation Invoices, Get Deals, Get Invoices, Get Many, Get Offers, Get Projects, Get Tasks, Link Companies, Restore, Restore Many, Unlink Company, Update, Upload Avatar
Company Archive, Archive Many, Create, Export Csv, Export Pdf, Get, Get Appointments, Get Cancellation Invoices, Get Deals, Get Invoices, Get Many, Get Offers, Get Projects, Get Tasks, Link Contacts, Remove Contact, Restore, Restore Many, Update, Upload Logo
Portfolio Create, Delete, Get, Get Many, Portfolios, Update
CRM Metrics Get Company Metrics, Get Contact Metrics

Invoicing & Finance

Resource Operations
Invoice Archive, Archive Many, Book, Cancel, Cancellation, Create, Create X Invoice, Create Zugferd, Delete, Delete Many, Get, Get Dashboard, Get Many, Mark As Paid, Restore, Restore Many, Revert Committed, Send, Update, Validate X Invoice
Offer Accept, Archive, Archive Many, Book, Cancel, Convert To Invoice, Create, Create From Deal, Delete, Delete Many, Get, Get Dashboard, Get Many, Get Preview, Preview From Data, Reject, Restore, Restore Many, Send, Update
Cancellation Invoice Archive, Archive Many, Create, Create X Invoice, Create Zugferd, Delete Many, Get, Get Many, Get Preview, Restore, Restore Many, Update
Incoming Payment Create For Invoice, Delete, Get By Invoice, Get Total
Tax Rate Create, Delete, Delete Many, Get, Get Many, Update
Sales Tax Regulation Create, Delete, Delete Many, Get, Get Many, Update

Project Management

Resource Operations
Project Add Assignees, Add Contact, Add Contact Persons, Archive, Archive Many, Create, Customer, Delete, Delete Many, Duplicate, Get, Get Assignees, Get Dashboard, Get Statuses, Query, Restore, Restore Many, Update, Update Address With Portfolio, Update Assignees, Update Default Task Board, Upload Image

Task Management

Resource Operations
Task Board Activate, Activate Many, Archive, Archive Many, Create, Create Column, Delete, Get, Get Many, Get Presets, Invite User, Remove User, Save As Preset, Update Due Date, Update Project, Update Title
Task Board Column Create Task, Delete, Update Name, Update Position
Task Add Collaborator, Add Companies, Add Contacts, Add Tag, Assign To Column, Clone, Clone Subtask, Convert To Subtask, Create Comment, Create Subtask, Delete, Get, Get Drive Folder, Get Many, Mark As Completed, Mark As Incomplete, Move To Board, Remove Collaborator, Remove Subtask, Remove Tag, Update Assignee, Update Description, Update Due Date, Update Position, Update Subtask Position, Update Title
Task Comment Delete, Update

Sales Pipeline

Resource Operations
Deal Add Companies, Add Contacts, Add Tag, Bulk Update Positions, Create, Delete, Get, Get Drive Folder, Get Many, Stage, Update, Update Lines
Pipeline Add Stage, Archive, Create, Delete, Get, Get Many, Reorder Stages, Restore, Update, Update Assigned Users

Drive (File Management)

Resource Operations
Drive Clear Trash, Create Folder, Get, Get Contents, Get Folders, Get Many, Get Trash, Get View, Init Chunked Upload, Search, Upload Batch, Upload File
Drive File Delete, Get Details, Move, Move to Trash, Restore, Update, Update Tags
Drive Folder Delete, Get, Get Details, Get Size, Get Subfolders, Move, Move to Trash, Restore, Update, Update Tags, Zip
Drive Sharing Delete, Delete Access, Get, Get Folder Contents, Get Shared File, Get Shared Folder, Get Shared Items, Share, Share File, Share Folder, Unshare, Unshare File, Unshare Folder, Update, Update Access, Update Share

Calendar

Resource Operations
Calendar Create, Delete, Get, Get Many, Update
Calendar Event Check Busy, Clear All Events, Convert Guest To Contact, Create, Delete, Ensure Drive Folder, Get, Get Many, Link Attachment, Split Series, Update, Update Occurrence, Update Response, Upload Attachment

Booking

Resource Operations
Booking Cancel, Create, Get, Get Many
Booking Page Create, Delete, Get, Get Many, Share Links, Theme, Update
Booking Event Type Availability, Create, Delete, Form Fields, Get By Page, Update
Booking Date Override Create, Delete, Get Many, Upload Batch

Chat

Resource Operations
Chat Archive, Create, Delete, Get Many, Participants, Read, Send Message, Update

Work & Time Tracking

Resource Operations
Time Tracking Breaks, Create Break, Delete Break, Delete Breaks, Get, Get By Date Range, Get Running, Get Task Trackings, Pause Tracker, Resume Tracker, Start Tracker, Stop Tracker, Trackings, Update, Update GPS
Tracking Category Create, Delete, Get, Get Many, Update
Absence Approve, Create, Delete, Get, Get By Date Range, Get Many, Get Meta, Get Pending, Reject, Update
Shift Plan Create, Delete, Duplicate, Get, Get By Date Range, Get Many, Update
Work Report Export CSV, Export PDF, Get Organization Report, Get Organization Summary, Get User Monthly Summary, Get User Report, Get User Summary, Get User Weekly Stats, Get Working Days, Query User Trackings, Start
Work Time Bulk Assign, Delete, For User, Get, Update, Update Vacation Days, Update Work Days

Asset Management

Resource Operations
Asset Unit Create, Delete, Get, Get Many, Search, Update
Asset Group Create, Delete, Get, Get Many, Update
Material Create, Delete, Delete Many, Get, Get Many, Query, Update, Upload Image
Machine Create, Delete, Delete Many, Get, Get Many, Query, Update, Upload Image
Asset Service Create, Delete, Delete Many, Get, Get Many, Query, Update, Upload Image
Subcontract Create, Delete, Delete Many, Get, Get Many, Query, Update, Upload Image

Organization & Users

Resource Operations
Organization Create Branch, Create Sector, Delete Branch, Get My Organization, Invite User, Set Sector Members, Update Headquarters, Update Sector, Upload Logo
User Activate, Archive, Create, Delete, Get, Get Active, Get Many, Update Address, Update Birth Place, Update Birthdate, Update Branch, Update Nationality, Update Position, Update Profile Data, Update Public Phone, Update Sector, Update Social Media, Update Timezone, Upload Avatar, Upload Header
Mail Connection Get Many

cashwerk Trigger

Starts a workflow when a cashwerk event occurs. Events are delivered in real-time via webhooks with HMAC-SHA256 signature verification.

Webhook subscriptions are automatically registered when the workflow is activated and removed on deactivation.

Available events (125 events + wildcard):

Category Events
All * (wildcard)
Absence absence.create/delete/update
Asset Group asset_group.create/delete/update
Asset Machine asset_machine.create/delete/update
Asset Material asset_material.create/delete/update
Asset Service asset_service.create/delete/update
Asset Subcontract asset_subcontract.create/delete/update
Asset Unit asset_unit.create/delete/update
Booking booking.create/update
Booking Event Type booking_event_type.create/delete/update
Booking Page booking_page.create/delete/update
Calendar calendar.create/delete/update
Calendar Event calendar_event.create/delete/update
Cancellation Invoice cancellation_invoice.archive/create/restore/update
Comment comment.create/delete/update
Company company.archive/create/delete/restore/update
Contact contact.archive/create/delete/restore/update
Deal deal.create/delete/update
Drive Share drive_share.create/delete/update
File file.create/delete/update
Folder folder.create/delete/update
Incoming Payment incoming_payment.create
Invoice invoice.archive/create/delete/restore/update
Offer offer.archive/create/delete/restore/update
Organization organization.create/update
Organization Branch organization_branch.create/delete/update
Organization Sector organization_sector.create/delete/update
Pipeline pipeline.create/delete/restore/update
Portfolio portfolio.create/delete/update
Project project.archive/create/delete/restore/update
Sales Tax Regulation sales_tax_regulation.create/delete/update
Shift Plan shift_plan.create/delete/update
Task task.create/delete/update
Task Board task_board.archive/create/delete/restore/update
Task Board Column task_board_column.create/delete/update
Tax Rate tax_rate.create/delete/update
Time Entry time_entry.create/delete/update
User user.archive/create/delete/update
Work Time work_time.create/delete/update

Workflow Templates

The package ships with ready-to-import workflow templates (templates/):

  • Deal Won → Create Invoice -- draft an invoice for the deal's contact as soon as a deal is marked WON
  • Deal Won → Create Project -- open a project linked to the contact for every won deal
  • New Contact → Slack Notification -- post new CRM contacts to a Slack channel
  • Daily Invoice Summary -- scheduled HTML report of recent invoices by email
  • Import Contacts from CSV -- upload a CSV via form and create one contact per row
  • New Booking → Slack + Prep Task -- notify the team and create a preparation task for every booking

Import: n8n → Workflows → Import from file. Each template carries a sticky note with the setup steps.

License

MIT

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