crmsolid

n8n community node for CRM Solid. Create and update contacts, move deals and read conversations from a workflow.

Package Information

Released: 1 mo ago
Downloads: 0 weekly / 0 monthly
Latest Version: 0.1.1
Author: CRM Solid

Documentation

n8n-nodes-crmsolid

An n8n community node for CRM Solid. It puts your
contacts, deals and conversations in a workflow, so a form submission becomes a contact, a
won deal triggers an invoice, and an inbox message reaches whatever you have wired up next.

n8n is a fair-code licensed workflow automation
platform.

Installation · Operations · Credentials ·
Compatibility · Resources

Installation

In n8n, go to Settings → Community Nodes, select Install, and enter:

n8n-nodes-crmsolid

For a self-hosted instance you can also install it directly:

npm install n8n-nodes-crmsolid

Follow the community node installation guide
if your instance is locked down.

Operations

Contact

  • Create a contact. At least one of name, username, phone, email or external ID is
    required. Setting External ID is what keeps a re-run from creating a second copy of
    the same person.
  • Get one contact by ID.
  • Get Many with filters: search, platform, email, external ID, and Updated Since,
    which is the filter an incremental sync runs on.
  • Update any field on a contact.
  • Delete a contact. This archives rather than erases: message history and linked deals
    survive, matching what the platform itself does.

Deal

  • Create a deal with title, value, currency, stage, probability, expected close date
    and notes. A deal cannot be created already won or lost.
  • Get Many with filters for stage, contact and a title search.

Conversation

  • Get Many conversations across every connected channel.

List operations follow the API's cursor pagination. Turn on Return All to walk every
page, or leave it off and set a limit.

Credentials

You need a CRM Solid account and an API key.

  1. In CRM Solid, open Settings → Developers.
  2. Create a key. It starts with csk_live_ or csk_test_.
  3. Grant it the scopes this workflow needs, for example contacts:read and
    contacts:write.
  4. In n8n, add a CRM Solid API credential and paste the key.

Scopes are enforced server side, so a key without contacts:write will fail create and
update with a 403 rather than silently doing nothing. Base URL only needs changing for
a staging or self-hosted deployment.

Compatibility

Tested against n8n 1.60 and later, on Node.js 20.15+. The node has no runtime
dependencies: every request goes through n8n's own HTTP helper.

Resources

Licence

MIT

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