flowly-crm

N8N community node for Flowly CRM - manage contacts, organizations, opportunities, tasks and more

Package Information

Released: 4 mo ago
Downloads: 30 weekly / 272 monthly
Latest Version: 0.2.4
Author: Flowly CRM

Available Nodes

Flowly CRM icon
Flowly CRM
Interact with Flowly CRM API
Flowly CRM Trigger icon
Flowly CRM Trigger
Starts the workflow when a Flowly CRM event occurs

Documentation

n8n-nodes-flowly-crm

This is an n8n community node for Flowly CRM. It lets you automate your CRM workflows by connecting Flowly CRM to hundreds of other apps and services in n8n.

Features

Regular Node (Flowly CRM)

Full CRUD operations for all major CRM resources:

Resource Operations
Contact Create, Get, Get Many, Search, Update, Delete
Organization Create, Get, Get Many, Search, Update, Delete
Opportunity Create, Get, Get Many, Search, Update, Change Stage, Delete
Task Create, Get, Get Many, Update, Complete, Delete
Activity Create Comment, Get Many
Sales Funnel Get, Get Many
User Get, Get Many
CRM Get, Get Many
Dashboard Get Stats

Trigger Node (Flowly CRM Trigger)

Automatically starts workflows when events happen in your CRM:

Event Description
contact.created A new contact is created
contact.updated A contact is updated
contact.deleted A contact is deleted
organization.created A new organization is created
organization.updated An organization is updated
organization.deleted An organization is deleted
opportunity.created A new opportunity is created
opportunity.updated An opportunity is updated
opportunity.deleted An opportunity is deleted
opportunity.stage_changed An opportunity moves to a different stage
task.created A new task is created
task.updated A task is updated
task.deleted A task is deleted
task.completed A task is marked as completed
activity.created A new activity/comment is added
activity.deleted An activity is deleted

Installation

Community Nodes (Recommended)

  1. Go to Settings > Community Nodes in your n8n instance
  2. Click Install a community node
  3. Enter n8n-nodes-flowly-crm
  4. Click Install

Manual Installation

cd ~/.n8n/nodes
npm install n8n-nodes-flowly-crm

Then restart n8n.

Credentials

You need an API Key from your Flowly CRM instance:

  1. Log in to Flowly CRM as a Superadmin
  2. Go to Settings > API Keys
  3. Click Create API Key
  4. Copy the generated key (shown only once!)

In n8n:

  1. Go to Credentials > New Credential
  2. Search for Flowly CRM API
  3. Enter your:
    • Base URL: Your Flowly CRM instance URL (e.g., https://crm.example.com)
    • API Key: The key you generated
  4. Click Test to verify the connection
  5. Click Save

API Key Scopes

When creating an API key in Flowly CRM, you can set the scope:

Scope Description
full_access Full read/write access to all resources
read_only Read-only access (only GET requests allowed)
per_crm Read/write access limited to specific CRM(s)

Dynamic Dropdowns

The node uses dynamic dropdowns (loadOptions) for a better user experience:

  • CRM dropdown loads all available CRMs
  • Funnel dropdown loads funnels for the selected CRM
  • Contact dropdown loads contacts for the selected CRM
  • Organization dropdown loads organizations for the selected CRM
  • User/Owner dropdown loads users for the selected CRM

Webhook Security

The Trigger node uses HMAC-SHA256 signatures to verify webhook payloads. When a subscription is created, a shared secret is generated. Each webhook delivery includes:

  • X-Webhook-Event: The event type
  • X-Webhook-Delivery: A unique delivery ID
  • X-Webhook-Signature: HMAC-SHA256 signature (sha256=<hex>)

Example Workflows

New Lead to Slack

[Flowly CRM Trigger: contact.created] → [Slack: Send Message]

Opportunity Stage Change to Email

[Flowly CRM Trigger: opportunity.stage_changed] → [IF: Stage = Won] → [Gmail: Send Email]

Google Sheets to CRM Contacts

[Google Sheets: Get Rows] → [Flowly CRM: Create Contact]

Daily CRM Stats Report

[Schedule: Every Day] → [Flowly CRM: Get Dashboard Stats] → [Slack: Send Message]

Development

# Install dependencies
npm install

# Build the package
npm run build

# Development mode (watch)
npm run dev

License

MIT

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