n8n-nodes-unocrm

Overview

Integrate with UnoCRM to manage customer relationship workflows by automating tasks involving leads, people, conversations, messages, and activities. Suitable for users who want to streamline CRM operations within n8n workflows using the UnoCRM platform.

Nodes & Operations

UnoCRM

Provide comprehensive interaction with the UnoCRM API to create, retrieve, update, and delete leads, people, conversations, messages, and activities, supporting full lifecycle management and communication automation within the CRM.

• Activity · Complete — Mark an existing activity as complete within the UnoCRM system by specifying its unique Activity ID.
• Activity · Create — Create a new activity associated with a specific lead in UnoCRM by providing required details such as activity type, lead ID, title, and scheduled date, optionally including description and message.
• Activity · Delete — Delete an activity by its unique ID from the UnoCRM system.
• Activity · Get — Retrieve a single Activity by its unique Activity ID from UnoCRM.
• Activity · Get Many — Retrieve multiple activities from UnoCRM, optionally filtering by Lead ID, User, or Status, and limit the number of returned results.
• Conversation · Close — Close a conversation in UnoCRM by specifying its unique Conversation ID.
• Conversation · Create — Create a new conversation with a specific contact through a selected communication channel within UnoCRM.
• Conversation · Get — Retrieve a conversation by its unique Conversation ID.
• Conversation · Get Many — Retrieve multiple conversations matching optional filters such as status, search text, channel, user, date range, and limit.
• Conversation · Get or Create — Retrieve an active conversation for a specified contact or create a new one if none exists using the given channel.
• Conversation · Reopen — Reopen a conversation in UnoCRM by providing its Conversation ID.
• Lead · Create — Create a new lead in UnoCRM by specifying the associated person ID, pipeline, stage, and origin. Optionally include additional details like rating, price, user, note, campaign, and tags.
• Lead · Delete — Delete a lead in UnoCRM by its Lead ID.
• Lead · Discard — Discard a lead in UnoCRM by specifying its ID and a discard reason, optionally adding a note and choosing whether to close related conversations.
• Lead · Convert — Convert a specified lead into a different stage or status within UnoCRM, optionally specifying a conversion price.
• Lead · Get — Retrieve a single lead by specifying its unique Lead ID.
• Lead · Get Many — Retrieve multiple leads from the UnoCRM system using optional search text and a variety of filters to refine the results.
• Lead · Move Stage — Move the specified lead to a new pipeline stage with optional parameters to set a discard reason, price, and to close related conversations.
• Lead · Update — Update a lead's details by specifying its ID and the fields to modify, such as origin, rating, price, assigned user, campaign, and tags.
• Message · Get Many (by Conversation) — List messages belonging to a specific conversation in UnoCRM optionally filtered by message type and limited in number.
• Message · Send Facebook/WA Template — Send a Facebook or WhatsApp template message within a specific conversation by providing the conversation ID and selecting a template. Customize the message by substituting template variables using macros and optionally include a media attachment via Media ID.
• Message · Send Template via ERP — Send a WhatsApp template message via an ERP channel to a specified phone number, substituting template variables with provided macro values.
• Message · Send Text — Send a text message within a specific conversation by providing the conversation ID and the message content, optionally referencing a previous message ID to reply to.
• Person · Create — Create a new person in UnoCRM by specifying their first name, at least one contact (phone or email), and optional additional details such as last name, active status, and birthday.
• Person · Get — Retrieve a person from UnoCRM by their unique Person ID.
• Person · Get Many — Retrieve a list of people from UnoCRM filtered by optional search text, active status, channel inclusion, and pagination parameters.
• Person · Update — Update the details of a person in UnoCRM by specifying their person ID along with any fields to change such as first name, last name, active status, birthday, and associated contacts.

Installation

Install as an n8n community node: in n8n, open Settings → Community nodes → Install and enter n8n-nodes-unocrm.

Links

• n8n community nodes installation guide