xocrm

n8n community node for XOCRM - Manage clients, notes, reminders, links, and more

Package Information

Released: 8 mo ago
Downloads: 18 weekly / 59 monthly
Latest Version: 0.3.3
Author: Dylan Johnston

Documentation

n8n-nodes-xocrm

n8n community node for the XOCRM external API. Manage clients, notes, reminders, links, and search across all entities — directly from your n8n workflows.

Installation

In your n8n instance:

  1. Go to Settings > Community Nodes
  2. Click Install a community node
  3. Enter n8n-nodes-xocrm
  4. Click Install

That's it. The XOCRM node will appear in your node picker immediately.

Setup

  1. In n8n, go to Credentials and create a new XOCRM API credential
  2. Enter your Base URL (e.g. https://your-xocrm-instance.com) and API Key (xocrm_k1_...)
  3. Click Test to verify the connection
  4. Add the XOCRM node to any workflow

Available Resources & Operations

Client

Operation Description
Get Many List all clients
Get Get a single client with all related data
Create Create a new client
Update Update client fields
Delete Delete a client
Get Statistics Get aggregated stats for a client
Get Assets List all assets for a client
Get People List all contacts for a client
Get Applications List all applications for a client
Get Locations List all locations for a client
Get Expirations List all expirations for a client

Note

Operation Description
Get Many List notes (with optional client & archive filters)
Get Get a single note
Create Create a note (optionally linked to a client)
Update Update note fields
Archive Archive a note
Delete Delete a note

Reminder

Operation Description
Get Many List reminders (with optional client & archive filters)
Get Get a single reminder
Create Create a reminder with due date, priority, recurrence, etc.
Update Update reminder fields
Complete Mark a reminder as complete

Link

Operation Description
Get Many List all links
Get Get a single link
Create Create a new link
Update Update link fields
Delete Delete a link

Search

Operation Description
Search Full-text search across all XOCRM entities

API Key Scopes

Your API key needs the appropriate scopes for the operations you use:

Resource Scopes
Clients clients:read, clients:write, clients:delete
Assets assets:read
People people:read
Applications applications:read
Locations locations:read
Notes notes:read, notes:write, notes:delete
Reminders reminders:read, reminders:write
Links links:read, links:write, links:delete
Expirations expirations:read
Search search:read
Full access *

License

MIT

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