n8n-nodes-dealhub

[Velocity BPA Licensing Notice]

This n8n node is licensed under the Business Source License 1.1 (BSL 1.1).

Use of this node by for-profit organizations in production environments requires a commercial license from Velocity BPA.

For licensing information, visit https://velobpa.com/licensing or contact licensing@velobpa.com.

A comprehensive n8n community node for DealHub, providing seamless integration with DealHub's sales enablement platform. This node offers 6 resources with complete CRUD operations, enabling automated deal management, customer relationship workflows, and sales process optimization.

Features

• Complete Deal Management - Create, update, and track deals throughout the sales pipeline
• DealRoom Operations - Manage collaborative sales rooms for complex deals and stakeholder engagement
• Product Catalog Integration - Sync product information, pricing, and configurations
• Account Management - Handle customer accounts, territories, and hierarchical relationships
• Contact Operations - Manage contacts, roles, and communication preferences
• Template Management - Create and manage proposal templates, quote templates, and sales collateral
• Advanced Filtering - Query resources with complex filters and sorting options
• Bulk Operations - Process multiple records efficiently with batch operations

Installation

Community Nodes (Recommended)

1. Open n8n
2. Go to Settings → Community Nodes
3. Click Install a community node
4. Enter n8n-nodes-dealhub
5. Click Install

Manual Installation

cd ~/.n8n
npm install n8n-nodes-dealhub

Development Installation

git clone https://github.com/Velocity-BPA/n8n-nodes-dealhub.git
cd n8n-nodes-dealhub
npm install
npm run build
mkdir -p ~/.n8n/custom
ln -s $(pwd) ~/.n8n/custom/n8n-nodes-dealhub
n8n start

Credentials Setup

Field	Description	Required
API Key	Your DealHub API key from account settings	Yes
Environment	DealHub environment (production/sandbox)	Yes
Base URL	Custom DealHub instance URL (if applicable)	No

Resources & Operations

1. Deal

Operation	Description
Create	Create a new deal with specified parameters
Get	Retrieve a specific deal by ID
Get All	List all deals with optional filtering
Update	Update an existing deal's properties
Delete	Remove a deal from the system
Get Activities	Retrieve activity history for a deal
Add Note	Add notes or comments to a deal

2. DealRoom

Operation	Description
Create	Create a new collaborative deal room
Get	Retrieve deal room details and participants
Get All	List all deal rooms with filtering options
Update	Update deal room settings and content
Delete	Remove a deal room
Invite Participants	Add new participants to a deal room
Get Analytics	Retrieve engagement analytics for deal rooms

3. Product

Operation	Description
Create	Add a new product to the catalog
Get	Retrieve specific product information
Get All	List all products with search and filtering
Update	Update product details and pricing
Delete	Remove a product from the catalog
Get Pricing	Retrieve pricing rules and configurations
Update Inventory	Manage product inventory levels

4. Account

Operation	Description
Create	Create a new customer account
Get	Retrieve account details and hierarchy
Get All	List all accounts with territory filtering
Update	Update account information and settings
Delete	Remove an account from the system
Get Contacts	Retrieve all contacts associated with an account
Get Deals	List all deals for a specific account

5. Contact

Operation	Description
Create	Add a new contact to the system
Get	Retrieve contact details and preferences
Get All	List contacts with search and filtering
Update	Update contact information and roles
Delete	Remove a contact from the system
Get Activities	Retrieve interaction history for a contact
Update Preferences	Manage communication preferences

6. Template

Operation	Description
Create	Create a new proposal or quote template
Get	Retrieve template content and structure
Get All	List all available templates
Update	Modify template content and settings
Delete	Remove a template from the library
Clone	Create a copy of an existing template
Generate Document	Create a document from a template

Usage Examples

// Create a new deal
{
  "name": "Enterprise Software License",
  "accountId": "acc_123456",
  "amount": 150000,
  "currency": "USD",
  "closeDate": "2024-03-15",
  "stage": "proposal",
  "probability": 75,
  "description": "Annual enterprise software license renewal"
}

// Set up a deal room for stakeholder collaboration
{
  "dealId": "deal_789012",
  "name": "Q1 Enterprise Renewal",
  "participants": [
    { "email": "buyer@client.com", "role": "decision_maker" },
    { "email": "technical@client.com", "role": "technical_contact" }
  ],
  "documents": ["proposal.pdf", "technical_specs.pdf"],
  "expirationDate": "2024-02-28"
}

// Create a product with pricing tiers
{
  "name": "Professional Plan",
  "sku": "PRO-PLAN-2024",
  "category": "Software License",
  "basePrice": 99.00,
  "currency": "USD",
  "pricingTiers": [
    { "quantity": 1, "price": 99.00 },
    { "quantity": 10, "price": 89.00 },
    { "quantity": 50, "price": 79.00 }
  ],
  "description": "Professional tier with advanced features"
}

// Update contact with new role and preferences
{
  "contactId": "contact_345678",
  "role": "procurement_manager",
  "department": "Finance",
  "communicationPreferences": {
    "email": true,
    "phone": false,
    "preferredTime": "morning"
  },
  "decisionMakingAuthority": "budget_approver"
}

Error Handling

Error	Description	Solution
401 Unauthorized	Invalid or expired API key	Verify API key in credentials and check expiration
403 Forbidden	Insufficient permissions for operation	Contact admin to verify user permissions
404 Not Found	Resource ID doesn't exist	Verify resource ID and check if resource was deleted
422 Validation Error	Invalid data format or missing required fields	Review request payload and API documentation
429 Rate Limited	Too many requests in time window	Implement delays between requests or reduce frequency
500 Server Error	DealHub service temporarily unavailable	Retry request after delay or check service status

Development

npm install
npm run build
npm test
npm run lint
npm run dev

Author

Velocity BPA

• Website: velobpa.com
• GitHub: Velocity-BPA

Licensing

This n8n community node is licensed under the Business Source License 1.1.

Free Use

Permitted for personal, educational, research, and internal business use.

Commercial Use

Use of this node within any SaaS, PaaS, hosted platform, managed service, or paid automation offering requires a commercial license.

For licensing inquiries: licensing@velobpa.com

See LICENSE, COMMERCIAL_LICENSE.md, and LICENSING_FAQ.md for details.

Contributing

Contributions are welcome! Please ensure:

1. Code follows existing style conventions
2. All tests pass (npm test)
3. Linting passes (npm run lint)
4. Documentation is updated for new features
5. Commit messages are descriptive

Support

• Issues: GitHub Issues
• DealHub API Documentation: https://developers.dealhub.io
• Community Forum: DealHub Community