capitalflow

n8n community node for the CapitalFlow API – manage customers and share data collection forms.

Package Information

Downloads: 0 weekly / 0 monthly
Latest Version: 0.1.4
Author: Your Name

Available Nodes

CapitalFlow icon
CapitalFlow
Interact with the CapitalFlow API – manage customers and share data forms.

Documentation

n8n-nodes-capitalflow

n8n community node for the CapitalFlow API.

CapitalFlow is a German fintech/insurance platform for financial advisors. This node lets you automate customer management and share data-collection forms directly from your n8n workflows.

Features

Resource Operations
Customer Get, Create, Update, Search
Shared Form Share Customer Form, Share Cashflow Form

Installation

In n8n (recommended)

  1. Go to Settings → Community Nodes
  2. Click Install
  3. Enter n8n-nodes-capitalflow and confirm

Manual / self-hosted

npm install n8n-nodes-capitalflow

Then restart n8n.

Authentication

  1. In your CapitalFlow dashboard go to Settings → API Keys and generate a key.
  2. In n8n, create a new CapitalFlow API credential and paste the key.

Operations

Customer

Get

Returns a single customer with all related information (contact, address, occupation, education, tax, health, vehicle, pet, property).

Field Required Description
Customer ID ✅ UUID of the customer

Create

Creates a new customer. Only firstname and lastname are required; all other fields are optional.

Field Required
First Name ✅
Last Name ✅
Date of Birth ➖
Place of Birth ➖
Nationality ➖
Marital Status ➖
Family Living Situation ➖
Contact Info (email, phone) ➖
Address Info (street, zip, city, state) ➖

Update

Updates an existing customer. Requires the customer UUID alongside the fields to update.

Search

Search customers by various fields. All filters are optional and combined with AND logic. Supports partial matches for text fields.

Field Description
First Name Partial or full, case-insensitive
Last Name Partial or full, case-insensitive
Date of Birth Exact match
Place of Birth Partial or full, case-insensitive
Email Partial or full, case-insensitive
Phone Partial or full
Street Address Partial or full, case-insensitive
ZIP Code Partial or full
City Partial or full, case-insensitive
State Dropdown (German federal states)
Skip / Take Pagination (max 100 per request)

Returns { items: Customer[], count: number }.

Rate limit: 200 requests/minute per API key.

Shared Form

Both form operations return a form_id, url, and password. No email is sent automatically — use the URL and password in your own notification logic (e.g. send via Gmail or Outlook node).

Share Customer Form

Generates a shareable link for the customer data-collection form.

Share Cashflow Form

Generates a shareable link for the cashflow analysis form.

Example workflow

Webhook → CapitalFlow (Create Customer) → CapitalFlow (Share Customer Form) → Send Email (Gmail)

Support

License

MIT

Discussion