cashwerk

n8n community node for the cashwerk API – CRM, Invoicing, Projects, Time Tracking and more

Package Information

Downloads: 37 weekly / 136 monthly
Latest Version: 1.0.0
Author: cashwerk

Documentation

n8n-nodes-cashwerk

n8n community node for the cashwerk API. Provides full CRUD operations across 38 resources spanning CRM, Invoicing, Project Management, Drive, Calendar, Asset Management, Work & Time Tracking, Task Management and Sales Pipeline -- plus a webhook-based trigger node for real-time event automation.

Installation

Community Node (recommended)

  1. Open Settings > Community Nodes in your n8n instance
  2. Click Install a community node
  3. Enter n8n-nodes-cashwerk
  4. Click Install

npm

npm install n8n-nodes-cashwerk

Credentials

This package supports two authentication methods:

API Key

  1. In n8n, go to Credentials > New Credential > cashwerk API
  2. Enter your API Key (starts with cw_live_ or cw_test_)
  3. Select the Environment (Production or Staging)
  4. Click Test to verify the connection

OAuth2

  1. In n8n, go to Credentials > New Credential > cashwerk OAuth2 API
  2. Select the Environment (Production or Staging)
  3. Follow the OAuth2 authorization flow
  4. Optionally specify Scopes (space-separated, e.g. contacts:read invoices:read)

API keys and OAuth applications can be managed in the cashwerk web app under Settings > API & Integrations.

Nodes

cashwerk (Action Node)

Perform operations on cashwerk entities. Supports 38 resources with 200+ operations.

CRM

Resource Operations
Contact Get, Get Many, Create, Update, Archive, Archive Many, Restore, Restore Many, Unlink Company, Link Companies, Upload Avatar, Export CSV, Export PDF, Get Deals, Get Invoices, Get Offers, Get Projects, Get Tasks, Get Cancellation Invoices
Company Get, Get Many, Create, Update, Archive, Archive Many, Restore, Restore Many, Add Contacts, Remove Contact, Upload Logo, Export CSV, Export PDF, Get Deals, Get Invoices, Get Offers, Get Projects, Get Tasks, Get Cancellation Invoices
Portfolio Get, Get Many, Create, Update, Delete
CRM Metrics Get Contact Metrics, Get Company Metrics

Invoicing & Finance

Resource Operations
Invoice Get, Get Many, Create, Update, Archive, Restore, Book, Cancel, Cancellation, Mark as Paid, Revert Committed, Send, Get Dashboard, Create XInvoice, Create ZUGFeRD, Validate XInvoice
Offer Get, Get Many, Create, Update, Archive, Restore, Book, Cancel, Send, Convert to Invoice, Create from Deal
Cancellation Invoice Get, Get Many, Create, Update, Archive, Restore, Create XInvoice, Create ZUGFeRD
Incoming Payment Get by Invoice, Total, Create for Invoice, Delete
Tax Rate Get, Get Many, Create, Update, Delete, Delete Many
Sales Tax Regulation Get, Get Many, Create, Update, Delete, Delete Many

Project Management

Resource Operations
Project Get, Create, Query, Archive, Restore, Customer, Add Assignees, Update Assignees, Get Assignees, Add Contact Persons, Get Dashboard, Get Statuses, Update Address with Portfolio, Update Default Task Board, Upload Image

Task Management

Resource Operations
Task Board Get, Get Many, Create, Activate, Archive, Create Column, Invite User, Remove User, Update Due Date, Update Project, Update Title
Task Board Column Delete, Create Task, Update Name
Task Get, Get Many, Delete, Add Collaborator, Remove Collaborator, Add Companies, Add Contacts, Add Tag, Remove Tag, Create Comment, Create Subtask, Remove Subtask, Mark as Completed, Mark as Incomplete, Update Assignee, Update Description, Update Due Date, Update Title
Task Comment Update, Delete

Sales Pipeline

Resource Operations
Deal Get, Get by Pipeline, Create, Update, Delete, Add Companies, Add Contacts, Add Tag, Stage, Update Lines
Pipeline Get, Get Many, Create, Update, Archive, Restore

Drive (File Management)

Resource Operations
Drive Get, Get Many, Search, Init, Create Folder, Get Contents, Get Folders, Get Trash, Get View, Upload Direct, Clear
Drive File Update, Delete, Get Details, Move, Move to Trash, Restore, Update Tags
Drive Folder Get, Update, Delete, Get Details, Get Size, Get Subfolders, Move, Move to Trash, Restore, Update Tags, Zip
Drive Sharing Get Shared Items, Get Shared File, Get Shared Folder, Get Folder Contents, Share Folder, Share File, Unshare Folder, Unshare File, Update Access, Delete Access, Update Share

Calendar

Resource Operations
Calendar Get, Get Many, Create, Update, Delete
Calendar Event Get, Get Many, Create, Update, Delete, Check Busy, Update Response

Work & Time Tracking

Resource Operations
Time Tracking Get, Update, Get by Date Range, Get Running, Start Tracker, Stop Tracker, Pause Tracker, Resume Tracker, Breaks, Trackings
Tracking Category Get, Get Many, Create, Update
Absence Get, Get Many, Create, Update, Delete, Approve, Reject, Get by Date Range, Get Meta, Get Pending
Shift Plan Get, Get Many, Create, Update, Delete, Duplicate, Get by Date Range
Work Report Get User Summary, Get User Report, Get User Monthly, Get Week Stats, Get Working Days, Query Trackings, Get Org Summary, Get Org Report, Export CSV, Export PDF
Work Time Get, For User

Asset Management

Resource Operations
Asset Unit Get, Get Many, Create, Update, Delete, Search
Asset Group Get, Get Many, Create, Update, Delete
Material Get, Get Many, Create, Update, Delete, Delete Many, Query, Upload Image
Machine Get, Get Many, Create, Update, Delete, Delete Many, Query, Upload Image
Asset Service Get, Get Many, Create, Update, Delete, Delete Many, Query, Upload Image
Subcontract Get, Get Many, Create, Update, Delete, Delete Many, Query, Upload Image

Organization & Users

Resource Operations
Organization Get
User Get, Get Many, Get Active
Mail Connection Get Many

cashwerk Trigger

Starts a workflow when a cashwerk event occurs. Events are delivered in real-time via webhooks with HMAC-SHA256 signature verification.

Webhook subscriptions are automatically registered when the workflow is activated and removed on deactivation.

Available events (89 events + wildcard):

Category Events
All * (wildcard)
Absence absence.create, absence.update, absence.delete, absence.approve, absence.reject
Asset Manager material.create/update/delete, machine.create/update/delete, asset_service.create/update/delete, subcontract.create/update/delete
Calendar calendar.create/update/delete, calendar_event.create/update/delete
CRM contact.create/update/delete/archive/restore, company.create/update/delete/archive/restore, portfolio.create/update/delete
Deal deal.create, deal.update, deal.delete, deal.stage_changed
Drive drive.file.upload/update/delete, drive.folder.create/delete
Invoice invoice.create/update/delete/book/paid/send/cancel
Cancellation Invoice cancellation_invoice.create/update
Payment incoming_payment.create/delete
Offer offer.create/update/delete/send/book/cancel
Organization organization.update
Pipeline pipeline.create/update/delete
Project project.create/update/delete/archive
Shift Plan shift_plan.create/update/delete
Task task.create/update/delete/complete, task_board.create/delete
Time Tracking time_entry.create/update/delete, tracker.start/stop
User user.create/update/delete/archive/activate

Workflow Templates

The package ships with example workflow templates:

  • Daily Invoice Summary -- Scheduled report of daily invoices sent via email
  • Deal Won to Invoice -- Automatically create an invoice when a deal is won
  • Deal to Project Pipeline -- Auto-create project and tasks from won deals
  • Sync Contacts from CSV -- Bulk import contacts from a CSV file
  • New Contact to Slack -- Real-time Slack notification when a contact is created

License

MIT

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