n8n-nodes-conga

[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 Conga, providing CPQ (Configure, Price, Quote), CLM (Contract Lifecycle Management), and document automation capabilities with 12 resources and 100+ operations for enterprise revenue lifecycle management.

Features

• 12 Resource Categories covering the complete Conga platform
• 100+ Operations for comprehensive automation
• OAuth 2.0 Authentication with automatic token refresh
• Webhook Triggers for real-time event-driven workflows
• Binary File Support for document upload/download
• Full TypeScript Support with comprehensive type definitions
• Approval Workflow Integration for quote and agreement approvals
• Document Generation from templates with merge fields
• E-Signature Integration for document signing workflows

Installation

Community Nodes (Recommended)

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

Manual Installation

# Navigate to your n8n installation directory
cd ~/.n8n

# Install the package
npm install n8n-nodes-conga

Development Installation

# Clone the repository
git clone https://github.com/Velocity-BPA/n8n-nodes-conga.git
cd n8n-nodes-conga

# Install dependencies
npm install

# Build the project
npm run build

# Link to n8n
mkdir -p ~/.n8n/custom
ln -s $(pwd) ~/.n8n/custom/n8n-nodes-conga

# Restart n8n

Credentials Setup

Conga API Credentials

Field	Description	Required
Platform	Conga deployment platform (Advantage or Salesforce)	Yes
Instance URL	Your Conga instance URL (e.g., https://yourinstance.congacloud.com)	Yes
Client ID	OAuth 2.0 Client ID from Conga Admin	Yes
Client Secret	OAuth 2.0 Client Secret from Conga Admin	Yes

Getting API Credentials

1. Log in to your Conga Admin console
2. Navigate to Setup > OAuth Applications
3. Create a new OAuth application
4. Note the Client ID and Client Secret
5. Configure redirect URIs if needed

Resources & Operations

Quote (19 operations)

Manage quotes for pricing and proposals.

Operation	Description
Get	Get quote by ID
Get All	List all quotes
Create	Create a new quote
Update	Update quote details
Delete	Delete a quote
Finalize	Finalize/lock a quote
Clone	Clone a quote
Recalculate	Recalculate pricing
Add Line Item	Add line item to quote
Update Line Item	Update line item
Remove Line Item	Remove line item
Apply Discount	Apply discount
Remove Discount	Remove discount
Submit For Approval	Submit for approval
Generate Proposal	Generate proposal document
Get Versions	Get quote version history
Get Approval Status	Get approval status
Get Attachments	Get quote attachments
Add Attachment	Add attachment

Product (12 operations)

Manage products and configuration options.

Operation	Description
Get	Get product by ID
Get All	List all products
Create	Create a new product
Update	Update product details
Delete	Delete a product
Get Options	Get product options
Add Option	Add product option
Get Pricing	Get product pricing
Update Pricing	Update product pricing
Get Rules	Get configuration rules
Get Related Products	Get related products
Get Categories	Get product categories

Price List (10 operations)

Manage pricing structures and tiers.

Operation	Description
Get	Get price list by ID
Get All	List all price lists
Create	Create a new price list
Update	Update price list
Delete	Delete a price list
Get Items	Get items in price list
Add Item	Add item to price list
Update Item	Update price list item
Remove Item	Remove item from price list
Clone	Clone price list

Agreement (19 operations)

Manage contracts and agreements with full lifecycle support.

Operation	Description
Get	Get agreement by ID
Get All	List all agreements
Create	Create a new agreement
Update	Update agreement details
Delete	Delete an agreement
Clone	Clone an agreement
Activate	Activate an agreement
Expire	Expire an agreement
Amend	Create amendment
Renew	Create renewal
Terminate	Terminate agreement
Get Versions	Get version history
Get Line Items	Get agreement line items
Add Line Item	Add line item
Update Line Item	Update line item
Remove Line Item	Remove line item
Get Documents	Get associated documents
Submit For Approval	Submit for approval
Get Approval History	Get approval history

Clause (10 operations)

Manage contract clauses and terms.

Operation	Description
Get	Get clause by ID
Get All	List all clauses
Create	Create a new clause
Update	Update clause content
Delete	Delete a clause
Get Versions	Get clause versions
Approve	Approve clause
Deprecate	Deprecate clause
Get Usage	Get clause usage statistics
Get Categories	Get clause categories

Template (11 operations)

Manage document templates.

Operation	Description
Get	Get template by ID
Get All	List all templates
Create	Create a new template
Update	Update template
Delete	Delete a template
Clone	Clone a template
Get Variables	Get template variables
Get Preview	Preview generated document
Get Versions	Get template versions
Activate	Activate template version
Deactivate	Deactivate template

Approval Request (10 operations)

Manage approval workflows.

Operation	Description
Get	Get approval request by ID
Get All	List all approval requests
Create	Create approval request
Approve	Approve request
Reject	Reject with reason
Reassign	Reassign to another approver
Add Comment	Add comment to request
Get History	Get approval history
Escalate	Escalate request
Cancel	Cancel pending request

Document (14 operations)

Manage documents with full binary support.

Operation	Description
Get	Get document by ID
Get All	List all documents
Generate	Generate document from template
Upload	Upload external document
Download	Download document file
Delete	Delete a document
Get Versions	Get document versions
Checkout	Check out for editing
Checkin	Check in with changes
Compare Versions	Compare two versions
Merge	Merge multiple documents
Get Signature Status	Get e-signature status
Send For Signature	Send for e-signature
Void Signature	Void signature request

Workflow (13 operations)

Manage workflow definitions and instances.

Operation	Description
Get	Get workflow by ID
Get All	List all workflows
Create	Create new workflow definition
Update	Update workflow
Delete	Delete workflow
Activate	Activate workflow
Deactivate	Deactivate workflow
Get Instance	Get workflow instance
Get Instances	List workflow instances
Start Instance	Start new instance
Cancel Instance	Cancel running instance
Get Steps	Get workflow steps
Get Transitions	Get transition rules

Configuration Rule (9 operations)

Manage product configuration rules.

Operation	Description
Get	Get rule by ID
Get All	List all rules
Create	Create new rule
Update	Update rule
Delete	Delete a rule
Activate	Activate rule
Deactivate	Deactivate rule
Test	Test rule execution
Get Products	Get products affected by rule

User (8 operations)

Manage users and permissions.

Operation	Description
Get	Get user by ID
Get All	List all users
Get Current	Get current authenticated user
Get Permissions	Get user permissions
Get Roles	Get user roles
Get Teams	Get user teams
Get Approval Queue	Get pending approvals
Get Activity	Get user activity log

Report (6 operations)

Run and export reports.

Operation	Description
Get	Get report by ID
Get All	List available reports
Run	Execute report
Schedule	Schedule report execution
Get Results	Get report results
Export	Export report to file

Trigger Node

The Conga Trigger node listens for webhook events from Conga.

Supported Events

Event	Description
quote.created	Quote created
quote.updated	Quote updated
quote.submitted	Quote submitted for approval
quote.approved	Quote approved
quote.rejected	Quote rejected
quote.accepted	Quote accepted by customer
agreement.created	Agreement created
agreement.updated	Agreement updated
agreement.activated	Agreement activated
agreement.expired	Agreement expired
agreement.terminated	Agreement terminated
agreement.amended	Agreement amended
agreement.renewed	Agreement renewed
document.generated	Document generated
document.signed	Document signed
document.voided	Signature voided
approval.requested	Approval requested
approval.approved	Approval granted
approval.rejected	Approval rejected
approval.escalated	Approval escalated
workflow.started	Workflow instance started
workflow.completed	Workflow completed
workflow.failed	Workflow failed

Usage Examples

Create a Quote and Generate Proposal

{
  "nodes": [
    {
      "name": "Conga",
      "type": "n8n-nodes-conga.conga",
      "parameters": {
        "resource": "quote",
        "operation": "create",
        "name": "Enterprise License Quote",
        "accountId": "ACC-001",
        "additionalFields": {
          "effectiveDate": "2024-01-01",
          "expirationDate": "2024-03-31",
          "currency": "USD"
        }
      }
    }
  ]
}

Handle Quote Approval Workflow

{
  "nodes": [
    {
      "name": "Conga Trigger",
      "type": "n8n-nodes-conga.congaTrigger",
      "parameters": {
        "event": "quote.submitted"
      }
    },
    {
      "name": "Conga - Approve",
      "type": "n8n-nodes-conga.conga",
      "parameters": {
        "resource": "approvalRequest",
        "operation": "approve",
        "approvalRequestId": "={{ $json.data.approvalRequestId }}",
        "comments": "Auto-approved: Under threshold"
      }
    }
  ]
}

Error Handling

The node provides detailed error messages for common issues:

Error Code	Description	Resolution
AUTHENTICATION_ERROR	Invalid or expired token	Check credentials and refresh token
AUTHORIZATION_ERROR	Insufficient permissions	Verify user permissions in Conga
NOT_FOUND	Resource not found	Verify resource ID exists
VALIDATION_ERROR	Input validation failed	Check required fields and formats
RATE_LIMIT_EXCEEDED	Too many requests	Node automatically retries with backoff

Security Best Practices

1. Store credentials securely - Use n8n's credential storage
2. Use minimal permissions - Create OAuth apps with least privilege
3. Rotate secrets regularly - Update Client Secret periodically
4. Monitor API usage - Track API calls in Conga Admin
5. Validate webhook signatures - The trigger node automatically verifies signatures

Development

# Install dependencies
npm install

# Run linting
npm run lint

# Run tests
npm test

# Run tests with coverage
npm run test:coverage

# Build
npm run build

# Watch mode for development
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

1. Fork the repository
2. Create a feature branch: git checkout -b feature/amazing-feature
3. Commit your changes: git commit -m 'Add amazing feature'
4. Push to the branch: git push origin feature/amazing-feature
5. Open a Pull Request

Please ensure your code:

• Passes all existing tests
• Includes tests for new functionality
• Follows the existing code style
• Updates documentation as needed

Support

• Documentation: Conga Documentation
• n8n Community: n8n Community Forum
• Issues: GitHub Issues
• Commercial Support: Contact licensing@velobpa.com

Acknowledgments

• n8n - Workflow automation platform
• Conga - Revenue lifecycle management platform
• Velocity BPA team for development and maintenance