n8n-nodes-didar-crm

Custom n8n nodes for integrating with Didar CRM.
This package provides actions and triggers to automate workflows with your Didar CRM account.

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✨ Features

Trigger

• Didar CRM Trigger → receive webhook events for entity changes, updates, deletions.

Deal

• Create a deal
• Update a deal (by Id)
• Get deal details (by Id)
• Search deals (flexible filters, pipeline & stage, labels, custom fields, etc.)

Person (Contact)

• Create a person
• Update a person (by Id)
• Get person details (by Id)
• Search persons (keywords, owner, custom fields, filters)

Company

• Create a company
• Update a company (by Id)
• Get company details (by Id)
• Search companies (keywords, owner, custom fields, filters)

Activity

• Create an activity
• Update an activity (by Id)
• Search activities (type, owner, creator, contactIds, tags, dealId, caseId, etc.)

Note

• Create a note
• Update a note (by Id)

Case (Card)

• Create a case
• Update a case (by Id)
• Search cases (keywords, owner, contactIds, custom fields)

Product

• Create a product (with variants & custom fields)
• Update a product (with variants & custom fields)
• Get products by list of codes
• Search products (keywords)

Complementary Actions

• Get Base Information: retrieve Pipelines, Activity Types, Custom Fields, Product Categories
• Didaryab Searching: global search across contacts, companies, deals, cases, attachments
• Popup Caller ID: insert call log by phone number & internal number

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🧩 Common Features

• Dropdown selectors for Pipelines, Owners (Users), Activity Types, Product Categories, etc.
• Manual ID input option for each dropdown field
• Multi-select and manual list parsing for IDs (supports JSON arrays, comma/newline separated, and n8n array variables)
• Additional fields for advanced properties:
  • Visibility Type
  • Custom Fields (JSON)
  • Deal Items (list of product entries)
  • Multi-value lists (phones, emails, websites, addresses, bank accounts, labels, users)
• Correct handling of defaults (zero GUIDs, booleans, etc.)
• Webhook trigger enforces POST requests only
• Consistent Owner/Creator selection mechanism (select from list or manual ID) across all resources

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📦 Installation

npm install n8n-nodes-didar-crm

Place the module inside your n8n custom directory (usually ~/.n8n/custom/) and restart n8n.

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⚡ Usage

1. Trigger node

Add the Didar CRM Trigger node to your workflow.

• Exposes a webhook URL in n8n
• Accepts POST requests only
• Returns structured payload:

{
  "data": { ... },
  "changes": [ ... ],
  "meta": { ... },
  "raw": { ... },
  "receivedAt": "timestamp"
}

2. Resource operations

Deal

• Create → required: Title, OwnerId, PipelineId, PipelineStageId
• Update → same as create + Id
• Get → requires Id
• Search → optional filters (keywords, status, pipeline, owner, labels, probability, custom fields, etc.)

Person (Contact)

• Create → required: LastName, OwnerId
• Update → same as create + Id
• Get → requires Id
• Search → optional filters (keywords, owner, custom fields, etc.)

Company

• Create → required: Name, OwnerId
• Update → same as create + Id
• Get → requires Id
• Search → optional filters (keywords, owner, custom fields, etc.)

Activity

• Create Activity → required: Title, OwnerId, ActivityTypeId
• Update Activity → same as create + Id
• Search → optional filters (activity types, owner, creator, tags, contacts, deals, cases, done/deleted flags)

Note

• Create Note → required: ResultNote, OwnerId
• Update Note → same as create + Id

Case (Card)

• Create Case → required: Title, OwnerId, PipelineStageId, Status
• Update Case → same as create + Id
• Search → optional filters (keywords, owner, contactIds, custom fields)

Product

• Create Product → required: Title, optional: Variants, Fields
• Update Product → same as create + Id
• Get Products by Codes → required: Code[]
• Search Products → optional: Keywords

Complementary

• Get Base Information → pipelines, activity types, custom fields, product categories
• Didaryab Searching → global search with Keyword + multiple Types
• Popup Caller ID → log calls by phone number & internal extension, requires CallerId's APIKey

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🔑 Credentials

A new credential type Didar API is provided.

• Set your API Key and (if required) authentication cookies.
• Shared across all nodes.
• Note: Popup Caller ID uses a separate fixed API Key provided by Didar.

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📂 Project structure

n8n-nodes-didar-crm/
│── package.json
│── README.md
│── LICENSE
│── nodes/
│    ├── DidarCrm.node.ts        # Main entry for resources & operations
│    ├── DidarCrmTrigger.node.ts # Trigger node
│    ├── deal/                   # Deal operations
│    ├── person/                 # Person operations
│    ├── company/                # Company operations
│    ├── activity/               # Activity operations
│    ├── note/                   # Note operations
│    ├── case/                   # Case operations
│    ├── product/                # Product operations
│    └── supplementary/          # Complementary actions (base info, didaryab, popup caller ID)
│── lib/
│    ├── http.ts                 # Request helper
│    └── loadOptions.ts          # Dropdown population

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✅ Compatibility

• n8n: v1.20.0+ (Community Nodes enabled)
• Node.js: v18+
• Didar CRM account with API access

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🧪 Quick Start Checklist

1. Install and build this package.
2. In n8n, create credentials of type "Didar API".
   • Set Base URL (default https://app.didar.me).
   • Set API Key.
   • Optional: enable Use Cookie Header and set Cookie if your instance requires it.
   • Use the Test button to verify connectivity.
3. Add the Didar CRM node and pick a resource/operation.
4. For dropdown fields (pipelines, stages, owners, activity types), you can either pick from list or provide manual IDs.
5. For lists (IDs, labels, phones, emails, etc.), you can provide JSON arrays or comma/newline separated strings.

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🧯 Troubleshooting

• 401/403 errors: re-check API Key, Base URL, and whether cookie auth is required.
• Empty dropdowns: ensure the credential test passes and your user has permission to view the entities.
• Webhook not triggering: the trigger node accepts only POST; verify the sender uses POST and sends valid JSON.
• Popup Caller ID: requires a separate fixed API key provided by Didar.

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🛠 Development

1. Clone the repo

2. Install dependencies:

   npm install
   

3. Build:

   npm run build
   

4. Link into your n8n custom directory and restart:

   npm link
   n8n start
   

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📜 License

MIT License – see LICENSE for details.