inflow-crm

Official Inflow CRM integration for n8n. Create, update, search records and handle webhooks with dynamic field support.

Package Information

Downloads: 50 weeklyΒ /Β 108 monthly
Latest Version: 1.1.0
Author: Inflow CRM Team

Documentation

n8n-nodes-inflow-crm

npm version
License: MIT

Official Inflow CRM integration for n8n. This community node package provides comprehensive CRM automation capabilities, allowing you to create, update, search, and manage records while handling real-time webhooks with dynamic field support.

🎯 What is this?

The n8n-nodes-inflow-crm package is a community node that seamlessly integrates Inflow CRM with your n8n workflows. It provides:

  • CRUD Operations: Create, read, update, and delete CRM records
  • Real-time Webhooks: Trigger workflows when CRM events occur
  • Dynamic Field Mapping: Automatically fetch and map CRM fields
  • Pipeline & Stage Management: Easily assign records to sales pipelines and stages
  • Bulk Operations: Retrieve multiple records at once for efficient processing
  • File Upload Support: Handle document and attachment uploads
  • Advanced Filtering: Search and filter records with complex criteria
  • Multi-Module Support: Work with all Inflow CRM modules (contacts, companies, deals, etc.)

πŸ“¦ Installation

Option 1: Install via n8n Admin Panel (Recommended)

  1. Open your n8n instance
  2. Go to Settings β†’ Community Nodes
  3. Click Install a community node
  4. Enter the package name: n8n-nodes-inflow-crm
  5. Click Install

Option 2: Manual Installation

For detailed installation instructions, visit the official n8n community nodes documentation.

# Install via npm in your n8n installation directory
npm install n8n-nodes-inflow-crm

Option 3: Docker Environment

Add the package to your Docker environment variables:

# Docker environment variable
N8N_NODES_INCLUDE=n8n-nodes-inflow-crm

# Or install during container startup
docker exec -it n8n npm install n8n-nodes-inflow-crm

πŸ”§ Available Actions & Triggers

πŸ“‹ Node Actions

The Inflow CRM node provides nine main operations:

πŸ“ Create Record

  • Purpose: Create new records in any CRM module
  • Fields: Dynamic field mapping based on selected module
  • File Support: Upload attachments and documents
  • Validation: Automatic required field validation

✏️ Update Record

  • Purpose: Update existing records by ID
  • Fields: Only specify fields you want to change
  • File Support: Add or replace attachments
  • Flexibility: Partial updates supported

πŸ” Search Records

  • Purpose: Find multiple records with filtering
  • Filtering: Advanced filter capabilities with dynamic fields
  • Pagination: Configurable limit and page parameters
  • Sorting: Sort by any field in ascending/descending order

πŸ”Ž Find One Record

  • Purpose: Retrieve a single record matching criteria
  • Filtering: Flexible filtering without requiring ID
  • Use Case: Get specific records based on any field values

πŸ†” Get By ID

  • Purpose: Quickly retrieve any single record when you know its ID
  • When to Use: Perfect for lookups, follow-up workflows, or fetching details after creating a record
  • User Benefit: Fast, direct access to specific records without complex filtering

πŸ†”πŸ“‹ Get By IDs

  • Purpose: Retrieve multiple records at once by providing a list of IDs (comma-separated)
  • When to Use: Batch operations, syncing specific records, processing lists of items
  • User Benefit: Process multiple records efficiently in one operation with pagination and sorting support

πŸ—‘οΈ Delete Record

  • Purpose: Delete records by ID
  • Safety: Permanent deletion - use with caution
  • Response: Confirmation of deletion status

πŸ”’ Count Records

  • Purpose: Count records matching filter criteria
  • Filtering: Optional filters to count specific subsets
  • Performance: Efficient for large datasets

βš™οΈ Get Processes

  • Purpose: Lists all available sales pipelines/processes and their stages
  • When to Use: Building workflows that need to know available pipelines, automating pipeline assignments
  • Supported Modules: Works with Potentials (leads) and Orders
  • User Benefit: Dynamic access to your pipeline structure for smart automation

🎣 Webhook Triggers

The Inflow CRM Trigger node responds to real-time CRM events:

πŸ†• Record Created

  • Trigger: When new records are created in selected module
  • Data: Complete record data in webhook payload
  • Real-time: Instant notification of new records

πŸ“ Record Updated

  • Trigger: When records are modified in selected module
  • Data: Updated record data with changes
  • Use Case: Sync changes to other systems

πŸ—‘οΈ Record Deleted

  • Trigger: When records are deleted from selected module
  • Data: Information about deleted record
  • Cleanup: Trigger cleanup workflows

πŸŽ›οΈ Dynamic Field Support

How Dynamic Fields Work

The integration automatically fetches available fields from your Inflow CRM instance and presents them in n8n's Resource Mapper interface. This means:

  • βœ… Automatic Field Discovery: Fields are loaded dynamically based on your CRM configuration
  • βœ… Type-Safe Mapping: Field types are respected (text, number, date, boolean, etc.)
  • βœ… Module-Specific Fields: Different field sets for different modules (contacts, companies, deals)
  • βœ… Custom Field Support: Works with your custom fields automatically

Current n8n Limitations

⚠️ Important: n8n currently has limitations with certain dynamic field types that affect the user experience:

Multiselect Fields

  • Issue: Dynamic multiselect fields fetched from the API are not fully supported
  • Workaround: Use text input with comma-separated values
  • Status: This is an n8n platform limitation, not specific to Inflow CRM

Dynamic Relation Fields with Search

  • Issue: Relation fields with search/autocomplete functionality (like those in Inflow CRM UI) cannot be replicated in n8n
  • Workaround: Use the related record ID directly
  • Example: Instead of searching for "John Doe", use the contact ID: 12345

Complex Field Types

  • Issue: Some advanced field types may display as simple text inputs
  • Impact: Functionality works, but UX may be less intuitive than in the Inflow CRM interface

🚧 Current Issues & Roadmap

Recently Resolved βœ…

Potentials with Pipelines and Stages

  • Status: βœ… RESOLVED - Now fully working!
  • What Changed: You can now easily assign Potentials (leads) and Orders to specific pipelines and stages
  • How It Works:
    • When creating or updating records, select from a user-friendly dropdown
    • Format: "Proces: [Pipeline Name] z etapu: [Stage Name]"
    • Example: "Proces: SprzedaΕΌ produktΓ³w z etapu: Pierwszy kontakt"
    • No manual ID entry needed - just pick from the list!
  • Supported Modules: Potentials and Orders

Upcoming Improvements

  • Better support for complex field relationships
  • Improved multiselect field handling (pending n8n platform updates)
  • Advanced bulk operations
  • Additional automation capabilities

πŸ“š Advanced Usage & API Reference

For operations that are not possible through the n8n node interface, you can use the raw Inflow CRM API directly in your workflows.

πŸ“– Detailed API Documentation

Complete API documentation is available at: https://inflowcrm.github.io/public-api-docs/

This documentation includes:

  • Complete endpoint reference
  • Request/response examples
  • Authentication details
  • Advanced filtering options
  • Webhook event specifications
  • Rate limiting information

πŸ”— Using Raw API Calls

When the n8n node doesn't support your specific use case, you can make direct API calls using n8n's HTTP Request node:

// Example: Custom API call in n8n HTTP Request node
{
  "method": "POST",
  "url": "https://srv.inflowcrm.pl/api/your-endpoint",
  "headers": {
    "x-api-key": "{{$credentials.inflowCrmApi.apiKey}}",
    "Content-Type": "application/json"
  },
  "body": {
    "your": "custom data"
  }
}

πŸ” Authentication

The package uses API Key authentication with Inflow CRM. To configure:

  1. Generate an API key in your Inflow CRM instance
  2. In n8n, create new Inflow CRM API credentials
  3. Enter your API key and server URL
  4. Test the connection

πŸ› Debugging

This project uses the debug library for comprehensive logging. Enable debugging with:

# Enable all Inflow CRM debugging
DEBUG=inflow:* n8n start

# Enable specific components
DEBUG=inflow:api,inflow:auth n8n start

Available namespaces:

  • inflow:api - API communication
  • inflow:auth - Authentication
  • inflow:cache - Metadata caching
  • inflow:actions - Node actions

🀝 Support & Contributing

Getting Help

Contributing

Contributions are welcome! Please read our contributing guidelines and submit pull requests to our GitHub repository.

πŸ“„ License

This project is licensed under the MIT License - see the LICENSE file for details.


Made with ❀️ by the Inflow CRM Team

Inflow CRM | Documentation | n8n Community Nodes

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