uno-erp-segmentador

n8n community node — visual customer segmentation builder for clinic ERPs. Generates SQL queries from visual rules (appointments, services, budgets, plans).

Package Information

Downloads: 6 weekly / 39 monthly
Latest Version: 1.5.0

Available Nodes

ERP Clinic — Customer Segmentation
Build customer segmentation rules visually and send them to the UnoCRM segmentation API.

Documentation

n8n-nodes-erp-clinic

n8n Community Node — Visual customer segmentation builder for clinic ERPs.
Build rules visually and get a ready-to-run SQL query as output.

Installation

Via n8n UI (self-hosted)

  1. Go to Settings → Community Nodes
  2. Click Install
  3. Enter n8n-nodes-erp-clinic
  4. Confirm and restart

Via CLI

npm install n8n-nodes-erp-clinic
# restart n8n

How it works

Search for "ERP Clinic — Customer Segmentation" in the node panel.

  1. Set the root operator: ALL (AND) or ANY (OR)
  2. Click Add Condition and configure each rule
  3. The node outputs { "sql": "SELECT ..." } — pipe it directly into a Postgres or MySQL node

Available conditions

📅 Agenda (Appointments)

Field Operators Value
Has future appointment — Yes / No
Has any appointment — Yes / No
Appointment status is, is not, is any of scheduled / confirmed / completed / canceled / no_show
Appointment service SKU equals, is any of SKU string(s)
Days since last appointment = ≠ > ≥ < ≤ number
No-show count = ≠ > ≥ < ≤ number

💉 Serviço (Services)

Field Operators Value
Has purchased any service — Yes / No
Service SKU equals, is any of SKU string(s)
Days since last service = ≠ > ≥ < ≤ number
Total services purchased = ≠ > ≥ < ≤ number
Total amount spent (R$) = ≠ > ≥ < ≤ number

Only considers orders with status = 'paid'

📋 Orçamento (Budgets)

Field Operators Value
Has open budget — Yes / No
Budget status is, is not, is any of open / converted / expired
Budget total amount (R$) = ≠ > ≥ < ≤ number
Days without conversion = ≠ > ≥ < ≤ number
Is recent budget (≤ 7 days) — Yes / No
Budget service SKU equals, is any of SKU string(s)

🏷️ Plano (Plans)

Field Operators Value
Has any plan — Yes / No
Has active plan — Yes / No
Plan status is, is not, is any of active / canceled / expired
Plan SKU equals, is any of SKU string(s)
Days until plan expires = ≠ > ≥ < ≤ number

Example output

Setup: Customers who bought Botox AND have no future appointment

Match: ALL conditions (AND)
├─ Serviço  │ Service SKU         │ equals    │ botox_001
└─ Agenda   │ Has future appoint. │ —         │ No

Generated SQL:

SELECT
  c.id,
  c.name,
  c.created_at
FROM customers c
WHERE
  (
    EXISTS (
      SELECT 1 FROM orders o
      JOIN order_items oi ON oi.order_id = o.id
      JOIN services s ON s.id = oi.service_id
      WHERE o.customer_id = c.id
        AND o.status = 'paid'
        AND s.sku = 'botox_001'
    )
  )
  AND (
    NOT EXISTS (SELECT 1 FROM appointments a WHERE a.customer_id = c.id AND a.start_at > NOW())
  )
ORDER BY c.name;

Expected database schema

customers         id, name, created_at
appointments      id, customer_id, service_id, start_at, status
services          id, sku, name
orders            id, customer_id, status, created_at, total_amount
order_items       id, order_id, service_id, quantity, unit_price
budgets           id, customer_id, status, created_at, converted_at, total_amount
budget_items      id, budget_id, service_id, quantity, unit_price
customer_plans    id, customer_id, plan_id, status, start_at, end_at
plans             id, sku, name

License

MIT

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