n8n-nodes-clientify 0.1.4 → 0.2.0

package/README.md

@@ -11,6 +11,7 @@ Official n8n node for integrating with Clientify CRM via Model Context Protocol
 - [Prerequisites](#prerequisites)
 - [Configuration](#configuration)
 - [Available Operations](#available-operations)
+- [Trigger Events](#trigger-events)
 - [Usage Examples](#usage-examples)
 - [Troubleshooting](#troubleshooting)
 - [Support](#support)
@@ -121,6 +122,84 @@ This node dynamically supports **26 operations** from the Clientify MCP API:
 - **Get Current User** - Get information about the authenticated user
 - **Get Current Time** - Get current date/time with timezone awareness
 
+## Trigger Events
+
+**NEW in v0.2.0!** The Clientify Trigger node enables automatic workflow execution when events occur in Clientify CRM.
+
+### Available Triggers
+
+#### 👥 Contact Triggers
+- **Contact Created** - Fires when a new contact is added to Clientify
+- **Contact Updated** - Fires when contact details are modified
+- **Contact Deleted** - Fires when a contact is removed
+
+#### 📊 Company Triggers
+- **Company Created** - Fires when a new company is added to Clientify
+- **Company Updated** - Fires when company details are modified
+- **Company Deleted** - Fires when a company is removed
+
+#### 💼 Deal Triggers
+- **Deal Created** - Fires when a new deal is created
+- **Deal Updated** - Fires when deal details are modified
+- **Deal Won** - Fires when a deal is marked as won
+- **Deal Lost** - Fires when a deal is marked as lost
+- **Deal Stage Changed** - Fires when a deal moves to a different pipeline stage
+- **Deal Deleted** - Fires when a deal is removed
+
+#### ✅ Task Triggers
+- **Task Created** - Fires when a new task is created
+- **Task Completed** - Fires when a task is marked as completed
+- **Task Due Soon** - Fires when a task is approaching its due date
+- **Task Overdue** - Fires when a task passes its due date
+
+### Setting Up Webhooks
+
+1. **Add Clientify Trigger node** to your workflow in n8n
+2. **Select the event** you want to listen for (e.g., "Contact Created")
+3. **Save and activate** the workflow to generate webhook URL
+4. **Copy the webhook URL** from the trigger node
+5. **Configure webhook in Clientify:**
+   - Go to Clientify Settings → Webhooks
+   - Add new webhook
+   - Paste the n8n webhook URL
+   - Select the corresponding event type
+   - Save the webhook configuration
+
+### Webhook Data Structure
+
+When a webhook triggers your workflow, the data is automatically flattened for easy access:
+
+**Contact Created Example:**
+```json
+{
+  "event": "contact.created",
+  "timestamp": "2025-10-02T15:30:00Z",
+  "contact_id": 12345,
+  "first_name": "John",
+  "last_name": "Doe",
+  "email": "john.doe@example.com",
+  "phone": "+1234567890",
+  "company_id": 456,
+  "company_name": "Acme Corp"
+}
+```
+
+**Deal Won Example:**
+```json
+{
+  "event": "deal.won",
+  "timestamp": "2025-10-02T17:00:00Z",
+  "deal_id": 98765,
+  "title": "Enterprise License Sale",
+  "value": 50000,
+  "currency": "USD",
+  "contact_id": 12345,
+  "contact_name": "John Doe",
+  "company_id": 789,
+  "company_name": "New Corp"
+}
+```
+
 ## Usage Examples
 
 ### Example 1: List All Contacts
@@ -226,6 +305,55 @@ Retrieve deals that are in the "Negotiation" stage.
 
 ---
 
+### Example 6: Auto-Send Welcome Email (Using Trigger)
+
+**NEW in v0.2.0!** Automatically send a welcome email when a new contact is created.
+
+**Workflow:**
+1. **Clientify Trigger**
+   - Event: `Contact Created`
+
+2. **Send Email**
+   - To: `{{$json.email}}`
+   - Subject: `Welcome {{$json.first_name}}!`
+   - Body: Welcome message
+
+3. **Create Task**
+   - Title: `Follow up with {{$json.first_name}} {{$json.last_name}}`
+   - Contact ID: `{{$json.contact_id}}`
+   - Due: 3 days from now
+
+**Result:** When someone creates a contact "Jane Smith" in Clientify:
+- Jane automatically receives welcome email
+- Follow-up task is created for sales team
+- All happens instantly without manual intervention
+
+---
+
+### Example 7: Deal Won Notification (Using Trigger)
+
+**NEW in v0.2.0!** Notify your team when a deal is won.
+
+**Workflow:**
+1. **Clientify Trigger**
+   - Event: `Deal Won`
+
+2. **Slack** (or Email)
+   - Message: `🎉 Deal Won! {{$json.title}} - ${{$json.value}} - {{$json.contact_name}}`
+   - Channel: `#sales-wins`
+
+3. **Clientify** (Action Node)
+   - Operation: `Create Task`
+   - Title: `Onboard {{$json.contact_name}}`
+   - Deal ID: `{{$json.deal_id}}`
+
+**Result:** When a deal is marked as won:
+- Team gets instant Slack notification
+- Onboarding task is automatically created
+- No manual steps required
+
+---
+
 ## Troubleshooting
 
 ### Node Doesn't Appear After Installation
@@ -359,6 +487,12 @@ This is an official Clientify node. Contributions are welcome!
 
 ## Version History
 
+- **v0.2.0** (2025-10-02): Trigger support added
+  - **NEW:** Clientify Trigger node for webhook events
+  - 16 trigger events (contact, company, deal, task)
+  - Automatic workflow execution on Clientify events
+  - Flattened webhook payload for easy data access
+
 - **v0.1.0** (2025-10-01): Initial release
   - 26 MCP operations supported
   - Dynamic field generation from MCP API

package/dist/nodes/ClientifyMcp/ClientifyMcpTrigger.node.d.ts

@@ -0,0 +1,5 @@
+import { IWebhookFunctions, INodeType, INodeTypeDescription, IWebhookResponseData } from 'n8n-workflow';
+export declare class ClientifyMcpTrigger implements INodeType {
+    description: INodeTypeDescription;
+    webhook(this: IWebhookFunctions): Promise<IWebhookResponseData>;
+}

package/dist/nodes/ClientifyMcp/ClientifyMcpTrigger.node.js

@@ -0,0 +1,213 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.ClientifyMcpTrigger = void 0;
+class ClientifyMcpTrigger {
+    constructor() {
+        this.description = {
+            displayName: 'Clientify Trigger',
+            name: 'clientifyMcpTrigger',
+            icon: 'file:clientify.svg',
+            group: ['trigger'],
+            version: 1,
+            subtitle: '={{$parameter["event"]}}',
+            description: 'Starts workflow when Clientify CRM events occur',
+            defaults: {
+                name: 'Clientify Trigger',
+            },
+            inputs: [],
+            outputs: ["main" /* NodeConnectionType.Main */],
+            credentials: [
+                {
+                    name: 'clientifyMcpApi',
+                    required: true,
+                },
+            ],
+            webhooks: [
+                {
+                    name: 'default',
+                    httpMethod: 'POST',
+                    responseMode: 'onReceived',
+                    path: 'webhook',
+                },
+            ],
+            properties: [
+                {
+                    displayName: 'Event',
+                    name: 'event',
+                    type: 'options',
+                    required: true,
+                    default: 'contact.created',
+                    description: 'The Clientify event that will trigger this workflow',
+                    options: [
+                        // Company Events
+                        {
+                            name: 'Company Created',
+                            value: 'company.created',
+                            description: 'Triggers when a new company is created in Clientify',
+                        },
+                        {
+                            name: 'Company Deleted',
+                            value: 'company.deleted',
+                            description: 'Triggers when a company is deleted from Clientify',
+                        },
+                        {
+                            name: 'Company Updated',
+                            value: 'company.updated',
+                            description: 'Triggers when a company is updated in Clientify',
+                        },
+                        // Contact Events
+                        {
+                            name: 'Contact Created',
+                            value: 'contact.created',
+                            description: 'Triggers when a new contact is created in Clientify',
+                        },
+                        {
+                            name: 'Contact Deleted',
+                            value: 'contact.deleted',
+                            description: 'Triggers when a contact is deleted from Clientify',
+                        },
+                        {
+                            name: 'Contact Updated',
+                            value: 'contact.updated',
+                            description: 'Triggers when a contact is updated in Clientify',
+                        },
+                        // Deal Events
+                        {
+                            name: 'Deal Created',
+                            value: 'deal.created',
+                            description: 'Triggers when a new deal is created in Clientify',
+                        },
+                        {
+                            name: 'Deal Deleted',
+                            value: 'deal.deleted',
+                            description: 'Triggers when a deal is deleted from Clientify',
+                        },
+                        {
+                            name: 'Deal Lost',
+                            value: 'deal.lost',
+                            description: 'Triggers when a deal is marked as lost',
+                        },
+                        {
+                            name: 'Deal Stage Changed',
+                            value: 'deal.stage_changed',
+                            description: 'Triggers when a deal moves to a different stage',
+                        },
+                        {
+                            name: 'Deal Updated',
+                            value: 'deal.updated',
+                            description: 'Triggers when a deal is updated in Clientify',
+                        },
+                        {
+                            name: 'Deal Won',
+                            value: 'deal.won',
+                            description: 'Triggers when a deal is marked as won',
+                        },
+                        // Task Events
+                        {
+                            name: 'Task Completed',
+                            value: 'task.completed',
+                            description: 'Triggers when a task is marked as completed',
+                        },
+                        {
+                            name: 'Task Created',
+                            value: 'task.created',
+                            description: 'Triggers when a new task is created in Clientify',
+                        },
+                        {
+                            name: 'Task Due Soon',
+                            value: 'task.due_soon',
+                            description: 'Triggers when a task is approaching its due date',
+                        },
+                        {
+                            name: 'Task Overdue',
+                            value: 'task.overdue',
+                            description: 'Triggers when a task is overdue',
+                        },
+                    ],
+                },
+            ],
+        };
+    }
+    async webhook() {
+        var _a, _b, _c, _d, _e, _f, _g;
+        const req = this.getRequestObject();
+        const event = this.getNodeParameter('event');
+        // Get webhook payload from request body
+        const payload = req.body;
+        // Validate that we received a payload
+        if (!payload || typeof payload !== 'object') {
+            return {
+                workflowData: [],
+            };
+        }
+        // Validate that the event matches what user configured
+        // If events don't match, don't trigger the workflow
+        if (payload.event !== event) {
+            return {
+                workflowData: [],
+            };
+        }
+        // Extract and flatten data based on event type for easier access in workflows
+        let workflowData = {
+            event: payload.event,
+            timestamp: payload.timestamp,
+        };
+        // Add account and user info if present
+        if (payload.account_id) {
+            workflowData.account_id = payload.account_id;
+        }
+        if (payload.user_id) {
+            workflowData.user_id = payload.user_id;
+        }
+        // Flatten the nested data structure based on event type
+        if (payload.event.startsWith('contact.')) {
+            // Contact events
+            if ((_a = payload.data) === null || _a === void 0 ? void 0 : _a.contact) {
+                workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { contact_id: payload.data.contact.id }), payload.data.contact);
+            }
+            // Include changes for update events
+            if ((_b = payload.data) === null || _b === void 0 ? void 0 : _b.changes) {
+                workflowData.changes = payload.data.changes;
+            }
+        }
+        else if (payload.event.startsWith('company.')) {
+            // Company events
+            if ((_c = payload.data) === null || _c === void 0 ? void 0 : _c.company) {
+                workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { company_id: payload.data.company.id }), payload.data.company);
+            }
+            // Include changes for update events
+            if ((_d = payload.data) === null || _d === void 0 ? void 0 : _d.changes) {
+                workflowData.changes = payload.data.changes;
+            }
+        }
+        else if (payload.event.startsWith('deal.')) {
+            // Deal events
+            if ((_e = payload.data) === null || _e === void 0 ? void 0 : _e.deal) {
+                workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { deal_id: payload.data.deal.id }), payload.data.deal);
+            }
+            // Include changes for update events
+            if ((_f = payload.data) === null || _f === void 0 ? void 0 : _f.changes) {
+                workflowData.changes = payload.data.changes;
+            }
+        }
+        else if (payload.event.startsWith('task.')) {
+            // Task events
+            if ((_g = payload.data) === null || _g === void 0 ? void 0 : _g.task) {
+                workflowData = Object.assign(Object.assign(Object.assign({}, workflowData), { task_id: payload.data.task.id }), payload.data.task);
+            }
+        }
+        // Keep the original raw payload for advanced users who need it
+        workflowData._raw = payload;
+        // Return the data that will be passed to the workflow
+        return {
+            workflowData: [
+                [
+                    {
+                        json: workflowData,
+                    },
+                ],
+            ],
+        };
+    }
+}
+exports.ClientifyMcpTrigger = ClientifyMcpTrigger;

package/dist/package.json

@@ -1,6 +1,6 @@
 {
   "name": "n8n-nodes-clientify",
-  "version": "0.1.4",
+  "version": "0.2.0",
   "description": "N8N node for Clientify CRM integration",
   "keywords": [
     "n8n-node",
@@ -38,7 +38,8 @@
       "dist/credentials/ClientifyMcpApi.credentials.js"
     ],
     "nodes": [
-      "dist/nodes/ClientifyMcp/ClientifyMcpDynamic.node.js"
+      "dist/nodes/ClientifyMcp/ClientifyMcpDynamic.node.js",
+      "dist/nodes/ClientifyMcp/ClientifyMcpTrigger.node.js"
     ]
   },
   "devDependencies": {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "n8n-nodes-clientify",
-  "version": "0.1.4",
+  "version": "0.2.0",
   "description": "N8N node for Clientify CRM integration",
   "keywords": [
     "n8n-node",
@@ -38,7 +38,8 @@
       "dist/credentials/ClientifyMcpApi.credentials.js"
     ],
     "nodes": [
-      "dist/nodes/ClientifyMcp/ClientifyMcpDynamic.node.js"
+      "dist/nodes/ClientifyMcp/ClientifyMcpDynamic.node.js",
+      "dist/nodes/ClientifyMcp/ClientifyMcpTrigger.node.js"
     ]
   },
   "devDependencies": {