Description

n8n-nodes-outseta

!n8n
!npm
!license

An n8n community node for integrating with Outseta CRM. This node allows you to manage people, accounts, and deals in your Outseta CRM directly from your n8n workflows.

Installation

Follow the installation guide in the n8n community nodes documentation.

Community Nodes (Recommended)

1. Go to Settings > Community Nodes.
2. Select Install.
3. Enter n8n-nodes-outseta as the npm package name.
4. Agree to the risks of using community nodes.
5. Select Install.

Manual Installation

To get started:

npm install n8n-nodes-outseta

Credentials

You’ll need to configure your Outseta API credentials:

1. API Key: Found in Settings > Integrations > API Keys in your Outseta dashboard
2. Secret Key: Shown only when creating the API Key (store it securely)
3. Domain: Your Outseta domain (e.g., yourcompany.outseta.com)

Operations

People Resource

• Create: Add a new person to your CRM
• Delete: Remove a person from your CRM
• Get: Retrieve a specific person by UID
• Get Many: Retrieve multiple people with pagination support
• Update: Update an existing person’s information

Accounts Resource

• Create: Add a new account to your CRM
• Delete: Remove an account from your CRM
• Get: Retrieve a specific account by UID
• Get Many: Retrieve multiple accounts with pagination support
• Send Confirmation: Send confirmation emails to account members
• Update: Update an existing account’s information

Deals Resource

• Create: Add a new deal to your CRM
• Delete: Remove a deal from your CRM
• Get: Retrieve a specific deal by UID
• Get Many: Retrieve multiple deals with pagination support
• Update: Update an existing deal’s information

Features

• ✅ Full CRM Support: Manage people, accounts, and deals
• ✅ Advanced Filtering: Filter by email, name, account stage, and more
• ✅ Pagination: Efficient handling of large datasets with offset/limit
• ✅ Field Selection: Choose specific fields to return with partial responses
• ✅ Account Stages: Support for Demo, Trialing, Subscribing, etc.
• ✅ Error Handling: Comprehensive error messages and validation
• ✅ JSON-Based: Uses n8n’s modern JSON-based node implementation

Example Usage

Create a New Person

{
  "resource": "people",
  "operation": "create",
  "email": "[email protected]",
  "firstName": "John",
  "lastName": "Doe",
  "additionalFields": {
    "phoneMobile": "+1-555-123-4567"
  }
}

Get Person by Email

{
  "resource": "people",
  "operation": "getAll",
  "additionalOptions": {
    "filterByEmail": "[email protected]",
    "fields": "Uid,Email,FirstName,LastName"
  }
}

Get Accounts by Person Email

{
  "resource": "accounts",
  "operation": "getAll", 
  "additionalOptions": {
    "filterByPersonEmail": "[email protected]",
    "fields": "Uid,Name,AccountStage,PersonAccount"
  }
}

Get All Accounts with Stage Filtering

{
  "resource": "accounts", 
  "operation": "getAll",
  "additionalOptions": {
    "filterByAccountStage": 2,
    "limit": 25,
    "offset": 0,
    "fields": "Uid,Name,AccountStage"
  }
}

Create a Deal

{
  "resource": "deals",
  "operation": "create",
  "dealName": "Enterprise Contract",
  "additionalFields": {
    "amount": 50000,
    "accountUid": "abc123"
  }
}

API Documentation

For detailed information about the Outseta API, refer to the official API documentation.

Rate Limiting

The Outseta API has a rate limit of 4 requests per second for API key authentication. This node respects these limits automatically.

Support

• Node Issues: GitHub Issues
• Outseta API: [email protected]
• n8n Community: n8n Community Forum

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT