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Monica CRM#

Monica CRM is an open-source web application to organize and record your interactions with your loved ones.


You can find authentication information for this node here.

Basic operations#

  • Activity
    • Create an activity
    • Delete an activity
    • Retrieve an activity
    • Retrieve all activities
    • Update an activity
  • Call
    • Create a call
    • Delete a call
    • Retrieve a call
    • Retrieve all calls
    • Update a call
  • Contact
    • Create a contact
    • Delete a contact
    • Retrieve a contact
    • Retrieve all contacts
    • Update a contact
  • Contact Field
    • Create a contact field
    • Delete a contact field
    • Retrieve a contact field
    • Update a contact field
  • Contact Tag
    • Add
    • Remove
  • Conversation
    • Create a conversation
    • Delete a conversation
    • Retrieve a conversation
    • Update a conversation
  • Conversation Message
    • Add a message to a conversation
    • Update a message in a conversation
  • Journal Entry
    • Create a journal entry
    • Delete a journal entry
    • Retrieve a journal entry
    • Retrieve all journal entries
    • Update a journal entry
  • Note
    • Create a note
    • Delete a note
    • Retrieve a note
    • Retrieve all notes
    • Update a note
  • Reminder
    • Create a reminder
    • Delete a reminder
    • Retrieve a reminder
    • Retrieve all reminders
    • Update a reminder
  • Tag
    • Create a tag
    • Delete a tag
    • Retrieve a tag
    • Retrieve all tags
    • Update a tag
  • Task
    • Create a task
    • Delete a task
    • Retrieve a task
    • Retrieve all tasks
    • Update a task

Example usage#

This workflow allows you to create a new contact in Monica CRM. This example usage workflow would use the following three nodes. - Start - Monica CRM

The final workflow should look like the following image.

A workflow with the Monica CRM node

1. Start node#

The start node exists by default when you create a new workflow.

2. Monica CRM node#

  1. First enter your credentials for the Monica CRM node. You can find out how to do that here.
  2. Select Contact from the Resource dropdown list.
  3. Select Create from the Operation dropdown list.
  4. Enter the First Name of your new contact.
  5. Enter the Gender of your new contact using the dropdown list.
  6. Click on Execute Node to run the workflow.

The Monica CRM node