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Monica CRM#

The Monica CRM node allows you to automate work in Monica CRM, and integrate Monica CRM with other applications. n8n has built-in support for a wide range of Monica CRM features, including creating, updating, deleting, and getting activities, calls, contracts, messages, tasks, and notes.

On this page, you'll find a list of operations the Monica CRM node supports and links to more resources.


Refer to Monica CRM credentials for guidance on setting up authentication.

Examples and templates

For usage examples and templates to help you get started, take a look at n8n's Monica CRM integrations list.

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