Description
n8n-nodes-umsatzio
Unofficial n8n Integration for Umsatz.io – the first CRM built on the Setter-Closer principle
Automate your contact, deal, and activity workflows, react to real-time events, and keep your pipeline moving — without manual work.
🧭 Overview
This community node connects Umsatz.io (Setter-Closer CRM) seamlessly with your n8n workflows.
From contact creation to deal management and real-time triggers — automate every key revenue process end-to-end.
⚙️ Core Features
👤 Contacts
| Action | Description |
|---|---|
| Create Contact | Create a new contact (no upsert). |
| Find Contact by Email | Find an existing contact by email. |
| Get Contacts by Filter Group | Apply a saved filter group and list all resulting contacts. |
| Search Contacts | Search contacts by text (full-text search). |
| Update Contact (by ID) | Update a contact by its ID. |
| Upsert Contact (by Email) | Find by email, update if found, otherwise create. |
💼 Deals
| Action | Description |
|---|---|
| Create Deal | Create a new deal in the system. |
| Find Deal by ID | Retrieve a deal by its ID. |
| Find Related Deals by Email | Retrieve all deals linked to a contact’s email. |
| List by Stage | List all deals in a given stage. |
| Change Pipeline/Stage | Move a deal to another stage. |
| Update Deal (per Deal-ID) | Update an existing deal. |
| Get Pipelines | List all available pipelines. |
| Get Pipeline | Get details for a single pipeline including its stages. |
| Get Deals by Filter Group | Apply a saved filter group and list resulting deals. |
📝 Activities
| Action | Description |
|---|---|
| Create Note | Add an internal note to a contact (context, updates, reminders). |
| List Notes | Retrieve all notes created for a contact. |
| List Email Activities | Retrieve email history for a contact. |
| List Phone Call Activities | Retrieve logged phone call activities related to the contact. |
| Log Email | Manually log an email activity to a contact (e.g., external correspondence). |
🔔 Webhooks
| Action | Description |
|---|---|
| List Webhooks | List all registered webhooks. |
| Create Webhook | Create a new webhook in Umsatz.io. |
| Update Webhook | Update an existing webhook. |
| Delete Webhook | Delete a webhook. |
⚡ Trigger Events (Real-Time Webhooks)
React instantly to events happening in Umsatz.io:
| Event | Description |
|---|---|
| New Contact | Triggered when a new contact is created. |
| Change Contact Property | Triggered when a contact property is updated or filled. |
| New Deal | Triggered when a new deal is created. |
| Change Deal Property | Triggered when a deal property changes. |
| Update Deal Stage | Triggered when a deal’s stage changes. |
| Submit Form | Triggered when a form is submitted within Umsatz.io. |
| New Phone Call Activity | Triggered when a user logs a new call in the app. |
🔐 Authentication
Uses API Key Authentication
- Base URL:
https://app.umsatz.io/api/graphql - Header:
api-key: <YOUR_API_KEY>
A built-in credential test verifies the connection directly within n8n.
📦 Installation
Requirements
- n8n ≥ 1.107.1
- Active Umsatz.io account with API Key
Community Node Installation
- Open n8n → Settings → Community Nodes → Install
- Enter package name:
# Option A — Scoped (recommended)
@rjsebening/n8n-nodes-umsatzio
# Option B — Unscoped
n8n-nodes-umsatzio
- Restart n8n – the node will now appear in the list.
🧩 Node Overview
Umsatz.io (Action Node)
Available Resources
| Resource | Description |
|---|---|
| Contact | Manage contacts (create, update, upsert, or search). |
| Deal | Create, update, move, or list deals by stage or filter group. |
| Activity | Manage notes, emails, and phone calls. |
| Webhook | Create, list, update, or delete webhooks. |
| Raw Query/Mutation | Execute custom GraphQL queries or mutations. |
Umsatz.io Trigger (Realtime Node)
- Automatically registers webhooks when the workflow is activated.
- Removes them when deactivated to avoid duplicates.
- Returns the raw event payload (JSON response from Umsatz.io).
📖 Example Use Cases
- Auto-create CRM contacts when a form is submitted in Umsatz.io.
- Send Slack notifications for deal stage changes.
- Log call activities into a Google Sheet for reporting.
- Add notes or emails to contacts when external events (billing, onboarding, etc.) occur.
- Automatically update deal statuses when payments or forms are received.
🛠️ Troubleshooting
| Issue | Solution |
|---|---|
| “Received request for unknown webhook…” | Disable and re-enable the trigger to re-register the webhook. |
| “Cannot set headers after they are sent…” | Caused by double response handling in custom code. |
| Webhook warnings (“Ping/Delete”) | Appear when webhooks were manually deleted in Umsatz.io. Reactivate the trigger to refresh. |
📬 About the Author
I’m Rezk Jörg Sebening – Automation & Systems Expert (DACH).
I build n8n nodes and process automation systems that help agencies, coaches, and service providers scale without manual work.
👉 Follow me on GitHub for new DACH integrations and automation templates.
⚖️ Legal Disclaimer
This community node is not affiliated with Umsatz.io (no partnership, no sponsorship, no official endorsement).
It simply connects to publicly available API endpoints.
- Community developed & maintained
- For API-related issues → contact Umsatz.io Support
- All trademarks & logos belong to their respective owners
📄 License
MIT License
Contributions and pull requests are welcome!
