Description
n8n-nodes-simla
This is a n8n community node. It lets you use Simla API in your n8n workflows.
Simla is a customer relationship management (CRM) platform that helps businesses manage sales, customer interactions, and messaging.
n8n is a fair-code licensed workflow automation platform.
Installation
Operations
Credentials
Compatibility
Usage
Resources
Installation
Follow the installation guide in the n8n community nodes documentation.
Operations
This node supports the following resources and operations:
Customer
- Get: Get customers by filter
- Create: Create customer
- Edit: Edit customer
Order
- Get: Get orders by filter
- Create: Create order
- Edit: Edit order
Message
- Send: Send a message to chat
Dialog
- Assign: Assign a dialog to a user or bot
- Unassign: Unassign a dialog
- Close: Close a dialog
Credentials
To use the Simla node, you need to authenticate with the Simla API:
- You need a Simla account
- Create a Simla API key – documentation. Minimal required permissions:
- Orders: Read and write
- Customers: Read and write
- Integration: Read and write
- Provide:
- Simla URL: Your Simla instance URL
- Simla API key: Your API key for authentication
The node uses API key authentication with the key sent in the X-Api-Key header.
Compatibility
This node has been tested with n8n version 1.109.1.
Usage
Customer and order operations:
Fill in the necessary fields in the filter to search for a customer or order.
Saving an order with a customer
Select Simla Trigger with Trigger On: Customer Message.
You can search for a customer by customerMgId:
When creating an order, specify Customer -> ID:
Choose the necessary fields from fixedCollection for creating and editing a customer or order.
Order creation example:
Customer edition example:
Illustrative example of chat interactions:
Select Simla Trigger with Trigger On: Customer Message.
When a message is received in Simla, the message is passed to $json.body.payload[0].content. Depending on the message written by the client:
- a greeting is sent to the client;
- the dialog is assigned to the appropriate manager;
- the dialog is unassigned from the responsible person;
- the dialog is closed.
To send a message, specify the Chat ID from INPUT. To manage the dialog, select dialogId in the corresponding field.
