n8n Detailed Documentation

n8n Integration

• To set up a new n8n integration, click the “Add n8n” button on the n8n integration settings page.
• First, select the appropriate Add-On from the dropdown menu. The Add-On field contains predefined options organized by categories such as General (Create User, New Invoice, Invoice Status Updated, New Proposal, Proposal Status Updated), Account (New Customer, New Vendor, New Revenue), POS (New Purchase, New Warehouse), HRM (New Award, New Announcement, New Holidays, New Monthly Payslip, New Event, New Employee), Recruitment (New Job, New Job Application, Interview Schedule, Convert To Employee), and many other specialized Add-Ons for different business functions.
• Next, choose the HTTP method that matches your n8n workflow requirements. You can select from GET, HEAD, POST, PUT, or PATCH methods depending on how you want the data to be transmitted to your n8n platform.
• Finally, enter the complete webhook URL that you have created and copied from your n8n platform. This URL is where all the selected Add-On data will be sent when the corresponding action occurs in your system.
• The system will now automatically send data on the n8n platform whenever the selected Add-On activity occurs.
• After creating a record, the list displays Action, Module Name, Method, and Status (Active/Inactive). A toggle switch is provided to enable or disable the webhook by switching its status between Active and Inactive. When the webhook is set to Inactive, it will not function.
• From the Actions column, you can click “Edit” to modify any existing webhook configuration, such as changing the HTTP method or updating the webhook URL. You can also click “Delete” to remove webhook integrations that are no longer needed.

How n8n Integration Works

• The n8n integration operates through a straightforward webhook-based system that automatically transfers data from your platform to n8n workflows. When you create a new webhook integration, you essentially establish a communication bridge between your software and the n8n platform.
• For example, if you want to capture all new user registrations in your n8n workflow, you would first create a webhook on your n8n platform specifically designed to receive user data. After copying the webhook URL from n8n, you would configure it in your system by selecting “Create User” from the Add-On dropdown, choosing “POST” as the method, and pasting the webhook URL.
• Once configured, whenever a new user registers or is created in your system, the webhook automatically triggers and sends all relevant user data (such as name, email, mobile number, address, and other profile information) to your n8n platform through the webhook URL.
• The data arrives in your n8n workflow exactly as it was captured in your system, allowing you to process it further according to your automation requirements.
• This seamless data transfer happens in real-time, ensuring that your n8n workflows always have access to the most current information from your platform. You can then use this data within n8n to trigger additional processes, send notifications, update external systems, or perform any other automated tasks based on your specific business needs.

• Access the n8n platform, go to the my project section, and click on the create workflow button.
• After you click on that button, a user interface will open in front of you, at the top of that page there is a “+” button, and search for the webhook under that tab.

• Navigate to the n8n settings menu under the “Settings”. Click on the n8n option from the left sidebar to access the n8n management interface.
• The n8n settings page displays a list of configured webhooks with columns showing Add-On, Method, URL, Status (Active/Inactive), and Action options. You can view existing n8n webhook configurations and manage them from this interface.
• Click on the “Add n8n” button to start setting up a new webhook integration with n8n.
• In the Create n8n Webhook page, select the appropriate Add-On from the dropdown menu. Choose the specific module or function you want to integrate with n8n such as “Create User” for user registration events.
• Select the HTTP method from the Method dropdown. Choose “POST” for sending data to n8n, or select the appropriate method based on your workflow requirements.
• Paste the webhook URL that you copied from n8n into the URL field. This establishes the connection endpoint where data will be sent.
• Click Create to save the n8 webhook configuration and activate the integration.
• After creating the webhook, it will appear in the n8n webhook list showing the configured Add-On, Method, and URL. The webhook entry includes action buttons to Edit or Delete the configuration. A toggle switch is provided to enable or disable the webhook by changing its status between Active and Inactive. When the webhook is set to Inactive, it will not function.

• The webhook is now active and will automatically trigger whenever the specified event occurs in your platform. For example, if you configured it for “Create User”, it will fire every time a new user registers or is created.
• You can create multiple n8n webhooks for different events by repeating the process and selecting different Add-On options from the dropdown menu.
• Above we have created the webhook for creating users. So now. Let’s create the user. go to the customer page at super admin side & click on the + button to create the user , enter the name of the customer, enter the workspace name, email, enable the login if you want, and add the password at the end.

• Now once we click on the create button, a configured event occurs in your platform such as user registration, the webhook automatically sends all relevant data to your n8n workflow. The data includes all captured information like name, email, mobile number, address, and other profile details.
• The data arrives in your n8n workflow in real-time, maintaining the same structure and format as captured in your platform. You can then process this data within n8n to trigger additional automations, send notifications, or update external systems.
• Monitor your n8n workflow to ensure data is being received correctly and that subsequent automation steps are executing as expected. The integration provides seamless, real-time data synchronization between your platform and n8n workflows.

• Now once we click on the create button configured event occurs in your platform (such as user registration), the webhook automatically sends all relevant data to your n8n workflow. The data includes all captured information like name, email, mobile number, address, and other profile details.
• The data arrives in your n8n workflow in real-time, maintaining the same structure and format as captured in your platform. You can then process this data within n8n to trigger additional automations, send notifications, or update external systems.
• Monitor your n8n workflow to ensure data is being received correctly and that subsequent automation steps are executing as expected. The integration provides seamless, real-time data synchronization between your platform and n8n workflows.

Note: Here is a list of some Add-Ons that we can easily connect to with the Webhook Add-On.