import { IExecuteFunctions } from 'n8n-core'; import { IDataObject, ILoadOptionsFunctions, INodeExecutionData, INodeType, INodeTypeDescription, } from 'n8n-workflow'; import { adjustAccounts, adjustAttendees, freshworksCrmApiRequest, getAllItemsViewId, handleListing, loadResource, throwOnEmptyFilter, throwOnEmptyUpdate, } from './GenericFunctions'; import { accountFields, accountOperations, appointmentFields, appointmentOperations, contactFields, contactOperations, dealFields, dealOperations, noteFields, noteOperations, salesActivityFields, salesActivityOperations, searchFields, searchOperations, taskFields, taskOperations, } from './descriptions'; import { FreshworksConfigResponse, LoadedCurrency, LoadedUser, LoadOption } from './types'; import { tz } from 'moment-timezone'; export class FreshworksCrm implements INodeType { description: INodeTypeDescription = { displayName: 'Freshworks CRM', name: 'freshworksCrm', icon: 'file:freshworksCrm.svg', group: ['transform'], version: 1, subtitle: '={{$parameter["operation"] + ": " + $parameter["resource"]}}', description: 'Consume the Freshworks CRM API', defaults: { name: 'Freshworks CRM', }, inputs: ['main'], outputs: ['main'], credentials: [ { name: 'freshworksCrmApi', required: true, }, ], properties: [ { displayName: 'Resource', name: 'resource', type: 'options', noDataExpression: true, options: [ { name: 'Account', value: 'account', }, { name: 'Appointment', value: 'appointment', }, { name: 'Contact', value: 'contact', }, { name: 'Deal', value: 'deal', }, { name: 'Note', value: 'note', }, { name: 'Sales Activity', value: 'salesActivity', }, { name: 'Search', value: 'search', }, { name: 'Task', value: 'task', }, ], default: 'account', }, ...accountOperations, ...accountFields, ...appointmentOperations, ...appointmentFields, ...contactOperations, ...contactFields, ...dealOperations, ...dealFields, ...noteOperations, ...noteFields, ...salesActivityOperations, ...salesActivityFields, ...searchOperations, ...searchFields, ...taskOperations, ...taskFields, ], }; methods = { loadOptions: { async getAccounts(this: ILoadOptionsFunctions) { const viewId = await getAllItemsViewId.call(this, { fromLoadOptions: true }); const responseData = await handleListing.call( this, 'GET', `/sales_accounts/view/${viewId}`, ); return responseData.map(({ name, id }) => ({ name, value: id })) as LoadOption[]; }, async getAccountViews(this: ILoadOptionsFunctions) { const responseData = await handleListing.call(this, 'GET', '/sales_accounts/filters'); return responseData.map(({ name, id }) => ({ name, value: id })) as LoadOption[]; }, async getBusinessTypes(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'business_types'); }, async getCampaigns(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'campaigns'); }, async getContactStatuses(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'contact_statuses'); }, async getContactViews(this: ILoadOptionsFunctions) { const responseData = await handleListing.call(this, 'GET', '/contacts/filters'); return responseData.map(({ name, id }) => ({ name, value: id })) as LoadOption[]; }, async getCurrencies(this: ILoadOptionsFunctions) { const response = (await freshworksCrmApiRequest.call( this, 'GET', '/selector/currencies', )) as FreshworksConfigResponse; const key = Object.keys(response)[0]; return response[key].map(({ currency_code, id }) => ({ name: currency_code, value: id })); }, async getDealPaymentStatuses(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_payment_statuses'); }, async getDealPipelines(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_pipelines'); }, async getDealProducts(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_products'); }, async getDealReasons(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_reasons'); }, async getDealStages(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_stages'); }, async getDealTypes(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'deal_types'); }, async getDealViews(this: ILoadOptionsFunctions) { const responseData = await handleListing.call(this, 'GET', '/deals/filters'); return responseData.map(({ name, id }) => ({ name, value: id })) as LoadOption[]; }, async getIndustryTypes(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'industry_types'); }, async getLifecycleStages(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'lifecycle_stages'); }, async getOutcomes(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'sales_activity_outcomes'); }, async getSalesActivityTypes(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'sales_activity_types'); }, async getTerritories(this: ILoadOptionsFunctions) { return await loadResource.call(this, 'territories'); }, async getUsers(this: ILoadOptionsFunctions) { // for attendees, owners, and creators const response = (await freshworksCrmApiRequest.call( this, 'GET', `/selector/owners`, )) as FreshworksConfigResponse; const key = Object.keys(response)[0]; return response[key].map(({ display_name, id }) => ({ name: display_name, value: id })); }, }, }; async execute(this: IExecuteFunctions): Promise { const items = this.getInputData(); const returnData: IDataObject[] = []; const resource = this.getNodeParameter('resource', 0) as string; const operation = this.getNodeParameter('operation', 0) as string; const defaultTimezone = this.getTimezone(); let responseData; for (let i = 0; i < items.length; i++) { try { if (resource === 'account') { // ********************************************************************** // account // ********************************************************************** // https://developers.freshworks.com/crm/api/#accounts if (operation === 'create') { // ---------------------------------------- // account: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_account const body = { name: this.getNodeParameter('name', i), } as IDataObject; const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject; if (Object.keys(additionalFields).length) { Object.assign(body, additionalFields); } responseData = await freshworksCrmApiRequest.call( this, 'POST', '/sales_accounts', body, ); responseData = responseData.sales_account; } else if (operation === 'delete') { // ---------------------------------------- // account: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_account const accountId = this.getNodeParameter('accountId', i); const endpoint = `/sales_accounts/${accountId}`; await freshworksCrmApiRequest.call(this, 'DELETE', endpoint); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // account: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_account const accountId = this.getNodeParameter('accountId', i); const endpoint = `/sales_accounts/${accountId}`; responseData = await freshworksCrmApiRequest.call(this, 'GET', endpoint); responseData = responseData.sales_account; } else if (operation === 'getAll') { // ---------------------------------------- // account: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_accounts const view = this.getNodeParameter('view', i) as string; responseData = await handleListing.call(this, 'GET', `/sales_accounts/view/${view}`); } else if (operation === 'update') { // ---------------------------------------- // account: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_account const body = {} as IDataObject; const updateFields = this.getNodeParameter('updateFields', i) as IDataObject; if (Object.keys(updateFields).length) { Object.assign(body, updateFields); } else { throwOnEmptyUpdate.call(this, resource); } const accountId = this.getNodeParameter('accountId', i); const endpoint = `/sales_accounts/${accountId}`; responseData = await freshworksCrmApiRequest.call(this, 'PUT', endpoint, body); responseData = responseData.sales_account; } } else if (resource === 'appointment') { // ********************************************************************** // appointment // ********************************************************************** // https://developers.freshworks.com/crm/api/#appointments if (operation === 'create') { // ---------------------------------------- // appointment: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_appointment const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject & { time_zone: string; is_allday: boolean; }; const startDate = this.getNodeParameter('fromDate', i) as string; const endDate = this.getNodeParameter('endDate', i) as string; const attendees = this.getNodeParameter('attendees.attendee', i, []) as [ { type: string; contactId: string; userId: string }, ]; const timezone = additionalFields.time_zone ?? defaultTimezone; let allDay = false; if (additionalFields.is_allday) { allDay = additionalFields.is_allday as boolean; } const start = tz(startDate, timezone); const end = tz(endDate, timezone); const body = { title: this.getNodeParameter('title', i), from_date: start.format(), end_date: allDay ? start.format() : end.format(), } as IDataObject; Object.assign(body, additionalFields); if (attendees.length) { body['appointment_attendees_attributes'] = adjustAttendees(attendees); } responseData = await freshworksCrmApiRequest.call(this, 'POST', '/appointments', body); responseData = responseData.appointment; } else if (operation === 'delete') { // ---------------------------------------- // appointment: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_appointment const appointmentId = this.getNodeParameter('appointmentId', i); const endpoint = `/appointments/${appointmentId}`; await freshworksCrmApiRequest.call(this, 'DELETE', endpoint); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // appointment: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_a_appointment const appointmentId = this.getNodeParameter('appointmentId', i); const endpoint = `/appointments/${appointmentId}`; responseData = await freshworksCrmApiRequest.call(this, 'GET', endpoint); responseData = responseData.appointment; } else if (operation === 'getAll') { // ---------------------------------------- // appointment: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_appointments const { filter, include } = this.getNodeParameter('filters', i) as { filter: string; include: string[]; }; const qs: IDataObject = {}; if (filter) { qs.filter = filter; } if (include) { qs.include = include; } responseData = await handleListing.call(this, 'GET', '/appointments', {}, qs); } else if (operation === 'update') { // ---------------------------------------- // appointment: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_appointment const updateFields = this.getNodeParameter('updateFields', i) as IDataObject & { from_date: string; end_date: string; time_zone: string; }; const attendees = this.getNodeParameter('updateFields.attendees.attendee', i, []) as [ { type: string; contactId: string; userId: string }, ]; if (!Object.keys(updateFields).length) { throwOnEmptyUpdate.call(this, resource); } const body = {} as IDataObject; const { from_date, end_date, ...rest } = updateFields; const timezone = rest.time_zone ?? defaultTimezone; if (from_date) { body.from_date = tz(from_date, timezone).format(); } if (end_date) { body.end_date = tz(end_date, timezone).format(); } Object.assign(body, rest); if (attendees.length) { body['appointment_attendees_attributes'] = adjustAttendees(attendees); delete body.attendees; } const appointmentId = this.getNodeParameter('appointmentId', i); const endpoint = `/appointments/${appointmentId}`; responseData = await freshworksCrmApiRequest.call(this, 'PUT', endpoint, body); responseData = responseData.appointment; } } else if (resource === 'contact') { // ********************************************************************** // contact // ********************************************************************** // https://developers.freshworks.com/crm/api/#contacts if (operation === 'create') { // ---------------------------------------- // contact: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_contact const body = { first_name: this.getNodeParameter('firstName', i), last_name: this.getNodeParameter('lastName', i), emails: this.getNodeParameter('emails', i), } as IDataObject; const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject; if (Object.keys(additionalFields).length) { Object.assign(body, adjustAccounts(additionalFields)); } responseData = await freshworksCrmApiRequest.call(this, 'POST', '/contacts', body); responseData = responseData.contact; } else if (operation === 'delete') { // ---------------------------------------- // contact: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_contact const contactId = this.getNodeParameter('contactId', i); const endpoint = `/contacts/${contactId}`; await freshworksCrmApiRequest.call(this, 'DELETE', endpoint); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // contact: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_a_contact const contactId = this.getNodeParameter('contactId', i); const endpoint = `/contacts/${contactId}`; responseData = await freshworksCrmApiRequest.call(this, 'GET', endpoint); responseData = responseData.contact; } else if (operation === 'getAll') { // ---------------------------------------- // contact: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_contacts const view = this.getNodeParameter('view', i) as string; responseData = await handleListing.call(this, 'GET', `/contacts/view/${view}`); } else if (operation === 'update') { // ---------------------------------------- // contact: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_contact const body = {} as IDataObject; const updateFields = this.getNodeParameter('updateFields', i) as IDataObject; if (Object.keys(updateFields).length) { Object.assign(body, adjustAccounts(updateFields)); } else { throwOnEmptyUpdate.call(this, resource); } const contactId = this.getNodeParameter('contactId', i); const endpoint = `/contacts/${contactId}`; responseData = await freshworksCrmApiRequest.call(this, 'PUT', endpoint, body); responseData = responseData.contact; } } else if (resource === 'deal') { // ********************************************************************** // deal // ********************************************************************** // https://developers.freshworks.com/crm/api/#deals if (operation === 'create') { // ---------------------------------------- // deal: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_deal const body = { name: this.getNodeParameter('name', i), amount: this.getNodeParameter('amount', i), } as IDataObject; const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject; if (Object.keys(additionalFields).length) { Object.assign(body, adjustAccounts(additionalFields)); } responseData = await freshworksCrmApiRequest.call(this, 'POST', '/deals', body); responseData = responseData.deal; } else if (operation === 'delete') { // ---------------------------------------- // deal: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_deal const dealId = this.getNodeParameter('dealId', i); await freshworksCrmApiRequest.call(this, 'DELETE', `/deals/${dealId}`); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // deal: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_a_deal const dealId = this.getNodeParameter('dealId', i); responseData = await freshworksCrmApiRequest.call(this, 'GET', `/deals/${dealId}`); responseData = responseData.deal; } else if (operation === 'getAll') { // ---------------------------------------- // deal: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_deals const view = this.getNodeParameter('view', i) as string; responseData = await handleListing.call(this, 'GET', `/deals/view/${view}`); } else if (operation === 'update') { // ---------------------------------------- // deal: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_deal const body = {} as IDataObject; const updateFields = this.getNodeParameter('updateFields', i) as IDataObject; if (Object.keys(updateFields).length) { Object.assign(body, adjustAccounts(updateFields)); } else { throwOnEmptyUpdate.call(this, resource); } const dealId = this.getNodeParameter('dealId', i); responseData = await freshworksCrmApiRequest.call( this, 'PUT', `/deals/${dealId}`, body, ); responseData = responseData.deal; } } else if (resource === 'note') { // ********************************************************************** // note // ********************************************************************** // https://developers.freshworks.com/crm/api/#notes if (operation === 'create') { // ---------------------------------------- // note: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_note const body = { description: this.getNodeParameter('description', i), targetable_id: this.getNodeParameter('targetable_id', i), targetable_type: this.getNodeParameter('targetableType', i), } as IDataObject; responseData = await freshworksCrmApiRequest.call(this, 'POST', '/notes', body); responseData = responseData.note; } else if (operation === 'delete') { // ---------------------------------------- // note: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_note const noteId = this.getNodeParameter('noteId', i); await freshworksCrmApiRequest.call(this, 'DELETE', `/notes/${noteId}`); responseData = { success: true }; } else if (operation === 'update') { // ---------------------------------------- // note: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_note const body = {} as IDataObject; const updateFields = this.getNodeParameter('updateFields', i) as IDataObject; if (Object.keys(updateFields).length) { Object.assign(body, updateFields); } else { throwOnEmptyUpdate.call(this, resource); } const noteId = this.getNodeParameter('noteId', i); responseData = await freshworksCrmApiRequest.call( this, 'PUT', `/notes/${noteId}`, body, ); responseData = responseData.note; } } else if (resource === 'salesActivity') { // ********************************************************************** // salesActivity // ********************************************************************** // https://developers.freshworks.com/crm/api/#sales-activities if (operation === 'create') { // ---------------------------------------- // salesActivity: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_sales_activity const startDate = this.getNodeParameter('from_date', i) as string; const endDate = this.getNodeParameter('end_date', i) as string; const body = { sales_activity_type_id: this.getNodeParameter('sales_activity_type_id', i), title: this.getNodeParameter('title', i), owner_id: this.getNodeParameter('ownerId', i), start_date: tz(startDate, defaultTimezone).format(), end_date: tz(endDate, defaultTimezone).format(), targetable_type: this.getNodeParameter('targetableType', i), targetable_id: this.getNodeParameter('targetable_id', i), } as IDataObject; const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject; if (Object.keys(additionalFields).length) { Object.assign(body, additionalFields); } responseData = await freshworksCrmApiRequest.call(this, 'POST', '/sales_activities', { sales_activity: body, }); responseData = responseData.sales_activity; } else if (operation === 'delete') { // ---------------------------------------- // salesActivity: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_sales_activity const salesActivityId = this.getNodeParameter('salesActivityId', i); const endpoint = `/sales_activities/${salesActivityId}`; await freshworksCrmApiRequest.call(this, 'DELETE', endpoint); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // salesActivity: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_a_sales_activity const salesActivityId = this.getNodeParameter('salesActivityId', i); const endpoint = `/sales_activities/${salesActivityId}`; responseData = await freshworksCrmApiRequest.call(this, 'GET', endpoint); responseData = responseData.sales_activity; } else if (operation === 'getAll') { // ---------------------------------------- // salesActivity: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_sales_activities responseData = await handleListing.call(this, 'GET', '/sales_activities'); } else if (operation === 'update') { // ---------------------------------------- // salesActivity: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_sales_activity const updateFields = this.getNodeParameter('updateFields', i) as IDataObject & { from_date: string; end_date: string; time_zone: string; }; if (!Object.keys(updateFields).length) { throwOnEmptyUpdate.call(this, resource); } const body = {} as IDataObject; const { from_date, end_date, ...rest } = updateFields; if (from_date) { body.from_date = tz(from_date, defaultTimezone).format(); } if (end_date) { body.end_date = tz(end_date, defaultTimezone).format(); } if (Object.keys(rest).length) { Object.assign(body, rest); } const salesActivityId = this.getNodeParameter('salesActivityId', i); const endpoint = `/sales_activities/${salesActivityId}`; responseData = await freshworksCrmApiRequest.call(this, 'PUT', endpoint, body); responseData = responseData.sales_activity; } } else if (resource === 'search') { // ********************************************************************** // search // ********************************************************************** if (operation === 'query') { // https://developers.freshworks.com/crm/api/#search const query = this.getNodeParameter('query', i) as string; let entities = this.getNodeParameter('entities', i); const returnAll = this.getNodeParameter('returnAll', 0, false); if (Array.isArray(entities)) { entities = entities.join(','); } const qs: IDataObject = { q: query, include: entities, per_page: 100, }; responseData = await freshworksCrmApiRequest.call(this, 'GET', '/search', {}, qs); if (!returnAll) { const limit = this.getNodeParameter('limit', 0); responseData = responseData.slice(0, limit); } } if (operation === 'lookup') { // https://developers.freshworks.com/crm/api/#lookup_search let searchField = this.getNodeParameter('searchField', i) as string; let fieldValue = this.getNodeParameter('fieldValue', i, '') as string; let entities = this.getNodeParameter('options.entities', i) as string; if (Array.isArray(entities)) { entities = entities.join(','); } if (searchField === 'customField') { searchField = this.getNodeParameter('customFieldName', i) as string; fieldValue = this.getNodeParameter('customFieldValue', i) as string; } const qs: IDataObject = { q: fieldValue, f: searchField, entities, }; responseData = await freshworksCrmApiRequest.call(this, 'GET', '/lookup', {}, qs); } } else if (resource === 'task') { // ********************************************************************** // task // ********************************************************************** // https://developers.freshworks.com/crm/api/#tasks if (operation === 'create') { // ---------------------------------------- // task: create // ---------------------------------------- // https://developers.freshworks.com/crm/api/#create_task const dueDate = this.getNodeParameter('dueDate', i); const body = { title: this.getNodeParameter('title', i), owner_id: this.getNodeParameter('ownerId', i), due_date: tz(dueDate, defaultTimezone).format(), targetable_type: this.getNodeParameter('targetableType', i), targetable_id: this.getNodeParameter('targetable_id', i), } as IDataObject; const additionalFields = this.getNodeParameter('additionalFields', i) as IDataObject; if (Object.keys(additionalFields).length) { Object.assign(body, additionalFields); } responseData = await freshworksCrmApiRequest.call(this, 'POST', '/tasks', body); responseData = responseData.task; } else if (operation === 'delete') { // ---------------------------------------- // task: delete // ---------------------------------------- // https://developers.freshworks.com/crm/api/#delete_a_task const taskId = this.getNodeParameter('taskId', i); await freshworksCrmApiRequest.call(this, 'DELETE', `/tasks/${taskId}`); responseData = { success: true }; } else if (operation === 'get') { // ---------------------------------------- // task: get // ---------------------------------------- // https://developers.freshworks.com/crm/api/#view_a_task const taskId = this.getNodeParameter('taskId', i); responseData = await freshworksCrmApiRequest.call(this, 'GET', `/tasks/${taskId}`); responseData = responseData.task; } else if (operation === 'getAll') { // ---------------------------------------- // task: getAll // ---------------------------------------- // https://developers.freshworks.com/crm/api/#list_all_tasks const { filter, include } = this.getNodeParameter('filters', i) as { filter: string; include: string; }; const qs: IDataObject = { filter: 'open', }; if (filter) { qs.filter = filter; } if (include) { qs.include = include; } responseData = await handleListing.call(this, 'GET', '/tasks', {}, qs); } else if (operation === 'update') { // ---------------------------------------- // task: update // ---------------------------------------- // https://developers.freshworks.com/crm/api/#update_a_task const body = {} as IDataObject; const updateFields = this.getNodeParameter('updateFields', i) as IDataObject; if (!Object.keys(updateFields).length) { throwOnEmptyUpdate.call(this, resource); } const { dueDate, ...rest } = updateFields; if (dueDate) { body.due_date = tz(dueDate, defaultTimezone).format(); } if (Object.keys(rest).length) { Object.assign(body, rest); } const taskId = this.getNodeParameter('taskId', i); responseData = await freshworksCrmApiRequest.call( this, 'PUT', `/tasks/${taskId}`, body, ); responseData = responseData.task; } } } catch (error) { if (this.continueOnFail()) { returnData.push({ json: { error: error.message } }); continue; } throw error; } Array.isArray(responseData) ? returnData.push(...responseData) : returnData.push(responseData); } return [this.helpers.returnJsonArray(returnData)]; } }