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Monica CRM#

Use the Monica CRM node 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.

Credentials

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

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

Templates and examples#

Process Shopify new orders with Zoho CRM and Harvest

by Lorena

View template details
Upload leads from a CSV file to Pipedrive CRM

by n8n Team

View template details
Get all leads from Zoho CRM

by amudhan

View template details
Browse Monica CRM integration templates, or search all templates