> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# SalesOS Connect (n8n)

> Automate workflows and integrate SalesOS with hundreds of tools using SalesOS Connect, powered by n8n.

# SalesOS Connect (n8n)

SalesOS Connect is our integration platform powered by [n8n](https://n8n.io/), an open-source workflow automation tool. It lets you connect SalesOS with hundreds of external services without writing code.

## What is SalesOS Connect?

SalesOS Connect provides a visual workflow builder where you can:

* Sync data between SalesOS and other tools (CRM, email, marketing, ERP)
* Automate multi-step processes across multiple services
* Transform and route data based on conditions
* Schedule recurring tasks and data syncs

## Getting Started

<Steps>
  <Step title="Access SalesOS Connect">
    Go to **Admin > Integrations > SalesOS Connect**. This opens the n8n workflow editor.
  </Step>

  <Step title="Create a new workflow">
    Click **+ New Workflow** to open the visual editor.
  </Step>

  <Step title="Add a trigger node">
    Every workflow starts with a trigger. For SalesOS integration, common triggers include:

    * **SalesOS Webhook** — Triggered by events in SalesOS (deal closed, lead created, etc.)
    * **Schedule** — Run at fixed intervals (hourly, daily, weekly)
    * **External Webhook** — Triggered by events from other services
  </Step>

  <Step title="Add action nodes">
    Connect nodes to define what happens after the trigger. Each node represents one step in the workflow.
  </Step>

  <Step title="Activate the workflow">
    Toggle the workflow to active. It will start running when the trigger fires.
  </Step>
</Steps>

## Common Workflows

### Sync New Leads to Email Marketing

Automatically add new SalesOS leads to your email marketing platform:

1. **Trigger**: SalesOS Webhook (lead.created)
2. **Action**: Create contact in Mailchimp / SendGrid / HubSpot
3. **Action**: Add to a specific email list based on lead source

### Notify Slack on Deal Won

Post a message to Slack when a deal is closed:

1. **Trigger**: SalesOS Webhook (deal.won)
2. **Transform**: Format the message with deal name, value, and owner
3. **Action**: Post to Slack channel

### Sync Deals to Google Sheets

Keep a spreadsheet updated with all deal data:

1. **Trigger**: Schedule (every hour)
2. **Action**: Fetch deals from SalesOS API (updated in the last hour)
3. **Action**: Append or update rows in Google Sheets

### Create Jira Tickets from Deals

When a deal reaches a specific stage, create an implementation ticket:

1. **Trigger**: SalesOS Webhook (deal.stage\_changed)
2. **Condition**: Only if new stage is "Closed Won"
3. **Action**: Create Jira issue with deal details
4. **Action**: Update deal custom field with Jira ticket URL

### Two-Way CRM Sync

Keep SalesOS and an external CRM in sync:

1. **Workflow A**: SalesOS Webhook → Update external CRM
2. **Workflow B**: External CRM Webhook → Update SalesOS via API

<Tip>
  Start with simple one-directional workflows and add complexity gradually. Two-way syncs require careful deduplication to avoid infinite loops.
</Tip>

## SalesOS Nodes

SalesOS Connect includes pre-built nodes for SalesOS operations:

| Node                | Description                          |
| ------------------- | ------------------------------------ |
| **SalesOS Trigger** | Receives webhook events from SalesOS |
| **Get Leads**       | Fetch leads with filters             |
| **Create Lead**     | Create a new lead                    |
| **Update Lead**     | Update an existing lead              |
| **Get Deals**       | Fetch deals with filters             |
| **Create Deal**     | Create a new deal                    |
| **Update Deal**     | Update an existing deal              |
| **Move Deal**       | Move a deal to a different stage     |
| **Get Users**       | Fetch user information               |

## Available Integrations

SalesOS Connect supports 400+ integrations through n8n, including:

<Tabs>
  <Tab title="Communication">
    * Slack
    * Microsoft Teams
    * Discord
    * Telegram
    * WhatsApp Business
    * Gmail / Outlook
  </Tab>

  <Tab title="Marketing">
    * Mailchimp
    * SendGrid
    * HubSpot
    * ActiveCampaign
    * Google Ads
    * Facebook Ads
  </Tab>

  <Tab title="Productivity">
    * Google Sheets
    * Google Calendar
    * Notion
    * Trello
    * Asana
    * Jira
  </Tab>

  <Tab title="Development">
    * GitHub
    * HTTP Request (any API)
    * Webhooks
    * PostgreSQL
    * MySQL
    * Redis
  </Tab>

  <Tab title="Finance">
    * ERPs (any vendor with an HTTP API)
    * Payment gateways
    * Accounting platforms
    * Banking/treasury tools
  </Tab>
</Tabs>

## Workflow Best Practices

* **Name workflows clearly** — Use descriptive names like "Sync Won Deals to Sheets" instead of "Workflow 1"
* **Test before activating** — Use the manual execution button to test with real data before turning on the trigger
* **Handle errors** — Add error handling nodes to catch and log failures
* **Monitor executions** — Check the execution log regularly for failed runs
* **Document complex workflows** — Add sticky notes in the workflow editor to explain logic

<Note>
  SalesOS Connect workflows run on SalesOS infrastructure. You do not need to manage your own n8n instance. Workflow execution limits depend on your subscription plan.
</Note>

## Next Steps

<CardGroup cols={2}>
  <Card title="Payments API" icon="credit-card" href="/api/integrations/payments">
    Charges, payouts and statement
  </Card>

  <Card title="Custom Integrations" icon="puzzle-piece" href="/api/integrations/custom">
    Build from scratch with the API
  </Card>
</CardGroup>