How to Connect Any CRM

CRM

Click to read the full definition in our AI & Automation Glossary.

via HTTP Request Node

Most professional services CRMs

(Clio, Karbon, ServiceNow, Cosential, Unanet) don't have native n8n nodes. You'll connect them using the HTTP Request node and their REST APIs

APIs

Click to read the full definition in our AI & Automation Glossary.

. This guide shows you exactly how to authenticate, structure requests, and handle responses for any CRM

CRM

Click to read the full definition in our AI & Automation Glossary.

.

Pull up your CRM

's API documentation. You need four pieces of information:

Base URL: The root endpoint for all API

calls. Examples:

• Clio: https://app.clio.com/api/v4
• Karbon: https://api.karbonhq.com/v3
• ServiceNow: https://[your-instance].service-now.com/api/now
• Cosential: https://[your-firm].cosential.com/api

Authentication method: Most use one of three approaches:

• API

  API

  Click to read the full definition in our AI & Automation Glossary.

  key in header (Clio, Karbon)
• OAuth 2.0 with bearer token (ServiceNow, some Clio instances)
• Basic auth with username/password (older systems)

Rate limits: Note the requests-per-minute cap. Clio allows 500/min, Karbon allows 120/min. You'll need this for error handling.

Endpoint paths: Identify the exact paths for your use case. Creating a contact in Clio uses /contacts.json, while Karbon uses /contacts.

Authentication goes wrong more than anything else. Here's how to configure each type in n8n.

API

API

Click to read the full definition in our AI & Automation Glossary.

Key in Header

Most common for legal and accounting CRMs

. Add the HTTP Request node, then:

1. Set Authentication to "Generic Credential Type"
2. Click "Create New Credential"
3. Select "Header Auth"
4. Name: Authorization
5. Value: Bearer [your-api-key] or Token [your-api-key] (check your CRM

   CRM

   Click to read the full definition in our AI & Automation Glossary.

   's docs for exact format)

For Clio specifically:

• Name: Authorization
• Value: Bearer YOUR_ACCESS_TOKEN

For Karbon:

• Name: AccessKey
• Value: YOUR_API_KEY
• Add second header: Accept with value application/json

OAuth 2.0

ServiceNow and enterprise CRMs

typically use OAuth. You need client ID, client secret, and token URL from your CRM

CRM

Click to read the full definition in our AI & Automation Glossary.

admin panel.

1. Set Authentication to "OAuth2"
2. Grant Type: "Authorization Code" (most common) or "Client Credentials"
3. Authorization URL: https://[your-instance].service-now.com/oauth_auth.do
4. Access Token URL: https://[your-instance].service-now.com/oauth_token.do
5. Client ID: From your CRM

   CRM

   Click to read the full definition in our AI & Automation Glossary.

   's API

   API

   Click to read the full definition in our AI & Automation Glossary.

   settings
6. Client Secret: From your CRM

   CRM

   Click to read the full definition in our AI & Automation Glossary.

   's API

   API

   Click to read the full definition in our AI & Automation Glossary.

   settings
7. Scope: Check docs (ServiceNow uses useraccount)

Click "Connect my account" and complete the OAuth flow in the popup window.

Basic Auth

Older systems or internal APIs

. Least secure, but simplest.

1. Set Authentication to "Basic Auth"
2. Username: Your API

   API

   Click to read the full definition in our AI & Automation Glossary.

   username
3. Password: Your API

   API

   Click to read the full definition in our AI & Automation Glossary.

   password or token

Let's create a contact in Clio as a complete example. This pattern works for any CRM

.

HTTP Request Node Configuration:

Method: POST URL: https://app.clio.com/api/v4/contacts.json Authentication: Header Auth (configured above)

Headers to Add:

• Content-Type: application/json
• Accept: application/json

Body (JSON format):

{
  "data": {
    "first_name": "`{{ $json.firstName }}`",
    "last_name": "`{{ $json.lastName }}`",
    "type": "Person",
    "email_addresses": [
      {
        "name": "Work",
        "address": "`{{ $json.email }}`",
        "default_email": true
      }
    ],
    "phone_numbers": [
      {
        "name": "Mobile",
        "number": "`{{ $json.phone }}`",
        "default_number": true
      }
    ]
  }
}

For Karbon (different structure):

{
  "PreferredName": "`{{ $json.firstName }}`",
  "FamilyName": "`{{ $json.lastName }}`",
  "EmailAddresses": [
    {
      "Email": "`{{ $json.email }}`",
      "IsPrimary": true
    }
  ]
}

Notice the differences: Clio wraps everything in a data object and uses snake_case. Karbon uses PascalCase with no wrapper. Always check your CRM

's example requests.

Retrieving data requires query parameters for filtering and pagination.

Fetch all contacts modified in last 24 hours (Clio):

Method: GET URL: https://app.clio.com/api/v4/contacts.json Query Parameters:

• updated_since: {{ $now.minus({hours: 24}).toISO() }}
• fields: id,first_name,last_name,email_addresses,updated_at
• limit: 200

Fetch specific contact by email (Karbon):

Method: GET URL: https://api.karbonhq.com/v3/Contacts Query Parameters:

• $filter: EmailAddresses/any(e: e/Email eq '{{ $json.email }}')
• $select: ContactKey,PreferredName,FamilyName

Karbon uses OData query syntax. ServiceNow uses sysparm_query. Read your CRM

's filtering documentation carefully.

Most CRMs

use PUT for full updates, PATCH for partial updates.

Update contact phone number (Clio):

Method: PUT URL: https://app.clio.com/api/v4/contacts/{{ $json.contactId }}.json Body:

{
  "data": {
    "phone_numbers": [
      {
        "id": "`{{ $json.phoneNumberId }}`",
        "number": "`{{ $json.newPhone }}`"
      }
    ]
  }
}

You need the contact ID and the phone number ID. Always fetch the record first to get nested object IDs.

CRMs

return 50-200 records per request. Loop through pages to get everything.

Clio pagination pattern:

1. Add Loop node after HTTP Request
2. Set mode to "Run Once for Each Item"
3. In HTTP Request, add query parameter:

   • cursor: {{ $json.meta.paging.next }}
4. Loop continues until meta.paging.next is null

Karbon pagination pattern:

1. Query parameter: $skip: {{ $runIndex * 100 }}
2. Query parameter: $top: 100
3. Loop until response returns fewer than 100 records

Add an IF node immediately after your HTTP Request node.

Condition 1 (Success):

• {{ $json.statusCode }} equals 200 or 201
• Route to your success path

Condition 2 (Rate Limit):

• {{ $json.statusCode }} equals 429
• Add Wait node: 60 seconds
• Add Loop node to retry the request

Condition 3 (Auth Failure):

• {{ $json.statusCode }} equals 401 or 403
• Send alert via Slack/email
• Stop workflow

Condition 4 (Not Found):

• {{ $json.statusCode }} equals 404
• Handle gracefully (maybe create the record instead of updating)

Everything Else:

• Log the full response: {{ JSON.stringify($json) }}
• Send to error tracking system

Complete workflow for capturing a website form and creating a CRM

contact.

Trigger: Webhook (receives form POST)

Node 1: HTTP Request (Check if contact exists)

• Method: GET
• URL: https://app.clio.com/api/v4/contacts.json?query={{ $json.email }}

Node 2: IF (Contact exists?)

• Condition: {{ $json.data.length > 0 }}

Node 3a: HTTP Request (Update existing - true branch)

• Method: PUT
• URL: https://app.clio.com/api/v4/contacts/{{ $json.data[0].id }}.json
• Body: Updated fields only

Node 3b: HTTP Request (Create new - false branch)

• Method: POST
• URL: https://app.clio.com/api/v4/contacts.json
• Body: Full contact object

Node 4: Set (Extract contact ID)

• contactId: {{ $json.data.id }}
• contactUrl: https://app.clio.com/contacts/{{ $json.data.id }}

Node 5: Slack (Notify team)

• Message: "New contact created: {{ $json.data.first_name }} {{ $json.data.last_name }}"

This pattern works for any CRM

. Swap the URLs and body structure for your system.

Before running in production:

1. Test with a sandbox/test account (Clio and ServiceNow provide these)
2. Use n8n's "Execute Node" to test individual requests
3. Check the "Binary Data" tab in n8n to see raw responses
4. Verify rate limits by running 10 requests in quick succession
5. Test error scenarios by using invalid IDs or malformed JSON

Create a test contact with email test+[timestamp]@yourfirm.com so you can identify and delete test data easily.

Hardcoding IDs: Always use expressions like {{ $json.id }} instead of copying IDs from your CRM

. IDs change between environments.

Ignoring nested objects: Phone numbers, addresses, and custom fields are usually arrays of objects. You can't just pass a string.

Skipping field validation: CRMs

reject requests with invalid data types. If a field expects a number, send {{ parseInt($json.value) }}, not {{ $json.value }}.

Not handling duplicates: Most CRMs

don't prevent duplicate records. Always search before creating.

Forgetting timezones: Use ISO 8601 format for dates: {{ $now.toISO() }}. Don't send MM/DD/YYYY strings.

You now have everything needed to connect any REST API

-based CRM

CRM

Click to read the full definition in our AI & Automation Glossary.

to n8n. Start with read-only GET requests to verify authentication, then move to creating and updating records once you're confident in your setup.