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This n8n community node is developed independently by Velocity BPA, LLC and is not affiliated with, endorsed by, or sponsored by SetForth, Inc. Use of the Setforth API requires a separate API access agreement with SetForth, Inc.\n\n---\n\n## Features\n\n- **38 Resources** with **150+ Operations**\n- OAuth2 authentication with environment switching (Production/Sandbox)\n- Webhook triggers for 12 real-time event types\n- Comprehensive error handling with user-friendly messages\n- Pagination support for large datasets\n- Binary file handling for document operations\n\n---\n\n## Installation\n\n### Community Nodes (Recommended)\n\n1. Open **Settings** → **Community Nodes**\n2. Click **Install**\n3. Enter: `n8n-nodes-setforth`\n4. Click **Install**\n\n### Manual Installation\n\n```bash\n# Navigate to your n8n installation\ncd ~/.n8n\n\n# Install the package\nnpm install n8n-nodes-setforth\n```\n\n### Development Installation\n\n```bash\n# 1. Extract the zip file\nunzip n8n-nodes-setforth.zip\ncd n8n-nodes-setforth\n\n# 2. Install dependencies\nnpm install\n\n# 3. Build the project\nnpm run build\n\n# 4. Create symlink to n8n custom nodes directory\nmkdir -p ~/.n8n/custom\nln -s $(pwd) ~/.n8n/custom/n8n-nodes-setforth\n\n# 5. Restart n8n\nn8n start\n```\n\n---\n\n## Credentials Setup\n\n| Field | Description |\n|-------|-------------|\n| **Environment** | Select Production or Sandbox |\n| **Client ID** | Your Setforth API Client ID |\n| **Client Secret** | Your Setforth API Client Secret |\n| **Scope** | OAuth2 scopes (default: `read write`) |\n\n---\n\n## Resources \u0026 Operations\n\n### CRM Resources\n\n| Resource | Operations |\n|----------|------------|\n| **Contact** | Create, Get, Get Many, Update, Delete, Search, Get History Feed |\n| **Contact Alert** | Get, Get Many |\n| **Contact Note** | Get, Get Many |\n| **Contact Communication** | Get, Get Many |\n| **Contact Document** | Get, Get Many |\n| **Contact List** | Get, Get Many |\n| **Contact Workflow** | Get, Get Many |\n| **Contact Banking** | Get, Get Many |\n\n### Debt Resources\n\n| Resource | Operations |\n|----------|------------|\n| **Debt** | Create, Get, Update, Delete, Get Documents, Update Type |\n| **Debt Task** | Get, Get Many |\n| **Debt Note** | Get, Get Many |\n| **Contact Debt** | Get, Get Many |\n| **Contact Credit Report** | Get, Get Many |\n\n### Servicing Resources\n\n| Resource | Operations |\n|----------|------------|\n| **Enrollment** | Get, Get Many |\n| **Settlement Offer** | Get, Get Many |\n| **Transaction** | Get, Get Many |\n| **Account Statement** | Get, Get Many |\n| **Creditor** | Get, Get Many |\n\n### Document Resources\n\n| Resource | Operations |\n|----------|------------|\n| **Document** | Get, Get Many |\n| **Document Package** | Get, Get Many |\n| **Document Type** | Get, Get Many |\n| **Document Template** | Get, Get Many |\n| **Document Package Template** | Get, Get Many |\n\n### E-Signature \u0026 Credit\n\n| Resource | Operations |\n|----------|------------|\n| **Clixsign** | Get, Get Many |\n| **Forth Credit** | Get, Get Many |\n\n### Administration\n\n| Resource | Operations |\n|----------|------------|\n| **Admin User** | Get, Get Many |\n| **Team** | Get, Get Many |\n| **User** | Get, Get Many |\n| **Payee** | Get, Get Many |\n| **Content Configuration** | Get, Get Many |\n\n### Marketing\n\n| Resource | Operations |\n|----------|------------|\n| **Campaign** | Get, Get Many |\n| **Email Template** | Get, Get Many |\n\n### Other Resources\n\n| Resource | Operations |\n|----------|------------|\n| **Call** | Get, Get Many |\n| **Task** | Get, Get Many |\n| **Calendar Event** | Get, Get Many |\n| **Lender** | Get, Get Many |\n| **Utility** | Get, Get Many |\n| **Bulk Operations** | Get, Get Many |\n\n---\n\n## Trigger Node\n\nThe Setforth Trigger node supports the following events:\n\n| Event | Description |\n|-------|-------------|\n| `contact.created` | New contact created |\n| `contact.updated` | Contact updated |\n| `debt.created` | New debt created |\n| `debt.status_changed` | Debt status changed |\n| `clixsign.document_signed` | Document signed via Clixsign |\n| `enrollment.submitted` | Enrollment submitted |\n| `enrollment.approved` | Enrollment approved |\n| `payment.received` | Payment received |\n| `settlement.created` | Settlement offer created |\n| `settlement.status_changed` | Settlement offer status changed |\n| `task.completed` | Task completed |\n| `workflow.status_changed` | Workflow status changed |\n\n---\n\n## Usage Examples\n\n### Create a Contact\n\n```json\n{\n  \"resource\": \"contact\",\n  \"operation\": \"create\",\n  \"firstName\": \"John\",\n  \"lastName\": \"Doe\",\n  \"email\": \"john.doe@example.com\",\n  \"phone\": \"+15551234567\"\n}\n```\n\n### Create a Debt\n\n```json\n{\n  \"resource\": \"debt\",\n  \"operation\": \"create\",\n  \"contactId\": \"{{$json.id}}\",\n  \"creditorName\": \"Capital One\",\n  \"originalBalance\": 5000.00,\n  \"currentBalance\": 4500.00\n}\n```\n\n---\n\n## Error Handling\n\nThe node provides user-friendly error messages for common API errors:\n\n| Code | Description |\n|------|-------------|\n| 400 | Bad Request - Invalid request |\n| 401 | Unauthorized - Invalid credentials |\n| 403 | Forbidden - Insufficient permissions |\n| 404 | Not Found - Resource not found |\n| 429 | Too Many Requests - Rate limit exceeded |\n| 500 | Internal Server Error |\n\n---\n\n## Development\n\n```bash\n# Install dependencies\nnpm install\n\n# Build the project\nnpm run build\n\n# Run linting\nnpm run lint\n\n# Fix linting issues\nnpm run lint:fix\n\n# Run tests\nnpm test\n\n# Run tests with coverage\nnpm run test:coverage\n\n# Watch mode for development\nnpm run dev\n```\n\n---\n\n## Author\n\n**Velocity BPA**\n- Website: [velobpa.com](https://velobpa.com)\n- GitHub: [Velocity-BPA](https://github.com/Velocity-BPA)\n\n---\n\n## Licensing\n\nThis n8n community node is licensed under the **Business Source License 1.1**.\n\n### Free Use\nPermitted for personal, educational, research, and internal business use.\n\n### Commercial Use\nUse of this node within any SaaS, PaaS, hosted platform, managed service, or paid automation offering requires a commercial license.\n\nFor licensing inquiries:\n**licensing@velobpa.com**\n\nSee [LICENSE](LICENSE), [COMMERCIAL_LICENSE.md](COMMERCIAL_LICENSE.md), and [LICENSING_FAQ.md](LICENSING_FAQ.md) for details.\n\n---\n\n## Support\n\n- **Documentation**: See this README and inline code documentation\n- **Issues**: [GitHub Issues](https://github.com/Velocity-BPA/n8n-nodes-setforth/issues)\n- **Commercial Support**: licensing@velobpa.com\n\n---\n\n## Acknowledgments\n\n- [n8n](https://n8n.io) - Workflow automation platform\n- [Setforth](https://setforth.com) - Debt resolution technology platform\n\n---\n\n## Trademark Notice\n\n- **FORTH®** is a registered trademark of SetForth, Inc.\n- **n8n®** is a registered trademark of n8n GmbH.\n- **Velocity BPA™** is a trademark of Velocity BPA, LLC.\n\nThis node is not affiliated with, endorsed by, or sponsored by SetForth, Inc. or n8n GmbH.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fvelocity-bpa%2Fn8n-nodes-setforth","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fvelocity-bpa%2Fn8n-nodes-setforth","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fvelocity-bpa%2Fn8n-nodes-setforth/lists"}