n8n

Connect Casey to hundreds of apps using n8n, an open-source workflow automation platform. The n8n-nodes-tellcasey community node lets you trigger workflows from conversation events, retrieve conversation data, and create short links — all without writing code.

Installation

The Casey node is available as a community node for self-hosted n8n instances.

1. Open your n8n instance and go to Settings > Community Nodes.
2. Enter n8n-nodes-tellcasey and click Install.
3. The tellcasey and tellcasey Trigger nodes will appear in your node palette.

For more details, see the n8n community nodes documentation.

Authentication

Both nodes require a Casey API key.

1. In n8n, go to Credentials > New Credential and search for Casey API.
2. Enter your API key (starts with sk_live_...). You can find it in the Casey dashboard under Settings > API Keys.
3. Click Test to verify the connection, then Save.

Trigger node

The tellcasey Trigger node starts a workflow when a conversation event occurs. It registers a webhook with Casey automatically when you activate the workflow.

Events

You can select one or more events per trigger node. The default is conversation.completed.

Example

A common pattern is to trigger a workflow when a conversation completes, then fetch the transcript and push it to a CRM or notification channel:

1. Add a tellcasey Trigger node and select conversation.completed.
2. Connect it to a tellcasey action node to fetch the transcript or assets.
3. Send the results to Slack, HubSpot, Google Sheets, or any other n8n-supported app.

Action node

The tellcasey action node lets you interact with Casey's API. It supports three resources:

Short Links

Create tracked short links that start conversations with pre-filled context.

Operation: Create

Context example:

{
  "participant_profile": {
    "first_name": "John",
    "last_name": "Doe",
    "email": "john@example.com"
  },
  "custom": {
    "deal_stage": "discovery",
    "account_id": "acc_123"
  }
}

Conversations

Retrieve conversation data, transcripts, and generated assets.

List filters:

Assets

Retrieve generated content assets across your organization.

List filters:

AI agent tool use

Both the action and trigger nodes can be used as tools in n8n's AI agent workflows. This means you can give an AI agent access to Casey data — for example, letting it look up conversation transcripts or create personalized short links as part of a larger agentic flow.

Example workflows

Post conversation summary to Slack

1. tellcasey Trigger (conversation.completed) ->
2. tellcasey (Get Transcript, using conversation ID from trigger) ->
3. Slack (Send message with transcript summary)

Sync assets to Google Sheets

1. tellcasey Trigger (conversation.completed) ->
2. tellcasey (Get Asset Fields, using conversation ID from trigger) ->
3. Google Sheets (Append row with field values)

Create personalized outreach links

1. Schedule Trigger (daily) ->
2. HubSpot (Get new contacts) ->
3. tellcasey (Create Short Link with contact context for each) ->
4. HubSpot (Update contact with short link URL)