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How to use n8n - Installation guide

How to install and use TheTechPad automations with n8n.

Here is the step-by-step tutorial on how to use n8n with TheTechPad to automate anything on your WhatsApp numbers through TheTechPad API.

Prerequisites

  • Basic familiarity with command line interfaces
  • Node.js 16 or newer (required for n8n): install it here
  • npm or yarn package manager: npm comes pre-installed with node.js

Installing n8n

Mac / Linux

  1. Open Terminal
  2. Install n8n globally using npm:
    npm install n8n -g
    
    Or using yarn:
    yarn global add n8n
    
  3. Start n8n:
    n8n start
    

Windows Installation

  1. Open Command Prompt or PowerShell as Administrator
  2. Install n8n globally:
    npm install n8n -g
    
  3. Start n8n:
    n8n start
    
If you already installed n8n in the past, make sure you have installed the latest version: npm install -g n8n@latest

Am introduction to n8n

With n8n you can create WhatsApp automation workflows like these, just to name a few:

  1. Ticket Creation - Convert WhatsApp messages into support tickets in your helpdesk system
  2. FAQ Bot - Automatically answer common customer questions based on keywords
  3. Support Routing - Direct customer inquiries to the appropriate department based on message content
  4. Lead Qualification - Send qualifying questions to leads and route responses to your CRM
  5. Cart Recovery - Message customers who abandoned shopping carts with personalized reminders
  6. Drip Campaigns - Schedule message sequences to nurture prospects through your sales funnel
  7. Order Updates - Send automated shipping notifications when order status changes
  8. Appointment Reminders - Notify clients about upcoming appointments from your calendar
  9. System Alerts - Receive critical notifications when servers or systems have issues
  10. Customer Surveys - Collect feedback through guided questions and save responses to spreadsheets
  11. Event Registration - Process registrations via WhatsApp and add attendees to event systems
  12. Invoice Processing - Extract data from invoice photos sent via WhatsApp for accounting
  13. Task Notifications - Alert team members when new tasks are assigned in project tools
  14. Approval Workflows - Send and process approval requests for documents or expenses
  15. Performance Reports - Generate and distribute daily metrics to management
  16. Restock Alerts - Notify customers when previously out-of-stock items are available
  17. Price Drop Notifications - Alert customers when wishlist items go on sale
  18. Review Requests - Automatically request product reviews after delivery
  19. Payment Reminders - Send notifications for upcoming or overdue invoice payments
  20. Receipt Confirmation - Deliver transaction receipts when payments are processed
  21. Expense Submission - Allow expense submission with photo attachments and routing
  22. Attendance Tracking - Record attendance for classes or events via WhatsApp check-ins
  23. Medication Reminders - Schedule health-related reminders with confirmation requests

An introductory video to how n8n works

Installing the TheTechPad Plugin for n8n

Download the n8n plugin source files here

Follow the instruction below to install the n8n plugin.

Mac / Linux Installation

  1. Download the TheTechPad n8n plugin ZIP file from the link above
  2. Find your n8n installation directory:
    npm list -g n8n
    
    This will show something like: /usr/local/lib/node_modules/n8n
  3. Unzip the downloaded file:
    unzip n8n-nodes-techpad.zip -d ~/Downloads/n8n-nodes-techpad
    
  4. Install required plugin dependencies
    cd ~Downloads/n8n-nodes-techpad && npm install
    
  5. Copy the plugin to your n8n installation:
    cp -r ~/Downloads/n8n-nodes-techpad /usr/local/lib/node_modules/n8n/node_modules/
    
    Note: You might need to use sudo for this command
  6. Restart n8n:
    n8n start
    

Windows Installation

  1. Download the TheTechPad n8n plugin ZIP file from the link above
  2. Find your n8n installation directory by running in Command Prompt:
    npm list -g n8n
    
    This typically shows something like: C:\Users\YourUsername\AppData\Roaming\npm\node_modules\n8n
  3. Extract the ZIP file to a temporary location
  4. Install required plugin dependencies:
# For Windows Command Prompt:
cd n8n-nodes-techpad && npm install && cd ..
# For Windows PowerShell:
cd n8n-nodes-techpad ; npm install ; cd ..
  1. Copy the extracted folder to your n8n node_modules directory:
# For Windows Command Prompt:
xcopy /E /I n8n-nodes-techpad %AppData%\npm\node_modules\n8n\node_modules\n8n-nodes-techpad
# For PowerShell
Copy-Item -Path n8n-nodes-techpad -Destination $env:APPDATA\npm\node_modules\n8n\node_modules\n8n-nodes-techpad -Recurse -Force
  1. Start n8n (or restart if already running):
    n8n start
    

Verifying Installation

  1. Open n8n in your browser by navigating to http://localhost:5678
  2. Create a new workflow
  3. Search for "TheTechPad" in the nodes right panel
  4. The TheTechPad nodes should be available for selection
  5. Choose one available action to start automating your workflow

Troubleshooting

  • If the TheTechPad nodes don't appear, ensure n8n is completely restarted
  • Check folder permissions if you encounter "access denied" errors
  • Make sure the plugin is placed directly in the n8n node_modules directory
  • For Docker installations, you'll need to mount the plugin folder to the container's node_modules directory

Configuring Webhooks for External Access

To receive events from TheTechPad or other external services, you'll need to configure n8n with a publicly accessible URL. By default, n8n runs locally and generates webhook URLs using localhost, which external services cannot reach.

Understanding Webhook Configuration

n8n creates webhook URLs by combining the protocol, host, and port settings. When running behind a reverse proxy or needing public access, you must manually set the webhook URL.

Setting the Webhook URL

Temporary Configuration (Session Only)
Mac / Linux
export WEBHOOK_URL=https://your-domain.com/
n8n start
Windows (Command Prompt)
set WEBHOOK_URL=https://your-domain.com/
n8n start
Windows (PowerShell)
$env:WEBHOOK_URL = "https://your-domain.com/"
n8n start
Permanent Configuration
Mac / Linux

Add to your ~/.bashrc, ~/.zshrc, or appropriate shell configuration file:

echo 'export WEBHOOK_URL=https://your-domain.com/' >> ~/.bashrc
source ~/.bashrc
Windows

Set a system environment variable through:

  1. Right-click on 'This PC' or 'My Computer' → Properties
  2. Click 'Advanced system settings'
  3. Click 'Environment Variables'
  4. Add a new system variable with:
    • Name: WEBHOOK_URL
    • Value: https://your-domain.com/

Verifying Your Webhook Configuration

  1. Start n8n after setting the webhook URL
  2. Create a new workflow and add an "TheTechPad" node that uses webhooks
  3. The webhook URL should now show your custom domain instead of localhost
  4. External services can now successfully send events to your n8n instance
Note: Ensure your domain is properly set up with SSL and that your network/firewall allows incoming connections to the port your n8n instance is using.

Using ngrok for Temporary Public Webhook URLs

If you're developing locally and need a quick way to expose your n8n instance to the internet for testing webhooks, ngrok is a great solution.

Installing ngrok

Mac
# Using Homebrew
brew install ngrok

Or download and install manually here

Linux

Follow the instructions described here

Windows installation
  1. Download ngrok from https://ngrok.com/download
  2. Extract the zip file
  3. Optionally, add the ngrok executable to your PATH or move it to a directory that's already in your PATH

Alternatively follow the instructions here

Setting Up ngrok

  1. Sign up for a free account at https://ngrok.com
  2. Get your auth token from the ngrok dashboard
  3. Configure ngrok with your auth token:
    ngrok authtoken YOUR_AUTH_TOKEN
    

Using ngrok with n8n

  1. Start your n8n instance first:

    n8n start
    
  2. In a new terminal window, start ngrok pointing to n8n's default port:

    ngrok http 5678
    
  3. Ngrok will display a URL like https://abc123.ngrok.io

  4. Set this as your n8n webhook URL in a new terminal:

    Mac/Linux:

    export WEBHOOK_URL=https://abc123.ngrok.io/
    n8n start
    

    Windows (Command Prompt):

    set WEBHOOK_URL=https://abc123.ngrok.io/
    n8n start
    

    Windows (PowerShell):

    $env:WEBHOOK_URL = "https://abc123.ngrok.io/"
    n8n start
    
  5. You'll need to restart n8n for the webhook URL changes to take effect

Example Workflow

  1. Start n8n on port 5678
  2. Launch ngrok: ngrok http 5678
  3. Note the ngrok URL (e.g., https://abc123.ngrok.io)
  4. Stop n8n
  5. Set the webhook URL environment variable with the ngrok URL
  6. Restart n8n
  7. Create a workflow with a TheTechPad webhook trigger
  8. The webhook URL will now use your ngrok domain and be accessible from the internet
Note: Free ngrok sessions expire after a few hours and the URL changes each time you restart ngrok. For production use, consider a permanent solution like a proper domain with a reverse proxy.

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