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How to get started with n8n: a step-by-step guide

Learn how to set up n8n to work with RO App: from registration and module installation to running your first automation scenario

Written by Christina

We’ve previously covered n8n in general—what n8n is, how it differs from its competitors, and what it offers when paired with RO App. This article focuses on the practical side: we’ll walk through the entire process step by step, from registration to running your first scenario.

How to Deploy n8n

There are two ways:

  1. Cloud-based n8n (n8n.cloud)—the fastest way to get started, requires no administration, and is suitable for most businesses.

  2. Self-hosted—the platform is deployed on your own server or even a local computer. It gives you full control over your data but requires some technical expertise within your team for setup and maintenance.

Step 1. Signing Up for n8n

  1. Go to n8n.io and click “Get started” / “Sign up.”

  2. Enter your email address, password (at least 8 characters, including a number and an uppercase letter), and click “Next”.

  3. Set your account name—this will be the unique subdomain address for your workspace (for example, mycompany.app.n8n.cloud).

  4. Verify your email by clicking the link in the confirmation email.

  5. The system will log you in automatically—you’ll be taken directly to the dashboard, where you can create your first workflow.

Step 2. Installing the RO App community module

To install the module with RO App nodes, you need to start creating your workflow.

1. Go to the Dashboard and click Create workflow.

2. Click Add step and select On app event.

3. Enter “roapp” in the search bar and open the app that appears.

4. Click Install node.

5. Done! The RO App module is installed, and you can now choose from the available actions to build the workflow you need.

You can also connect the module directly from the Community Nodes page, without linking it to a specific scenario:

  1. Go to Settings → Community Nodes.

  2. Click Install.

  3. Enter the package name — roapp (or the module’s full npm name).

  4. Agree to the installation terms and click Install.

Once complete, the RO App module will appear in the list of installed modules and will be available for selection in any scenario.

Step 3. Connecting Your RO App Account to Nodes

Before using an RO App node in a scenario, you must connect it to your account once—using credentials. This is what identifies your account and allows the node to perform actions specifically on your behalf, rather than in an abstract capacity. In the case of RO App, the API key for your account serves as your credentials.

To do this:

1. While configuring the step with the RO App module, click Set up credentials.

2. In RO App, go to Settings > API and copy the API key.

3. In n8n, enter the copied key into the Access Token field and save the settings.

After that, this node and all other RO App nodes that you’ll use in future scenarios will be linked to your account. The same applies to nodes from any other services: when using them for the first time, you must link them to the appropriate account before using them in a scenario. This is important to ensure that the action in the scenario is performed specifically by the intended employee and from the intended account, rather than abstractly “by someone.”

You can view all connected credentials on the Personal → Credentials page. There, you can also link new credentials or add multiple bundles for the same module—for example, if some scenarios need to be executed on behalf of different employees or different accounts.

How to Work with Scenarios in n8n

No matter what process you’re automating, every workflow in n8n follows the same logic.

Where to do this: All workflows are configured in the Workflows tab—there you can create a new one (“+ Add workflow”) or open an existing one for editing.

  1. Select a trigger—the event that launches the workflow: a new event in RO App (for example, a new booking), a new response in a Google Form, a webhook, a scheduled trigger, or a manual launch.

  2. Connect your credentials to the relevant nodes—if you haven’t done so already. This is done once for each account.

  3. Add action nodes—step by step, describe what should happen after the trigger: check something, create a booking, send a message, etc. Each new node is added by clicking the “+” button after the previous one.

  4. Pass the necessary data between nodes—in the fields of each node, you can populate values from previous steps (name, email, ID, etc.) by clicking on the field and selecting the desired data from the list.

  5. Add conditions as needed—the IF node lets you split the workflow into branches (for example, “if the client already exists” / “if the client doesn’t exist”).

  6. Test the workflow—the Test workflow button runs the workflow and shows which data passed through each node, which is handy for checking for errors.

  7. Activate the workflow—use the Active toggle at the top of the screen. Only then will the workflow start running automatically, without needing to be manually triggered.

These seven steps are repeated in any workflow—the only difference is which specific triggers and nodes you choose for a particular task.

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