Automatisierter monatlicher QuickBooks-Kundenexport
Dies ist ein CRM, Multimodal AI-Bereich Automatisierungsworkflow mit 5 Nodes. Hauptsächlich werden Set, Quickbooks, GoogleSheets, ScheduleTrigger und andere Nodes verwendet. Automatischer Export von QuickBooks-Kundendaten nach Google Sheets
- •Google Sheets API-Anmeldedaten
Verwendete Nodes (5)
{
"meta": {
"instanceId": "c8c9ba5d3eb26ae47a06d24ff164a01c0d73ed4753a74903c2bb609d434a0f6b",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "51712938-ec75-46ce-813b-d08f99770465",
"name": "Kunden aus QuickBooks abrufen",
"type": "n8n-nodes-base.quickbooks",
"position": [
-32,
304
],
"parameters": {
"filters": {},
"operation": "getAll",
"returnAll": true
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "b6aH0PejuunHdpJu",
"name": "QuickBooks Online account 3"
}
},
"typeVersion": 1
},
{
"id": "3cffcb60-530d-498d-904e-999944a96bfc",
"name": "Kundendaten aufbereiten",
"type": "n8n-nodes-base.set",
"position": [
208,
304
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "34a12d33-7b0b-4cec-a5ca-8e9520e6b644",
"name": "=Period",
"type": "string",
"value": "={{ new Date().toISOString().slice(0, 7); }}"
},
{
"id": "86d36b63-e8f1-4fc8-a0a4-884754416439",
"name": "Id",
"type": "string",
"value": "={{ $json.Id }}"
},
{
"id": "4f994c1c-110b-44f7-b2a2-58bf5416f6fc",
"name": "Balance",
"type": "number",
"value": "={{ $json.Balance }}"
},
{
"id": "2263be28-e780-4d64-b50a-1e7688195539",
"name": "Email",
"type": "string",
"value": "={{ $json.PrimaryEmailAddr.Address }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "ae4c32cf-e227-4ce1-9f30-71eb3ab3e729",
"name": "Zu Google Tabellen exportieren",
"type": "n8n-nodes-base.googleSheets",
"position": [
432,
304
],
"parameters": {
"columns": {
"value": {},
"schema": [],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/example"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/example"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "gbEbCNKqCMSRZPql",
"name": "Google Sheets account 3"
}
},
"typeVersion": 4.6
},
{
"id": "e516f009-e153-46fd-bc14-6aabd7ee7c0b",
"name": "Monatlicher Export-Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-288,
304
],
"parameters": {
"rule": {
"interval": [
{
"field": "months",
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "e369277f-3df5-4769-8671-357dfc0eca46",
"name": "Workflow-Beschreibung",
"type": "n8n-nodes-base.stickyNote",
"position": [
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0
],
"parameters": {
"color": 5,
"width": 272,
"height": 912,
"content": "# Workflow description\n\nShort and simple. Runs monthly at 08:00. Pulls the QuickBooks customer list and appends rows to a Google Sheet.\n\n## Steps\n1) **Monthly Export Trigger** starts the run.\n2) **Fetch Customers from QuickBooks** gets all customers.\n3) **Prepare Customer Data** keeps a few clean fields: Period, Id, Balance, Email.\n4) **Export to Google Sheets** appends the rows to your target sheet.\n\n## Setup\n- Connect your **QuickBooks** credential in n8n.\n- Connect your **Google Sheets** credential in n8n.\n- Replace the example sheet URL with your own.\n- Adjust the schedule if you want weekly or daily.\n\n## Tweaks\n- Add more fields in **Prepare Customer Data** if you need them.\n- Change the sheet tab name or spreadsheet if your structure is different.\n\nDone. It just works. If something fails, open the last run and check the node with the red mark."
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"3cffcb60-530d-498d-904e-999944a96bfc": {
"main": [
[
{
"node": "Zu Google Sheets exportieren",
"type": "main",
"index": 0
}
]
]
},
"e516f009-e153-46fd-bc14-6aabd7ee7c0b": {
"main": [
[
{
"node": "51712938-ec75-46ce-813b-d08f99770465",
"type": "main",
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"51712938-ec75-46ce-813b-d08f99770465": {
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"type": "main",
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}
}
}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Anfänger - Kundenbeziehungsmanagement, Multimodales KI
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Milan Vasarhelyi - SmoothWork
@vasarmilanWe help you eliminate the busywork by building compact business tools tailored to your processes. 📞: https://smoothwork.ai/book-a-call ▶️: https://www.youtube.com/@vasarmilan
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