Enviar automáticamente el informe diario de ventas de Square mediante Gmail
Este es unCRMflujo de automatización del dominio deautomatización que contiene 15 nodos.Utiliza principalmente nodos como If, Code, Gmail, SplitOut, HttpRequest. Enviar automáticamente el informe diario de ventas de Square mediante Gmail
- •Cuenta de Google y credenciales de API de Gmail
- •Pueden requerirse credenciales de autenticación para la API de destino
Nodos utilizados (15)
Categoría
{
"meta": {
"instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
"templateCredsSetupCompleted": true
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"nodes": [
{
"id": "422101f4-e7ed-49da-8a14-e7d8c4c4fad8",
"name": "Obtener ubicaciones de Square",
"type": "n8n-nodes-base.httpRequest",
"position": [
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"parameters": {
"url": "https://connect.squareup.com/v2/locations",
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"headerParameters": {
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"value": "application/json"
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"credentials": {
"httpHeaderAuth": {
"id": "n1GRrdbh899dbLYB",
"name": "Square Header Auth"
}
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"typeVersion": 4.2
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{
"id": "bcdd6eea-8cbc-4118-a461-e056aee9389a",
"name": "Convertir ubicaciones en lista",
"type": "n8n-nodes-base.splitOut",
"position": [
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"parameters": {
"include": "selectedOtherFields",
"options": {},
"fieldToSplitOut": "locations",
"fieldsToInclude": "id"
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{
"id": "49278d03-a7fa-4378-9ed7-e8a4a155e82c",
"name": "Ignorar ubicaciones sin ventas",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {
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"conditions": {
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"leftValue": "={{ $json.orders }}",
"rightValue": ""
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{
"id": "cc2cddc3-8771-4967-8766-7980e78d8361",
"name": "Obtener ventas de Square",
"type": "n8n-nodes-base.httpRequest",
"position": [
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"parameters": {
"url": "https://connect.squareup.com/v2/orders/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"location_ids\": [\"{{ $json.locations.id }}\"],\n \"query\": {\n \"filter\": {\n \"state_filter\": {\n \"states\": [\"COMPLETED\"]\n },\n \"date_time_filter\": {\n \"created_at\": {\n \"start_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T00:00:00-05:00\",\n \"end_at\": \"{{ $('Schedule Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T23:59:59-05:00\"\n }\n }\n }\n },\n \"limit\": 1000,\n \"return_entries\": false\n}",
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"name": "Compilar informes de ventas",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"mode": "runOnceForEachItem",
"jsCode": "// Date and Location Metadata\nconst date = $('Schedule Trigger').item.json.timestamp.split('T')[0];\nconst location_id = $json.orders[0].location_id || null;\nconst location_name = $('Get Square Locations').item.json.locations.find(locations => locations.id === location_id)?.name;\n\n// Our Result Variables\nlet total_money = 0;\nlet total_tax = 0;\nlet total_discount = 0;\nlet total_tip = 0;\nlet total_returns = 0;\nlet cash_rounding = 0;\n\nlet cash_tender = 0;\nlet card_tender = 0;\nlet gift_card_tender = 0;\nlet other_tender = 0;\nlet fees = 0;\n\n// Loop Through Each Order\nfor (const sale of $json.orders) {\n\n // Add the sales, taxes, discounts and tips\n total_money += sale.total_money?.amount || 0;\n total_tax += sale.total_tax_money?.amount || 0;\n total_discount += -(sale.total_discount_money?.amount || 0);\n total_tip += sale.total_tip_money?.amount || 0;\n if (sale.rounding_adjustment) {\n cash_rounding += sale.rounding_adjustment.amount_money?.amount || 0;\n }\n\n \n if (sale.return_amounts) {\n // If there are returns, subtract from sales totals and add to return amount total\n total_money -= sale.return_amounts?.total_money?.amount || 0;\n total_tax -= sale.return_amounts?.tax_money?.amount || 0;\n total_discount -= sale.return_amounts?.discount_money?.amount || 0;\n total_tip -= sale.return_amounts?.tip_money?.amount || 0;\n \n total_returns += -(sale.return_amounts?.total_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tax_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.tip_money?.amount || 0);\n total_returns -= -(sale.return_amounts?.discount_money?.amount || 0);\n \n // If an array of refunds is provided\n for (const refund of sale.refunds || []) {\n const transaction_id = refund.transaction_id;\n \n // Look for the original sale this refund refers to\n const original_sale = $json.orders.find(original =>\n original.id && transaction_id && original.id.includes(transaction_id)\n );\n \n if (original_sale) {\n if (original_sale.rounding_adjustment) {\n const amount = original_sale.rounding_adjustment.amount_money?.amount || 0;\n cash_rounding -= amount;\n total_returns += amount;\n }\n \n if (original_sale.tenders) {\n for (const tender of original_sale.tenders) {\n if (tender.id === refund.tender_id) {\n const amount = refund.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender -= amount;\n else if (tender.type === 'CASH') cash_tender -= amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender -= amount;\n else other_tender -= amount;\n \n if (refund.processing_fee_money && tender.id === refund.tender_id) {\n fees -= refund.processing_fee_money.amount || 0;\n }\n }\n }\n }\n }\n }\n }\n \n if (sale.tenders) {\n for (const tender of sale.tenders) {\n const amount = tender.amount_money?.amount || 0;\n if (tender.type === 'CARD') card_tender += amount;\n else if (tender.type === 'CASH') cash_tender += amount;\n else if (tender.type === 'SQUARE_GIFT_CARD') gift_card_tender += amount;\n else other_tender += amount;\n \n if (tender.processing_fee_money) {\n fees -= tender.processing_fee_money.amount || 0;\n }\n }\n }\n \n}\n\n// Final computed values\nconst net_sales = total_money - total_tip - total_tax - cash_rounding;\nconst gross_sales = net_sales - total_discount - total_returns;\nconst net_total = cash_tender + card_tender + gift_card_tender + other_tender + fees;\n\nreturn {\n json: {\n date,\n location_id,\n location_name,\n gross_sales: gross_sales / 100.0,\n total_returns: total_returns / 100.0,\n total_discount: total_discount / 100.0,\n net_sales: net_sales / 100.0,\n total_tax: total_tax / 100.0,\n total_tip: total_tip / 100.0,\n cash_rounding: cash_rounding / 100.0,\n total_payments_collected: total_money / 100.0,\n cash: cash_tender / 100.0,\n card: card_tender / 100.0,\n gift_card: gift_card_tender / 100.0,\n other: other_tender / 100.0,\n fees: fees / 100.0,\n net_total: net_total / 100.0,\n }\n};"
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"name": "Nota adhesiva",
"type": "n8n-nodes-base.stickyNote",
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"content": "## Automatically Send Square Summary Report for Yesterday's Sales via Gmail\n\n## What It Does \nThis workflow automatically connects to the Square API and generates a daily sales summary report for all your Square locations. The report matches the figures displayed in **Square Dashboard > Reports > Sales Summary**.\n\nIt's designed to run daily and pull the previous day's sales into a CSV file, which is then sent to a manager/finance team for analysis.\n\nThis workflow builds on my previous template, which allows users to automatically pull data from the Square API into n8n for processing. (See here: https://n8n.io/workflows/6358)\n\n## Prerequisites \nTo use this workflow, you'll need:\n- A Square API credential (configured as a Header Auth credential)\n- A Gmail credential\n\n## How to Set Up Square Credentials: \n- Go to **Credentials > Create New** \n- Choose **Header Auth** \n- Set the **Name** to `Authorization` \n- Set the **Value** to your Square Access Token (e.g., `Bearer <your-api-key>`)\n\n## How It Works \n1. **Trigger:** The workflow runs every day at 4:00 AM \n2. **Fetch Locations:** An HTTP request retrieves all Square locations linked to your account \n3. **Fetch Orders:** For each location, an HTTP request pulls completed orders for the specified report_date \n4. **Filter Empty Locations:** Locations with no sales are ignored \n5. **Aggregate Sales Data:** A Code node processes the order data and produces a summary identical to Square’s built-in Sales Summary report \n6. **Create CSV File:** A CSV file is created containing the relevant data \n7. **Send Email:** An email is sent to the chosen third party \n\n## Example Use Cases \n- Automatically send Square sales data to management to improve the quality of planning and scheduling decisions \n- Automatically send data to an external third party, such as a landlord or agent, who is paid via commission \n- Automatically send data to a bookkeeper for entry into QuickBooks \n\n## How to Use \n- Configure both HTTP Request nodes to use your Square API credential \n- Set the workflow to **Active** so it runs automatically \n- Enter the email address of the person you want to send the report to and update the message body \n- If you want to remove the n8n attribution, you can do so in the last node \n\n## Customization Options \n- Add pagination to handle locations with more than 1,000 orders per day\n- Instead of a daily summary, you can modify this workflow to produce a weekly summary once a week \n\n## Why It's Useful \nThis workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data — whether for operations, finance, or performance monitoring.\n"
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"id": "13fa48b6-e675-42f8-a67e-2f5d39f1b659",
"name": "Nota adhesiva 1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
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"content": "## Trigger \n- This workflow runs every day at 8:00 AM. \n- Each day, it pulls the previous day's sales data from Square.\n"
},
"typeVersion": 1
},
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"name": "Nota adhesiva 2",
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"position": [
960,
340
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"parameters": {
"color": 5,
"width": 460,
"height": 420,
"content": "## Get Square Locations and Process Each One Separately \n- This HTTP node connects to the Square Locations API to fetch all your locations.\n"
},
"typeVersion": 1
},
{
"id": "ea95c17f-07ce-4710-b8ec-d608cf58d514",
"name": "Nota adhesiva 3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1440,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Get Sales from Square \n- This HTTP node retrieves all orders for the given location on the specified date."
},
"typeVersion": 1
},
{
"id": "9aac8d39-0f23-4cd6-8776-bf8d04b9946a",
"name": "Nota adhesiva 4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1980,
340
],
"parameters": {
"color": 5,
"height": 420,
"content": "## Compile a Report for Each Location \n- This code node calculates totals for each location. \n- Please ensure the numbers match EXACTLY with the Square Sales Summary Dashboard.\n"
},
"typeVersion": 1
},
{
"id": "c40ab199-10c5-4b32-8dc4-b80a73da35ae",
"name": "Activador programado",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
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540
],
"parameters": {
"rule": {
"interval": [
{}
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"typeVersion": 1.2
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{
"id": "0a84e6fa-7c95-4b62-a645-f78b8650a068",
"name": "Nota adhesiva 5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2240,
340
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"parameters": {
"color": 5,
"height": 420,
"content": "## Convert the Square Sales Summary into a CSV File \n"
},
"typeVersion": 1
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{
"id": "213611ca-8b13-43fc-89b3-af1ac257bd13",
"name": "Convertir resumen de ventas a archivo CSV",
"type": "n8n-nodes-base.convertToFile",
"position": [
2320,
540
],
"parameters": {
"options": {
"fileName": "=sales_report_{{ $('Schedule Trigger').item.json.timestamp }}.csv"
},
"binaryPropertyName": "sales_report"
},
"typeVersion": 1.1
},
{
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"name": "Nota adhesiva 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"color": 5,
"height": 420,
"content": "## Send the Report to the Finance Team / Manager"
},
"typeVersion": 1
},
{
"id": "8e984b80-4a94-4c88-b77a-652593ebad10",
"name": "Enviar informe",
"type": "n8n-nodes-base.gmail",
"position": [
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540
],
"webhookId": "6ce8cdff-91e4-45b0-a1d6-fe1de2b43686",
"parameters": {
"sendTo": "user@example.com",
"message": "<p>Hello User,</p>\n<p>Please see the attached report containing yesterday's sales!</p>\n<p>Best,<br> An Efficient Person</p>",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{
"property": "sales_report"
}
]
},
"appendAttribution": true
},
"subject": "=Your Square Sales Report for {{ $('Schedule Trigger').item.json['Readable date'].split(',')[0] }}"
},
"credentials": {
"gmailOAuth2": {
"id": "x5LsvRUYpInxYmcG",
"name": "Rosh's Personal Email"
}
},
"typeVersion": 2.1
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}¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Intermedio - CRM
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
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Rosh Ragel
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