Salesforce のチケットを自動のに新規にGeotabセクションを作成
上級
これはSales, IT Ops分野の自動化ワークフローで、22個のノードを含みます。主にIf, Set, Code, Wait, Webhookなどのノードを使用。 Salesforceの新しいチケットに自動のにGeotabエリアを作成
前提条件
- •HTTP Webhookエンドポイント（n8nが自動生成）
- •Salesforce OAuth認証情報
- •ターゲットAPIの認証情報が必要な場合あり
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "c4MGMFdD3nrhySMt",
"meta": {
"instanceId": "3ac92fef3584b8cf9f500ec865cb5dd3ab2a3285c90c76fd93c4c042de9ba832",
"templateCredsSetupCompleted": true
},
"name": "Auto-Create Geotab Zone for New Salesforce Work Order",
"tags": [],
"nodes": [
{
"id": "ccd1329c-71ad-48ac-b5cd-a09e3ee7cc22",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1680,
-500
],
"parameters": {
"color": 5,
"width": 1020,
"height": 260,
"content": "## Create zone via GeoTab API"
},
"typeVersion": 1
},
{
"id": "6284e435-3929-42c7-9712-275d9dbf9941",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1680,
-1080
],
"parameters": {
"color": 4,
"width": 1020,
"height": 280,
"content": "## Prepare Data"
},
"typeVersion": 1
},
{
"id": "bcd0e739-c12d-4713-8151-08bc4ed58ff9",
"name": "Salesforce Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
-2240,
-1000
],
"webhookId": "5e194736-f8d7-4eef-9c71-85d264168f3a",
"parameters": {
"path": "5e194736-f8d7-4eef-9c71-85d264168f3a",
"options": {
"rawBody": false
},
"httpMethod": "POST",
"responseMode": "responseNode"
},
"typeVersion": 2
},
{
"id": "d1769685-53ba-4817-8acb-a7ff5c62cb7d",
"name": "Webhook へ返信",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
-2400,
-1000
],
"parameters": {
"options": {
"responseHeaders": {
"entries": [
{
"name": "Content-Type",
"value": "application/xml"
}
]
}
},
"respondWith": "text",
"responseBody": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<soapenv:Envelope xmlns:soapenv=\"http://schemas.xmlsoap.org/soap/envelope/\">\n <soapenv:Body>\n <notificationsResponse xmlns=\"http://soap.sforce.com/2005/09/outbound\">\n <Ack>true</Ack>\n </notificationsResponse>\n </soapenv:Body>\n</soapenv:Envelope>"
},
"typeVersion": 1.1
},
{
"id": "565627d5-ccf9-4e74-a4be-7c7054bc0359",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"disabled": true,
"position": [
-2480,
-1080
],
"parameters": {
"color": 6,
"width": 780,
"height": 280,
"content": "## Salesforce Trigger"
},
"typeVersion": 1
},
{
"id": "92d0377b-9566-47c7-ba7b-59d11af13ee7",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2480,
-780
],
"parameters": {
"color": 7,
"width": 780,
"height": 540,
"content": "## 🛰️ Auto-Create Geotab Zone for New Salesforce Work Order\n\n### 📌 What this workflow does\n\nThis automation listens for new **Work Order (Job)** records created in **Salesforce**, and—if the record meets certain conditions—creates a **geofence zone** in **Geotab** at the Work Order’s location.\n\nIt only triggers when:\n\n* The Work Order has a `New` status\n* There is **no existing Geotab Zone ID**\n* The record contains **valid latitude and longitude**\n\nAfter creating the zone, the workflow updates Salesforce with the Geotab Zone ID and sends a confirmation email. If no geo data is available, it notifies the Operations team.\n\n**You can customise this workflow to your needs; for example change Salesforce Object (Opportunity, Account etc).**\n\n### ⚙️ Required Integrations\n* ✅ Salesforce (OAuth2)\n* ✅ Microsoft Outlook (for email notifications)\n* ✅ Geotab API access\n"
},
"typeVersion": 1
},
{
"id": "a277490a-b777-4502-b3b1-efeb4889a31d",
"name": "必須フィールドの抽出",
"type": "n8n-nodes-base.set",
"position": [
-1620,
-1000
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "74d77b73-9e08-4ce7-b5e2-89fff556a6c2",
"name": "Id",
"type": "string",
"value": "={{ $json.Id }}"
},
{
"id": "ca06a724-d57d-4717-9495-08132fb96a8c",
"name": "WorkOrderNumber",
"type": "string",
"value": "={{ $json.WorkOrderNumber }}"
},
{
"id": "b381c523-da76-43c0-a43d-4f6c0e724d20",
"name": "Job_Type__c",
"type": "string",
"value": "={{ $json.Job_Type__c }}"
},
{
"id": "bdc4c9f0-e6ce-4408-82b5-cf79f1e37fc2",
"name": "Job_Sub_Type__c",
"type": "string",
"value": "={{ $json.Job_Sub_Type__c }}"
},
{
"id": "e0fcdb6d-c0af-490c-ac81-c6515c873a6d",
"name": "Address.latitude",
"type": "string",
"value": "={{ $json.Address.latitude }}"
},
{
"id": "92571b99-e82e-4c35-8707-baeb1d80e7b0",
"name": "Address.longitude",
"type": "string",
"value": "={{ $json.Address.longitude }}"
},
{
"id": "d32277a0-4e4e-48a3-9123-543b3509f177",
"name": "CreatedDate",
"type": "string",
"value": "={{ $json.CreatedDate }}"
},
{
"id": "318c819e-d7b1-4faf-8e7b-2907f6df0c1a",
"name": "Last_Appointment_Date__c",
"type": "string",
"value": "={{ $json.Last_Appointment_Date__c }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae",
"name": "GeoTab用データの準備",
"type": "n8n-nodes-base.set",
"position": [
-1060,
-1000
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "c45bb0c8-1ef9-4259-b985-d28be0a43878",
"name": "Name",
"type": "string",
"value": "={{ $json.WorkOrderNumber }}"
},
{
"id": "adfc451e-c84e-480e-9723-312cb85a8c7d",
"name": "Latitude",
"type": "string",
"value": "={{ $json.Address.latitude }}"
},
{
"id": "754cc87f-7e75-4187-80fa-b74dfb91983c",
"name": "Longitude",
"type": "string",
"value": "={{ $json.Address.longitude }}"
},
{
"id": "727937f2-8448-46b3-b9db-9170d2547ceb",
"name": "Reference",
"type": "string",
"value": "={{ $json.Job_Type__c }}"
},
{
"id": "fe9ccc9d-23c9-429a-9d9b-f5445ccf55fc",
"name": "Comment",
"type": "string",
"value": "={{ $json.Job_Sub_Type__c }}"
},
{
"id": "0cae7115-82fb-446b-8a95-3536f926c6b9",
"name": "ExternalReference",
"type": "string",
"value": "={{ $json.Id }}"
},
{
"id": "de07e177-0dca-4d5e-842f-1b8233a02502",
"name": "ActiveTo",
"type": "string",
"value": "={{ $json.Last_Appointment_Date__c }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "dcccefd2-b65b-44ef-86a0-1403f2a8279c",
"name": "ポイントの計算",
"type": "n8n-nodes-base.code",
"position": [
-880,
-1000
],
"parameters": {
"jsCode": "const inputData = items[0].json;\n\nconst centerLatitude = parseFloat(inputData.Latitude);\nconst centerLongitude = parseFloat(inputData.Longitude);\nconst radius = 200; // Radius in meters (adjust as needed) - Consider making this an input parameter\nconst numPoints = 20; // Number of points on the circle\n\nconst earthRadius = 6371000; // Earth's radius in meters\n\nlet results = [];\n\n\nfor (let i = 0; i < numPoints; i++) {\n const angle = 2 * Math.PI * i / numPoints;\n const lat = centerLatitude + (radius / earthRadius) * (180 / Math.PI) * Math.cos(angle);\n const lon = centerLongitude + (radius / earthRadius) * (180 / Math.PI) * Math.sin(angle) / Math.cos(centerLatitude * Math.PI / 180);\n results.push({\n ...inputData,\n latitude: lat,\n longitude: lon\n })\n}\n\n\n// Create an object with a key called \"result\" to hold the results array\n// this ensure that the the json key points to a valid object in item[0]\nitems[0].json.result = results\n\n//return the updated item\nreturn items;"
},
"typeVersion": 2
},
{
"id": "9e4b63fb-597f-448e-80b9-b1f066740a2c",
"name": "GeoTab認証",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1600,
-420
],
"parameters": {
"url": "https://my.geotab.com/apiv1/Authenticate",
"method": "POST",
"options": {},
"jsonBody": "{\n \"method\": \"Authenticate\",\n \"params\": {\n \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n \"userName\": \"YOUR@USERNAME.EMAIL\",\n \"password\": \"YOUR_GEOTAB_USER_PASSWORD\"\n }\n}\n",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "e7b80c7d-f5ac-4085-8428-f3b4757a094d",
"name": "ゾーンの有効日付の計算",
"type": "n8n-nodes-base.code",
"position": [
-1420,
-420
],
"parameters": {
"jsCode": "const today = new Date();\ntoday.setUTCHours(0, 0, 0, 0); // Ensures time is set to 00:00:00.000 UTC\nconst activeFrom = today.toISOString(); // Ensures the string format\n\nconst futureDate = new Date(today);\nfutureDate.setDate(today.getDate() + 60);\nfutureDate.setUTCHours(0, 0, 0, 0); // Ensures time is set to 00:00:00.000 UTC\nconst activeTo = futureDate.toISOString(); // Ensures the string format\n\nreturn [\n {\n json: {\n activeFrom: activeFrom.split(\".\")[0] + \"Z\", // Removes milliseconds if necessary\n activeTo: activeTo.split(\".\")[0] + \"Z\" // Removes milliseconds if necessary\n }\n }\n];\n"
},
"typeVersion": 2
},
{
"id": "01adf82d-0894-4f23-816f-beb236a390ef",
"name": "GeoTabでのゾーン作成",
"type": "n8n-nodes-base.httpRequest",
"position": [
-1240,
-420
],
"parameters": {
"url": "https://my.geotab.com/apiv1",
"method": "POST",
"options": {},
"jsonBody": "={\n \"method\": \"Add\",\n \"params\": {\n \"typeName\": \"Zone\",\n\n \"entity\": {\n \"name\": \"{{ $('Prepare data for GeoTab').item.json.Name }}\",\n \"externalReference\": \"{{ $('Prepare data for GeoTab').item.json.ExternalReference }}\",\n \"reference\": \"{{ $('Prepare data for GeoTab').item.json.Reference }}\",\n \"comment\": \"{{ $('Prepare data for GeoTab').item.json.Comment }}\",\n\n \"groups\": [\n {\"id\": \"GroupCompanyId\"}\n ],\n\n \"activeFrom\": \"{{ $json.activeFrom }}\",\n \"activeTo\": \"{{ $json.activeTo }}\",\n\n\n \"points\": [\n { \"x\": {{ $('Calculate points').item.json.result[0].longitude }}, \"y\": {{ $('Calculate points').item.json.result[0].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[1].longitude }}, \"y\": {{ $('Calculate points').item.json.result[1].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[2].longitude }}, \"y\": {{ $('Calculate points').item.json.result[2].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[3].longitude }}, \"y\": {{ $('Calculate points').item.json.result[3].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[4].longitude }}, \"y\": {{ $('Calculate points').item.json.result[4].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[5].longitude }}, \"y\": {{ $('Calculate points').item.json.result[5].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[6].longitude }}, \"y\": {{ $('Calculate points').item.json.result[6].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[7].longitude }}, \"y\": {{ $('Calculate points').item.json.result[7].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[8].longitude }}, \"y\": {{ $('Calculate points').item.json.result[8].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[9].longitude }}, \"y\": {{ $('Calculate points').item.json.result[9].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[10].longitude }}, \"y\": {{ $('Calculate points').item.json.result[10].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[11].longitude }}, \"y\": {{ $('Calculate points').item.json.result[11].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[12].longitude }}, \"y\": {{ $('Calculate points').item.json.result[12].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[13].longitude }}, \"y\": {{ $('Calculate points').item.json.result[13].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[14].longitude }}, \"y\": {{ $('Calculate points').item.json.result[14].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[15].longitude }}, \"y\": {{ $('Calculate points').item.json.result[15].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[16].longitude }}, \"y\": {{ $('Calculate points').item.json.result[16].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[17].longitude }}, \"y\": {{ $('Calculate points').item.json.result[17].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[18].longitude }}, \"y\": {{ $('Calculate points').item.json.result[18].latitude }}},\n { \"x\": {{ $('Calculate points').item.json.result[19].longitude }}, \"y\": {{ $('Calculate points').item.json.result[19].latitude }}}\n ],\n\n \"visibleOnMap\": true,\n \"publishToGroups\": [1],\n \"showStopsInArea\": true\n },\n\n \"credentials\": {\n \"sessionId\": \"{{ $('GeoTab authentication').item.json.result.credentials.sessionId }}\",\n \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n \"userName\": \"YOUR@EMAIL.COM\"\n }\n }\n}",
"sendBody": true,
"sendHeaders": true,
"specifyBody": "json",
"headerParameters": {
"parameters": [
{
"name": "Content-Type",
"value": "application/json"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "c16af016-b846-4072-bc4a-fa99eec28e70",
"name": "ゾーン詳細で Salesforce を更新",
"type": "n8n-nodes-base.salesforce",
"position": [
-1040,
-420
],
"parameters": {
"recordId": "={{ $('Get Work Order details').item.json.Id }}",
"resource": "customObject",
"operation": "update",
"customObject": "=WorkOrder",
"updateFields": {},
"customFieldsUi": {
"customFieldsValues": [
{
"value": "={{ $json.result }}",
"fieldId": "GeoTab_ID__c"
},
{
"value": "true",
"fieldId": "GeoTab_Zone_Created__c"
}
]
}
},
"credentials": {
"salesforceOAuth2Api": {
"id": "KAHKZKH1lz0bg0hS",
"name": "Salesforce account"
}
},
"typeVersion": 1
},
{
"id": "3e89e6b1-7716-465f-98ba-bed15ec63b5e",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1680,
-760
],
"parameters": {
"color": 3,
"width": 1020,
"height": 220,
"content": "## ⚠️ Missing Geolocation in Salesforce\n\nThis branch sends an email notification when a Work Order is missing latitude and longitude.\nYou can delete this section alongside \"If has location node\" if your Salesforce trigger already excludes such records."
},
"typeVersion": 1
},
{
"id": "d9490f6f-620f-4b95-b861-f74279ba4e58",
"name": "待機",
"type": "n8n-nodes-base.wait",
"position": [
-2040,
-1000
],
"webhookId": "41f8eb49-8fe2-46c3-b38f-21b7b2b3de68",
"parameters": {
"amount": 30
},
"typeVersion": 1.1
},
{
"id": "e8d8baff-0099-4540-9dea-040b82ef8496",
"name": "ロケーション有りの場合",
"type": "n8n-nodes-base.if",
"position": [
-1400,
-1000
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "7d478faa-ef55-4f33-95db-1bb9e83437f0",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.Address.latitude }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "cdea4264-3b0e-4f5f-b822-70b0409b5d79",
"name": "作業指示書詳細の取得",
"type": "n8n-nodes-base.salesforce",
"notes": "{{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
"position": [
-1880,
-1000
],
"parameters": {
"recordId": "={{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
"resource": "customObject",
"operation": "get",
"customObject": "=WorkOrder"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "KAHKZKH1lz0bg0hS",
"name": "Salesforce account"
}
},
"typeVersion": 1
},
{
"id": "d7614077-3d8e-4a1e-b07e-778a4d058ac7",
"name": "メール通知 - 成功",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
-860,
-420
],
"webhookId": "bb379079-71c4-414f-91a0-6b22aafa2407",
"parameters": {
"subject": "=Job zone was created for job number {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
"bodyContent": "=Hi Sobek,\n\nThe geofence for the job {{ $('Get Work Order details').item.json.WorkOrderNumber }} has been successfully created in GeoTab.\n\nLink to job in Salesforce:\nhttps://idealresponse.lightning.force.com/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\nGeoTab Zone link:\nhttps://my.geotab.com/irg/#zones,edit:{{ $('Create zone in GeoTab').item.json.result }}\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\n\nJob attribiutes:\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
"toRecipients": "=some@email.com",
"additionalFields": {}
},
"credentials": {
"microsoftOutlookOAuth2Api": {
"id": "25JUCOpf2f8qi9uO",
"name": "Microsoft Outlook Sobek"
}
},
"typeVersion": 2
},
{
"id": "869a3860-a66b-44bb-ac64-622ac582046f",
"name": "メール通知 - エラー",
"type": "n8n-nodes-base.microsoftOutlook",
"position": [
-860,
-720
],
"webhookId": "980733cc-3bc5-430b-ba59-fa522b5bd9d1",
"parameters": {
"subject": "=Action Required: Missing Geo Location for Job {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
"bodyContent": "=THIS IS AUTOMATED MESSAGE. DO NOT RESPOND.\n\nDear {{ $('Get Work Order details').item.json.Owner_name__c }},\n\nThis is an automated notification. Please do not reply to this message.\n\nWe have identified that the geo location data for Work Order #{{ $('Get Work Order details').item.json.WorkOrderNumber }} s missing in Salesforce, likely due to an incomplete or incorrect address. This data is essential for the effective management and execution of our projects.\n\nFor quick access to the job details in Salesforce, please use the following link:\nhttps://USE_YOUR_SALESFORCE_URL-DOMAIN/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\n\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\nJob details:\n\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
"toRecipients": "some@email.com",
"additionalFields": {}
},
"credentials": {
"microsoftOutlookOAuth2Api": {
"id": "25JUCOpf2f8qi9uO",
"name": "Microsoft Outlook Sobek"
}
},
"typeVersion": 2
},
{
"id": "e4fa9f14-39b8-4b20-b288-425ceb01f51e",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-640,
-1080
],
"parameters": {
"height": 840,
"content": "### 🔐 Credentials to configure\n\nYou must connect or edit the following credentials:\n\n* 🔹 **Salesforce Account**\n\n * Nodes: `Get Work Order details`, `Update Salesforce with zone details`\n\n* 🔹 **Outlook Account**\n\n * Nodes: `Email notification - success`, `Email notification - error`\n\n* 🔹 **Geotab API**\n\n * Node: `GeoTab authentication`\n\n * Replace `userName`, `password`, and `database` fields in the JSON body\n * Node: `Create zone in GeoTab`\n\n * Update the same values at the end of the JSON body (`database`, `userName`)\n\n"
},
"typeVersion": 1
},
{
"id": "de984466-995e-4ea2-9a43-0d043b9fd5f0",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2740,
-1080
],
"parameters": {
"height": 840,
"content": "### 🧩 How the Salesforce trigger works\n\nThis workflow is triggered by **an Outbound Message from Salesforce**.\n\nIn Salesforce Setup, you can configure an **Outbound Message** tied to the **Work Order** object. When a new Work Order is created (or meets specific criteria), Salesforce sends a SOAP request to this workflow's **Webhook URL**.\n\nThe workflow starts by receiving this message and extracting the Work Order ID to retrieve full details using the Salesforce node.\n\n### ⚠️ Setup Required in Salesforce\n\n1. Go to **Setup → Outbound Messages**\n2. Create a new Outbound Message for the **Work Order** object\n3. Add fields as needed (at minimum, `Id`)\n4. Paste the Webhook URL from the **Salesforce Webhook** node in this workflow\n5. Link the Outbound Message to a Workflow Rule or Flow that fires when a **new Work Order is created**\n"
},
"typeVersion": 1
},
{
"id": "792ffeb9-24d8-4b1a-8659-fd515c17f1f7",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1460,
-1040
],
"parameters": {
"color": 3,
"height": 200,
"content": "**Check geolocation data**"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {
"Salesforce Webhook": [
{
"json": {
"body": {
"soapenv:envelope": {
"$": {
"xmlns:xsd": "http://www.w3.org/2001/XMLSchema",
"xmlns:xsi": "http://www.w3.org/2001/XMLSchema-instance",
"xmlns:soapenv": "http://schemas.xmlsoap.org/soap/envelope/"
},
"soapenv:body": {
"notifications": {
"$": {
"xmlns": "http://soap.sforce.com/2005/09/outbound"
},
"actionid": "04kTf000001BWdVIAW",
"sessionid": {
"$": {
"xsi:nil": "true"
}
},
"partnerurl": "https://idealresponse.my.salesforce.com/services/Soap/u/63.0/00D1r000002EWR8",
"notification": {
"id": "04lTf00000UTGqQIAX",
"sobject": {
"$": {
"xmlns:sf": "urn:sobject.enterprise.soap.sforce.com",
"xsi:type": "sf:WorkOrder"
},
"sf:id": "0WOTf0000041LUjOAM"
}
},
"enterpriseurl": "https://idealresponse.my.salesforce.com/services/Soap/c/63.0/00D1r000002EWR8",
"organizationid": "00D1r000002EWR8EAO"
}
}
}
},
"query": {},
"params": {},
"headers": {
"via": "1.1 Caddy",
"host": "n8n.irgl.uk",
"soapaction": "\"\"",
"user-agent": "Jakarta Commons-HttpClient/3.1",
"content-type": "text/xml; charset=utf-8",
"content-length": "908",
"accept-encoding": "gzip",
"x-forwarded-for": "145.224.205.255",
"x-forwarded-host": "n8n.irgl.uk",
"x-forwarded-proto": "https"
},
"webhookUrl": "https://n8n.irgl.uk/webhook/irglsalesforcejob",
"executionMode": "production"
}
}
]
},
"settings": {
"executionOrder": "v1"
},
"versionId": "c8533727-0485-43f8-8efa-86fe44e871e9",
"connections": {
"d9490f6f-620f-4b95-b861-f74279ba4e58": {
"main": [
[
{
"node": "cdea4264-3b0e-4f5f-b822-70b0409b5d79",
"type": "main",
"index": 0
}
]
]
},
"e8d8baff-0099-4540-9dea-040b82ef8496": {
"main": [
[
{
"node": "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae",
"type": "main",
"index": 0
}
],
[
{
"node": "869a3860-a66b-44bb-ac64-622ac582046f",
"type": "main",
"index": 0
}
]
]
},
"dcccefd2-b65b-44ef-86a0-1403f2a8279c": {
"main": [
[
{
"node": "9e4b63fb-597f-448e-80b9-b1f066740a2c",
"type": "main",
"index": 0
}
]
]
},
"bcd0e739-c12d-4713-8151-08bc4ed58ff9": {
"main": [
[
{
"node": "d1769685-53ba-4817-8acb-a7ff5c62cb7d",
"type": "main",
"index": 0
},
{
"node": "d9490f6f-620f-4b95-b861-f74279ba4e58",
"type": "main",
"index": 0
}
]
]
},
"01adf82d-0894-4f23-816f-beb236a390ef": {
"main": [
[
{
"node": "c16af016-b846-4072-bc4a-fa99eec28e70",
"type": "main",
"index": 0
}
]
]
},
"9e4b63fb-597f-448e-80b9-b1f066740a2c": {
"main": [
[
{
"node": "e7b80c7d-f5ac-4085-8428-f3b4757a094d",
"type": "main",
"index": 0
}
]
]
},
"cdea4264-3b0e-4f5f-b822-70b0409b5d79": {
"main": [
[
{
"node": "a277490a-b777-4502-b3b1-efeb4889a31d",
"type": "main",
"index": 0
}
]
]
},
"a277490a-b777-4502-b3b1-efeb4889a31d": {
"main": [
[
{
"node": "e8d8baff-0099-4540-9dea-040b82ef8496",
"type": "main",
"index": 0
}
]
]
},
"e6bcdcc0-ebd6-423b-a6a7-59e284c38fae": {
"main": [
[
{
"node": "dcccefd2-b65b-44ef-86a0-1403f2a8279c",
"type": "main",
"index": 0
}
]
]
},
"e7b80c7d-f5ac-4085-8428-f3b4757a094d": {
"main": [
[
{
"node": "01adf82d-0894-4f23-816f-beb236a390ef",
"type": "main",
"index": 0
}
]
]
},
"c16af016-b846-4072-bc4a-fa99eec28e70": {
"main": [
[
{
"node": "d7614077-3d8e-4a1e-b07e-778a4d058ac7",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
上級 - 営業, IT運用
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ノード数22
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ノードタイプ10
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Sobek
@maagicIT Manager and automation architect with expertise in Salesforce, Microsoft 365, and n8n. I build robust, production-grade workflows that solve real business problems—no fluff, just practical automation. Let’s streamline your operations with smart, maintainable solutions.
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