8
n8n 한국어amn8n.com

GoHighLevel에서 Gmail 및 Slack으로의 고객 갱신 알림 자동 발송

고급

이것은CRM분야의자동화 워크플로우로, 19개의 노드를 포함합니다.주로 If, Code, Gmail, Merge, Slack 등의 노드를 사용하며. GoHighLevel에서 고객 갱신 알림을 Gmail, Slack, Google Sheets로 자동 발송

사전 요구사항
  • •Google 계정 및 Gmail API 인증 정보
  • •Slack Bot Token 또는 Webhook URL
  • •Google Sheets API 인증 정보

사용된 노드 (19)

If
Code
Gmail
Merge
Slack
Filter
HighLevel
StickyNote
GoogleSheets
ScheduleTrigger

카테고리

고객관계관리
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
React Flow
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "id": "zAhUYo1pPedFF2vq",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "Automate Client Renewal Alerts from GoHighLevel to Gmail and Slack",
  "tags": [],
  "nodes": [
    {
      "id": "e89a6dcb-42d4-4674-bd3d-2f91b86231b2",
      "name": "메모",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3120,
        -64
      ],
      "parameters": {
        "color": 4,
        "width": 420,
        "height": 656,
        "content": "## 🔄 Client Retention Renewal Reminder Workflow\n\nAutomatically identifies clients with contracts expiring within 10 days and sends personalized renewal reminders.\n\n### What This Workflow Does:\n- **Runs daily at 9 AM** to check for expiring contracts\n- **Fetches all contacts** from GoHighLevel CRM\n- **Filters clients** whose contracts expire in 0-10 days\n- **Sends renewal emails** to clients via Gmail\n- **Notifies account managers** via Slack\n- **Logs all activities** to Google Sheets for tracking\n\n### Business Benefits:\n- ✅ Never miss a renewal opportunity\n- ✅ Improve client retention rates\n- ✅ Automate manual follow-up tasks\n- ✅ Track renewal campaign effectiveness\n\n### Requirements:\n- GoHighLevel account with custom fields:\n  - Contract End Date field\n  - Account Manager field\n- Gmail account for sending emails\n- Slack workspace for notifications\n- Google Sheets for logging"
      },
      "typeVersion": 1
    },
    {
      "id": "9ffba3e1-2389-47df-8257-708871c6c5e4",
      "name": "메모1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2656,
        -208
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 240,
        "content": "## ⏰ Schedule Trigger Setup\n\nRuns daily at 9:00 AM server time.\n\n**Configuration:**\n- Cron: `0 9 * * *`\n- Frequency: Every day\n- Time: 9:00 AM\n\n**Why 9 AM?**\nEarly morning execution ensures:\n- Emails arrive during business hours\n- Account managers have full day to respond\n- Prevents weekend/holiday issues"
      },
      "typeVersion": 1
    },
    {
      "id": "94e0e170-fe29-42a6-9926-d052fbc28fd5",
      "name": "Schedule Daily at 9 AM",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -2560,
        48
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 9 * * *"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "05b63bb3-1942-4f24-9d53-3b3f2a25a7f5",
      "name": "메모2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2432,
        240
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 396,
        "content": "## 📥 Fetch Contacts from CRM\n\n**Setup Instructions:**\n1. Connect your GoHighLevel account\n2. Set limit to 50 (or adjust based on needs)\n3. Ensure API permissions include contact read access\n\n**Required Custom Fields:**\n- Contract End Date (Date field)\n- Account Manager (Text field)\n\n**Note:** Increase limit if you have more than 50 active clients"
      },
      "typeVersion": 1
    },
    {
      "id": "5e3e0e62-267e-4728-a4ae-f92581607f06",
      "name": "Fetch Contacts from GoHighLevel",
      "type": "n8n-nodes-base.highLevel",
      "position": [
        -2336,
        48
      ],
      "parameters": {
        "filters": {},
        "options": {},
        "operation": "getAll",
        "requestOptions": {}
      },
      "credentials": {
        "highLevelOAuth2Api": {
          "id": "N9Q1X1RWUjvRIRbt",
          "name": "HighLevel account 2"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "9e665b65-003d-430d-a7f7-48228b7dcad8",
      "name": "메모3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2208,
        -272
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 292,
        "content": "## 🔍 Validate Data Quality\n\nEnsures contacts have custom fields before processing.\n\n**Why This Matters:**\n- Prevents errors in downstream nodes\n- Filters out incomplete contact records\n- Improves workflow reliability"
      },
      "typeVersion": 1
    },
    {
      "id": "eb37756d-3de4-4d63-8215-b4e8520bcb5e",
      "name": "Check Has Custom Fields",
      "type": "n8n-nodes-base.if",
      "position": [
        -2112,
        48
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "58341a8d-2417-47e1-b29b-be575b270c35",
              "operator": {
                "type": "array",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $json.customFields }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "f102174e-cba7-4d13-a322-f2327d9f1449",
      "name": "메모4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1936,
        208
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 404,
        "content": "## 🎯 Filter Expiring Contracts\n\n**Logic:**\n- Finds Contract End Date field\n- Calculates days until expiry\n- Filters: 0-10 days remaining\n\n**Customization:**\nChange `daysUntilExpiry <= 10` to adjust reminder window:\n- 7 days = 1 week notice\n- 14 days = 2 weeks notice\n- 30 days = 1 month notice\n\n**Important:** Update field IDs to match YOUR GoHighLevel custom fields"
      },
      "typeVersion": 1
    },
    {
      "id": "6f9a5a69-8ce9-46c1-88f2-d12a44a3f319",
      "name": "Filter Renewals 코드",
      "type": "n8n-nodes-base.code",
      "position": [
        -1888,
        48
      ],
      "parameters": {
        "jsCode": "// Get current date at midnight for accurate day comparison\nconst today = new Date();\ntoday.setHours(0, 0, 0, 0);\n\n// Array to store filtered contacts\nconst filteredContacts = [];\n\n// Process each contact from input\nfor (const contact of $input.all()) {\n  const item = contact.json;\n  \n  // Check if contact has customFields\n  if (!item.customFields || !Array.isArray(item.customFields)) {\n    continue;\n  }\n  \n  // TODO: Replace with YOUR custom field ID for Contract End Date\n  const contractEndField = item.customFields.find(\n    field => field.id === 'YOUR_CONTRACT_END_DATE_FIELD_ID'\n  );\n  \n  // Skip if no contract end date exists\n  if (!contractEndField || !contractEndField.value) {\n    continue;\n  }\n  \n  // Parse contract end date (timestamp in milliseconds)\n  const contractEndDate = new Date(contractEndField.value);\n  contractEndDate.setHours(0, 0, 0, 0);\n  \n  // Calculate days until expiry\n  const daysUntilExpiry = Math.ceil(\n    (contractEndDate - today) / (1000 * 60 * 60 * 24)\n  );\n  \n  // Filter: expires within next 10 days (0-10 days)\n  if (daysUntilExpiry >= 0 && daysUntilExpiry <= 10) {\n    \n    // TODO: Replace with YOUR custom field ID for Account Manager\n    const accountManagerField = item.customFields.find(\n      field => field.id === 'YOUR_ACCOUNT_MANAGER_FIELD_ID'\n    );\n    \n    // Format the contract end date for display\n    const formattedDate = contractEndDate.toLocaleDateString('en-US', {\n      year: 'numeric',\n      month: 'long',\n      day: 'numeric'\n    });\n    \n    // Create enriched contact object\n    filteredContacts.push({\n      json: {\n        // Original contact data\n        id: item.id,\n        contactName: item.contactName,\n        firstName: item.firstName || 'N/A',\n        lastName: item.lastName || 'N/A',\n        email: item.email || 'No email on file',\n        companyName: item.companyName || 'N/A',\n        phone: item.phone,\n        \n        // Contract information\n        contractEndDate: formattedDate,\n        contractEndDateRaw: contractEndDate.toISOString(),\n        contractEndTimestamp: contractEndField.value,\n        daysUntilExpiry: daysUntilExpiry,\n        \n        // Account manager info\n        accountManager: accountManagerField?.value || 'Unassigned',\n        \n        // Additional fields for workflow\n        allCustomFields: item.customFields,\n        tags: item.tags || [],\n        source: item.source\n      }\n    });\n  }\n}\n\n// Return filtered contacts\nreturn filteredContacts;"
      },
      "typeVersion": 2
    },
    {
      "id": "6f7a46e5-115c-4bef-9cc7-e30b96b1b94d",
      "name": "Verify Expiring Within 10 Days",
      "type": "n8n-nodes-base.filter",
      "position": [
        -1664,
        48
      ],
      "parameters": {
        "conditions": {
          "number": [
            {
              "value1": "={{ $json.daysUntilExpiry }}",
              "value2": 10,
              "operation": "smallerEqual"
            }
          ],
          "string": [
            {
              "value1": "={{ $json.contractEndDate }}",
              "operation": "isNotEmpty"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3b9392da-852b-4692-bfac-5c177bbda695",
      "name": "메모5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1536,
        -400
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 340,
        "content": "## 📧 Send Client Email\n\n**Setup:**\n1. Connect Gmail account\n2. Replace recipient with: `={{ $json.email }}`\n3. Customize email template\n\n**Email Variables:**\n- `firstName` - Client first name\n- `lastName` - Client last name\n- `contractEndDate` - Formatted expiry date\n- `companyName` - Company name\n\n**Best Practice:** Test email with your own address first"
      },
      "typeVersion": 1
    },
    {
      "id": "17f722d7-781c-41d4-bd15-b84b187df947",
      "name": "Send Renewal Email via Gmail",
      "type": "n8n-nodes-base.gmail",
      "position": [
        -1440,
        -48
      ],
      "webhookId": "c62251a2-e50a-4f59-8e3e-d35403ca9d82",
      "parameters": {
        "sendTo": "={{ $json.email }}",
        "message": "=Hi {{ $json.firstName }} {{ $json.lastName }},\n\nThis is a friendly reminder that your contract with us is set to expire on {{ $json.contractEndDate }}.\n\nWe'd love to continue working with you! Please let us know if you'd like to discuss renewal options.\n\nYour account manager will be reaching out shortly.\n\nBest regards,\nYour Team",
        "options": {},
        "subject": "Important: Your Contract Renewal is Coming Up"
      },
      "typeVersion": 2.1
    },
    {
      "id": "3e716197-e31d-49d9-8c3e-b1ba215bed06",
      "name": "메모6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1488,
        304
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 384,
        "content": "## 📢 Slack Team Notification\n\n**Setup:**\n1. Connect Slack workspace\n2. Select channel for renewal alerts\n3. Customize message format\n\n**Recommended Channels:**\n- #renewals\n- #account-management\n- #sales-alerts\n\n**Note:** Ensure all account managers have access to the selected channel"
      },
      "typeVersion": 1
    },
    {
      "id": "79b9f0dd-1fd1-4562-b93e-99e3bc111aeb",
      "name": "Send Slack Alert to Team",
      "type": "n8n-nodes-base.slack",
      "position": [
        -1440,
        144
      ],
      "webhookId": "2d02c3a0-61c7-4742-b2d5-665e3ad8dab8",
      "parameters": {
        "text": "=🔔 *Contract Renewal Alert*\n\n*Client:* {{ $json.firstName }} {{ $json.lastName }}\n*Email:* {{ $json.email }}\n*Company:* {{ $json.companyName || \"N/A\" }}\n*Contract Expires:* {{ $json.contractEndDate }}\n*Days Remaining:* {{ $json.daysUntilExpiry }}\n*Account Manager:* {{ $json.accountManager }}\n\n✅ Renewal email has been sent to client.\n📋 Please follow up within 3 business days.",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_SLACK_CHANNEL_ID",
          "cachedResultName": "Select your renewals channel"
        },
        "otherOptions": {}
      },
      "typeVersion": 2.1
    },
    {
      "id": "f3448850-b573-416a-b34c-8e1e7d985151",
      "name": "병합 Email and Slack Results",
      "type": "n8n-nodes-base.merge",
      "position": [
        -1216,
        48
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combinationMode": "mergeByPosition"
      },
      "typeVersion": 2.1
    },
    {
      "id": "96ae9e61-3ffc-4f04-b6ac-2a58495dc455",
      "name": "메모7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1072,
        -272
      ],
      "parameters": {
        "color": 5,
        "width": 260,
        "height": 296,
        "content": "## 📊 Generate Summary Report\n\nCreates execution summary with:\n- Total reminders sent\n- Timestamp of execution\n- Success status\n\n**Used for:**\n- Tracking workflow performance\n- Logging to Google Sheets\n- Debugging issues"
      },
      "typeVersion": 1
    },
    {
      "id": "c61d0e08-0b24-4be6-bbcd-b58de927212a",
      "name": "Generate Summary Report",
      "type": "n8n-nodes-base.code",
      "position": [
        -992,
        48
      ],
      "parameters": {
        "jsCode": "const totalReminders = $input.all().length;\nconst timestamp = new Date().toLocaleString();\n\nreturn {\n  json: {\n    summary: `Renewal Reminder Workflow Completed`,\n    totalRemindersSent: totalReminders,\n    timestamp: timestamp,\n    message: `${totalReminders} renewal reminder(s) sent successfully on ${timestamp}`\n  }\n};"
      },
      "typeVersion": 2
    },
    {
      "id": "9e39598a-d4f0-43e9-9885-a306371772e1",
      "name": "메모8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -752,
        256
      ],
      "parameters": {
        "color": 5,
        "width": 280,
        "height": 268,
        "content": "## 📝 Log to Google Sheets\n\n**Setup:**\n1. Create a Google Sheet for tracking\n2. Add columns: summary, totalRemindersSent, timestamp, message\n3. Connect your Google account\n4. Select your spreadsheet and sheet\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "ace3170b-c470-4458-b601-db08918f1572",
      "name": "Log Results to Google 스프레드시트",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -768,
        48
      ],
      "parameters": {
        "columns": {
          "value": {},
          "schema": [
            {
              "id": "summary",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "summary",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "totalRemindersSent",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "totalRemindersSent",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "timestamp",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "timestamp",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "message",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "message",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "autoMapInputData",
          "matchingColumns": []
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "Sheet1",
          "cachedResultName": "Select sheet name"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_ID",
          "cachedResultName": "Select your tracking sheet"
        }
      },
      "typeVersion": 4.7
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "180a6f20-55ff-43e1-bbd0-85e6eebaf0bb",
  "connections": {
    "Filter Renewals Code": {
      "main": [
        [
          {
            "node": "6f7a46e5-115c-4bef-9cc7-e30b96b1b94d",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "94e0e170-fe29-42a6-9926-d052fbc28fd5": {
      "main": [
        [
          {
            "node": "5e3e0e62-267e-4728-a4ae-f92581607f06",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "eb37756d-3de4-4d63-8215-b4e8520bcb5e": {
      "main": [
        [
          {
            "node": "Filter Renewals Code",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c61d0e08-0b24-4be6-bbcd-b58de927212a": {
      "main": [
        [
          {
            "node": "Log Results to Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "79b9f0dd-1fd1-4562-b93e-99e3bc111aeb": {
      "main": [
        [
          {
            "node": "Merge Email and Slack Results",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "17f722d7-781c-41d4-bd15-b84b187df947": {
      "main": [
        [
          {
            "node": "Merge Email and Slack Results",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Merge Email and Slack Results": {
      "main": [
        [
          {
            "node": "c61d0e08-0b24-4be6-bbcd-b58de927212a",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "6f7a46e5-115c-4bef-9cc7-e30b96b1b94d": {
      "main": [
        [
          {
            "node": "17f722d7-781c-41d4-bd15-b84b187df947",
            "type": "main",
            "index": 0
          },
          {
            "node": "79b9f0dd-1fd1-4562-b93e-99e3bc111aeb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5e3e0e62-267e-4728-a4ae-f92581607f06": {
      "main": [
        [
          {
            "node": "eb37756d-3de4-4d63-8215-b4e8520bcb5e",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
자주 묻는 질문

이 워크플로우를 어떻게 사용하나요?

위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.

이 워크플로우는 어떤 시나리오에 적합한가요?

고급 - 고객관계관리

유료인가요?

이 워크플로우는 완전히 무료이며 직접 가져와 사용할 수 있습니다. 다만, 워크플로우에서 사용하는 타사 서비스(예: OpenAI API)는 사용자 직접 비용을 지불해야 할 수 있습니다.

관련 워크플로우 추천

Stripe 결제에서 고객에게 템플릿 자동 전달
사용Stripe、GPT-4o및Gmail의자동화模板交付系统
If
Code
Gmail
+
If
Code
Gmail
44 노드Rahul Joshi
고객관계관리
GoHighLevel에서 비활성 거래를 Slack 및 Sheets로 자동 정리
GoHighLevel의 비활성 거래를 Slack 및 Sheets로 자동 정리
Code
Slack
Filter
+
Code
Slack
Filter
15 노드Rahul Joshi
고객관계관리
GoHighLevel 파이프라인 속도 추적기 및 자동화 정체 거래 알림
GoHighLevel, Gmail 및 Slack을 사용하여 파이프라인 속도 분석 및 정체된 거래 알림
If
Code
Gmail
+
If
Code
Gmail
25 노드Rahul Joshi
콘텐츠 제작
세일즈 담당자 성과 추적기
HighLevel CRM, GPT-4o, Notion 및 Slack 기반 자동화된 영업 리더보드
If
Code
Slack
+
If
Code
Slack
21 노드Rahul Joshi
고객관계관리
서비스 후 평가 수집기
고객 평점 수집 및 감정 분석: HighLevel, GPT-4o, Gmail 및 Slack
If
Wait
Gmail
+
If
Wait
Gmail
20 노드Rahul Joshi
고객관계관리
GoHighLevel에서 Slack, Sheets, Calendar로 고가치 잠재 고객 알림 자동화
GoHighLevel의 고가치 잠재고객 알림을 Slack, Sheets, Calendar로 자동 전송
If
Code
Slack
+
If
Code
Slack
17 노드Rahul Joshi
리드 생성
워크플로우 정보
난이도
고급
노드 수19
카테고리1
노드 유형10
난이도 설명

고급 사용자를 위한 16+개 노드의 복잡한 워크플로우

저자
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

외부 링크
n8n.io에서 보기 →

이 워크플로우 공유

카테고리

멀티모달 AI
1540
인공지능
1108
콘텐츠 제작
695
AI 요약
516
마케팅
419
AI 챗봇
251
엔지니어링
241
시장 조사
203
기타
193
기타
176
영업
162
IT 운영
156
문서 추출
147
AI RAG
146
빌딩 블록
144
소셜 미디어
137
리드 생성
125
개인 생산성
117
데브옵스
111
인사
101
지원
97
리드 육성
87
고객관계관리
82
금융
81
제품
77
지원 챗봇
76
디자인
70
티켓 관리
67
보안 운영
57
청구서 처리
53
암호화폐 거래
49
파일 관리
39
프로젝트 관리
35
내부 위키
32

카테고리: 34