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piepdrive 테스트

중급

이것은Sales, AI분야의자동화 워크플로우로, 8개의 노드를 포함합니다.주로 Code, Slack, Markdown, Pipedrive, HttpRequest 등의 노드를 사용하며인공지능 기술을 결합하여 스마트 자동화를 구현합니다. OpenAI GPT-4o를 통해 Pipedrive 조직 데이터를 풍부화하고 Slack에서 알림

사전 요구사항
  • Slack Bot Token 또는 Webhook URL
  • 대상 API의 인증 정보가 필요할 수 있음
  • OpenAI API Key

카테고리

워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "id": "",
  "meta": {
    "instanceId": "",
    "templateCredsSetupCompleted": true
  },
  "name": "piepdrive-test",
  "tags": [],
  "nodes": [
    {
      "id": "b2838678-c796-4c99-a3da-a2cd1b42ea97",
      "name": "Pipedrive 트리거 - 조직이 생성됨",
      "type": "n8n-nodes-base.pipedriveTrigger",
      "position": [
        820,
        380
      ],
      "webhookId": "f5de09a8-6601-4ad5-8bc8-9b3f4b83e997",
      "parameters": {
        "action": "added",
        "object": "organization"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "",
          "name": "Pipedrive Connection"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "5aa05d79-b2fa-4040-b4ca-cad83adf2798",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -20,
        120
      ],
      "parameters": {
        "width": 656.3637637842876,
        "height": 1455.9537026322007,
        "content": "# Enrich Pipedrive's Organization Data with GPT-4o When an Organization is Created in Pipedrive\n\nThis workflow **enriches a Pipedrive organization's data by adding a note to the organization object in Pipedrive**. It assumes there is a custom \"website\" field in your Pipedrive setup, as data will be scraped from this website to generate a note using OpenAI.\n\n## ⚠️ Disclaimer\n**These workflows use a scraping API. Before using it, ensure you comply with the regulations regarding web scraping in your country or state**.\n\n## Important Notes\n- The OpenAI model used is GPT-4o, chosen for its large input token context capacity. However, it is also **the most expensive option**, you should take cost into consideration.\n\n- The system prompt in the OpenAI Node generates output with relevant information, but feel free to improve or **modify it according to your needs**.\n\n## **How It Works**\n\n### Node 1: `Pipedrive Trigger - An Organization is Created`\nThis is the trigger of the workflow. When **an organization object is created in Pipedrive**, this node is triggered and retrieves the data. Make sure you have a \"website\" custom field (the name of the field in the n8n node will appear as a random ID and not with the Pipedrive custom field name).\n\n### Node 2: `ScrapingBee - Get Organization's Website's Homepage Content`\nThis node **scrapes the content** from the URL of the website associated with the **Pipedrive Organization** created in Node 1. The workflow uses the [ScrapingBee](https://www.scrapingbee.com/) API, but you can use any preferred API or simply the HTTP request node in n8n.\n\n### Node 3: `OpenAI - Message GPT-4o with Scraped Data`\nThis node sends HTML-scraped data from the previous node to the **OpenAI GPT-4 model**. The system prompt instructs the model to **extract company data**, such as products or services offered and competitors (if known by the model), and format it as HTML for optimal use in a Pipedrive Note.\n\n### Node 4: `Pipedrive - Create a Note with OpenAI Output`\nThis node **adds a Note to the Organization created in Pipedrive** using the OpenAI node output. The Note will include the company description, target market, selling products, and competitors (if GPT-4 was able to determine them).\n\n### Node 5 & 6: `HTML To Markdown` & `Code - Markdown to Slack Markdown`\nThese two nodes **format the HTML output to Slack Markdown**.\n\nThe Note created in Pipedrive is in HTML format, **as specified by the System Prompt of the OpenAI Node**. To send it to Slack, it needs to be converted to Markdown and then to Slack-specific Markdown.\n\n### Node 7: `Slack - Notify`\nThis node **sends a message in Slack containing the Pipedrive Organization Note** created with this workflow.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "47ee8bfb-2f9d-4790-a929-1533215d6746",
      "name": "Pipedrive - OpenAI 출력으로 노트 생성",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        1640,
        380
      ],
      "parameters": {
        "content": "={{ $json.message.content }}",
        "resource": "note",
        "additionalFields": {
          "org_id": "={{ $('Pipedrive Trigger - An Organization is created').item.json.meta.id }}"
        }
      },
      "credentials": {
        "pipedriveApi": {
          "id": "",
          "name": "Pipedrive Connection"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "7783b531-0469-4bee-868e-4b26a1bb41ba",
      "name": "Code - Markdown을 Slack Markdown으로 변환",
      "type": "n8n-nodes-base.code",
      "position": [
        2080,
        380
      ],
      "parameters": {
        "jsCode": "const inputMarkdown = items[0].json.data;\n\nfunction convertMarkdownToSlackFormat(markdown) {\n    let slackFormatted = markdown;\n    \n    // Convert headers\n    slackFormatted = slackFormatted.replace(/^# (.*$)/gim, '*$1*');\n    slackFormatted = slackFormatted.replace(/^## (.*$)/gim, '*$1*');\n    \n    // Convert unordered lists\n    slackFormatted = slackFormatted.replace(/^\\* (.*$)/gim, '➡️ $1');\n    \n    // Convert tables\n    const tableRegex = /\\n\\|.*\\|\\n\\|.*\\|\\n((\\|.*\\|\\n)+)/;\n    const tableMatch = slackFormatted.match(tableRegex);\n    if (tableMatch) {\n        const table = tableMatch[0];\n        const rows = table.split('\\n').slice(3, -1);\n        const formattedRows = rows.map(row => {\n            const columns = row.split('|').slice(1, -1).map(col => col.trim());\n            return `*${columns[0]}*: ${columns[1]}`;\n        }).join('\\n');\n        slackFormatted = slackFormatted.replace(table, formattedRows);\n    }\n    \n    return slackFormatted;\n}\n\nconst slackMarkdown = convertMarkdownToSlackFormat(inputMarkdown);\nconsole.log(slackMarkdown);\n\n// Return data\nreturn [{ slackFormattedMarkdown: slackMarkdown }];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "cf2b02df-07e8-4ebb-ba3d-bfd294dcfab0",
      "name": "Scrapingbee - 조직의 URL 콘텐츠 가져오기",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1040,
        380
      ],
      "parameters": {
        "url": "https://app.scrapingbee.com/api/v1",
        "options": {},
        "sendQuery": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "api_key",
              "value": "<YOUR_SCRAPINGBEE_API_KEY>"
            },
            {
              "name": "url",
              "value": "={{ $json.current.<random_api_id_custom_website_field> }}"
            },
            {
              "name": "render_js",
              "value": "false"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "906d44f0-7582-4742-9fd8-4c8dfba918e0",
      "name": "HTML To Markdown",
      "type": "n8n-nodes-base.markdown",
      "position": [
        1860,
        380
      ],
      "parameters": {
        "html": "={{ $json.content }}",
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "8c1a5d64-4f38-4f9e-8878-443f750206b7",
      "name": "Slack - 알림",
      "type": "n8n-nodes-base.slack",
      "position": [
        2300,
        380
      ],
      "parameters": {
        "text": "=*New Organizaton {{ $('Pipedrive Trigger - An Organization is created').item.json.current.name }} created on Pipedrive* :\n\n\n {{ $json.slackFormattedMarkdown }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "",
          "cachedResultName": "pipedrive-notification"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "",
          "name": "Slack Connection"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "2414a5d3-1d4b-447b-b401-4b6f823a0cf9",
      "name": "OpenAI - 스크랩한 데이터로 GPT-4o에 메시지 전송",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "position": [
        1260,
        380
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4o",
          "cachedResultName": "GPT-4O"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "={{ $json.data }}"
            },
            {
              "role": "system",
              "content": "You're an assistant that summarizes website content for CRM entries. The user will provide HTML content from a company's website. Your task is to analyze the HTML content and create a concise summary that includes:\n\n1. A brief description of the company's services or products.\n2. Any information about the company's target market or customer base.\n3. Key points about the company's unique selling propositions or competitive advantages.\n4. Based on the provided information, suggest potential competitors if you know any.\n\nFormat your response as HTML.\n\nExample response :\n\n    <h1>Company Description</h1>\n    <p>Company1 specializes in services related to electric vehicles. The company focuses on providing resources and information about electric car chargers, battery life, different car brands, and the environmental impact of electric vehicles.</p>\n\n    <h2>Target Market</h2>\n    <p>The target market for Company1 includes electric vehicle owners and potential buyers who are interested in making the shift from traditional fossil fuel vehicles to electric cars. The company also targets environmentally conscious consumers who are looking for sustainable mobility solutions.</p>\n\n    <h2>Unique Selling Propositions</h2>\n    <ul>\n        <li>Comprehensive information about electric vehicle charging solutions, including how to install home charging stations.</li>\n        <li>Detailed articles on the advantages of electric vehicles such as ecology and reliability.</li>\n        <li>Educational resources on the autonomy and battery life of different electric car models.</li>\n        <li>Insights into premier electric vehicle brands.</li>\n    </ul>\n\n    <h2>Potential Competitors</h2>\n    <table border=\"1\">\n        <tr>\n            <th>Competitor Name</th>\n            <th>Website</th>\n        </tr>\n        <tr>\n            <td>Competitor1</td>\n            <td><a href=\"https://www.example1.com\">https://www.example1.com</a></td>\n        </tr>\n        <tr>\n            <td>Competitor2</td>\n            <td><a href=\"https://www.example2.com\">https://www.example2.com</a></td>\n        </tr>\n        <tr>\n            <td>Competitor3</td>\n            <td><a href=\"https://www.example3.com\">https://www.example3.com</a></td>\n        </tr>\n        <tr>\n            <td>Competitor4</td>\n            <td><a href=\"https://www.example4.com\">https://www.example4.com</a></td>\n        </tr>\n    </table>\n"
            }
          ]
        }
      },
      "credentials": {
        "openAiApi": {
          "id": "",
          "name": "OpenAi Connection"
        }
      },
      "typeVersion": 1.3
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "",
  "connections": {
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    "7783b531-0469-4bee-868e-4b26a1bb41ba": {
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    "2414a5d3-1d4b-447b-b401-4b6f823a0cf9": {
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    "47ee8bfb-2f9d-4790-a929-1533215d6746": {
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    "b2838678-c796-4c99-a3da-a2cd1b42ea97": {
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    }
  }
}
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?

중급 - 영업, 인공지능

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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.

워크플로우 정보
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카테고리2
노드 유형8
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일정 경험을 가진 사용자를 위한 6-15개 노드의 중간 복잡도 워크플로우

저자
Dataki

Dataki

@dataki

I am passionate about transforming complex processes into seamless automations with n8n. My expertise spans across creating ETL pipelines, sales automations, and data & AI-driven workflows. As an avid problem solver, I thrive on optimizing workflows to drive efficiency and innovation.

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카테고리

카테고리: 34