Chorus -> HubSpot - 통화 요약 전송
이것은CRM, Multimodal AI분야의자동화 워크플로우로, 18개의 노드를 포함합니다.주로 If, Code, Filter, HttpRequest, ManualTrigger 등의 노드를 사용하며. Chorus AI에서 HubSpot CRM으로의 자동 통화 요약 전송
- •대상 API의 인증 정보가 필요할 수 있음
{
"id": "M3e7JbXymYbkSURp",
"meta": {
"instanceId": "e9a659fdd706cf3d380b323218bd2519d25aad8cc08445f565501acde8554789",
"templateCredsSetupCompleted": true
},
"name": "Chorus -> HubSpot - Transfer Summarization of Calls",
"tags": [],
"nodes": [
{
"id": "590ade85-9a23-4136-b70b-3fc282d2efd3",
"name": "Get Chorus Engagement per last day",
"type": "n8n-nodes-base.httpRequest",
"position": [
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],
"parameters": {
"url": "https://chorus.ai/v3/engagements",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
},
"pagination": {
"pagination": {
"parameters": {
"parameters": [
{
"name": "continuation_key",
"value": "={{ $response.body.continuation_key }}"
}
]
},
"maxRequests": 15,
"requestInterval": 250,
"limitPagesFetched": true,
"completeExpression": "={{ $response.body.engagements?.length === 0 }}",
"paginationCompleteWhen": "other"
}
}
},
"sendQuery": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"queryParameters": {
"parameters": [
{
"name": "min_date",
"value": "={{ $now.minus(1, 'day').toUTC().toISO() }}"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "TGNtxPoeqfuBtUeE",
"name": "Chorus.AI - API Token"
}
},
"typeVersion": 4.2
},
{
"id": "e703addd-f6ab-4762-b1fc-129c28c6d952",
"name": "메모",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 656,
"height": 400,
"content": "## Chorus.AI\nThis part of code will ask Chorus AI about new engagements per last 1 day and load it with pagination and filter items which not contains information about summary.\n"
},
"typeVersion": 1
},
{
"id": "feb3bf00-ad3a-4636-8a71-02a8c036ccfb",
"name": "병합 paginated engagements",
"type": "n8n-nodes-base.code",
"position": [
160,
-96
],
"parameters": {
"jsCode": "let engagements = []\n\nfor (const item of $input.all()) {\n engagements = engagements.concat(item.json.engagements)\n console.log(engagements)\n}\n\nreturn engagements;"
},
"typeVersion": 2
},
{
"id": "9aaef85b-d612-4842-9373-232d3eb0e7d3",
"name": "필터 items with empty meeting_summary",
"type": "n8n-nodes-base.filter",
"position": [
352,
-96
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "04f7da95-b5b4-47a8-8f46-bb715b8bdbe6",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.meeting_summary }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a9678b63-5230-4339-af34-236bc8c5ac60",
"name": "Search Company In HubSpot By Name",
"type": "n8n-nodes-base.httpRequest",
"position": [
944,
-176
],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/objects/companies/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"filterGroups\": [{\n \"filters\": [{\n \"propertyName\": \"name\",\n \"operator\": \"EQ\",\n \"value\": \"{{ $json.account_name }}\"\n }]\n }],\n \"properties\": [\"name\", \"domain\", \"hs_object_id\"],\n \"limit\": 1\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"retryOnFail": true,
"typeVersion": 4.2,
"waitBetweenTries": 3000
},
{
"id": "01b8ba7d-fa0b-4d5b-a273-89548f625d68",
"name": "메모1",
"type": "n8n-nodes-base.stickyNote",
"position": [
624,
-576
],
"parameters": {
"width": 1760,
"height": 752,
"content": "## HubSpot \nHere we will search company in HubSpot by full equal name between Chorus.AI account_name and HubSpot Company Name.\nIf matched company exists, we will check if current engagement already present in notes.\nIf such engagement not present in notes, we creating it.\n"
},
"typeVersion": 1
},
{
"id": "66a686e5-2dca-459c-bd2d-f01150f4d9fc",
"name": "If company exists",
"type": "n8n-nodes-base.if",
"position": [
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],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "13106367-6866-44c3-8404-9767e67753b4",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.results[0].id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
"name": "Search notes",
"type": "n8n-nodes-base.httpRequest",
"position": [
1424,
-240
],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/objects/notes/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"filterGroups\": [{\n \"filters\": [\n {\n \"propertyName\": \"hs_note_body\",\n \"operator\": \"CONTAINS_TOKEN\",\n \"value\": \"{{ $('Loop Over Engagements').item.json.engagement_id }}\"\n },\n {\n \"propertyName\": \"associations.company\",\n \"operator\": \"EQ\",\n \"value\": \"{{ $json.results[0].id }}\"\n }\n ]\n }],\n \"properties\": [\"hs_note_body\",\"hs_timestamp\"],\n \"limit\": 25\n }",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"retryOnFail": true,
"typeVersion": 4.2
},
{
"id": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
"name": "Loop Over Engagements",
"type": "n8n-nodes-base.splitInBatches",
"position": [
720,
-192
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "a6582225-17c5-4e69-aad5-1c8288ad63ae",
"name": "If note not exist",
"type": "n8n-nodes-base.if",
"position": [
1632,
-176
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "8897f49e-83ba-4d8d-950b-b2317958f9fb",
"operator": {
"type": "array",
"operation": "empty",
"singleValue": true
},
"leftValue": "={{ $json.results }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a",
"name": "Skip, if company not found",
"type": "n8n-nodes-base.noOp",
"position": [
1344,
-32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
"name": "Skip, if note already exists",
"type": "n8n-nodes-base.noOp",
"position": [
1840,
-32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "f673fac3-18b7-4294-b6ba-6fb674e9671a",
"name": "Create 노트 Payload",
"type": "n8n-nodes-base.code",
"position": [
1840,
-304
],
"parameters": {
"jsCode": "const callSecondsDateTime = $('Loop Over Engagements').first().json.date_time;\nvar callDateTime = new Date(callSecondsDateTime * 1000)\n\nconst callSummary = $('Loop Over Engagements').first().json.meeting_summary;\nconst callLink = $('Loop Over Engagements').first().json.url;\nconst callId = $('Loop Over Engagements').first().json.engagement_id;\n\nvar note_body = `\n<b>Call Date/Time: ${callDateTime.toLocaleString()}</b> \n<br><br>\n<b>Summary body:</b><br> ${callSummary}\"\n<br><br>\n<b>Link to call recording:</b> <a href=\"${callLink}\" target=\"_blank\">${callLink}</a>\n<br>\n<b>Chorus Engagement ID:</b> ${callId}\n`\n\nreturn {\n \"json\": {\n \"properties\": {\n \"hs_timestamp\": callDateTime.toISOString(),\n \"hs_note_body\": note_body,\n },\n \"associations\": [\n {\n \"to\": {\n \"id\": $('Search Company In HubSpot By Name').first().json.results[0].id\n },\n \"types\": [\n {\n \"associationCategory\": \"HUBSPOT_DEFINED\",\n \"associationTypeId\": 190\n }\n ]\n }\n ]\n } \n};"
},
"typeVersion": 2
},
{
"id": "63016a15-dbad-48d3-bae1-b5a30a88e845",
"name": "Create 노트",
"type": "n8n-nodes-base.httpRequest",
"position": [
2032,
-304
],
"parameters": {
"url": "https://api.hubspot.com/crm/v3/objects/notes",
"method": "POST",
"options": {},
"jsonBody": "={{ $json }}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"typeVersion": 4.2
},
{
"id": "9ea518e1-f7c4-4aea-9900-e43d45167f51",
"name": "Continue",
"type": "n8n-nodes-base.noOp",
"position": [
2192,
-32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "c9e6cf34-de5b-46b0-beff-662ee49e9bfa",
"name": "Run every hour",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-432,
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],
"parameters": {
"rule": {
"interval": [
{
"field": "hours"
}
]
}
},
"typeVersion": 1.2
},
{
"id": "c12c466a-8acd-4723-8454-57fc87756752",
"name": "클릭 시 ‘Execute workflow’",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-432,
0
],
"parameters": {},
"typeVersion": 1
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{
"id": "28c8e238-a8b1-4135-967e-7380d92baa1e",
"name": "메모2",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 272,
"height": 528,
"content": "## Triggers\nHere we are declaring how this workflow can be started"
},
"typeVersion": 1
}
],
"active": true,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "5c4b90f9-61ad-42ab-8592-e688cd689d57",
"connections": {
"9ea518e1-f7c4-4aea-9900-e43d45167f51": {
"main": [
[
{
"node": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
"type": "main",
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"Create Note": {
"main": [
[
{
"node": "9ea518e1-f7c4-4aea-9900-e43d45167f51",
"type": "main",
"index": 0
}
]
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"a2c7b0fc-3b9b-4700-92cb-8a54609dc53c": {
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[
{
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"type": "main",
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"c9e6cf34-de5b-46b0-beff-662ee49e9bfa": {
"main": [
[
{
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"66a686e5-2dca-459c-bd2d-f01150f4d9fc": {
"main": [
[
{
"node": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
"type": "main",
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[
{
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"type": "main",
"index": 0
}
]
]
},
"a6582225-17c5-4e69-aad5-1c8288ad63ae": {
"main": [
[
{
"node": "Create Note Payload",
"type": "main",
"index": 0
}
],
[
{
"node": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
"type": "main",
"index": 0
}
]
]
},
"Create Note Payload": {
"main": [
[
{
"node": "Create Note",
"type": "main",
"index": 0
}
]
]
},
"9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae": {
"main": [
[],
[
{
"node": "a9678b63-5230-4339-af34-236bc8c5ac60",
"type": "main",
"index": 0
}
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},
"a80f3f6b-18b4-4d2f-a1e6-e492b80f904a": {
"main": [
[
{
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"type": "main",
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}
]
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},
"Merge paginated engagements": {
"main": [
[
{
"node": "Filter items with empty meeting_summary",
"type": "main",
"index": 0
}
]
]
},
"d1254ac5-fc4e-451b-b611-a8d3e134b327": {
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[
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"a9678b63-5230-4339-af34-236bc8c5ac60": {
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[
{
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"type": "main",
"index": 0
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},
"590ade85-9a23-4136-b70b-3fc282d2efd3": {
"main": [
[
{
"node": "Merge paginated engagements",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Execute workflow’": {
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[
{
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"Filter items with empty meeting_summary": {
"main": [
[
{
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"type": "main",
"index": 0
}
]
]
}
}
}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, 멀티모달 AI
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
Rivers Colyer
@riverscolyerAgency technology director and automation enthusiast + workflow architect. Specializing in creating powerful integrations that simplify business processes. My team designs and delivers custom workflows that connect SaaS platforms, empowering teams to save time and boost productivity. DM me on LinkedIn if you'd like us to set up an automation for your business.
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