从 GoHighLevel 自动发送客户续约提醒到 Gmail 和 Slack
高级
这是一个CRM领域的自动化工作流，包含 19 个节点。主要使用 If, Code, Gmail, Merge, Slack 等节点。 从GoHighLevel自动发送客户续约提醒到Gmail、Slack和Google Sheets
前置要求
- •Google 账号和 Gmail API 凭证
- •Slack Bot Token 或 Webhook URL
- •Google Sheets API 凭证
分类
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "zAhUYo1pPedFF2vq",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "从 GoHighLevel 自动发送客户续约提醒到 Gmail 和 Slack",
"tags": [],
"nodes": [
{
"id": "e89a6dcb-42d4-4674-bd3d-2f91b86231b2",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3120,
-64
],
"parameters": {
"color": 4,
"width": 420,
"height": 656,
"content": "## 🔄 客户保留续约提醒工作流"
},
"typeVersion": 1
},
{
"id": "9ffba3e1-2389-47df-8257-708871c6c5e4",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2656,
-208
],
"parameters": {
"color": 5,
"width": 280,
"height": 240,
"content": "## ⏰ 计划触发器设置"
},
"typeVersion": 1
},
{
"id": "94e0e170-fe29-42a6-9926-d052fbc28fd5",
"name": "每天上午 9 点计划",
"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": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2432,
240
],
"parameters": {
"color": 5,
"width": 280,
"height": 396,
"content": "## 📥 从 CRM 获取联系人"
},
"typeVersion": 1
},
{
"id": "5e3e0e62-267e-4728-a4ae-f92581607f06",
"name": "从 GoHighLevel 获取联系人",
"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": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2208,
-272
],
"parameters": {
"color": 5,
"width": 260,
"height": 292,
"content": "## 🔍 验证数据质量"
},
"typeVersion": 1
},
{
"id": "eb37756d-3de4-4d63-8215-b4e8520bcb5e",
"name": "检查是否有自定义字段",
"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": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1936,
208
],
"parameters": {
"color": 5,
"width": 280,
"height": 404,
"content": "## 🎯 筛选即将到期的合同"
},
"typeVersion": 1
},
{
"id": "6f9a5a69-8ce9-46c1-88f2-d12a44a3f319",
"name": "筛选续约代码",
"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": "验证在 10 天内到期",
"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": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1536,
-400
],
"parameters": {
"color": 5,
"width": 280,
"height": 340,
"content": "## 📧 发送客户邮件"
},
"typeVersion": 1
},
{
"id": "17f722d7-781c-41d4-bd15-b84b187df947",
"name": "通过 Gmail 发送续约邮件",
"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": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1488,
304
],
"parameters": {
"color": 5,
"width": 280,
"height": 384,
"content": "## 📢 Slack 团队通知"
},
"typeVersion": 1
},
{
"id": "79b9f0dd-1fd1-4562-b93e-99e3bc111aeb",
"name": "向团队发送 Slack 提醒",
"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": "合并邮件和 Slack 结果",
"type": "n8n-nodes-base.merge",
"position": [
-1216,
48
],
"parameters": {
"mode": "combine",
"options": {},
"combinationMode": "mergeByPosition"
},
"typeVersion": 2.1
},
{
"id": "96ae9e61-3ffc-4f04-b6ac-2a58495dc455",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1072,
-272
],
"parameters": {
"color": 5,
"width": 260,
"height": 296,
"content": "## 📊 生成摘要报告"
},
"typeVersion": 1
},
{
"id": "c61d0e08-0b24-4be6-bbcd-b58de927212a",
"name": "生成摘要报告",
"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": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-752,
256
],
"parameters": {
"color": 5,
"width": 280,
"height": 268,
"content": "## 📝 记录到 Google Sheets"
},
"typeVersion": 1
},
{
"id": "ace3170b-c470-4458-b601-db08918f1572",
"name": "将结果记录到 Google Sheets",
"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": "Verify Expiring Within 10 Days",
"type": "main",
"index": 0
}
]
]
},
"Schedule Daily at 9 AM": {
"main": [
[
{
"node": "Fetch Contacts from GoHighLevel",
"type": "main",
"index": 0
}
]
]
},
"Check Has Custom Fields": {
"main": [
[
{
"node": "Filter Renewals Code",
"type": "main",
"index": 0
}
]
]
},
"Generate Summary Report": {
"main": [
[
{
"node": "Log Results to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Send Slack Alert to Team": {
"main": [
[
{
"node": "Merge Email and Slack Results",
"type": "main",
"index": 1
}
]
]
},
"Send Renewal Email via Gmail": {
"main": [
[
{
"node": "Merge Email and Slack Results",
"type": "main",
"index": 0
}
]
]
},
"Merge Email and Slack Results": {
"main": [
[
{
"node": "Generate Summary Report",
"type": "main",
"index": 0
}
]
]
},
"Verify Expiring Within 10 Days": {
"main": [
[
{
"node": "Send Renewal Email via Gmail",
"type": "main",
"index": 0
},
{
"node": "Send Slack Alert to Team",
"type": "main",
"index": 0
}
]
]
},
"Fetch Contacts from GoHighLevel": {
"main": [
[
{
"node": "Check Has Custom Fields",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 客户关系管理
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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工作流信息
难度等级
高级
节点数量19
分类1
节点类型10
作者
Rahul Joshi
@rahul08Rahul 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.
外部链接
在 n8n.io 查看 →
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