自动化 QuickBooks 销售异常检测器(带专业邮件提醒)(审核中)
高级
这是一个CRM领域的自动化工作流,包含 26 个节点。主要使用 If, Set, Code, Merge, Filter 等节点。 带专业邮件提醒的自动化 QuickBooks 销售异常检测器
前置要求
- •可能需要目标 API 的认证凭证
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": "oM2nqKei3FUejaPF",
"meta": {
"instanceId": "e727f992f69a44655d3d4d5a1d4a30ca3ec1573139240bc4d84b17b8f66642c8",
"templateCredsSetupCompleted": true
},
"name": "自动化 QuickBooks 销售异常检测器(带专业邮件提醒)(审核中)",
"tags": [],
"nodes": [
{
"id": "d2715036-0d78-47cb-84e1-c52f1e5a1cfc",
"name": "创建日期范围",
"type": "n8n-nodes-base.set",
"position": [
-656,
288
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "f14d7155-0e5c-406b-9723-53ba805465f1",
"name": "获取30天发票",
"type": "n8n-nodes-base.quickbooks",
"position": [
-432,
0
],
"parameters": {},
"typeVersion": 1
},
{
"id": "90c27fd1-a826-4713-a8f6-ad3ba1d235df",
"name": "筛选已支付的30天发票",
"type": "n8n-nodes-base.filter",
"position": [
-144,
0
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "bc270132-a495-4a9a-90c5-934f983780a7",
"name": "获取30天销售收据",
"type": "n8n-nodes-base.httpRequest",
"position": [
-432,
192
],
"parameters": {},
"typeVersion": 4.3
},
{
"id": "982dc6ef-130f-4d09-affb-a5fb225f73fb",
"name": "汇总30天总额",
"type": "n8n-nodes-base.summarize",
"position": [
368,
96
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "792d5926-e700-4d60-8710-6a36ee0480af",
"name": "计算30天平均值",
"type": "n8n-nodes-base.set",
"position": [
592,
96
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "9813b1fa-3095-4b52-8f74-f2ae38fb31d4",
"name": "计算偏差值",
"type": "n8n-nodes-base.set",
"position": [
1264,
288
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "28d2c1ce-3f68-4787-ac9b-a8d7a8a0139b",
"name": "检查是否为异常",
"type": "n8n-nodes-base.if",
"position": [
1568,
288
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "f670c98c-040f-4740-b04a-9b9c5412d5ed",
"name": "准备邮件内容",
"type": "n8n-nodes-base.set",
"position": [
1920,
288
],
"parameters": {},
"typeVersion": 3.4
},
{
"id": "d09e3d54-5f14-4fbd-8c97-ccd4dd972db5",
"name": "发送提醒邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
2320,
288
],
"webhookId": "9189369f-15ba-4b9c-a29e-175985e248e0",
"parameters": {},
"typeVersion": 2.1
},
{
"id": "3b550e06-6309-4f04-a206-7294402593e3",
"name": "获取昨日发票",
"type": "n8n-nodes-base.quickbooks",
"position": [
-432,
384
],
"parameters": {},
"typeVersion": 1
},
{
"id": "bdd0ff43-2844-4925-b973-6cd874f167a1",
"name": "获取昨日销售收据",
"type": "n8n-nodes-base.httpRequest",
"position": [
-432,
576
],
"parameters": {},
"typeVersion": 4.3
},
{
"id": "dc0f316e-5c09-48e8-a680-58fcefb9e9b0",
"name": "筛选已支付的昨日发票",
"type": "n8n-nodes-base.filter",
"position": [
-144,
384
],
"parameters": {},
"typeVersion": 2.2
},
{
"id": "420a7697-9548-4bd4-9756-f455f6c80766",
"name": "30天销售收据总额",
"type": "n8n-nodes-base.code",
"position": [
-144,
192
],
"parameters": {},
"typeVersion": 2
},
{
"id": "95cd9852-11e6-4ca8-9f93-5dd5b3bdfe5d",
"name": "合并30天发票与销售收据",
"type": "n8n-nodes-base.merge",
"position": [
144,
96
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "afceb5d0-b0d1-435e-8280-08d9e9d4f932",
"name": "合并昨日发票与销售收据",
"type": "n8n-nodes-base.merge",
"position": [
144,
480
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "132df91a-b498-4e48-9551-4f3ab1f2d4ee",
"name": "汇总昨日总额",
"type": "n8n-nodes-base.summarize",
"position": [
368,
480
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "11b1c80d-ecf6-444f-a5b9-0158d3aa5b1c",
"name": "合并总体发票与销售收据",
"type": "n8n-nodes-base.code",
"position": [
1040,
288
],
"parameters": {},
"typeVersion": 2
},
{
"id": "989164aa-eece-4c7e-bcf2-b2217315f4f4",
"name": "每日早晨运行",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-880,
288
],
"parameters": {},
"typeVersion": 1.2
},
{
"id": "d38f399e-7d94-4888-b4a4-b62776eac1e1",
"name": "提取昨日销售收据",
"type": "n8n-nodes-base.code",
"position": [
-144,
576
],
"parameters": {},
"typeVersion": 2
},
{
"id": "8b5c6c01-e634-4279-bfc7-10aa302e1239",
"name": "合并最终总额",
"type": "n8n-nodes-base.merge",
"position": [
816,
288
],
"parameters": {},
"typeVersion": 3.2
},
{
"id": "c1d915d4-ab91-4286-b69d-1387fdd49bdb",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2256,
-160
],
"parameters": {
"content": "确保您的表名与实际知识库结构匹配"
},
"typeVersion": 1
},
{
"id": "992f43e4-9c63-45e6-8494-e9f8e45b7dc5",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-976,
160
],
"parameters": {
"content": "确保您的表名与实际知识库结构匹配"
},
"typeVersion": 1
},
{
"id": "b6c86e28-2007-4391-9f05-be4ae843ffed",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-528,
-160
],
"parameters": {
"content": "确保您的表名与实际知识库结构匹配"
},
"typeVersion": 1
},
{
"id": "63f83511-8da5-48db-bb9c-3af22c749dfe",
"name": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1456,
160
],
"parameters": {
"content": "确保您的表名与实际知识库结构匹配"
},
"typeVersion": 1
},
{
"id": "c467e9e5-4df1-482f-a102-c52e4ee16f0f",
"name": "便签4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2208,
160
],
"parameters": {
"content": "确保您的表名与实际知识库结构匹配"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "9dc17266-ea65-459c-9efb-affbd6b0aa96",
"connections": {
"Check_If_Anomaly": {
"main": [
[
{
"node": "Prepare_Email_Content",
"type": "main",
"index": 0
}
]
]
},
"Sum_30Day_Totals": {
"main": [
[
{
"node": "Calculate_30Day_Average",
"type": "main",
"index": 0
}
]
]
},
"Create_Date_Range": {
"main": [
[
{
"node": "Fetch_30Day_Invoices",
"type": "main",
"index": 0
},
{
"node": "Fetch_30Day_Sales_Receipts",
"type": "main",
"index": 0
},
{
"node": "Fetch_Yesterday_Invoices",
"type": "main",
"index": 0
},
{
"node": "Fetch_Yesterday_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Run_Every_Morning": {
"main": [
[
{
"node": "Create_Date_Range",
"type": "main",
"index": 0
}
]
]
},
"Calculate_Deviation": {
"main": [
[
{
"node": "Check_If_Anomaly",
"type": "main",
"index": 0
}
]
]
},
"Combine_Final_Totals": {
"main": [
[
{
"node": "Combining_Overall_Invoices_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Fetch_30Day_Invoices": {
"main": [
[
{
"node": "Filter_Paid_30Day_Invoices",
"type": "main",
"index": 0
}
]
]
},
"Sum_Yesterday_Totals": {
"main": [
[
{
"node": "Combine_Final_Totals",
"type": "main",
"index": 1
}
]
]
},
"Prepare_Email_Content": {
"main": [
[
{
"node": "Send_Alert_Email",
"type": "main",
"index": 0
}
]
]
},
"Calculate_30Day_Average": {
"main": [
[
{
"node": "Combine_Final_Totals",
"type": "main",
"index": 0
}
]
]
},
"Fetch_Yesterday_Invoices": {
"main": [
[
{
"node": "Filter_Paid_Yesterday_Invoices",
"type": "main",
"index": 0
}
]
]
},
"Fetch_30Day_Sales_Receipts": {
"main": [
[
{
"node": "Total_30Day_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Filter_Paid_30Day_Invoices": {
"main": [
[
{
"node": "Merging_30Day_Invoices_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Total_30Day_Sales_Receipts": {
"main": [
[
{
"node": "Merging_30Day_Invoices_Sales_Receipts",
"type": "main",
"index": 1
}
]
]
},
"Fetch_Yesterday_Sales_Receipts": {
"main": [
[
{
"node": "Extract_Yesterday_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Filter_Paid_Yesterday_Invoices": {
"main": [
[
{
"node": "Merging_Yesterday_Invoices_Sales_Receipts",
"type": "main",
"index": 0
}
]
]
},
"Extract_Yesterday_Sales_Receipts": {
"main": [
[
{
"node": "Merging_Yesterday_Invoices_Sales_Receipts",
"type": "main",
"index": 1
}
]
]
},
"Merging_30Day_Invoices_Sales_Receipts": {
"main": [
[
{
"node": "Sum_30Day_Totals",
"type": "main",
"index": 0
}
]
]
},
"Combining_Overall_Invoices_Sales_Receipts": {
"main": [
[
{
"node": "Calculate_Deviation",
"type": "main",
"index": 0
}
]
]
},
"Merging_Yesterday_Invoices_Sales_Receipts": {
"main": [
[
{
"node": "Sum_Yesterday_Totals",
"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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