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使用Zoho CRM和Harvest处理Shopify新订单

中级

这是一个Sales, Marketing领域的自动化工作流,包含 9 个节点。主要使用 If, Set, Gmail, Trello, Harvest 等节点。 使用Zoho CRM和Harvest处理Shopify新订单

前置要求
  • Google 账号和 Gmail API 凭证
  • Shopify Admin API 凭证
工作流预览
可视化展示节点连接关系,支持缩放和平移

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导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
  "nodes": [
    {
      "name": "Zoho",
      "type": "n8n-nodes-base.zohoCrm",
      "position": [
        950,
        610
      ],
      "parameters": {
        "lastName": "={{$json[\"customer_lastname\"]}}",
        "resource": "contact",
        "operation": "upsert",
        "additionalFields": {
          "Email": "={{$json[\"customer_email\"]}}",
          "Phone": "={{$json[\"customer_phone\"]}}",
          "First_Name": "={{$json[\"customer_firstname\"]}}",
          "Mailing_Address": {
            "address_fields": {
              "Mailing_Zip": "={{$json[\"customer_zipcode\"]}}",
              "Mailing_City": "={{$json[\"customer_city\"]}}",
              "Mailing_State": "=",
              "Mailing_Street": "={{$json[\"customer_street\"]}}",
              "Mailing_Country": "={{$json[\"customer_country\"]}}"
            }
          }
        }
      },
      "credentials": {
        "zohoOAuth2Api": "zoho_api"
      },
      "typeVersion": 1
    },
    {
      "name": "Trello",
      "type": "n8n-nodes-base.trello",
      "position": [
        1160,
        800
      ],
      "parameters": {
        "name": "=Shopify order {{$node[\"order created\"].json[\"order_number\"]}}",
        "listId": "list01",
        "additionalFields": {
          "urlSource": "={{$node[\"order created\"].json[\"order_status_url\"]}}"
        }
      },
      "credentials": {
        "trelloApi": "trello_nodeqa"
      },
      "typeVersion": 1
    },
    {
      "name": "设置字段",
      "type": "n8n-nodes-base.set",
      "position": [
        760,
        760
      ],
      "parameters": {
        "values": {
          "number": [
            {
              "name": "customer_phone",
              "value": "={{$json[\"customer\"][\"default_address\"][\"phone\"]}}"
            },
            {
              "name": "customer_zipcode",
              "value": "={{$json[\"shipping_address\"][\"zip\"]}}"
            },
            {
              "name": "order_value",
              "value": "={{$json[\"current_total_price\"]}}"
            }
          ],
          "string": [
            {
              "name": "customer_firstname",
              "value": "={{$json[\"customer\"][\"first_name\"]}}"
            },
            {
              "name": "customer_lastname",
              "value": "={{$json[\"customer\"][\"last_name\"]}}"
            },
            {
              "name": "customer_email",
              "value": "={{$json[\"customer\"][\"email\"]}}"
            },
            {
              "name": "customer_country",
              "value": "={{$json[\"shipping_address\"][\"country\"]}}"
            },
            {
              "name": "customer_street",
              "value": "={{$json[\"shipping_address\"][\"address1\"]}}"
            },
            {
              "name": "customer_city",
              "value": "={{$json[\"shipping_address\"][\"city\"]}}"
            },
            {
              "name": "customer_province",
              "value": "={{$json[\"shipping_address\"][\"province\"]}}"
            }
          ]
        },
        "options": {},
        "keepOnlySet": true
      },
      "typeVersion": 1
    },
    {
      "name": "IF",
      "type": "n8n-nodes-base.if",
      "position": [
        960,
        1040
      ],
      "parameters": {
        "conditions": {
          "number": [
            {
              "value1": "={{$json[\"order_value\"]}}",
              "value2": 50,
              "operation": "larger"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "name": "Gmail - 优惠券",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1140,
        950
      ],
      "parameters": {
        "toList": [
          "={{$node[\"Set fields\"].json[\"customer_email\"]}}"
        ],
        "message": "=Hi {{$json[\"customer_firstname\"]}},\n\nThank you for your order! Here's a 15% coupon code to use for your next order: COUPON15\n\nBest,\nShop Owner",
        "subject": "Your Shopify order",
        "resource": "message",
        "additionalFields": {}
      },
      "credentials": {
        "gmailOAuth2": "gmail"
      },
      "typeVersion": 1
    },
    {
      "name": "Gmail - 感谢信",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1140,
        1150
      ],
      "parameters": {
        "toList": [
          "={{$node[\"Set fields\"].json[\"customer_email\"]}}"
        ],
        "message": "=Hi {{$node[\"Set fields\"].json[\"customer_firstname\"]}},\nThank you for your order! We're getting it ready for shipping it to you.\n\nBest,\nShop Owner",
        "subject": "Your Shopify order",
        "resource": "message",
        "additionalFields": {}
      },
      "credentials": {
        "gmailOAuth2": "gmail"
      },
      "typeVersion": 1
    },
    {
      "name": "Mailchimp",
      "type": "n8n-nodes-base.mailchimp",
      "position": [
        1340,
        950
      ],
      "parameters": {
        "list": "qwertz",
        "tags": [
          "high-order"
        ],
        "email": "={{$node[\"Set fields\"].json[\"customer_email\"]}}",
        "options": {},
        "resource": "memberTag"
      },
      "credentials": {
        "mailchimpApi": "mailchimp_API"
      },
      "typeVersion": 1
    },
    {
      "name": "订单已创建",
      "type": "n8n-nodes-base.shopifyTrigger",
      "position": [
        560,
        760
      ],
      "webhookId": "qwertz",
      "parameters": {
        "topic": "orders/create"
      },
      "credentials": {
        "shopifyApi": "shopify_nodeqa"
      },
      "typeVersion": 1
    },
    {
      "name": "Harvest",
      "type": "n8n-nodes-base.harvest",
      "position": [
        980,
        800
      ],
      "parameters": {
        "clientId": "shopify_client",
        "resource": "invoice",
        "accountId": "12345",
        "operation": "create",
        "additionalFields": {
          "currency": "={{$node[\"order created\"].json[\"currency\"]}}",
          "issue_date": "={{$node[\"order created\"].json[\"processed_at\"]}}",
          "payment_term": "net 15",
          "purchase_order": "={{$node[\"order created\"].json[\"order_number\"]}}"
        }
      },
      "credentials": {
        "harvestApi": "harvest_token"
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "IF": {
      "main": [
        [
          {
            "node": "Gmail - coupon",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Gmail - thankyou",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Harvest": {
      "main": [
        [
          {
            "node": "Trello",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set fields": {
      "main": [
        [
          {
            "node": "Harvest",
            "type": "main",
            "index": 0
          },
          {
            "node": "IF",
            "type": "main",
            "index": 0
          },
          {
            "node": "Zoho",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "order created": {
      "main": [
        [
          {
            "node": "Set fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gmail - coupon": {
      "main": [
        [
          {
            "node": "Mailchimp",
            "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。

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中级 - 销售, 营销

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。

工作流信息
难度等级
中级
节点数量9
分类2
节点类型8
难度说明

适合有一定经验的用户,包含 6-15 个节点的中等复杂度工作流

外部链接
在 n8n.io 查看

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