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报价请求?Tally发送,Airtable记录,Slack提醒,Gmail致谢。

中级

这是一个Lead Generation领域的自动化工作流,包含 13 个节点。主要使用 Set, Wait, Gmail, Slack, Webhook 等节点。 使用Tally、Airtable、Slack和Gmail自动化报价请求处理

前置要求
  • Google 账号和 Gmail API 凭证
  • Slack Bot Token 或 Webhook URL
  • HTTP Webhook 端点(n8n 会自动生成)
  • Airtable API Key
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": "wOhPQ3JzlrQMFgRa",
  "meta": {
    "instanceId": "e95c8554b03e2c16a5c8c44cc7d45f6192b966fba75d5438d1201989ceff13e2",
    "templateCredsSetupCompleted": true
  },
  "name": "报价请求?Tally发送,Airtable记录,Slack提醒,Gmail致谢。",
  "tags": [],
  "nodes": [
    {
      "id": "327dd9ab-9ca2-46d8-a513-676da8f69458",
      "name": "等待",
      "type": "n8n-nodes-base.wait",
      "position": [
        1720,
        1060
      ],
      "webhookId": "f9c8eafb-ecaa-4b32-a6b5-fb10dbee1f19",
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "1023020f-48bd-4266-a92a-ad3fb2caccfe",
      "name": "Webhook:Tally",
      "type": "n8n-nodes-base.webhook",
      "position": [
        620,
        1060
      ],
      "webhookId": "2eefd271-2928-42a7-98ef-7fc65524a950",
      "parameters": {
        "path": "Request a Quote",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "8e13c8f4-d052-4b60-ac8e-b86b37072304",
      "name": "GMAIL:发送消息",
      "type": "n8n-nodes-base.gmail",
      "position": [
        1980,
        1060
      ],
      "webhookId": "38134cd8-0b71-4d19-bab4-3c473cb35f47",
      "parameters": {
        "sendTo": "={{ $('Edit Fields').item.json['Email Address'] }}",
        "message": "=Hi {{ $('Edit Fields').item.json.Name }} ,\n\nThanks a lot for your quote request — we’ve received your information!\n\nOur team will get back to you within the next 24 hours to discuss your project.\n\nTalk soon,  \n— The WebExperts Team",
        "options": {},
        "subject": "Thanks for your quote request 🙌"
      },
      "credentials": {
        "gmailOAuth2": {
          "id": "FKD43HaVeVoUXOi0",
          "name": "Gmail account"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "b6845fe9-3c43-4ce9-9323-d563d6abda72",
      "name": "编辑字段",
      "type": "n8n-nodes-base.set",
      "position": [
        900,
        1060
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "95bdaad3-0b5e-44a4-bbd3-060d425d7b68",
              "name": "Name",
              "type": "string",
              "value": "={{ $json.body.data.fields[0].label }}"
            },
            {
              "id": "479970d8-e639-463a-bf7a-5f8d55cd65b2",
              "name": "Email Address",
              "type": "string",
              "value": "={{ $json.body.data.fields[1].value }}"
            },
            {
              "id": "ce6234c2-ceff-4191-8942-55a88dc47c77",
              "name": "Type of Service Needed",
              "type": "string",
              "value": "={{ $json.body.data.fields[2].value }}"
            },
            {
              "id": "d2cb542d-1145-466b-93b4-4e377ecc1334",
              "name": " Estimated Budget",
              "type": "string",
              "value": "={{ $json.body.data.fields[3].value }}"
            },
            {
              "id": "e375ee00-745c-472a-862c-dfae10867d3f",
              "name": "Preferred Timeline",
              "type": "string",
              "value": "={{ $json.body.data.fields[4].value }}"
            },
            {
              "id": "0165025d-aee9-4853-ae94-314644aab9e1",
              "name": "Additional Details or Questions",
              "type": "string",
              "value": "={{ $json.body.data.fields[5].value }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "b985ff1a-137e-41f1-ae28-1778d834c44c",
      "name": "创建记录",
      "type": "n8n-nodes-base.airtable",
      "position": [
        1180,
        1060
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "list",
          "value": "appZ7CtNukjbwxDap",
          "cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap",
          "cachedResultName": "Request A Quote - Airtable Base"
        },
        "table": {
          "__rl": true,
          "mode": "list",
          "value": "tblcS0ZQeEo4dC1Iv",
          "cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap/tblcS0ZQeEo4dC1Iv",
          "cachedResultName": "Request A Quote - Airtable Base"
        },
        "columns": {
          "value": {
            "Name": "={{ $json.Name }}",
            "Email": "={{ $json['Email Address'] }}",
            "Type of Service": "={{ $json['Type of Service Needed'] }}",
            "Additional Details": "={{ $json['Additional Details or Questions'] }}",
            "Preferred Timeline": "={{ $json['Preferred Timeline'] }}",
            "Estimated Budget (€)": "={{ $json[' Estimated Budget'] }}"
          },
          "schema": [
            {
              "id": "Name",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Name",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Email",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Type of Service",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Type of Service",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Estimated Budget (€)",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Estimated Budget (€)",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Preferred Timeline",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Preferred Timeline",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Additional Details",
              "type": "string",
              "display": true,
              "removed": false,
              "readOnly": false,
              "required": false,
              "displayName": "Additional Details",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Submission Date",
              "type": "string",
              "display": true,
              "removed": true,
              "readOnly": true,
              "required": false,
              "displayName": "Submission Date",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "create"
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "9QdKkMHsy4ojigs3",
          "name": "Airtable Personal Access Token account 2"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "ebf0387d-2614-4911-a09b-7373b1675fae",
      "name": "发送消息",
      "type": "n8n-nodes-base.slack",
      "position": [
        1460,
        1060
      ],
      "webhookId": "fd880910-128a-47f8-98a6-c1b486d98381",
      "parameters": {
        "text": "=:new: *New quote request received!*\n\n*👤 Name: {{ $json.fields.Name }}\n*📧 Email: {{ $json.fields.Email }}\n*💼 Service: {{ $json.fields['Type of Service'] }}\n*💰 Budget: {{ $json.fields['Estimated Budget (€)'] }}\n*⏱️ Timeline: {{ $json.fields['Preferred Timeline'] }}\n*📝 Notes: {{ $json.fields['Additional Details'] }}\n",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C0945G1RY0Y",
          "cachedResultName": "nouveau-canal"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "Uw4BOaewm5FIDdQM",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "be127bac-3d05-4600-8001-d8f0f5503a21",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        140,
        1000
      ],
      "parameters": {
        "width": 380,
        "height": 220,
        "content": "**=== 自动化概览 ===**"
      },
      "typeVersion": 1
    },
    {
      "id": "05584140-fe6f-40d7-a76a-b721205b6bf5",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        560,
        700
      ],
      "parameters": {
        "color": 2,
        "height": 520,
        "content": "**== 步骤 1 – Webhook (Tally) ==**"
      },
      "typeVersion": 1
    },
    {
      "id": "ac694b26-7130-4e63-9a2d-a472f222861a",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        840,
        440
      ],
      "parameters": {
        "color": 3,
        "height": 780,
        "content": "**== 步骤 2 – 编辑字段 ==**"
      },
      "typeVersion": 1
    },
    {
      "id": "ea91126b-5f69-4361-a275-7e4cb5d90242",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1120,
        420
      ],
      "parameters": {
        "color": 4,
        "width": 220,
        "height": 800,
        "content": "**== 步骤 3 – 创建Airtable记录 ==**"
      },
      "typeVersion": 1
    },
    {
      "id": "46ca2e9a-c1b1-4991-a015-5e2d8519d758",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1400,
        600
      ],
      "parameters": {
        "color": 5,
        "width": 200,
        "height": 620,
        "content": "**== 步骤 4 – 发送Slack通知 ==**"
      },
      "typeVersion": 1
    },
    {
      "id": "7233ac5b-c4fb-4829-afbb-7473ec8bab47",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1660,
        700
      ],
      "parameters": {
        "color": 6,
        "width": 200,
        "height": 520,
        "content": "**== 步骤 5 – 等待节点 ==**"
      },
      "typeVersion": 1
    },
    {
      "id": "e1528bd8-124a-49d5-a7f9-0d517598df70",
      "name": "便签6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1900,
        540
      ],
      "parameters": {
        "color": 7,
        "height": 680,
        "content": "**== 步骤 6 – 通过Gmail发送邮件 ==**"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "272c1246-fa67-493c-8f5c-5f26bdfce052",
  "connections": {
    "Wait": {
      "main": [
        [
          {
            "node": "GMAIL : Send a message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Edit Fields": {
      "main": [
        [
          {
            "node": "Create a record",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send a message": {
      "main": [
        [
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create a record": {
      "main": [
        [
          {
            "node": "Send a message",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Webhook : Tally": {
      "main": [
        [
          {
            "node": "Edit 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?

中级 - 潜在客户开发

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13
分类1
节点类型7
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

作者
Baptiste Fort

Baptiste Fort

@baptistefort

👋 I'm Baptiste Fort. What if automating was simply our way of taking back control in a world that's moving too fast? I build workflows that are simple, useful — sometimes invisible lol. Automation isn’t cheating. It’s just being one step ahead.

外部链接
在 n8n.io 查看

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