使用Google Sheets跟踪的QuickBooks新客户欢迎邮件自动化
高级
这是一个Social Media领域的自动化工作流，包含 19 个节点。主要使用 Code, EmailSend, Quickbooks, GoogleSheets, CompareDatasets 等节点。 使用Google Sheets跟踪的QuickBooks客户欢迎邮件
前置要求
- •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": "uWv6ijZPkfz6ayIP",
"meta": {
"instanceId": "e727f992f69a44655d3d4d5a1d4a30ca3ec1573139240bc4d84b17b8f66642c8",
"templateCredsSetupCompleted": true
},
"name": "使用Google Sheets跟踪的自动化QuickBooks新客户欢迎邮件",
"tags": [],
"nodes": [
{
"id": "b49dda17-46e1-48f3-bc0b-7b97d3af1c12",
"name": "获取多个客户",
"type": "n8n-nodes-base.quickbooks",
"position": [
400,
-64
],
"parameters": {
"limit": 1000,
"filters": {},
"operation": "getAll"
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "r3A6wRAzyp859vQL",
"name": "QuickBooks Online account"
}
},
"typeVersion": 1
},
{
"id": "c8b9d669-e0a5-4419-a756-d0e750e18be4",
"name": "启动两个分支",
"type": "n8n-nodes-base.noOp",
"position": [
-64,
160
],
"parameters": {},
"typeVersion": 1
},
{
"id": "fc1ffeb4-2126-493d-80ac-a2ae848f744b",
"name": "读取老客户",
"type": "n8n-nodes-base.googleSheets",
"position": [
400,
336
],
"parameters": {
"options": {
"dataLocationOnSheet": {
"values": {
"range": "A:A",
"rangeDefinition": "specifyRangeA1"
}
}
},
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM/edit#gid=0",
"cachedResultName": "Processed IDs"
},
"documentId": {
"__rl": true,
"mode": "",
"value": "1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "950xCiKdYVCxu8WS",
"name": "Google Sheets account"
}
},
"typeVersion": 3
},
{
"id": "83a2cc67-11c9-46c8-b71a-3aa545ddbc4a",
"name": "调度器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-368,
160
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.1
},
{
"id": "dec9b8cc-c192-45eb-a992-737a161927d9",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-496,
-48
],
"parameters": {
"color": 5,
"width": 358,
"height": 368,
"content": "## 设置您的计划节点"
},
"typeVersion": 1
},
{
"id": "1b5d3b55-68fa-49aa-9e28-9243a79b6c21",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1696,
-880
],
"parameters": {
"color": 5,
"width": 992,
"height": 1952,
"content": "# 自动化QuickBooks新客户欢迎邮件"
},
"typeVersion": 1
},
{
"id": "bb12eadd-a78d-4006-a719-61e71869a508",
"name": "便签 2",
"type": "n8n-nodes-base.stickyNote",
"position": [
272,
-288
],
"parameters": {
"color": 5,
"width": 352,
"height": 384,
"content": "## 获取多个客户节点"
},
"typeVersion": 1
},
{
"id": "bd8a6285-05f0-4e95-a46c-a49d20116b4f",
"name": "便签 3",
"type": "n8n-nodes-base.stickyNote",
"position": [
272,
320
],
"parameters": {
"color": 5,
"width": 352,
"height": 432,
"content": ""
},
"typeVersion": 1
},
{
"id": "a7c263f3-8ac8-4a17-b6ac-4e1abf6313e7",
"name": "便签 4",
"type": "n8n-nodes-base.stickyNote",
"position": [
784,
-144
],
"parameters": {
"color": 5,
"width": 352,
"height": 432,
"content": "## 查找新客户节点"
},
"typeVersion": 1
},
{
"id": "6384837d-a8b1-4921-938a-d8791097962e",
"name": "便签 5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1312,
-176
],
"parameters": {
"color": 5,
"width": 400,
"height": 432,
"content": "## 记录新客户详情节点"
},
"typeVersion": 1
},
{
"id": "8dec0230-fcf7-4991-884d-d84bccc5003a",
"name": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1328,
304
],
"parameters": {
"color": 5,
"width": 384,
"height": 512,
"content": ""
},
"typeVersion": 1
},
{
"id": "a741a432-1c7a-4ddd-bef8-17eb6d673f8e",
"name": "邮件模板",
"type": "n8n-nodes-base.code",
"position": [
1984,
64
],
"parameters": {
"jsCode": "// This code works when \"Execute Once\" is ON.\n// 'items' is an array of all customers from the previous node.\n\nfor (const item of items) {\n const customer = item.json;\n\n // --- 1. Dynamic Personalization Logic ---\n const greeting = customer.GivenName ? `Hello ${customer.GivenName},` : `Hello ${customer.DisplayName},`;\n let openingLine = `We are absolutely thrilled to welcome you to our family!`;\n if (customer.CompanyName) {\n openingLine = `We are absolutely thrilled to welcome <strong>${customer.CompanyName}</strong> to our family!`;\n }\n const detailsConfirmation = `\n <div style=\"background-color: #f8f9fa; padding: 15px; border-radius: 5px; margin-top: 15px; border: 1px solid #dee2e6;\">\n <strong>Display Name:</strong> ${customer.DisplayName}<br>\n <strong>Email:</strong> ${customer.PrimaryEmailAddr.Address}\n ${customer.BillAddr && customer.BillAddr.City ? `<br><strong>Location:</strong> ${customer.BillAddr.City}, ${customer.BillAddr.CountrySubDivisionCode}` : ''}\n </div>\n `;\n\n // --- 2. Construct the HTML Email Body ---\n const emailHtml = `\n <!DOCTYPE html>\n <html>\n <head>\n <title>A Warm Welcome!</title>\n </head>\n <body style=\"margin: 0; padding: 0; background-color: #f4f4f4; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif;\">\n <table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n <tr>\n <td style=\"padding: 20px 0;\">\n <table align=\"center\" border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"600\" style=\"border-collapse: collapse; background-color: #ffffff; max-width: 600px;\">\n <tr>\n <td align=\"center\" style=\"padding: 30px; background-color: #00466a;\">\n <img src=\"https://yourdomain.com/images/logo.png\" alt=\"Company Logo\" style=\"display: block; width: 150px;\">\n </td>\n </tr>\n <tr>\n <td style=\"padding: 40px 30px;\">\n <h1 style=\"font-size: 24px; font-weight: bold; color: #153643;\">${greeting}</h1>\n <p style=\"font-size: 16px; line-height: 1.5; color: #333333;\">${openingLine}</p>\n <p style=\"font-size: 16px; line-height: 1.5; color: #333333;\">\n To ensure everything is perfect from the start, we've listed the primary details we have on file for you:\n </p>\n ${detailsConfirmation}\n <table border=\"0\" cellpadding=\"0\" cellspacing=\"0\" width=\"100%\">\n <tr>\n <td align=\"center\" style=\"padding: 20px 0;\">\n <a href=\"https://yourdomain.com/\" style=\"background-color: #ff7f50; color: #ffffff; padding: 15px 25px; text-decoration: none; border-radius: 5px; font-size: 16px; display: inline-block;\">Explore Your Dashboard</a>\n </td>\n </tr>\n </table>\n </td>\n </tr>\n <tr>\n <td style=\"padding: 30px; background-color: #eeeeee; color: #555555; font-size: 14px; text-align: center;\">\n <p style=\"margin: 0;\">Questions? Just reply to this email or <a href=\"mailto:info@yourdomain.com\" style=\"color: #00466a;\">contact our support team</a>.</p>\n <p style=\"margin: 10px 0 0 0;\">© 2025 [Your Company Name], All rights reserved.</p>\n </td>\n </tr>\n </table>\n </td>\n </tr>\n </table>\n </body>\n </html>\n `;\n\n // --- 3. Add the generated HTML to the current item ---\n item.json.emailHtml = emailHtml;\n}\n\n// --- 4. Return all the modified items for the next node ---\nreturn items;"
},
"typeVersion": 2
},
{
"id": "6c08ace4-0df2-46c2-af96-53b0c54ad8df",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1824,
-224
],
"parameters": {
"color": 5,
"width": 400,
"height": 432,
"content": "## 邮件模板节点"
},
"typeVersion": 1
},
{
"id": "fc810d73-c33f-4489-8de9-116dab8470f9",
"name": "便签8",
"type": "n8n-nodes-base.stickyNote",
"position": [
2304,
-224
],
"parameters": {
"color": 5,
"width": 400,
"height": 480,
"content": "## 发送个性化欢迎邮件节点"
},
"typeVersion": 1
},
{
"id": "881a2221-432d-4a6e-896d-4233f4f6b9cc",
"name": "便签9",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1696,
1120
],
"parameters": {
"color": 2,
"width": 976,
"height": 240,
"content": "# 需要更多帮助"
},
"typeVersion": 1
},
{
"id": "6f53a5d6-982b-4f15-9496-b4ce1c744496",
"name": "查找新客户",
"type": "n8n-nodes-base.compareDatasets",
"position": [
880,
80
],
"parameters": {
"options": {},
"mergeByFields": {
"values": [
{
"field1": "Id",
"field2": "CustomerIds"
}
]
}
},
"typeVersion": 2.3
},
{
"id": "de5d511e-25c2-4672-9994-8080815de004",
"name": "记录新客户详情",
"type": "n8n-nodes-base.googleSheets",
"position": [
1456,
64
],
"parameters": {
"options": {},
"fieldsUi": {
"fieldValues": [
{
"fieldId": "Customer_Name",
"fieldValue": "={{ $json.GivenName }}"
},
{
"fieldId": "Company_Name",
"fieldValue": "={{ $json.CompanyName }}"
},
{
"fieldId": "Email_ID",
"fieldValue": "={{ $json.PrimaryEmailAddr.Address }}"
},
{
"fieldId": "Phone_No",
"fieldValue": "={{ $json.PrimaryPhone.FreeFormNumber }}"
},
{
"fieldId": "Customer_ID",
"fieldValue": "={{ $json.Id }}"
}
]
},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": 1652724254,
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM/edit#gid=1652724254",
"cachedResultName": "New Customer Logs"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "950xCiKdYVCxu8WS",
"name": "Google Sheets account"
}
},
"typeVersion": 3
},
{
"id": "4b757337-eebd-407f-aad8-abaa6823337d",
"name": "记录新客户ID以进行跟踪",
"type": "n8n-nodes-base.googleSheets",
"position": [
1456,
336
],
"parameters": {
"options": {},
"fieldsUi": {
"fieldValues": [
{
"fieldId": "CustomerIds",
"fieldValue": "={{ $json.Id }}"
}
]
},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM/edit#gid=0",
"cachedResultName": "Processed IDs"
},
"documentId": {
"__rl": true,
"mode": "id",
"value": "1M4AoRTj6XuBiNC1O901ctC5k1b2w0vxwh-nO5WOS7zM"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "950xCiKdYVCxu8WS",
"name": "Google Sheets account"
}
},
"typeVersion": 3
},
{
"id": "8b348312-b1b8-4e87-96a8-9657e002d6e1",
"name": "发送个性化欢迎邮件",
"type": "n8n-nodes-base.emailSend",
"position": [
2448,
64
],
"webhookId": "0bd83eff-7028-4841-ba18-2981c22b869b",
"parameters": {
"html": "={{ $json.emailHtml }}",
"options": {},
"subject": "=A Warm Welcome to [Your Company Name], {{$json.DisplayName}}!",
"toEmail": "={{ $json.PrimaryEmailAddr.Address }}",
"fromEmail": "company.ebtech@gmail.com"
},
"credentials": {
"smtp": {
"id": "ZSjtbi8UmObTzmbO",
"name": "SMTP account"
}
},
"typeVersion": 2.1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "d881dde4-93e3-44db-b6a3-c11ccd7bdcec",
"connections": {
"Scheduler": {
"main": [
[
{
"node": "Start Both Branches",
"type": "main",
"index": 0
}
]
]
},
"Email Template": {
"main": [
[
{
"node": "Send Personalized Welcome Email",
"type": "main",
"index": 0
}
]
]
},
"Find New Customers": {
"main": [
[
{
"node": "Log New Customer Details",
"type": "main",
"index": 0
},
{
"node": "Log New Customer ID for Tracking",
"type": "main",
"index": 0
}
]
]
},
"Get many customers": {
"main": [
[
{
"node": "Find New Customers",
"type": "main",
"index": 0
}
]
]
},
"Read Old Customers": {
"main": [
[
{
"node": "Find New Customers",
"type": "main",
"index": 1
}
]
]
},
"Start Both Branches": {
"main": [
[
{
"node": "Get many customers",
"type": "main",
"index": 0
},
{
"node": "Read Old Customers",
"type": "main",
"index": 0
}
]
]
},
"Log New Customer Details": {
"main": [
[
{
"node": "Email Template",
"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 - 社交媒体
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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