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自动化QuickBooks客户与估算创建

高级

这是一个CRM, Multimodal AI领域的自动化工作流，包含 16 个节点。主要使用 If, Set, Quickbooks, GoogleSheetsTrigger 等节点。 从Google Sheets自动化QuickBooks客户和估算创建

前置要求
  • •Google Sheets API 凭证

使用的节点 (16)

If
Set
NoOp
Quickbooks
StickyNote
GoogleSheetsTrigger

分类

客户关系管理
多模态 AI
工作流预览
可视化展示节点连接关系，支持缩放和平移
React Flow
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": "9pEgr7vVvXPDtNdZ",
  "meta": {
    "instanceId": "1a54c41d9050a8f1fa6f74ca858828ad9fb97b9fafa3e9760e576171c531a787"
  },
  "name": "自动化QuickBooks客户与估算创建",
  "tags": [],
  "nodes": [
    {
      "id": "4cf9b22e-5514-4e34-9cb3-ed66411e6de0",
      "name": "设置 - 标准化字段",
      "type": "n8n-nodes-base.set",
      "position": [
        540,
        980
      ],
      "parameters": {
        "values": {
          "number": [
            {
              "name": "Amount",
              "value": "={{$json.Amount }}"
            }
          ],
          "string": [
            {
              "name": "CustomerName",
              "value": "={{$json['CustomerName']}}"
            },
            {
              "name": "Email",
              "value": "={{$json['Email']}}"
            },
            {
              "name": "Phone",
              "value": "={{$json['Phone']}}"
            },
            {
              "name": "Company Name",
              "value": "={{$json['Company Name']}}"
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "bd6f49f4-27ec-4a52-afe3-453863d0a785",
      "name": "QuickBooks - 查找客户",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1020,
        980
      ],
      "parameters": {
        "limit": 500,
        "filters": {
          "query": "=WHERE DisplayName = '{{ $json.CustomerName }}'\n\n"
        },
        "operation": "getAll"
      },
      "typeVersion": 1,
      "alwaysOutputData": true
    },
    {
      "id": "82e53cdc-6e3b-4df0-8f05-8b5802d97d69",
      "name": "IF - 客户是否存在？",
      "type": "n8n-nodes-base.if",
      "position": [
        1460,
        980
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json[\"Id\"] }}",
              "operation": "isEmpty"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "8631ac1c-94a8-47a4-bc7d-601b55c4e388",
      "name": "QuickBooks - 创建客户（新）",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1960,
        640
      ],
      "parameters": {
        "operation": "create",
        "displayName": "={{ $('Google Sheets Trigger').item.json.CustomerName }}",
        "additionalFields": {
          "CompanyName": "={{ $('Google Sheets Trigger').item.json['Company Name'] }}",
          "PrimaryPhone": "={{ $('Google Sheets Trigger').item.json.Phone }}",
          "PrimaryEmailAddr": "={{ $('Google Sheets Trigger').item.json.Email }}"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "52f890dd-8f40-4e8d-abd6-ae844a01f97d",
      "name": "无操作（结束）",
      "type": "n8n-nodes-base.noOp",
      "position": [
        3300,
        1000
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "f98ee27a-73e2-4625-92f0-18fd2969760f",
      "name": "Google Sheets触发器",
      "type": "n8n-nodes-base.googleSheetsTrigger",
      "position": [
        100,
        980
      ],
      "parameters": {
        "event": "rowAdded",
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/{YOUR_GOOGLE_SHEETS_ID}/edit#gid=0",
          "cachedResultName": "quickbooksCustomer"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "{YOUR_GOOGLE_SHEETS_ID}",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/{YOUR_GOOGLE_SHEETS_ID}/edit?usp=drivesdk",
          "cachedResultName": "quickbooksCustomer"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "8addc4c1-0f40-4e07-83fe-f11ae9706069",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        640
      ],
      "parameters": {
        "color": 6,
        "width": 440,
        "height": 320,
        "content": "### 步骤 1: Google Sheets触发器 📊⚡"
      },
      "typeVersion": 1
    },
    {
      "id": "9a2cd2c2-2d58-4a82-8187-937d96f7a6bc",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        380,
        1140
      ],
      "parameters": {
        "width": 480,
        "height": 300,
        "content": "### 步骤 2: 数据格式化器（设置节点） 🛠️📋"
      },
      "typeVersion": 1
    },
    {
      "id": "31fe85c1-e5e0-458c-9493-114ac37eb07f",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        800,
        640
      ],
      "parameters": {
        "color": 3,
        "width": 560,
        "height": 300,
        "content": "### 步骤 3: 在QuickBooks中查找客户 🔍👤"
      },
      "typeVersion": 1
    },
    {
      "id": "532ad17a-c3a3-411d-94a6-23c68639644d",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1280,
        1140
      ],
      "parameters": {
        "color": 5,
        "width": 560,
        "height": 360,
        "content": "### 步骤 4: 客户存在检查（If节点） ❓✅❌"
      },
      "typeVersion": 1
    },
    {
      "id": "75bb775b-9f42-4502-b656-f155d4deee91",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1740,
        300
      ],
      "parameters": {
        "color": 4,
        "width": 540,
        "height": 300,
        "content": "### 步骤 5: 在QuickBooks中创建新客户 ➕👤"
      },
      "typeVersion": 1
    },
    {
      "id": "fb2a8680-92e8-4a86-ba7c-c93a85a0c232",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        3140,
        1180
      ],
      "parameters": {
        "color": 6,
        "width": 480,
        "height": 280,
        "content": "### 步骤 7: 无操作节点 🛑✨"
      },
      "typeVersion": 1
    },
    {
      "id": "26f5e203-a313-4bcc-a7db-dcaaf10ce0fa",
      "name": "便签6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        300
      ],
      "parameters": {
        "color": 3,
        "width": 400,
        "height": 220,
        "content": "### 先决条件 ⚙️🔗"
      },
      "typeVersion": 1
    },
    {
      "id": "242b1395-cbd2-414f-bccf-ab1a8921778b",
      "name": "创建估算",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        2860,
        640
      ],
      "parameters": {
        "Line": [
          {
            "Amount": "={{ $('Google Sheets Trigger').item.json.Amount}}",
            "itemId": "15",
            "LineNum": 1,
            "DetailType": "SalesItemLineDetail",
            "TaxCodeRef": "TAX",
            "Description": "Sales Estimate"
          }
        ],
        "resource": "estimate",
        "operation": "create",
        "CustomerRef": "={{ $json.Id }}",
        "additionalFields": {}
      },
      "typeVersion": 1
    },
    {
      "id": "6fe76106-1236-41ec-96c0-f94eec48cce8",
      "name": "便签7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        2580,
        340
      ],
      "parameters": {
        "color": 5,
        "width": 580,
        "height": 280,
        "content": "### 步骤 6: 在QuickBooks中创建估算 🧾✨"
      },
      "typeVersion": 1
    },
    {
      "id": "d02e5da2-204e-4461-bec0-815f13ab7b6e",
      "name": "便签8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        3820,
        940
      ],
      "parameters": {
        "color": 6,
        "width": 520,
        "height": 340,
        "content": "### 联系我们"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "21e19475-1189-471a-bbfc-57b092fa82a6",
  "connections": {
    "Create an estimate": {
      "main": [
        [
          {
            "node": "No-op (end)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Sheets Trigger": {
      "main": [
        [
          {
            "node": "Set - normalize fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "IF - Customer exists?": {
      "main": [
        [
          {
            "node": "QuickBooks - Create Customer (NEW)",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "No-op (end)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set - normalize fields": {
      "main": [
        [
          {
            "node": "QuickBooks - Find Customer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "QuickBooks - Find Customer": {
      "main": [
        [
          {
            "node": "IF - Customer exists?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "QuickBooks - Create Customer (NEW)": {
      "main": [
        [
          {
            "node": "Create an estimate",
            "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, 多模态 AI

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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@intuz

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外部链接
在 n8n.io 查看 →

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