自动化月度 QuickBooks 客户导出
初级
这是一个CRM, Multimodal AI领域的自动化工作流,包含 5 个节点。主要使用 Set, Quickbooks, GoogleSheets, ScheduleTrigger 等节点。 自动将 QuickBooks 客户数据导出至 Google Sheets
前置要求
- •Google Sheets 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
导出工作流
复制以下 JSON 配置到 n8n 导入,即可使用此工作流
{
"meta": {
"instanceId": "c8c9ba5d3eb26ae47a06d24ff164a01c0d73ed4753a74903c2bb609d434a0f6b",
"templateCredsSetupCompleted": true
},
"nodes": [
{
"id": "51712938-ec75-46ce-813b-d08f99770465",
"name": "从 QuickBooks 获取客户",
"type": "n8n-nodes-base.quickbooks",
"position": [
-32,
304
],
"parameters": {
"filters": {},
"operation": "getAll",
"returnAll": true
},
"credentials": {
"quickBooksOAuth2Api": {
"id": "b6aH0PejuunHdpJu",
"name": "QuickBooks Online account 3"
}
},
"typeVersion": 1
},
{
"id": "3cffcb60-530d-498d-904e-999944a96bfc",
"name": "准备客户数据",
"type": "n8n-nodes-base.set",
"position": [
208,
304
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "34a12d33-7b0b-4cec-a5ca-8e9520e6b644",
"name": "=Period",
"type": "string",
"value": "={{ new Date().toISOString().slice(0, 7); }}"
},
{
"id": "86d36b63-e8f1-4fc8-a0a4-884754416439",
"name": "Id",
"type": "string",
"value": "={{ $json.Id }}"
},
{
"id": "4f994c1c-110b-44f7-b2a2-58bf5416f6fc",
"name": "Balance",
"type": "number",
"value": "={{ $json.Balance }}"
},
{
"id": "2263be28-e780-4d64-b50a-1e7688195539",
"name": "Email",
"type": "string",
"value": "={{ $json.PrimaryEmailAddr.Address }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "ae4c32cf-e227-4ce1-9f30-71eb3ab3e729",
"name": "导出到 Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
432,
304
],
"parameters": {
"columns": {
"value": {},
"schema": [],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "append",
"sheetName": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/example"
},
"documentId": {
"__rl": true,
"mode": "url",
"value": "https://docs.google.com/spreadsheets/d/example"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "gbEbCNKqCMSRZPql",
"name": "Google Sheets account 3"
}
},
"typeVersion": 4.6
},
{
"id": "e516f009-e153-46fd-bc14-6aabd7ee7c0b",
"name": "月度导出触发器",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-288,
304
],
"parameters": {
"rule": {
"interval": [
{
"field": "months",
"triggerAtHour": 8
}
]
}
},
"typeVersion": 1.2
},
{
"id": "e369277f-3df5-4769-8671-357dfc0eca46",
"name": "工作流描述",
"type": "n8n-nodes-base.stickyNote",
"position": [
-624,
0
],
"parameters": {
"color": 5,
"width": 272,
"height": 912,
"content": "# 工作流描述"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
"Prepare Customer Data": {
"main": [
[
{
"node": "Export to Google Sheets",
"type": "main",
"index": 0
}
]
]
},
"Monthly Export Trigger": {
"main": [
[
{
"node": "Fetch Customers from QuickBooks",
"type": "main",
"index": 0
}
]
]
},
"Fetch Customers from QuickBooks": {
"main": [
[
{
"node": "Prepare Customer Data",
"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?
初级 - 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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工作流信息
难度等级
初级
节点数量5
分类2
节点类型5
作者
Milan Vasarhelyi - SmoothWork
@vasarmilanWe help you eliminate the busywork by building compact business tools tailored to your processes. 📞: https://smoothwork.ai/book-a-call ▶️: https://www.youtube.com/@vasarmilan
外部链接
在 n8n.io 查看 →
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