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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。

工作流信息
难度等级
初级
节点数量5
分类2
节点类型5
难度说明

适合 n8n 新手,包含 1-5 个节点的简单工作流

作者
Milan Vasarhelyi - SmoothWork

Milan Vasarhelyi - SmoothWork

@vasarmilan

We 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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