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Chorus -> HubSpot - 通话摘要传输

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这是一个CRM, Multimodal AI领域的自动化工作流,包含 18 个节点。主要使用 If, Code, Filter, HttpRequest, ManualTrigger 等节点。 从Chorus AI到HubSpot CRM的自动通话摘要传输

前置要求
  • 可能需要目标 API 的认证凭证
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
{
  "id": "M3e7JbXymYbkSURp",
  "meta": {
    "instanceId": "e9a659fdd706cf3d380b323218bd2519d25aad8cc08445f565501acde8554789",
    "templateCredsSetupCompleted": true
  },
  "name": "Chorus -> HubSpot - 通话摘要传输",
  "tags": [],
  "nodes": [
    {
      "id": "590ade85-9a23-4136-b70b-3fc282d2efd3",
      "name": "获取最近一天的 Chorus 互动记录",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -48,
        -96
      ],
      "parameters": {
        "url": "https://chorus.ai/v3/engagements",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          },
          "pagination": {
            "pagination": {
              "parameters": {
                "parameters": [
                  {
                    "name": "continuation_key",
                    "value": "={{ $response.body.continuation_key }}"
                  }
                ]
              },
              "maxRequests": 15,
              "requestInterval": 250,
              "limitPagesFetched": true,
              "completeExpression": "={{ $response.body.engagements?.length === 0 }}",
              "paginationCompleteWhen": "other"
            }
          }
        },
        "sendQuery": true,
        "authentication": "genericCredentialType",
        "genericAuthType": "httpHeaderAuth",
        "queryParameters": {
          "parameters": [
            {
              "name": "min_date",
              "value": "={{ $now.minus(1, 'day').toUTC().toISO() }}"
            }
          ]
        }
      },
      "credentials": {
        "httpHeaderAuth": {
          "id": "TGNtxPoeqfuBtUeE",
          "name": "Chorus.AI - API Token"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "e703addd-f6ab-4762-b1fc-129c28c6d952",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      ],
      "parameters": {
        "width": 656,
        "height": 400,
        "content": "## Chorus.AI"
      },
      "typeVersion": 1
    },
    {
      "id": "feb3bf00-ad3a-4636-8a71-02a8c036ccfb",
      "name": "合并分页互动记录",
      "type": "n8n-nodes-base.code",
      "position": [
        160,
        -96
      ],
      "parameters": {
        "jsCode": "let engagements = []\n\nfor (const item of $input.all()) {\n  engagements = engagements.concat(item.json.engagements)\n  console.log(engagements)\n}\n\nreturn engagements;"
      },
      "typeVersion": 2
    },
    {
      "id": "9aaef85b-d612-4842-9373-232d3eb0e7d3",
      "name": "筛选会议摘要为空的条目",
      "type": "n8n-nodes-base.filter",
      "position": [
        352,
        -96
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "04f7da95-b5b4-47a8-8f46-bb715b8bdbe6",
              "operator": {
                "type": "string",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $json.meeting_summary }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a9678b63-5230-4339-af34-236bc8c5ac60",
      "name": "按名称在 HubSpot 中搜索公司",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        944,
        -176
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/companies/search",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"filterGroups\": [{\n    \"filters\": [{\n      \"propertyName\": \"name\",\n      \"operator\": \"EQ\",\n      \"value\": \"{{ $json.account_name }}\"\n    }]\n  }],\n  \"properties\": [\"name\", \"domain\", \"hs_object_id\"],\n  \"limit\": 1\n}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "retryOnFail": true,
      "typeVersion": 4.2,
      "waitBetweenTries": 3000
    },
    {
      "id": "01b8ba7d-fa0b-4d5b-a273-89548f625d68",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        624,
        -576
      ],
      "parameters": {
        "width": 1760,
        "height": 752,
        "content": "## HubSpot"
      },
      "typeVersion": 1
    },
    {
      "id": "66a686e5-2dca-459c-bd2d-f01150f4d9fc",
      "name": "如果公司存在",
      "type": "n8n-nodes-base.if",
      "position": [
        1136,
        -176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "13106367-6866-44c3-8404-9767e67753b4",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.results[0].id }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
      "name": "搜索备注",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1424,
        -240
      ],
      "parameters": {
        "url": "https://api.hubapi.com/crm/v3/objects/notes/search",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n    \"filterGroups\": [{\n      \"filters\": [\n        {\n          \"propertyName\": \"hs_note_body\",\n          \"operator\": \"CONTAINS_TOKEN\",\n          \"value\": \"{{ $('Loop Over Engagements').item.json.engagement_id }}\"\n        },\n        {\n          \"propertyName\": \"associations.company\",\n          \"operator\": \"EQ\",\n          \"value\": \"{{ $json.results[0].id }}\"\n        }\n      ]\n    }],\n    \"properties\": [\"hs_note_body\",\"hs_timestamp\"],\n    \"limit\": 25\n  }",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "retryOnFail": true,
      "typeVersion": 4.2
    },
    {
      "id": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
      "name": "遍历互动记录",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        720,
        -192
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "a6582225-17c5-4e69-aad5-1c8288ad63ae",
      "name": "如果备注不存在",
      "type": "n8n-nodes-base.if",
      "position": [
        1632,
        -176
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "8897f49e-83ba-4d8d-950b-b2317958f9fb",
              "operator": {
                "type": "array",
                "operation": "empty",
                "singleValue": true
              },
              "leftValue": "={{ $json.results }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a",
      "name": "如果公司未找到则跳过",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1344,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
      "name": "如果备注已存在则跳过",
      "type": "n8n-nodes-base.noOp",
      "position": [
        1840,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "f673fac3-18b7-4294-b6ba-6fb674e9671a",
      "name": "创建备注载荷",
      "type": "n8n-nodes-base.code",
      "position": [
        1840,
        -304
      ],
      "parameters": {
        "jsCode": "const callSecondsDateTime = $('Loop Over Engagements').first().json.date_time;\nvar callDateTime = new Date(callSecondsDateTime * 1000)\n\nconst callSummary = $('Loop Over Engagements').first().json.meeting_summary;\nconst callLink = $('Loop Over Engagements').first().json.url;\nconst callId = $('Loop Over Engagements').first().json.engagement_id;\n\nvar note_body = `\n<b>Call Date/Time: ${callDateTime.toLocaleString()}</b> \n<br><br>\n<b>Summary body:</b><br> ${callSummary}\"\n<br><br>\n<b>Link to call recording:</b> <a href=\"${callLink}\" target=\"_blank\">${callLink}</a>\n<br>\n<b>Chorus Engagement ID:</b> ${callId}\n`\n\nreturn {\n  \"json\": {\n      \"properties\": {\n        \"hs_timestamp\": callDateTime.toISOString(),\n        \"hs_note_body\": note_body,\n      },\n      \"associations\": [\n          {\n            \"to\": {\n              \"id\": $('Search Company In HubSpot By Name').first().json.results[0].id\n            },\n            \"types\": [\n              {\n                \"associationCategory\": \"HUBSPOT_DEFINED\",\n                \"associationTypeId\": 190\n              }\n            ]\n          }\n        ]\n  }  \n};"
      },
      "typeVersion": 2
    },
    {
      "id": "63016a15-dbad-48d3-bae1-b5a30a88e845",
      "name": "创建备注",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2032,
        -304
      ],
      "parameters": {
        "url": "https://api.hubspot.com/crm/v3/objects/notes",
        "method": "POST",
        "options": {},
        "jsonBody": "={{ $json }}",
        "sendBody": true,
        "specifyBody": "json",
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "hubspotAppToken"
      },
      "credentials": {
        "hubspotAppToken": {
          "id": "pZe6yTkF8VqPifNB",
          "name": "HubSpot App Token account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "9ea518e1-f7c4-4aea-9900-e43d45167f51",
      "name": "继续",
      "type": "n8n-nodes-base.noOp",
      "position": [
        2192,
        -32
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c9e6cf34-de5b-46b0-beff-662ee49e9bfa",
      "name": "每小时运行",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -432,
        -192
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours"
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "c12c466a-8acd-4723-8454-57fc87756752",
      "name": "当点击“执行工作流”时",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -432,
        0
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "28c8e238-a8b1-4135-967e-7380d92baa1e",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -512,
        -352
      ],
      "parameters": {
        "width": 272,
        "height": 528,
        "content": "## 触发器"
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "5c4b90f9-61ad-42ab-8592-e688cd689d57",
  "connections": {
    "Continue": {
      "main": [
        [
          {
            "node": "Loop Over Engagements",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Note": {
      "main": [
        [
          {
            "node": "Continue",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search notes": {
      "main": [
        [
          {
            "node": "If note not exist",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Run every hour": {
      "main": [
        [
          {
            "node": "Get Chorus Engagement per last day",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If company exists": {
      "main": [
        [
          {
            "node": "Search notes",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Skip, if company not found",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If note not exist": {
      "main": [
        [
          {
            "node": "Create Note Payload",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Skip, if note already exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create Note Payload": {
      "main": [
        [
          {
            "node": "Create Note",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Over Engagements": {
      "main": [
        [],
        [
          {
            "node": "Search Company In HubSpot By Name",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Skip, if company not found": {
      "main": [
        [
          {
            "node": "Loop Over Engagements",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Merge paginated engagements": {
      "main": [
        [
          {
            "node": "Filter items with empty meeting_summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Skip, if note already exists": {
      "main": [
        [
          {
            "node": "Loop Over Engagements",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search Company In HubSpot By Name": {
      "main": [
        [
          {
            "node": "If company exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Chorus Engagement per last day": {
      "main": [
        [
          {
            "node": "Merge paginated engagements",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "When clicking ‘Execute workflow’": {
      "main": [
        [
          {
            "node": "Get Chorus Engagement per last day",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter items with empty meeting_summary": {
      "main": [
        [
          {
            "node": "Loop Over Engagements",
            "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。

工作流信息
难度等级
高级
节点数量18
分类2
节点类型9
难度说明

适合高级用户,包含 16+ 个节点的复杂工作流

作者
Rivers Colyer

Rivers Colyer

@riverscolyer

Agency technology director and automation enthusiast + workflow architect. Specializing in creating powerful integrations that simplify business processes. My team designs and delivers custom workflows that connect SaaS platforms, empowering teams to save time and boost productivity. DM me on LinkedIn if you'd like us to set up an automation for your business.

外部链接
在 n8n.io 查看

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