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n8n 中文网amn8n.com

CRM交易阶段更新

中级

这是一个Content Creation, Multimodal AI领域的自动化工作流，包含 13 个节点。主要使用 Code, SplitOut, HttpRequest, GoogleSheets, ScheduleTrigger 等节点。 使用Stripe和Google Sheets的自动CRM交易阶段更新

前置要求
  • •可能需要目标 API 的认证凭证
  • •Google Sheets API 凭证

使用的节点 (13)

Code
SplitOut
StickyNote
HttpRequest
GoogleSheets
ScheduleTrigger

分类

内容创作
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": "kxb2ryCoMzkhmn1Q",
  "meta": {
    "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
    "templateCredsSetupCompleted": true
  },
  "name": "CRM 交易阶段更新",
  "tags": [],
  "nodes": [
    {
      "id": "e3e73b68-7446-46bc-a841-f57e5c21021d",
      "name": "⏰ 每日触发器",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        96,
        896
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6d75184f-e2b1-43d1-9212-def76a8f144c",
      "name": "便签",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -352,
        784
      ],
      "parameters": {
        "width": 398,
        "height": 464,
        "content": "## 🚀 自动化开始"
      },
      "typeVersion": 1
    },
    {
      "id": "48817707-e147-4d4c-ad97-4f1a1c4a3234",
      "name": "🔍 在 CRM 表格中查找客户",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        816,
        896
      ],
      "parameters": {
        "range": "A:C",
        "options": {},
        "sheetId": "1i0_xNab1dLKkIJ72DLfa1PXvR9VH4d8IssbsphhAAQk",
        "operation": "lookup",
        "lookupValue": "={{ $json.data.customer_email }}",
        "lookupColumn": "Stripe Email",
        "authentication": "oAuth2"
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a82686ae-13cd-41bc-a862-de5644646cc2",
      "name": "便签1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        640,
        512
      ],
      "parameters": {
        "width": 358,
        "height": 364,
        "content": "## 🔍 客户查找"
      },
      "typeVersion": 1
    },
    {
      "id": "d66985e5-229b-4a76-a60e-1a2098d0a5da",
      "name": "💳 从 Stripe 获取已支付发票",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        336,
        896
      ],
      "parameters": {
        "url": "https://api.stripe.com/v1/invoices",
        "options": {},
        "sendQuery": true,
        "authentication": "predefinedCredentialType",
        "queryParameters": {
          "parameters": [
            {
              "name": "status",
              "value": "paid"
            }
          ]
        },
        "nodeCredentialType": "stripeApi"
      },
      "credentials": {
        "stripeApi": {
          "id": "DV4tPpxjbOUkGfAx",
          "name": "Stripe account"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "7ffbdab4-3601-40b9-8db2-93d5f802b0ae",
      "name": "便签2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        176,
        544
      ],
      "parameters": {
        "width": 318,
        "height": 320,
        "content": "## 💳 Stripe API 调用"
      },
      "typeVersion": 1
    },
    {
      "id": "5f726010-2a52-4034-9aaf-8c2a788feb93",
      "name": "📋 拆分发票列表",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        576,
        896
      ],
      "parameters": {
        "include": "allOtherFields",
        "options": {},
        "fieldToSplitOut": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "6a606041-a880-46aa-89b9-a739c5ec052e",
      "name": "便签3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        1088
      ],
      "parameters": {
        "width": 288,
        "height": 296,
        "content": "## 📋 拆分数组数据"
      },
      "typeVersion": 1
    },
    {
      "id": "d7b8f723-5935-40a9-9e66-ca6b274ddff8",
      "name": "🧹 清理数据并标记为已关闭",
      "type": "n8n-nodes-base.code",
      "position": [
        1024,
        896
      ],
      "parameters": {
        "jsCode": "return items\n  .filter((item, index, self) => {\n    return (\n      Object.keys(item.json).length > 0 &&\n      index === self.findIndex(t => t.json[\"Stripe Email\"] === item.json[\"Stripe Email\"])\n    );\n  })\n  .map(item => {\n    return {\n      json: {\n        ...item.json,\n        Deal: \"Closed\"\n      }\n    };\n  });\n"
      },
      "typeVersion": 2
    },
    {
      "id": "ef040dd8-67d2-4bfb-82aa-7d30289e3682",
      "name": "便签4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        880,
        1104
      ],
      "parameters": {
        "width": 358,
        "height": 424,
        "content": "## 🧹 数据处理逻辑"
      },
      "typeVersion": 1
    },
    {
      "id": "c7bd8e45-0fd1-4d66-9ce6-25a9a858b267",
      "name": "✅ 使用已关闭交易更新 CRM 表格",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        1232,
        896
      ],
      "parameters": {
        "columns": {
          "value": {
            "Deal": "={{ $json.Deal }}",
            "Stripe Email": "={{ $json[\"Stripe Email\"] }}",
            "HubSpot Deal ID": "={{ $json[\"HubSpot Deal ID\"] }}",
            "Pipedrive Deal ID": "={{ $json[\"Pipedrive Deal ID\"] }}"
          },
          "schema": [
            {
              "id": "Stripe Email",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Stripe Email",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "HubSpot Deal ID",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "HubSpot Deal ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Pipedrive Deal ID",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "Pipedrive Deal ID",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "Deal",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "Deal",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "Stripe Email"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1552459854,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1i0_xNab1dLKkIJ72DLfa1PXvR9VH4d8IssbsphhAAQk/edit#gid=1552459854",
          "cachedResultName": "CRM"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1i0_xNab1dLKkIJ72DLfa1PXvR9VH4d8IssbsphhAAQk",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1i0_xNab1dLKkIJ72DLfa1PXvR9VH4d8IssbsphhAAQk/edit?usp=drivesdk",
          "cachedResultName": "Stripe Invoice store"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "id": "s4dP1fNuVZ2gWvs3",
          "name": "Google Sheets account"
        }
      },
      "typeVersion": 4.6
    },
    {
      "id": "59518fac-7bf3-4cad-9dc4-75dfe277b3e4",
      "name": "便签5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1104,
        448
      ],
      "parameters": {
        "width": 378,
        "height": 424,
        "content": "## ✅ 最终更新步骤"
      },
      "typeVersion": 1
    },
    {
      "id": "8d610b5a-0db9-41e9-8380-2719f72e4572",
      "name": "### 需要帮助？",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1552,
        768
      ],
      "parameters": {
        "width": 398,
        "height": 440,
        "content": "## 🎯 自动化完成！"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "72d572b1-bc10-442e-a0df-09a43c88cb7e",
  "connections": {
    "⏰ Daily Trigger": {
      "main": [
        [
          {
            "node": "💳 Get Paid Invoices from Stripe",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "📋 Split Invoice List": {
      "main": [
        [
          {
            "node": "🔍 Find Customer in CRM Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🔍 Find Customer in CRM Sheet": {
      "main": [
        [
          {
            "node": "🧹 Clean Data & Mark as Closed",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "🧹 Clean Data & Mark as Closed": {
      "main": [
        [
          {
            "node": "✅ Update CRM Sheet with Closed Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "💳 Get Paid Invoices from Stripe": {
      "main": [
        [
          {
            "node": "📋 Split Invoice List",
            "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？

中级 - 内容创作, 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
中级
节点数量13
分类2
节点类型6
难度说明

适合有一定经验的用户，包含 6-15 个节点的中等复杂度工作流

作者
Rahul Joshi

Rahul Joshi

@rahul08

Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.

外部链接
在 n8n.io 查看 →

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