Workflow Templates

This template sets up a weekly ETL (Extract, Transform, Load) pipeline that pulls financial data from QuickBooks Online into Google BigQuery. It not only transfers data, but also cleans, classifies, and enriches each transaction using your own business logic. Who It's For Data Analysts & BI Developers** Need structured financial data in a warehouse to build dashboards (e.g., Looker Studio, Tableau) and run complex queries. Financial Analysts & Accountants** Want to run custom SQL queries beyond QuickBooks’ native capabilities. Business Owners** Need a permanent, historical archive of transactions for reporting and tracking. What the Workflow Does 1. Extract Fetches transactions from the previous week every Monday from your QuickBooks Online account. 2. Transform Applies custom business logic: Cleans up text fields Generates stable transaction IDs Classifies transactions (income, expense, internal transfer) 3. Format Prepares the cleaned data as a bulk-insert-ready SQL statement. 4. Load Inserts the structured and enriched data into a Google BigQuery table. Setup Guide 1. Prepare BigQuery Create a dataset (e.g., quickbooks) and table (e.g., transactions) The table schema must match the SQL query in the "Load Data to BigQuery" node 2. Add Credentials Add QuickBooks Online and Google BigQuery credentials to your n8n instance 3. Configure Business Logic Open the Clean & Classify Transactions node Update the JavaScript arrays: internalTransferAccounts expenseCategories incomeCategories Ensure these match your QuickBooks Chart of Accounts exactly 4. Configure BigQuery Node Open the Load Data to BigQuery node Select the correct Google Cloud project Ensure the SQL query references the correct dataset and table 5. Activate the Workflow Save and activate it The workflow will now run weekly Requirements A running n8n instance (Cloud or Self-Hosted) A QuickBooks Online account A Google Cloud Platform project with BigQuery enabled A BigQuery table with a matching schema Customization Options Change Schedule**: Modify the schedule node to run daily, monthly, or at a different time Adjust Date Range**: Change the date macro in the Get Last Week's Transactions node Refine Classification Rules**: Add custom logic in the Clean & Classify Transactions node to handle specific edge cases

Description: Eliminate duplicate entries and streamline your lead management process with this n8n workflow template! Automatically capture new form submissions, check against existing records, update duplicates, and sync leads seamlessly into GoHighLevel (GHL) CRM and your Google Sheets database. This automation monitors Google Form submissions in real time, verifies if a lead already exists, and routes them accordingly: ✅ New leads are created in GoHighLevel and logged in your master database. ♻️ Duplicates are updated with the latest details and tracked in a dedicated duplicate log. Perfect for sales, marketing, and operations teams that need clean, accurate, and up-to-date lead records without manual effort. What This Template Does 📥 Captures new lead form submissions from Google Sheets 🔎 Checks existing records to detect duplicate entries 🆕 Creates new contacts in GoHighLevel CRM for unique leads ♻️ Updates existing GHL contacts with fresh submission details 📂 Logs new leads in a master database spreadsheet 📑 Tracks duplicate leads in a dedicated log for analytics 🌟 Fully automated: ensures a clean, organized, and deduplicated lead pipeline How It Works Google Sheets Trigger – Monitors your form response sheet for new submissions. Process Contact Data – Evaluates lead details and checks for duplicates. Duplicate Check – Compares against your master database. New Lead Handling – Creates a new contact in GoHighLevel and adds it to the master sheet. Duplicate Handling – Updates the existing contact in GoHighLevel and logs the activity in the duplicate log sheet. Setup Instructions- Google Sheets Setup Prepare three sheets: Form Responses Sheet → where new leads from your form are captured Master Lead Database → stores all unique leads Duplicate Log Sheet → tracks duplicate entries for reporting Required columns: Name Email Address Phone Number Company (optional) Submission Time (timestamp) GoHighLevel Setup Log into your GoHighLevel account. Generate an API key under settings. Store the key securely in n8n credentials. n8n Setup Import the workflow into your n8n instance. Update all node credentials (Google Sheets + GoHighLevel). Rename the Code node to Process Contact Data. Test the workflow with a sample form submission. Customization 🕒 Business Logic: Adjust duplicate detection rules (e.g., match on email only, or email + phone). 📑 Data Fields: Add more fields (e.g., industry, source, notes) and map them to GHL + Sheets. 📊 Reporting: Use the Duplicate Log Sheet for analytics, dashboards, or reporting pipelines. 🔔 Notifications: Add a Telegram or Slack node to notify your team when duplicates occur. Security Best Practices ❌ Do not hardcode your GoHighLevel API key. Use n8n credentials. ✅ Remove private sheet IDs and tokens before sharing workflows. ✅ Restrict credential access to authorized team members only. Requirements Google Sheets (form responses, master database, duplicate log) GoHighLevel (GHL) account with API access n8n instance (self-hosted or cloud) This workflow is perfect for: 🏢 Sales Teams managing growing lead databases 📈 Marketing Teams syncing form submissions with CRM ⚙️ Operations Teams preventing duplicate records 🚀 Businesses wanting a reliable, automated lead pipeline

Who’s it for This template is perfect for marketers, sales teams, and entrepreneurs who need verified business leads without spending hours on manual research. If you’re running outreach campaigns, selling B2B services, or building prospect databases, this workflow saves you time and ensures your lead list is always fresh. How it works Start with a Google Maps search for a chosen business type and location (e.g., “Call centers in New York”). The workflow scrapes raw data, extracting business names, phone numbers, addresses, websites, and emails. Using regex logic, it filters and cleans data, ensuring valid contact details. Finally, it exports all leads into Google Sheets, giving you a ready-to-use contact list for outreach or CRM import. How to set up Replace the placeholder values in the Set Form Fields node with your target industry and location. Connect your Google Sheets account and provide the sheet ID. Run the workflow to start building your lead list. Requirements Google Sheets credentials Business type + location input How to customize the workflow Change the max_results field to control the number of businesses scraped. Add extra regex filters to capture more fields (e.g., social links). Integrate with your CRM or email platform to send leads directly to your outreach pipeline.

Who's it for This template is perfect for business owners, developers, and marketers who want to add a professional, branded AI chatbot to their website. Whether you're running an e-commerce site, a SaaS platform, or a corporate website, this template gives you a fully customizable chat widget that integrates seamlessly with your brand. How it works The template creates a webhook endpoint that receives chat messages and processes them through an AI agent powered by DeepSeek. The workflow includes: Webhook endpoint** that accepts POST requests from your website AI Agent** that processes user messages and maintains conversation context Memory buffer** that remembers conversation history for each user session Response formatting** that sends AI replies back to your chat widget The chat widget itself is a vanilla JavaScript component that you embed on your website. It features: Customizable colors, branding, and positioning Light/dark theme support Mobile-responsive design Local conversation history Session management with expiration WordPress plugin integration How to set up Import the workflow into your n8n instance Configure your DeepSeek API credentials in the DeepSeek Chat Model node Activate the workflow to generate your webhook URL Copy the webhook URL from the Webhook node Embed the chat widget on your website using the provided JavaScript files Requirements n8n instance** (self-hosted or cloud) DeepSeek API account** and API key Website** where you want to embed the chatbot Basic HTML/JavaScript knowledge** for customization How to customize the workflow AI Agent Configuration Modify the AI Agent prompt to change how the bot responds Adjust the memory buffer settings for conversation context Change the AI model parameters for different response styles Webhook Customization Add authentication headers if needed Modify the response format to match your requirements Add additional processing nodes before the AI Agent Chat Widget Styling Change brandColor and accentColor to match your brand Customize the bot name, avatar, and welcome message Adjust positioning and launcher style Enable dark mode or HTML responses as needed Advanced Features Add user authentication integration Implement rate limiting Connect to your CRM or support system Add analytics and tracking Template Features ✅ No hardcoded API keys - uses n8n credential system ✅ Sticky notes included - explains the entire workflow ✅ Professional branding - fully customizable appearance ✅ WordPress ready - includes plugin and shortcode support ✅ Mobile responsive - works on all devices ✅ Session management - remembers conversations per user Use Cases Customer Support**: Provide instant AI-powered assistance Lead Generation**: Engage visitors and collect contact information Product Guidance**: Help customers find the right products/services FAQ Automation**: Answer common questions automatically Booking Assistant**: Help with appointments and reservations E-commerce Support**: Guide customers through purchases Technical Details The workflow uses the LangChain AI Agent with DeepSeek as the language model and includes a Memory Buffer for conversation context. The webhook response format is optimized for the chat widget. Live Demo Try it online: Live Demo Experience the chatbox widget in action with a working n8n webhook integration. The demo showcases all features including light/dark themes, HTML responses, and session management. Note: This template includes a complete JavaScript chat widget and WordPress plugin, making it ready for immediate use on any website. The workflow is designed to be production-ready with proper error handling and security considerations.

Are you writing complex Code nodes and need Intellisense support? Follow this simple pattern to get autocomplete for any n8n or custom classes.

This workflow assigns a user to an issue if they include "assign me" when opening or commenting. To use this workflow you will need to update the credentials used for the Github nodes.

This n8n workflow automates WooCommerce order processing by capturing order updates via webhook and converting them into Discord notifications and Google Sheets entries. What This Workflow Does Automatically captures WooCommerce orders and sends real-time Discord notifications while logging paid orders to Google Sheets for tracking and reporting. Key Benefits Save 90% Time**: Eliminates manual order logging and monitoring Never Miss Orders**: Instant Discord alerts for all order activities 80% Faster Response**: Team gets structured order info immediately Dual Tracking**: Real-time alerts + permanent spreadsheet records Perfect For Ecommerce Teams**: Monitor orders without constantly checking admin panel Small Business Owners**: Professional order tracking without extra staff Fulfillment Teams**: Get organized order data for quick processing How It Works WooCommerce sends order webhook to n8n Order data is parsed and formatted beautifully All orders trigger Discord notifications (color-coded by status) Paid orders (PROCESSING status) are logged to Google Sheets Webhook confirms successful receipt to WooCommerce Features Smart Status Colors**: Yellow (pending), Blue (processing), Green (completed), Gray (cancelled) Rich Discord Embeds**: Customer info, items, shipping, totals - all formatted nicely Flexible Data Parsing**: Handles various WooCommerce webhook structures Indonesian Currency**: Proper IDR formatting for local businesses Product Thumbnails**: Shows product images in Discord notifications Setup Requirements n8n instance (self-hosted or cloud) Discord server with bot access Google account for Sheets WooCommerce admin access Quick Setup Import workflow JSON to n8n Add Discord bot token Connect Google Sheets OAuth Set WooCommerce webhook to n8n endpoint Create Google Sheet with required columns Test with a sample order Customization Options Change Discord embed colors for your brand Modify which order statuses get logged Add custom fields to Google Sheets Adjust currency and language settings Filter orders by specific conditions Google Sheets Columns Month (order date) Brand Name Web Order Number Expedition (shipping method) Tracking Number Status Future Enhancement Ideas Add SMS/WhatsApp customer notifications Connect to shipping label services Integrate with CRM for customer insights Add inventory management triggers Create sales analytics dashboard Support Created by Khmuhtadin Need customization? Contact us!

Who is it for? This template is designed for school nutritionists, cafeteria managers, and school administrators who are responsible for managing student dietary needs and ensuring food safety. What it does The workflow operates in two main scenarios: immediate allergy alerting and proactive menu analysis. Automated Allergy Alert System: It reads upcoming menus, student allergy lists, and teacher rosters from your Google Sheets. If it finds a potential conflict—like a student with a dairy allergy scheduled for a cheese-based meal—it automatically sends a detailed, AI-generated alert to the correct teacher in Slack and logs the event in Google Drive. Proactive AI Menu Assistant: Beyond daily alerts, the workflow uses AI to analyze the entire monthly menu. It identifies "high-risk" days with numerous potential allergy issues and generates a strategic "Menu Improvement Report" with suggestions for safer, alternative dishes. This report is sent directly to you via Slack, helping you make informed decisions before finalizing the menu. Built-in Error Handling: If any part of the workflow fails, it immediately sends a detailed error notification to an administrator, ensuring the system remains reliable. How to set up Connect Credentials: First, ensure you have created and connected credentials for Google (for Sheets and Drive) and Slack in your n8n instance. Configure Google Sheets Nodes: In the three Read... nodes (Read Monthly Menu, Read Student Allergy List, Read Teacher List), update the Document ID and Sheet Name to point to your specific files. The column structure of your sheets should match the data being used in the workflow. Configure Slack Nodes: In all four Slack nodes, select the correct recipient User or Channel for each type of notification (e.g., send allergy alerts to teachers, but error alerts to your IT admin). Configure Google Drive Node: In the Log Alert to Google Drive node, select the target Drive and Folder where you want your audit logs to be saved. (Optional) Configure AI Model: You can configure the OpenRouter Chat Model nodes if you want to use a specific LLM or add your own API key. Requirements An active n8n instance. A Google account with access to Google Sheets and Google Drive. A Slack workspace and account. An OpenRouter account to power the AI features.

Why You Need This Right Now 💡 Stop the panic attacks. We've all been there - accidentally deleted a workflow that took hours to build, or worse, corrupted your entire automation setup. This workflow is your safety net. Save your weekends. Instead of spending hours recreating lost work, get back to what matters. One setup protects everything, automatically. Sleep better at night. Your workflows are safely stored in two places with full version history. If something breaks, you're back online in minutes, not days. Perfect For These Situations ⚡ ✅ Business owners running critical automations ✅ Agencies managing client workflows ✅ Teams who need audit trails ✅ Anyone who values their time and sanity How It Actually Works 🔧 Think of it like having a personal assistant who: Checks your workflows twice daily (you can change this) Creates organized backups with timestamps Stores them safely in Google Drive AND GitHub Tells you it's done via Telegram or Discord Keeps everything tidy with smart folder organization The result? A timestamped folder in your Google Drive and organized files in your GitHub repo. Everything is searchable, restorable, and audit-ready. Quick 5-Minute Setup 🚀 Import this workflow to your n8n Connect your accounts (Google Drive, GitHub, optional notifications) Set your preferences (which folder, which repo, how often) Test it once to make sure everything works Relax knowing your workflows are protected What You'll Need 📋 Your n8n instance (obviously!) Google Drive account (free works fine) GitHub account (free works too) 5 minutes of setup time Optional: Telegram or Discord for notifications Pro Tips for Power Users 🧠 Want to level up? Here are some ideas: Add encryption** for sensitive workflows Create restore workflows** for one-click recovery Set up pull requests** for team review of changes Customize schedules** based on your workflow update frequency Created by: khaisa Studio - Automation experts who actually use this stuff daily Tags: backup, automation, n8n, google-drive, github, workflow-protection, business-continuity Questions? Get in touch - I'm always happy to help fellow automation enthusiasts! Remember: The best backup is the one you set up before you need it. Your future self will thank you!

Automatically import new user signups from any database, filter by signup date, and enroll users into your Saleshandy email sequence for immediate engagement. Activity is logged to a spreadsheet (e.g., Google Sheets) for tracking and analytics. Fully configurable, no hardcoded values. Prerequisites A database with a users table (fields: id, full_name, email, created_at) Saleshandy account with API key and an active sequence. Spreadsheet (e.g., Google Sheets) with columns: ID, Name, Email, Created_at Configured OAuth/API credentials for each service How It Works Fetches new signups from your database within your desired date range (e.g., daily or weekly). Splits user names and formats user data as needed. Adds each user to your Saleshandy sequence using their name and email. Logs every processed record in your spreadsheet for further tracking and analytics. Runs automatically on your defined schedule (example: daily trigger). Set Up Steps Estimated time: 10–20 minutes Collect your database and Saleshandy access credentials, and spreadsheet info. Edit database node(s) to include your connection and correct date filter. Set your Saleshandy API key and target sequence ID. Enter your spreadsheet link or ID and authenticate as needed. Test the workflow with a small user batch before scheduling it for routine runs. Check sticky notes by each workflow node for details and best practices. Requirements Database connection credentials and access Saleshandy API key and sequence ID Google Sheets (or alternative) setup credentials Customisation Tips Edit the date filter to adjust the range (last day, week, month, or custom) Add error-handling nodes to catch issues with API calls or data Set up notifications (email, Slack, etc.) for process success/failure Rename nodes to reflect your business logic or steps Replace the manual trigger with a webhook or scheduled cron if desired Configure workflow variables for all credentials and IDs—avoid hardcoding

Landing Page Lead Intake via Webhook to Zoho CRM, Jira Task & Slack Alerts This n8n workflow captures lead data from a landing-page webhook, validates required fields and then processes the lead by creating a Zoho CRM Lead, generating a Jira Task and notifying a Slack channel. If required fields are missing, the workflow skips CRM + Jira creation and instead notifies Slack with available lead details. ⚡ Quick Start: 5-Step Fast Implementation Import this workflow JSON into n8n. Configure credentials: Zoho CRM OAuth2, Jira Cloud, Slack OAuth2. Copy the webhook URL and connect it to your landing page form. Ensure your form sends: first_name, last_name, company_name, email, phone, title, description, referrer. Activate workflow → send test POST → verify Zoho, Jira & Slack outputs. What It Does This workflow works as an automated lead pipeline. When the landing page sends JSON to the webhook, the workflow checks if last_name and company_name are present. If both fields exist, it proceeds to create a Zoho CRM lead, then generates a Jira task using the same data. A detailed Slack message is then posted with all lead information and the newly created Jira task ID. If any of the required fields are missing, the workflow does not create CRM or Jira entries. Instead, it sends a Slack notification with available details so teams can intervene manually without incorrect CRM data entry. Who’s It For Marketing teams capturing leads from landing pages. Sales teams using CRM and Jira for task tracking. Internal teams who want Slack alerts for new leads. Agencies and startups handling inbound lead flow. Anyone requiring automated lead routing without manual work. Prerequisites n8n instance Zoho CRM OAuth2 credential Jira Software Cloud credential Slack OAuth2 credential A landing page that sends POST JSON payloads Required payload fields: first_name last_name company_name email phone title description referrer How to Use & Setup Step 1: Import Workflow Go to n8n → Workflows → Import workflow JSON. Step 2: Configure Credentials Add your credentials in: Zoho CRM (Create a lead) Jira Software Cloud (Create an issue) Slack (Send a message & Send a message1) Step 3: Connect Webhook Copy the Webhook URL from the Webhook node and configure your landing page to send POST JSON to it. Step 4: Field Validation The If node checks: last_name exists company_name exists If both exist → CRM + Jira + Slack If missing → Slack-only alert Step 5: Test Workflow Send sample JSON using your landing page or Postman. Check Zoho CRM, Jira task creation, and Slack messages. Step 6: Activate Workflow Enable workflow after verification. How To Customize Nodes? Webhook Node Add/remove expected fields Modify payload structure If Node Add more validations Switch to OR logic Zoho CRM Lead Node Add additional fields Modify CRM field mapping Jira Task Node Change project, issue type, priority, assignee Modify description template Slack Nodes Change channel Rewrite notification messages Add Slack formatting Add-ons (Optional Enhancements) Email notification to lead Google Sheets entry logging Duplicate lead detection Lead scoring system CRM sync extensions (Contact, Account, etc.) Use Case Examples Marketing campaign lead automation. Instant Slack alerts for new inbound leads. Customer inquiry → Jira task workflow. Data quality enforcement (avoid CRM pollution). Trigger for larger lead qualification workflow. (And many more possible use cases.) Troubleshooting Guide | Issue | Possible Cause | Solution | |-------|----------------|----------| | Webhook not triggered | Wrong webhook URL or wrong HTTP method | Check URL and ensure POST is used | | Zoho lead not created | Invalid credentials or missing required mapping | Reconnect Zoho credentials and verify fields | | Jira task not created | Wrong project/issue/assignee config | Verify project, issue type & permissions | | Slack message not sent | Token expired or incorrect channel ID | Re-authenticate Slack and confirm channel | | Workflow stops at If node | last_name or company_name missing | Update landing page form to include fields | | Slack message missing values | Wrong field names in payload | Ensure JSON fields match expected structure | Need Help? For assistance with setup, customization or building enhanced automation workflows, our n8n team at WeblineIndia can help you build & optimize your automations. We support: Workflow customization Add-on development Integration with other CRMs or apps Advanced automation logic

CSO Agent with Sales Team Description Complete AI-powered sales department with a Chief Sales Officer (CSO) agent orchestrating specialized sales team members for comprehensive revenue operations and sales automation. Overview This n8n workflow creates a comprehensive sales department using AI agents. The CSO agent analyzes sales opportunities and delegates tasks to specialized agents for lead generation, copywriting, proposals, objection handling, demos, and follow-up sequences. Features Strategic CSO agent using OpenAI O3 for complex sales strategy and decision-making Six specialized sales agents powered by GPT-4.1-mini for efficient execution Complete sales funnel coverage from lead generation to deal closure Automated proposal and contract generation Objection handling playbooks and closing techniques Demo preparation and presentation materials Follow-up and nurture campaign automation Team Structure CSO Agent**: Strategic sales oversight and team coordination (O3 model) Lead Generation Specialist**: Prospecting, research, qualification, cold outreach Sales Copywriter**: Pitch decks, proposals, sales collateral, persuasive content Proposal & Contract Specialist**: Deal structuring, terms negotiation, contracts Objection Handler**: Sales objections, responses, closing techniques Demo & Presentation Expert**: Demo scripts, presentation materials, call preparation Follow-up & Nurture Specialist**: Sequence campaigns, relationship building How to Use Import the workflow into your n8n instance Configure OpenAI API credentials for all chat models Deploy the webhook for chat interactions Send sales requests via chat (e.g., "Create a complete B2B SaaS sales campaign") The CSO will analyze and delegate to appropriate specialists Receive comprehensive sales deliverables and strategies Use Cases Complete Sales Funnels**: Lead generation → Qualification → Demo → Proposal → Close Account-Based Sales**: Personalized outreach strategies for enterprise accounts Product Launch Sales**: Go-to-market strategy with full sales enablement Objection Playbooks**: Comprehensive responses to common sales objections Demo Optimization**: Compelling presentations tailored to different audiences Follow-up Automation**: Systematic nurturing to prevent lead loss Proposal Generation**: Professional proposals with terms and pricing Sales Training**: Objection handling and closing technique development Requirements n8n instance with LangChain nodes OpenAI API access (O3 for CSO, GPT-4.1-mini for specialists) Webhook capability for chat interactions Optional: Integration with CRM systems (Salesforce, HubSpot, etc.) Cost Optimization O3 model used only for strategic CSO decisions GPT-4.1-mini provides 90% cost reduction for specialist tasks Parallel processing enables simultaneous agent execution Template library reduces redundant content generation Integration Options Connect to CRM systems for lead management Integrate with email platforms for outreach automation Link to proposal and contract management tools Export to sales enablement platforms Performance Metrics Lead qualification accuracy and conversion rates Proposal win rates and deal velocity Objection handling success rates Demo-to-close conversion optimization Follow-up engagement and response rates Contact & Resources Website**: nofluff.online YouTube**: @YaronBeen LinkedIn**: Yaron Been Tags #SalesOps #LeadGeneration #SalesEnablement #RevenueGrowth #SalesAutomation #B2BSales #SalesStrategy #ProposalAutomation #DemoOptimization #SalesAI #n8n #OpenAI #MultiAgentSystem #SalesTech #RevOps #PipelineAutomation