Workflow Templates

Sends a Slack notification whenever a Trello card is moved between lists on a specific board. Message format (bolded parts): Task: {{ $json.Task }} moved from {{ $json['Previous Step'] }} to {{ $json['New Step'] }} ⚙️ Setup Instructions 1️⃣ Connect Trello (Developer API) Get your API key here → Trello App Key On the same page, generate a Token (click Token). In n8n → Credentials → New → Trello API → paste API Key + Token, then save. Open each Trello node (Get Board, Get Lists, Get Cards) and select your Trello credential. 2️⃣ Connect Slack Go to Slack API Apps and create a new app. Add OAuth & Permissions → include scopes like: chat:write (to send messages) users:read (if targeting specific users) Install the app to your workspace → copy the Bot User OAuth Token. In n8n → Credentials → New → Slack OAuth2 API → paste the token and save. In your Slack node (e.g., Send a message), select your Slack credential, and choose whether to send messages to a channel or a user. 3️⃣ Get Your Trello Board ID Find your board’s shortlink in the URL (e.g. in https://trello.com/b/DCpuJbnd/administrative-tasks, the shortlink is DCpuJbnd). Run this request in an HTTP node (replace placeholders with your values): GET https://api.trello.com/1/boards/{BOARD_SHORTLINK}?fields=id&key={YOUR_TRELLO_KEY}&token={YOUR_TRELLO_TOKEN} Copy the "id" from the response — that’s your board ID. Paste it into the Trello Trigger node under Model ID. 📬 Contact Need help customizing this workflow or building automations? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com

Summary Re-engage your customers with your Shopify store through a personalized contact sequence. How it works The workflow is triggered by a Scheduler Trigger and immediately reviews your Shopify customers by retrieving their last_order_id. For customers with a non-null last_order_id, the workflow proceeds to fetch detailed order information from Shopify, including the order closing date and the products involved. Based on the order date, the workflow calculates the number of days the customer has been inactive. If this period exceeds a defined threshold (e.g., 30 days), the corresponding records are sent via API to Beex, where each customer enters a multi-step contact sequence that may include WhatsApp, email, and other channels. Example: "Customers can then expect to receive a limited-time discount coupon invitation as part of the reactivation strategy". How to set up Before importing the template, make sure to install the Beex node using the following package name: n8n-nodes-beex Configure your Shopify credentials according to your store’s settings. You will need to provide: Your store subdomain Your Access Token Your App Secret Key For Beex users with platform access (if you need a trial, please contact frank@beexcc.com), go to the main dashboard and navigate to: Platform Settings → API KEY & Callback There, you can retrieve your API key and insert it into the corresponding Beex node within n8n. Requirements You need accounts for: Beex (omnichannel contact platform) Shopify (E-commerce platform builder) You need in Beex (Node): Portfolio ID Sequence ID The above determines the sequence of contact that customers are subjected to. How to customize You can also change the threshold to define from what extent you consider that a client is inactive. You can configure a particular sequence in Beex to contact your inactive customers to insert them into the node.

Who is this template for? Growth teams and SDR targeting small companies. In small companies, it is common for the founder to monitor the contact@ email, so generic emails can give you good results. What problem does this workflow solve? Get from a list of domain names to a list of email addresses. This workflow allows you to choose which email pattern you are looking for. So you can use it to find function emails like hr@ or accounting@. This is a great way to get in touch with your ICP. What this workflow does Think workflow will: Generate email candidates based on the domain name and root you are providing Check if those email addresses are valid using EmailListVerify Requirement This template uses: Google Sheet to handle input and output data EmailListVerify to discover email (from $0.05 per email) Setup (10 minutes) 1: Make a copy of the GoogleSheet template 2: In "[Input] pattern" sheet, write the root email you want to check, like contact or accounting 3: In "[Input] domain", put the domain for which you want to find email addresses. Write the domain without http or www in front. 4: Add your EmailListVerify API key to setting to the 3rd step 5: Update Google Sheet node to point to your copy of the template 6: Trigger the workflow

🔍 How It Works This AI Agent checks your invoice database (Google Sheets) daily and looks for unpaid invoices that are past their due date. It calculates how many days each invoice is overdue (Days Past Due / DPD), then automatically crafts a follow-up message with an appropriate tone: 1–7 days overdue: Friendly reminder 8–14 days overdue: Slightly firm nudge 15+ days overdue: Final warning tone After generating the message, it sends the follow-up via email to the client and logs the interaction. You can extend this to send WhatsApp messages, Slack alerts, or update a CRM. ⚙️ Set Up Steps Connect Google Sheets : Replace YOUR_SHEET_ID in the workflow with the actual Sheet ID Make sure your sheet has these columns: client_name, email, invoice_number, due_date, status Adjust Cron Trigger By default, it runs daily — you can change the frequency in the “Daily Trigger” node. Configure Email Node Set your email sender (Gmail, SMTP, or Mailgun) in the “Send Email” node. Customize Messages (Optional) Modify tone and content in the “Generate Message” node based on your brand style. Run & Monitor Activate the workflow Monitor activity in Google Sheets or add a logging step (Notion, Slack, etc.)

Error workflow alert This workflow sends an alert to the channel of your choice when an execution fails. How to use Connect the tool where you want alerts to be sent (eg. Gmail, Slack, Teams, etc.) Save the workflow Turn on error notification in the workflows you want to monitor Help Step-by-step tutorial

New to n8n? This simple tutorial is the perfect way to get started. In just a few minutes, you’ll build your first automation that runs on a schedule, fetches fresh data from the internet and delivers it straight to your inbox. What you’ll do Run the workflow to grab a random inspirational quote. See how data flows through each node as it moves from an API call to processing results. Connect Gmail and send the quote directly to your email. What you’ll learn How to trigger workflows manually and on a schedule ⏰ How to connect to external APIs and fetch data 🌐 How to use the Set node to structure and map data 🔧 How to connect Gmail to send the data 📩 Why it matters This workflow shows you the n8n basics step by step - no code required. By the end, you’ll know how to build, test, and share automations that run on their own, giving you the confidence to explore more advanced use cases. 🚀

Create Digital Checks with OnlineCheckWriter using Forms This workflow automates the process of creating and sending digital checks through OnlineCheckWriter's API using user-friendly forms. Perfect for businesses that need to process one-off payments or integrate check payments into their automation workflows. Prerequisites Before using this template, ensure you have: OnlineCheckWriter Account: Sign up at onlinecheckwriter.com API Key: Generate from your OCW dashboard under Settings > API Verified Bank Account: Add and verify at least one bank account in OCW Bank Account ID: Found in your OCW dashboard under Bank Accounts How It Works This workflow uses a two-step form process: API Configuration Form: One-time setup to store your OCW credentials Check Details Form: Collects recipient and payment information for each check The workflow then automatically: Validates all required fields Sends the check request to OnlineCheckWriter's API Returns a confirmation with the check ID and tracking information Setup Instructions Step 1: Import the Workflow Copy this workflow template to your n8n instance Activate the workflow Step 2: Configure API Credentials Access the first form at: [your-n8n-url]/webhook/e4f29ca4-5982-42ae-950c-e4d1d7b10a93 Enter your API Key from OnlineCheckWriter Enter your Bank Account ID Provide a friendly Account Name for reference Step 3: Create Checks Access the check form at: [your-n8n-url]/webhook/72ea8a5d-4655-4ad3-bde2-024dd3dadd9f Fill in recipient details: Payee Name (required) Company Name (optional) Complete Address (required) Contact Information (phone & email required) Enter payment details: Amount (in USD) Memo (appears on check) Internal Note (for your records) Reference ID (optional tracking) Issue Date Submit to create and send the check Customization Options Switch to Production By default, this workflow uses the OCW test environment. To switch to production: Edit the Send Check via OCW API node Change URL from https://test.onlinecheckwriter.com/api/v3/quickpay/check to https://app.onlinecheckwriter.com/api/v3/quickpay/check Add Custom Fields You can extend the forms with additional fields: Invoice numbers Department codes Project references Custom metadata Integrate with Other Systems Connect this workflow to: Google Sheets: Track payments in a spreadsheet Slack: Send notifications when checks are created Email: Send confirmations to recipients Accounting Software: Update your books automatically Error Handling To add error notifications: Add an Error Trigger node Connect to email or Slack for alerts Log failed attempts to a database Workflow Components OCW API Configuration Form Collects and stores API credentials securely One-time setup per account Validates connection to OnlineCheckWriter Check Details Form User-friendly interface for payment entry Field validation ensures data accuracy Optional fields for flexibility Send Check via OCW API Handles API authentication Formats data according to OCW specifications Includes error handling with 30-second timeout Success Response Confirms check creation Provides check ID for tracking Returns status information Security Considerations API Keys: Store securely and never share Test Mode: Always test in OCW's sandbox environment first Access Control: Restrict form URLs to authorized users Data Validation: All inputs are validated before API submission Troubleshooting Common Issues: 401 Error: Invalid API key - verify in OCW dashboard 400 Error: Missing required fields - check form data 404 Error: Invalid bank account ID - verify in OCW Timeout: Network issues - check connectivity Support OnlineCheckWriter API Docs: developer.onlinecheckwriter.com n8n Community: community.n8n.io Template Issues: Contact via n8n template comments Use Cases This workflow is ideal for: Freelancers: Send client payments Small Businesses: Process vendor payments Property Management: Issue rent refunds Non-Profits: Distribute grants or donations HR Departments: Process reimbursements Version History v1.1: Added sticky notes, improved node naming, enhanced error handling v1.0: Initial release

Auto-Edit Images from Google Drive with (Wavespeed) Nano Banana and Send via Gmail When a new image is uploaded to a specific Google Drive folder, this workflow sends it to Wavespeed’s Google Nano Banana image editing API, waits for the edited version, and then emails the result automatically. Perfect for creators, marketers, and ops teams who want hands-off, consistent image edits with instant delivery to a stakeholder inbox. 👉 Watch step-by-step video tutorials of workflows like these on: www.youtube.com/@automatewithmarc Highlights Google Drive trigger detects new image uploads Wavespeed API (Google Nano Banana) performs automated image editing Polling loop checks job status until complete Gmail auto-sends the edited image to your chosen recipient Great for social media pipelines, product photo retouching, or team approvals Apps & Nodes Used Trigger: Google Drive Trigger (fileCreated in folder) HTTP Request: POST to Wavespeed (submit edit job) Wait: Delay before first status check (15s) HTTP Request: GET result (poll prediction status) IF: Status == completed → proceed, else wait & recheck Gmail: Send edited image output to recipient Prerequisites n8n account (Cloud or Self-hosted) Google Drive folder for uploads Wavespeed API key (HTTP Header Auth) Gmail account with OAuth2 connected to n8n Configuration (5 Steps) Google Drive Trigger – set to your image upload folder. POST Image Edit Request – sends file URL + prompt (default: “Change the lighting to night scene”). Wait 15s – lets the job start. GET Image Edit Request – checks prediction status/result. IF → Gmail – once status = completed, send edited image to your chosen email. Customization Change the prompt (e.g., “remove background”, “enhance product lighting”). Set Gmail recipient dynamically or statically. Adjust polling wait times based on job length. Save results to Drive/S3 instead of email if needed. Error Handling Add IF nodes to catch API errors. Set a retry limit to avoid infinite loops. Use Drive “Share File” if API can’t access the uploaded file link.

How it works This workflow automatically handles errors in your n8n workflows by: Detecting when an error occurs and capturing the error details Sending an email notification with the error message and affected node Allowing you to deactivate the workflow or ignore the error via email response Optionally rerouting the error notification to another user for approval The workflow includes two templates: a basic version with simple deactivate/ignore options, and an advanced version that allows error rerouting to a second user. Set up steps Estimated time: 5-10 minutes You'll need to configure SMTP credentials for sending emails, set up n8n API access for workflow management, and update email addresses and workflow URLs throughout the nodes. Choose which template (basic or reroute logic) fits your needs, then activate the workflow to start monitoring for errors.

Automate syncing of offline donor data from Google Sheets into SinergiaCRM for fast, error-free face-to-face fundraising tracking. Who is this workflow for? This workflow is perfect for nonprofit organizations that run face-to-face fundraising campaigns and collect donor data offline (e.g. via tablets or spreadsheets). It helps fundraising and CRM teams ensure donor records are correctly and automatically stored in SinergiaCRM, a popular CRM platform used by NGOs. What it does / How it works Watches a Google Sheet for new rows (also works offline if synced later). Filters rows marked To CRM = Yes and Processed = No. Checks if the donor already exists in SinergiaCRM (based on NIF). If the contact exists: creates a “member” relationship and a payment commitment. If not: creates the contact first, then adds the relationship and commitment. Finally, updates the original row as “Processed” to prevent re-importing. Requirements An active Google Sheets account with the donor spreadsheet. A SinergiaCRM account with API/OAuth access. Fields First name, Last name, Email, NIF, To CRM, Processed must exist in the sheet. SinergiaCRM modules enabled: Contacts, stic_Contacts_Relationships, stic_Payment_Commitments. How to set up Connect your Google Sheets account and set the correct Document ID and Sheet name in the trigger and update nodes. Connect your SinergiaCRM account using OAuth credentials. Adjust the assigned_user_id field if required by your CRM instance. How to customize the workflow Change the filter conditions in the IF nodes to match your business logic. Customize fields like relationship type, amount, and periodicity to suit your campaign. Add or remove nodes if you want additional steps (like sending Slack notifications). 📌 Category: CRM & Customer Management 📘 Learn more about SinergiaCRM

📊 n8n Workflow: Email Validation & Google Sheets Update This workflow automates the process of validating email addresses stored in a Google Sheet. It reads each email, checks if it's disposable or fake using Email Validator AI via RapidAPI, and updates the same row with the result. All interactions with Google Sheets are done securely using a Google Service Account. ✅ Node-wise Overview 🔘 Manual Trigger Starts the workflow manually from the n8n editor. 📄 Google Sheets (Read) Reads all rows (including emails) from a specified Google Sheet. 🔁 Split In Batches Processes each row (email) one at a time. 🌐 HTTP Request (RapidAPI) Sends the email to Email Validator AI for validation. 🟩 Google Sheets (Update Row) Updates the corresponding row in the sheet with the validation result. 📋 Google Sheet Columns Required Make sure your Google Sheet contains the following columns: | Column Name | Purpose | |------------------|----------------------------------------------| | email | Email address to validate | | is_disposable | Flags if the email is a disposable address | > 📝 You can rename columns, but ensure the node mappings in n8n match accordingly. 💡 Use Cases 📧 Email List Cleanup Keep your lead or contact lists free of fake, temporary, or disposable emails. 🧼 Data Quality Enhancement Ensure your Google Sheets contain only validated, high-quality email addresses. 🔁 Automated Data Enrichment Add metadata (like is_disposable) to your contacts without manual review. 📥 Lead Qualification Filtering Automatically flag or remove junk leads before importing into CRMs or email tools. 🚀 Benefits of This Workflow (for You) 🧼 Cleans Your Email Data Automatically Detects fake or throwaway email addresses using Email Validator AI and flags them right in your spreadsheet. ⏳ Saves You Time Fully automates email validation — no more copy-pasting into online tools. 📈 Improves Marketing & Outreach Accuracy Focuses your efforts on real contacts, improving delivery, open, and conversion rates. 💡 Lets You Focus on High-Value Leads Filters out low-quality leads so you can prioritize those with actual potential. 🔄 Works Seamlessly Within Google Sheets No import/export headaches — updates happen directly in your existing sheet. 🔐 Runs Securely Without Manual Intervention Uses a Google Service Account for safe access and can be scheduled to run automatically. 🛠️ Requirements to Use A Google Sheet with the required columns listed above A RapidAPI key for Email Validator AI A Google Service Account with access to the sheet Proper credentials configured in your n8n instance 🧪 Tips for Enhancement Add a status or note column for better tracking Filter only unvalidated rows to improve performance Send a Slack or Email notification when invalid emails are found Schedule this workflow using a Cron Trigger to run daily/weekly

DMARC Reporter Gmail and Yahoo send DMARC reports as .zip or .gz xml attachments that can be hard to read. This workflow unpacks them on a schedule, turns the data into a simple table, and emails you an easy-to-read report. DMARC insights at a glance: Confirm that your published policy is correct and consistent. Quickly spot unknown or suspicious IPs trying to send as you. Distinguish between legitimate high-volume senders (e.g. your ESP) and one-off or small-scale abuse. Makes it easy to confirm your legitimate servers are authenticating correctly, and to detect spoofed mail that fails DKIM/SPF. Who is this For? Email Marketing Team Mailchimp, Sensorpro, Omnisend users Compliance Team Customize: Adjust the Gmail node to include other DMARC reporters by changing the search parms. If not using Gmail you can use any of the n8n email nodes. To keep a record, add an Airtable node after the Set node.