Workflow Templates

This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials How it works Cron node triggers the workflow every day at 8 a.m. HTTP Request node searches for payments in Stripe. The Item Lists node creates separate items from a list of payment data. Merge node takes in the payment data as an input 1. Stripe node gets all the customers data. Set node renames customer-related data fields and keeps only needed fields. Merge node takes in the customer data as an input 2. Merge node combines the payment data with the customers one. Pipedrive node searches for the organization and creates a note with payment data.

Create Products in Shopify from a Google Sheet This workflow creates products in your Shopify store from a google sheet. It also enables inventory tracking and sets the quantity of an inventory item at your store's default location. This is a great way to get test data into test or staging stores to try out apps, update templates or try out new designs. This Automation will only import new products. It will skip existing products if the slug matches an existing product's handle (Shopify's term for a slug). Setup Notes The Google Sheet has the following columns : title - free text description - free text company - free text category - free text status - ACTIVE, DRAFT or ARCHIVE slug - used in the product url, text with no spaces, can also use hyphen. price - sale price of the products compare_at_price - compare at price for products sku - unique code for each product stock_on_hand - quantity of this item available for purchase. Use those labels in the first row of your sheet and N8N will create one object per row with the column names as object fields. Update GraphQL nodes with your Shopify store URL 1) Replace the URL in all GraphQL nodes with the URL for your Shopify store. 2) These GraphQL requests all use the Shopify 2025-04 GraphQL Admin API.

This workflow automates the restaurant POS (Point of Sale) data management process, facilitating seamless order handling, customer tracking, inventory management, and sales reporting. It retrieves order details, processes payment information, updates inventory, and generates real-time sales reports, all integrated into a centralized system that improves restaurant operations. The workflow integrates various systems, including a POS terminal to gather order data, payment gateways to process transactions, inventory management tools to update stock, and reporting tools like Google Sheets or an internal database for generating sales and performance reports. Who Needs Restaurant POS Automation? This POS automation workflow is ideal for restaurant owners, managers, and staff looking to streamline their operations: Restaurant Owners – Automate order processing, track sales, and monitor inventory to ensure smooth operations. Managers – Access real-time sales data and performance reports to make informed decisions. Staff – Reduce manual work, focusing on providing better customer service while the system handles orders and payments. Inventory Teams – Automatically update inventory levels based on orders and ingredient usage. If you need a reliable and automated POS solution to manage restaurant orders, payments, inventory, and reporting, this workflow minimizes human error, boosts efficiency, and saves valuable time. Why Use This Workflow? End-to-End Automation – Automates everything from order input to inventory updates and sales reporting. Seamless Integration – Connects POS, payment systems, inventory management, and reporting tools for smooth data flow.(if needed) Real-Time Data – Provides up-to-the-minute reports on sales, stock levels, and order statuses. Scalable & Efficient – Supports multiple locations, multiple users, and high order volumes. Step-by-Step: How This Workflow Manages POS Data Collect Orders – Retrieves order details from the POS system, including customer information, ordered items, and payment details. Update Inventory – Decreases inventory levels based on sold items, ensuring stock counts are always accurate. Generate Reports – Compiles sales, revenue, and inventory data into real-time reports and stores them in Google Sheets or an internal database. Track Customer Data – Keeps a log of customer details and order history for better service and marketing insights. Customization: Tailor to Your Needs Multiple POS Systems – Adapt the workflow to work with different POS systems or terminals based on your restaurant setup. Custom Reporting – Modify the reporting format or include specific sales metrics (e.g., daily totals, best-selling items, employee performance). Inventory Management – Adjust inventory updates to include alerts when stock reaches critical levels or needs reordering. Integration with Accounting Software – Connect with platforms like QuickBooks for automated financial tracking. 🔑 Prerequisites POS System Integration – Ensure the POS system can export order data in a compatible format. Payment Gateway API – Set up the necessary API keys for payment processing (e.g., Stripe, PayPal). Inventory Management Tools – Use inventory software or databases that can automatically update stock levels. Reporting Tools – Use Google Sheets or an internal database to store and generate sales and inventory reports. 🚀 Installation & Setup Configure Credentials Set up API credentials for payment gateways and inventory management tools. Import Workflow Import the workflow into your automation platform (e.g., n8n, Zapier). Link POS system, payment gateway, and inventory management systems. Test & Run Process a test order to ensure that data flows correctly through each step. Verify that inventory updates and reports are generated as expected. ⚠ Important Data Privacy – Ensure compliance with data protection regulations (e.g., GDPR, PCI DSS) when handling customer payment and order data. System Downtime – Monitor system performance to ensure that the workflow runs without disruptions during peak hours. Summary This restaurant POS automation workflow integrates order management, payment processing, inventory updates, and real-time reporting, enabling efficient restaurant operations. Whether you are running a single location or a chain of restaurants, this solution streamlines daily tasks, reduces errors, and provides valuable insights, saving time and improving customer satisfaction. 🚀

How it works This template is a hands-on tutorial for one of n8n's most powerful data tools: the Compare Datasets node. It's the perfect next step after learning basic logic, showing you how to build robust data synchronization workflows. We use a simple Warehouse Audit analogy to make the concept crystal clear: Warehouse A:* Our main, "source of truth" database. This is the master list of what our inventory *should be. Warehouse B:** A second, remote database (like a Notion page or Google Sheet) that we need to keep in sync. The Compare Datasets Node:* This is our *Auditor**. It takes both inventory lists and meticulously compares them to find any discrepancies. The Auditor then sorts every item into one of four categories, which correspond to the node's four outputs: In A only: New products found in our main warehouse that need to be added to Warehouse B. Same: Products that match perfectly in both warehouses. No action needed! Different: Products that exist in both places but have different details (e.g., stock count). These need to be updated in Warehouse B. In B only: Extra products found in Warehouse B that aren't in our master list. These need to be deleted. This pattern is the foundation for any two-way data sync you'll ever need to build. Set up steps Setup time: 0 minutes! This workflow is a self-contained tutorial and requires no setup or credentials. Click "Execute Workflow" to start the audit. Explore the two Set nodes ("Warehouse A" and "Warehouse B") to see the initial data we are comparing. Click on "The Auditor" (Compare Datasets node) to see how it's configured to use product_id as the matching key. Follow the outputs to the four NoOp nodes to see which products were sorted into each category. Read the sticky notes next to each output—they explain exactly why each item ended up there.

Description This powerful n8n automation template enables seamless synchronization between Zoho Inventory and Supabase—keeping your product database up to date with zero manual effort. Whether you’re running an eCommerce store, inventory dashboard, or product catalog app, this workflow ensures your data pipeline stays clean, consistent, and fully automated. What This Template Does: 🔁 Runs on a schedule to fetch inventory data from Zoho 🔓 Authenticates via OAuth using refresh token for secure API access 📦 Fetches products & variants with complete metadata 🔄 Splits each item and maps it into Supabase row-by-row 📊 Pushes rich product data, including name, SKU, unit, tags, stock levels, dimensions, and up to 3 custom attributes Fields Included in Sync: Product ID, Variant ID, Variant Name, Brand, SKU Returnability, Item Type, Unit, Attributes (1–3) Tags, Stock on Hand, UPC/EAN/ISBN, Status Reorder Level, Dimensions, Created Time, and more Requirements: Zoho Inventory API access (with Refresh Token) Supabase account & API key Target table (e.g., Fairy Frills) set up in Supabase Optional: Custom field mapping for additional use cases Perfect For: Inventory managers syncing Zoho to custom dashboards D2C brands and eCommerce platforms powered by Supabase Internal tooling teams needing a real-time product database sync Startups replacing spreadsheets with a production-grade backend

How It Works Consolidates daily revenue from Stripe, PayPal, Shopify, and bank feeds into a single system. The workflow automatically normalizes data across payment sources, uses AI to categorize income transactions, calculates reporting-period totals, and generates tax-compliant CSV and XML submissions. Designed for e-commerce businesses, SaaS companies, and multi-channel retailers managing complex revenue streams, it eliminates manual reconciliation, reduces filing errors, and speeds up financial reporting by automating the entire pipeline from data collection to government submission. Setup Steps Connect Stripe/PayPal/Shopify accounts with API keys to respective nodes. Configure bank feed authentication Set OpenAI credentials for AI Income Categorizer node. Link Google Drive and Gmail Add government tax API endpoint and authentication credentials. Prerequisites Stripe, PayPal, Shopify, or bank APIs; OpenAI account; Google Workspace; Use Cases Quarterly tax preparation for e-commerce; multi-channel revenue reconciliation; Customization Modify normalization rules per jurisdiction; add expense categories to AI prompt; Benefits Eliminates manual reconciliation; reduces tax filing time by 80%; improves accuracy;

This workflow automatically tracks inventory stock levels across multiple products and suppliers to prevent stockouts and optimize inventory management. It saves you time by eliminating the need to manually check stock levels and provides automated alerts when inventory reaches critical thresholds. Overview This workflow automatically scrapes supplier websites, e-commerce platforms, and inventory systems to monitor real-time stock levels and availability. It uses Bright Data to access inventory data and AI to intelligently parse stock information, detect low inventory alerts, and track supply chain trends. Tools Used n8n**: The automation platform that orchestrates the workflow Bright Data**: For scraping inventory and supplier websites without being blocked OpenAI**: AI agent for intelligent stock level analysis and trend detection Google Sheets**: For storing inventory data and tracking stock movements How to Install Import the Workflow: Download the .json file and import it into your n8n instance Configure Bright Data: Add your Bright Data credentials to the MCP Client node Set Up OpenAI: Configure your OpenAI API credentials Configure Google Sheets: Connect your Google Sheets account and set up your inventory tracking spreadsheet Customize: Define product URLs and inventory monitoring parameters Use Cases E-commerce**: Monitor product availability across multiple suppliers Retail Management**: Track inventory levels to prevent stockouts Supply Chain**: Monitor supplier stock levels and lead times Procurement**: Identify restocking needs and optimize purchasing decisions Connect with Me Website**: https://www.nofluff.online YouTube**: https://www.youtube.com/@YaronBeen/videos LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Get Bright Data**: https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission) #n8n #automation #inventorytracking #stockmonitoring #brightdata #webscraping #inventorymanagement #n8nworkflow #workflow #nocode #stocklevels #supplychain #inventoryautomation #stockalerts #ecommerce #procurement #inventorycontrol #stockanalysis #suppliermonitoring #inventoryoptimization #stocktracking #warehousemanagement #retailautomation #inventorydata #stockmanagement #supplymanagement #inventorymonitoring #productavailability #stockforecasting #inventoryinsights

How It Works This workflow automates tax compliance by aggregating multi-channel revenue data, calculating jurisdiction-specific tax obligations, detecting anomalies, and generating submission-ready reports for tax authorities. Designed for finance teams, tax professionals, and e-commerce operations, it solves the challenge of manually reconciling transactions across multiple sales channels, applying complex tax rules, and preparing compliant filings under tight deadlines. The system triggers monthly or on-demand, fetching revenue data from e-commerce platforms, payment processors, and accounting systems. Transaction records flow through validation layers that merge historical context, classify revenue streams, and calculate tax obligations using jurisdiction-specific rules engines. AI models detect anomalies in tax calculations, identify unusual deduction patterns, and flag potential audit risks. The workflow routes revenue data by tax jurisdiction, applies progressive tax brackets, and generates formatted reports matching authority specifications. Critical anomalies trigger immediate alerts to tax teams via Gmail, while finalized reports store in Google Sheets and Airtable for audit trails. This eliminates 80% of manual tax preparation work, ensures multi-jurisdiction compliance, and reduces filing errors. Setup Steps Configure e-commerce API credentials for transaction access Set up payment processor integrations (Stripe, PayPal) for revenue reconciliation Add accounting system credentials (QuickBooks, Xero) for financial data Configure OpenAI API key for anomaly detection and tax analysis Set Gmail OAuth credentials for tax team alert notifications Link Google Sheets for report storage and audit trail documentation Connect Airtable workspace for structured tax record management Prerequisites Active e-commerce platform accounts with API access. Payment processor credentials. Use Cases Automated monthly sales tax calculations for multi-state e-commerce. Customization Modify tax calculation rules for specific jurisdiction requirements. Benefits Reduces tax preparation time by 80% through end-to-end automation.

How It Works This workflow automates monthly revenue reconciliation across Stripe, PayPal, and bank statements by standardizing data formats, detecting discrepancies, and producing audit-ready reports. It concurrently retrieves revenue data from multiple sources, normalizes datasets into consistent structures, consolidates records, and reconciles transactions against bank statements with intelligent mismatch detection. The system aggregates monthly totals, generates detailed audit reports with clearly flagged discrepancies, archives finalized outputs to Google Drive, and notifies tax agents. Designed for accounting firms, finance teams, and businesses, it enables automated revenue verification, multi-channel reconciliation, discrepancy identification, and compliance audit documentation without manual record matching or error-prone spreadsheet workflows. Setup Steps Configure Stripe, PayPal. Set up normalization rules for date, currency, and transaction ID mappings. Connect Google Drive for report archiving and Gmail for agent notifications. Define mismatch thresholds and reconciliation tolerance parameters. Prerequisites Stripe, PayPal, and bank statement accounts Use Cases Accounting firms automating client revenue verification; multi-channel e-commerce businesses Customization Add additional payment sources (Square, Shopify), adjust normalization rules for regional formats Benefits Eliminates manual reconciliation, detects discrepancies automatically

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Monetize Your n8n Workflow with x402 This workflow lets you monetize any n8n workflow with the x402 payment protocol. It uses 1Shot API as the onchain transaction fascilitator role. Check out the tutorial video for a complete walkthrough.

Description Automate your financial reporting by pulling charge and refund data from Stripe, calculating key revenue and risk metrics, and delivering professional reports directly into Slack. This workflow runs on a monthly or quarterly schedule, processes Stripe data into insights, and formats a rich Slack message with revenue breakdowns, top customers, refund analysis, and payment method insights. 📊💰💬 What This Template Does Runs automatically on a monthly (1st day) or quarterly schedule (every 3 months) at 9 AM. ⏱️ Fetches Stripe charges and refunds for the reporting period. 💳 Merges charge and refund data for a unified dataset. 🔄 Calculates financial metrics: total revenue, net revenue, average transaction value, refund rate. 📈 Estimates growth metrics: Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR). 🚀 Identifies top 3 customers by revenue. 🏆 Breaks down payment methods used (e.g., Visa, Mastercard, etc.). 💳 Performs risk analysis on transactions by Stripe’s risk scores. ⚠️ Analyzes refund reasons and generates insights. 🔄 Formats all results into a clear, structured Slack message with sections for finance, growth, risk, and customers. 💬 Key Benefits Eliminates manual Stripe report exports. ⚡ Ensures timely financial reporting (monthly or quarterly). 📅 Provides instant visibility of revenue, refunds, and risks in Slack. 📲 Surfaces top customers and payment methods for strategic insights. 🏅 Helps finance and ops teams catch anomalies early (high refunds or risky transactions). 🛡️ Keeps leadership and teams aligned with automated reporting. 👩‍💻👨‍💻 Features Schedule Triggers – Automates reporting on monthly or quarterly cycles. Stripe Charges & Refunds – Pulls transaction and refund data directly from Stripe API. Merge Node – Combines charges and refunds into a single dataset. Custom Code Metrics – Calculates revenue, net revenue, refund rates, and growth metrics. Top Customer Analysis – Highlights top revenue-generating customers. Payment Breakdown – Shows revenue split by card brand/payment method. Refund Analysis – Summarizes refund reasons and rates. Risk Analysis – Categorizes payments by low, medium, or high risk scores. Slack Integration – Delivers insights in a professional report format. Requirements n8n instance (cloud or self-hosted). Stripe API credentials with read access to charges and refunds. Slack Bot token with chat:write permission. Target Audience Finance teams needing automated recurring Stripe reports. 💼 SaaS companies monitoring MRR, ARR, and refunds. 🚀 Founders/Execs who want financial dashboards in Slack. 👩‍💼 Operations teams tracking risk and refund trends. 🛠️ Remote teams relying on Slack for reporting. 🌍 Step-by-Step Setup Instructions Connect your Stripe API credentials in n8n. 🔑 Connect your Slack API credentials and select your target channel. 💬 Adjust the schedule triggers (monthly/quarterly) if needed. ⏱️ Customize the Slack message formatting if you want branding or tone changes. 🎨 Test the workflow with sample data to confirm financial metrics. ✅

How it works This template is an end-to-end demo of an in-house AI agent that can answer a wide range of questions by retrieving information from the Cin7 ERP system. For example users can ask questions related to products, stock, accounting or any other type of information contained in Cin7. Peliqan.io is used as a "cache" of all Cin7 data. Peliqan uses one-click ELT to sync all data from Cin7 to the built-in data warehouse, allowing for fast & accurate queries. The AI agent uses Text-to-SQL to answer questions. Text-to-SQL is performed via the Peliqan node, added as a tool to the AI Agent. The question of the user - in natural language - is converted to an SQL query by the AI Agent. The query is executed by Peliqan.io on the source Cin7 data and the result is interpreted by the AI Agent. Preconditions You signed up for a Peliqan.io free trial account You have a Cin7 Omni or Cin7 Core ERP system Set up steps Sign up for a free trial on peliqan.io Add Cin7 Omni or Cin7 Core as a connection in Peliqan (using an API key from Cin7) Copy your Peliqan API key (in Peliqan go to Settings > API key) and use it in n8n to add a Peliqan connection Select your data warehouse in the Peliqan node "Execute an SQL query via Peliqan" in the drop-down field "Data warehouse name or id" Optional: run the template script in Peliqan that outputs your specific Cin7 datamodel (tables & columns). Copy your datamodel and paste it in the System Message of the AI Agent (replace the standard Cin7 model already present in this workflow) Visit peliqan.io/n8n for more information. Need help ? Contact Peliqan at support@peliqan.io Disclaimer: This template contains a community node and therefore only works for n8n self-hosted users.