Workflow Templates

Streamline your accounting by automatically creating QuickBooks Online customers and sales receipts whenever a successful Stripe payment is processed. Ideal for businesses looking to reduce manual data entry and improve accounting efficiency. How it works Trigger: The workflow is triggered when a new successful payment intent event is received from Stripe. Retrieve Customer Data: Fetches customer details from Stripe associated with the payment. Check QuickBooks Customer: Searches QuickBooks Online to see if the customer already exists using their email address. Create or Use Existing Customer: If the customer doesn't exist in QuickBooks, they are created; otherwise, the existing customer is used. Generate Sales Receipt: A sales receipt is created in QuickBooks Online with payment details, including item descriptions, amounts, and currency. Set up steps Connect Accounts: Authenticate both your QuickBooks Online and Stripe accounts in n8n. Webhook Setup: Configure the Stripe webhook to send payment_intent.succeeded events to this workflow. Test the Workflow: Trigger a test payment in Stripe to validate the integration. Customize Details: Adjust item descriptions or other fields in the QuickBooks sales receipt JSON body as needed. This workflow requires basic familiarity with n8n, but setup can be completed in under 15 minutes for most users.

Template Information Who is this template for? This template is for users looking to retrieve email information from LinkedIn profiles and update Google Sheets with the collected data. 🎥 quick set up video How it works** The template utilizes a series of nodes to fetch email information from LinkedIn profiles. It starts with a Schedule Trigger node that sets the interval for the workflow. The Conditional Check node verifies if certain fields like Name, Gender, Job Title, Summary, and LinkedIn URL are not empty. The HTTP Request node sends a POST request to the specified URL with API key and profile information. The Data Merge node merges the data collected. The Field Editing node modifies the fields as needed. Finally, the Google Sheets Update node updates the Google Sheets with the gathered information. Set Up Instructions Make sure to have the necessary credentials and permissions for accessing LinkedIn and Google Sheets. Set up the API key required for the HTTP Request node. Configure the Google Sheets Update node with the appropriate document ID and sheet name. Check and adjust field mappings in the Field Editing node according to your needs. Run the workflow and monitor the updates in your Google Sheets document. Overview: The workflow is designed to find contact information for LinkedIn profile URLs stored in a Google Sheet. It involves various nodes for different operations such as making HTTP requests, scheduling triggers, reading from and updating Google Sheets, field editing, data merging, and conditional checks. A video demonstrating the workflow process can be accessed here. Copy this template to get started : Google Sheets Using Prospeo.io LinkedIn Email Finder API with cURL To use the API endpoint "https://api.prospeo.io/linkedin-email-finder" with cURL, follow these steps: Use the cURL command with the following parameters: curl -X POST \ -H "Content-Type: application/json" \ -H "X-KEY: your_api_key" \ -d '{ "url": "https://www.linkedin.com/in/john-doe/" }' \ "https://api.prospeo.io/linkedin-email-finder" Replace "your_api_key" with your actual API key. Update the "url" field in the JSON data with the LinkedIn profile URL for which you want to find the email address. To get access to this API and obtain your API key, you need to sign up on the Prospeo platform and subscribe to their LinkedIn email finder service. Once you have subscribed, you will receive an API key that you can use to authenticate your requests to the API endpoint. Description: Schedule Trigger:** Triggers the workflow based on a defined schedule interval, in this case, based on minutes. Schedule Trigger Node Documentation Google Sheets Read:** Reads data from a Google Sheets document and sheet based on the provided document ID and sheet name. Google Sheets Node Documentation Conditional Check:** Checks multiple conditions based on the input data and performs actions accordingly. Conditional Node Documentation HTTP Request:** Sends an HTTP POST request to a specified URL with headers and body parameters. HTTP Request Node Documentation No Operation, do nothing:** Placeholder node that does not perform any operation. Data Merge:** Merges data based on specified mode and combination settings. Merge Node Documentation Field Editing:** Edits fields by setting specific values for each field based on input data. Set Node Documentation Google Sheets Update:** Updates data in a Google Sheets document and sheet based on specified columns and values. Google Sheets Node Documentation

🤖 AI Agent Web Search using SearchApi & LLM Who is this for? This workflow is ideal for anyone conducting online research, including students, researchers, content creators, and professionals looking for accurate, up-to-date, and verifiable information. It also serves as an excellent foundation for building more sophisticated AI-driven applications. What problem does this workflow solve? / Use case This workflow automates web searches by enabling an AI agent to efficiently retrieve and summarize external, verifiable information, ensuring accuracy through source citations. What this workflow does Connects an AI agent node to SearchApi.io as an integrated search tool. Empowers the AI agent to perform real-time web searches using various SearchApi engines (e.g., Google, Bing). Allows the AI agent to dynamically determine search parameters based on user interaction, delivering contextually relevant results. Ensures responses include clearly cited sources for validation and further exploration. Setup Install the SearchApi community node: Open Settings → Community Nodes inside your self‑hosted n8n instance. Fill npm Package Name with @searchapi/n8n-nodes-searchapi. Accept the risk prompt, and hit Install. It should now appear as a node when you search for it. API Configuration: Set up your SearchApi.io credentials in n8n. Add your preferred LLM provider credentials (e.g., OpenRouter API). Input Requirements: Provide the YouTube video ID (e.g., wBuULAoJxok). Connect LLM Integration: Configure the summarization chain with your chosen model and parameters for text splitting. How to customize this workflow to your needs Integrate additional nodes to structure or store search results (e.g., saving to databases, Notion, Google Sheets). Extend chatbot capabilities to integrate with messaging platforms (Slack, Discord) or email notifications. Adjust search parameters and filters within the AI agent node to tailor information retrieval. Example Usage Input**: User asks, "What are the latest developments in AI regulation?" Output**: AI retrieves, summarizes, and cites recent, authoritative articles and news sources from the web.

This workflow retrieves all Squarespace Orders and saves them into a Google Sheets spreadsheet using the Squarespace Commerce API. It uses pagination to ensure all orders are collected efficiently. How It Works The workflow queries your Squarespace Orders API. It fetches data in paginated batches and inserts them into Google Sheets. The Global node is used to configure API parameters dynamically, allowing users to set date filters, pagination, and fulfillment status. The workflow runs on demand or on a schedule, ensuring your data stays up to date. Parameters This workflow allows you to customize the API request using the Global node settings: api-version** (string, required) – The current API version (see Squarespace Orders API documentation). modifiedAfter**={a-datetime} (string, conditional) – Fetch orders modified after a specific date (ISO 8601 format). modifiedBefore**={b-datetime} (string, conditional) – Fetch orders modified before a specific date (ISO 8601 format). cursor**={c} (string, conditional) – Used for pagination, cannot be combined with other filters. fulfillmentStatus**={status} (optional, enum) – Filter by fulfillment status: PENDING, FULFILLED, or CANCELED. maxPage** – Set -1 to enables infinite pagination to fetch all available orders. Requirements Credentials To use this workflow, you need: Squarespace API Key – Retrieve from your Squarespace settings. Google Sheets API credentials – Required to insert data into a spreadsheet. Google Sheets Setup Use the Squarespace order export feature to create a reference sheet. Google Sheets template is available Who Is This For? This workflow is designed for: Squarespace store owners exporting orders for tax reports, analytics, or sales tracking. Businesses automating order data retrieval for external reporting. Anyone needing an efficient way to extract Squarespace order data without manual effort. Explore More Templates Get all orders in Shopify to Google Sheets Sync Shopify customers to Google Sheets + Squarespace compatible csv 👉 Check out my other n8n templates

How it works This workflow is a robust and forgiving JSON parser designed to handle malformed or "dirty" JSON strings often returned by AI models or scraped from web pages. It takes a text string as input and attempts to extract and parse a valid JSON object from it. Cleans Input: It starts by trimming whitespace and removing common Markdown code fences (like ` Applies Multiple Fixes: It systematically attempts to correct common JSON errors in a specific order: Escapes unescaped control characters (like newlines) within strings. Fixes invalid backslash escape sequences. Removes trailing commas. Intelligently attempts to fix unescaped double quotes inside string values. Parses Strategically: If a direct parse fails, it tries to extract a potential JSON object from the text (e.g., finding a {...} block inside a larger sentence) and then re-applies the cleaning logic to that extracted portion. Outputs Clean Data: If successful, it outputs the parsed JSON fields. By default, it removes the detailed parsing_status object, but you can deactivate the final "Set" node to keep it for debugging. Set up steps Setup time: ~1 minute This workflow is designed to be used as a sub-workflow and requires no internal setup. In your main workflow, add an Execute Sub-Workflow node where you need to parse a messy JSON string. In the Workflow parameter, select this "Robust JSON Parser" workflow. Ensure the data you send to the node is a JSON object containing a text field, where the value of text is the string you want to parse. For example: { "text": "{\\\"key\\\": \\\"some broken json...\\\"}" }. The workflow will return the successfully parsed data. To see a detailed log of the cleaning process, simply deactivate the final Remove parsing_status node inside this workflow.

This template is for self-hosted n8n instances only. This n8n demonstrates how to build a simple FileSystem MCP server. Connecting to this server allows MCP clients and agents to list, read and create directories and files on the local machine or remote server. This MCP example is based off an official MCP reference implementation which can be found here -https://github.com/modelcontextprotocol/servers/tree/main/src/filesystem How it works A MCP server trigger is used and connected to 5 tools: 3 Execute Command tools and 2 custom workflow tools. The 3 Execute Command tools allow for listing, searching and creating directories. The 2 custom workflow tools are for reading and writing files to disk. Special care has been to not allow the MCP agent to execute arbitrary linux commands on the target server. This is achieved by only allowing the agent to provide parameters such as filenames and paths rather than raw commands. How to use This Filesystem MCP server will write to the server which hosts the n8n instance - this can be your local machine or a remove server. If your target filesystem is on neither, then modify the commands to connect to the desired server. Connect your MCP client by following the n8n guidelines here - https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-langchain.mcptrigger/#integrating-with-claude-desktop Try the following queries in your MCP client: "Please help me list all folders under the project directory." "Help me create a bash script to send a notification to Slack." "Search for the log file on the 22nd April and read its contents. What was the cause of the outage?" Requirements Linux file system for this example template. Feel free to modify if working on Windows. MCP Client or Agent for usage such as Claude Desktop - https://claude.ai/download Customising this workflow Implement the moving and renaming of files by adding more custom workflow tools to the MCP server. Remember to set the MCP server to require credentials before going to production and sharing this MCP server with others!

This template can be used to verify email addresses with Icypeas. Be sure to have an active account to use this template. How it works This workflow can be divided into four steps : The workflow initiates with a manual trigger (On clicking ‘execute’). It reads your Google sheet file. It connects to your Icypeas account. It performs an HTTP request to search for the email addresses. Set up steps You will need a formated Google Sheet file with firstnames,lastnames and company/domain names. You will need a working icypeas account to run the workflow and get your API Key, API Secret and User ID. You will need a personn firstname, lastname and domain/company name to perform the search.

Automating Company ICP Scoring via LinkedIn Use Case This automation scores companies based on their LinkedIn profile using custom Ideal Customer Profile (ICP) criteria. It’s ideal for qualifying B2B leads and prioritizing outreach based on fit. What This Automation Does Inputs required: Company LinkedIn URL**: Public LinkedIn profile of the company. Airtop Profile (connected to LinkedIn)**: Airtop Profile authenticated to access and extract profile data. The automation analyzes the LinkedIn page and calculates a score based on: Scoring Criteria | Category | Classification | Points | |--------------------|---------------------------|------------| | AI Focus | Low | 5 | | | Medium | 10 | | | High | 25 | | Technical Level | Basic | 5 | | | Intermediate | 15 | | | Advanced | 25 | | | Expert | 35 | | Employee Count | 0–9 | 5 | | | 10–150 | 25 | | | 150+ | 30 | | Agency Status | Not Automation Agency | 0 | | | Automation Agency | 20 | | Geography | Outside US/Europe | 0 | | | US/Europe Based | 10 | The result includes: Total ICP score Detailed justifications for each score component How It Works Opens the company’s LinkedIn page using Airtop. Analyzes metadata including employee count, headquarters, services, and keywords. Applies the scoring rubric and returns structured JSON with scores and reasons. Optionally flattens the result for storage or CRM integration. Setup Requirements Airtop API Key LinkedIn-authenticated Airtop Profile Next Steps Combine with Lead Lists**: Score companies from outreach lists. Push to CRM**: Add scores to HubSpot or Salesforce records. Adjust Scoring Weights**: Modify rubric to reflect your ICP strategy. Read more about company ICP scoring automation with Airtop and n8n

Daily Company News Bot This n8n template demonstrates how to use Free FinnHub API to retrieve the company news from a list stock tickers and post messages in Slack channel with a pre-scheduled time. How it works We firstly define the list of stock tickers you are interested Loop over items to call FinnHub API to get the latest company news for the ticker Then we format the company news as a markdown text content which could be sent to Slack Post a new message in Slack channel Wait for 5 seconds, then move to the next ticker How to use Simply setup a scheduler trigger to automatically trigger the workflow Requirements FinnHub API Key Slack channel webhook Need Help? Contact me via My Blog or ask in the Forum! Happy Hacking!

🧠 Problem This Solves Managing credit card expenses can be tricky, especially when you want to stay transparent and keep your spouse in the loop. Most banks don't offer real-time notification sharing with family members, and manually updating expenses takes time and effort. This n8n workflow automates the entire process: tracking your HDFC credit card usage, logging it in Google Sheets, and sending an instant Telegram notification to your spouse. 👥 Who This Template Is For Couples who want shared visibility of credit card spending Individuals looking for automated personal finance tracking Anyone using HDFC Credit Card with email alerts enabled n8n users who want to integrate Gmail, Google Sheets, and Telegram ⚙️ Workflow Breakdown Here’s how the automation works: Gmail Trigger – Monitors your Gmail inbox for credit card transaction alerts from HDFC Bank. Email Parser – Extracts transaction details like amount, merchant name, date, and card type. Google Sheets Node – Logs the parsed transaction data into a structured Google Sheet for record-keeping. Telegram Node – Sends a message to your wife’s Telegram account with transaction details for instant notification. 🛾 Step-by-Step Setup Instructions Prerequisites An HDFC Credit Card with email alerts enabled A Gmail account connected to n8n A Google Sheet created with columns like Date, Amount, Merchant, Card, etc. A Telegram Bot and your wife’s Telegram Chat ID Set up Gmail Trigger Use the Gmail Trigger Node to monitor incoming emails from alerts@hdfcbank.net or similar. Filter emails with subject line containing keywords like Credit Card Transaction Alert. Extract Email Content Use the HTML Extract or Regex node to parse out transaction amount, merchant name, date, and card number from the email body. Log to Google Sheets Connect your Google Sheets account in n8n Use the Append Row node to add each transaction as a new row in your finance sheet. Send Telegram Message Set up a Telegram Bot and get the Chat ID of your wife’s Telegram account Format a message like: "💳 HDFC Transaction Alert: ₹5,000 at Amazon on 17 May via XXXX1234" Send it via the Telegram node 🛠️ Customization Tips 💡 Add Spending Limits: Add a condition node to alert only if the transaction exceeds a certain amount. 🧾 Category Mapping: Use additional logic to classify expenses (e.g., Shopping, Dining) based on keywords. 📊 Weekly Summary: Create another workflow that sends a weekly Telegram summary using data from Google Sheets. 🔐 Security Tip: Mask part of the card number before sending the Telegram message for added security.

This workflow automatically sends you a list of your daily meetings every morning via a Telegram bot. Use Cases: This workflow is useful for anyone who wants to be automatically informed of their daily meetings, especially for busy professionals, students, and anyone with a hectic schedule. Setup: Google Calendar connected to n8n A Telegram bot created and connected to n8n Your Telegram user ID specified Notes: You need to replace the placeholder in the Telegram node with your actual Telegram user ID. You can customize the formatting of the Telegram message in the JavaScript Code node.

This workflow converts an exported CSV from Squarespace profiles into a Shopify-compatible format for customer import. How It Works Clone this Google Sheets template, which includes two sheets: Squarespace Profiles (Input) Go to Squarespace Dashboard → Contacts Click the three-dot icon → Select Export all Contacts Shopify Customers (Output) This sheet formats the data to match Shopify's customer import CSV. Shopify Dashboard → Customers → Import customers by CSV The workflow can run on-demand or be triggered via webhook. Via webhook Set up webhook node to expect a POST request Trigger the webhook using this code (psuedo) - replace {webhook-url} with the actual URL const formData = new FormData(); formData.append('file', blob, 'profiles_export.csv'); // Add file to FormData fetch('{webhook-url}', { // Replace with your target URL method: 'POST', mode: 'no-cors', body: formData }); The data is processed into the Shopify Customers sheet. Manually trigger Import Squarespace profiles into the sheet. Run the workflow to convert and populate the Shopify Customers sheet. Once workflow is done, export the Shopify to csv and import to Shopify customers Requirements To use this template, you need: Google Sheets API credentials Google Sheets Setup Use this sample Google Sheets template to get started quickly. Who Is This For? For anyone looking to automate Squarespace contact exports into a Shopify-compatible format—no more manual conversion! Explore More Templates Check out my other n8n templates: 👉 n8n.io/creators/bangank36