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.

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 scan the domains/companies. Set up steps You will need a formated Google sheet file with 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 domain/companies names to scan them.

Who is this for? This workflow is designed for teams using Slack for communication and ServiceNow for incident management. It simplifies incident lookup by enabling team members to fetch incident details directly within Slack via a Slash Command. What problem is this workflow solving? Manually switching between Slack and ServiceNow to retrieve incident details can be time-consuming and disrupt workflow efficiency. This workflow bridges the two platforms, providing instant access to critical incident information in Slack, saving time, and improving response efficiency. What this workflow does? The workflow listens for a Slash Command in Slack that includes an incident ID, extracts the ID from the incoming payload, queries ServiceNow for the corresponding incident details, and sends a formatted response back to Slack. Depending on the query result, it can: Display incident details (e.g., ID, description, severity, and priority). Notify the user if no matching incident is found. Alert the user if there’s an issue connecting to ServiceNow. Setup Slack Setup: Create a Slash Command in Slack with the appropriate endpoint URL. Configure the command to send a POST request to the webhook endpoint of this workflow. For details on how to setup the Slack app using Slash commands and n8n, check out this video. ServiceNow Setup: Create or use an existing account with the necessary permissions to access incident data. Configure the ServiceNow node with your ServiceNow credentials. n8n Workflow Activation: Deploy and activate the workflow in your n8n instance. Ensure all nodes are properly configured and connected. How to customize this workflow to your needs Modify Incident Query Parameters:** Adjust the query logic in the Search For Incident in ServiceNow node to include additional filters or data points based on your organization’s needs. Slack Response Customization:** Customize the Slack response template to display additional incident details or to match your team’s tone and style. Error Handling:** Enhance the error handling nodes to include more detailed logs or send alerts to a dedicated Slack channel.

n8n Creators Template: Creator Profile Stats Updater This n8n workflow template is designed to automate the process of updating a creator's profile statistics, including total workflows, complex workflows, approved workflows, pending workflows, total nodes, and total views. It utilizes various nodes to fetch data, process it, and update a SVG file hosted on GitHub to reflect the latest stats. Workflow Overview Schedule Trigger: Triggers the workflow execution at specified intervals. Config: Sets up configuration details like creator username, colors for text, icons, border, and card. Get Workflows: Fetches workflows associated with the creator from the n8n API. Workflows Data: Processes the fetched data to calculate various statistics. Get User: Fetches user details from the n8n API. Download Image: Downloads the creator's profile image. Extract From File: Extracts binary data from the downloaded image file. SVG: Generates an SVG file with updated stats and visual representation. GitHub: Commits the updated SVG file to the specified GitHub repository. Final: Prepares the final data set for further processing or output. Sticky Note: Provides a visual note or reminder within the workflow editor. Embed & Live Preview Since it's a .SVG format you can host it anywhere. treat it like normal image so you can embed it with any site, forum, page that support posting images. here's example code for markdown: Here's the result Or served through CDN & Cache Setup Instructions GitHub Credentials: Ensure you have GitHub credentials set up in your n8n instance to allow the workflow to commit changes to your repository. Configure Trigger: Adjust the Schedule Trigger node to set the desired execution intervals for the workflow. Set Configuration: Customize the Config node with your GitHub username and preferred aesthetic options for the SVG. Deploy Workflow: Import the workflow into your n8n instance and deploy it. Customization Options Text and Icon Colors**: Customize the colors used in the SVG by modifying the respective fields in the Config node. Profile Image Size**: Adjust the image size in the Download Image node URL if needed. Commit Messages**: Modify the commit messages in the GitHub nodes to suit your version control conventions [I've used $now funaction to include current time in message which will gives allways a diffrent commit value]. Requirements n8n (Self-hosted or Cloud version compatible with 2024 releases and up) GitHub account and repository Basic understanding of n8n workflow configuration Support and Contributions For support, please refer to the n8n community forum or the official n8n documentation. Contributions to the template can be made you're allowed to reuse this workflow and reshare with edit (like new design/colors etc..) under your name.

. IOT device control with MQTT and webhook This workflow is for users wanting a practical example of how to control IOT systems using the MQTT protocol in an an n8n environment. The template provides typical n8n MQTT and Webhook node implementation and configuration settings necessary to set IOT device inputs and outputs. How it works A webpage with IOT control 'on and 'off' buttons is presented to the user. When a button is selected on the webpage the value is sent via a webhook to trigger the active workflow. The workflow set node then prepares the received value into a message payload. It then passes the message to the MQTT node for publishing the topic with the payload to a cloud based MQTT broker. A remote ESP32 micro-controller subscribes to the broker and reads the payload contained in the topic. The ESP32 will then toggle the GPIO pin depending on the topic payload value. The IOT control webpage The webpage is a simple HTML page containing the clickable 'on' and 'off' buttons. It also has the get webhook URL that sends the selected value to the n8n workflow in this case running locally. The URL webhook format is http://localhost:5678/webhook/pin-control?value=action The webpage code IOT-control.html IOT device The IOT device is an ESP32 micro-controller running on a remote network. To keep it simple GPIO2 is selected as the control output. In this case when the received value is "on" GPIO2 goes high a led will turn on in the ESP32. It will go off when the received value is "off". The program for the ESP32 IOT control is 'main.py' . You will require a micropython interpreter to be uploaded to the ESP32 for the program to run automatically. The code can be easily edited and modified to accommodate any further attached IOT devices. The ESP32 main.py code main.py How to customise this workflow to your needs ESP32 You will need a working ESP32 installed with a micro-python interpreter. The code main.py is provided. The main.py program can loaded and edited with a python IDE. I used Thonny for this example. Use a free MQTT broker to get started. I used "broker.emqx.io" in the code. IOT Control Webpage The webpage contains HTML and can be easily edit to enhance functionality. The embedded webhook is configured for n8n production mode. http://localhost:5678/webhook/pin-control?value=action If you want to run the page in test mode you will use the following URL. http://localhost:5678/webhook-test/pin-control?value=action n8n workflow. The workflow is a good demonstration of how to control IOT devices using n8n. Following these steps will give a good insight for microcontroller automation.

Automated pipeline to collect and analyze investor data from Crunchbase, tracking investment patterns, funding history, and portfolio companies for market analysis and lead generation. 🚀 What It Does Investor Profiling**: Collects comprehensive data on investors and VC firms Investment Pattern Analysis**: Tracks funding history and investment preferences Portfolio Monitoring**: Keeps tabs on investor portfolios and new investments Data Enrichment**: Enhances raw data with additional context and metrics 🎯 Perfect For Startup founders seeking investors Market research analysts Investment professionals Business development teams Competitive intelligence ⚙️ Key Benefits ✅ Comprehensive investor profiles ✅ Real-time investment tracking ✅ Market trend analysis ✅ Data-driven investment decisions ✅ Time-saving automation 🔧 What You Need Crunchbase API access n8n instance Storage solution (database or spreadsheet) 📊 Data Points Collected Investor/Firm details Investment history Portfolio companies Funding rounds participated in Investment focus areas Contact information (when available) 🛠️ Setup & Support Quick Setup Deploy in 30 minutes with our step-by-step configuration guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Transform your investor research with automated data collection and analysis. Spend less time gathering data and more time making strategic decisions.

his workflow automates time tracking using location-based triggers. How it works Trigger: It starts when you enter or exit a specified location, triggering a shortcut on your iPhone. Webhook: The shortcut sends a request to a webhook in n8n. Check-In/Check-Out: The webhook receives the request and records the time and whether it was a "Check-In" or "Check-Out" event. Google Sheets: This data is then logged into a Google Sheet, creating a record of your work hours. Set up steps Google Drive: Connect your Google Drive account. Google Sheets: Connect your Google Sheets account. Webhook: Set up a webhook node in n8n. iPhone Shortcuts: Create two shortcuts on your iPhone, one for "Check-In" and one for "Check-Out." Configure Shortcuts: Configure each shortcut to send a request to the webhook with the appropriate "Direction" header. It's easy to setup, around 5 minutes.

Build an MCP Server which has access to a semantic database to perform Retrieval Augmented Generation (RAG) Tutorial Click here to watch the full tutorial on YouTube How it works This MCP Server has access to a local semantic database (Qdrant) and answers questions being asked to the MCP Client. AI Agent Template Click here to navigate to the AI Agent n8n workflow which uses this MCP server Warning This flow only runs local and cannot be executed on the n8n cloud platform because of the MCP Client Community Node. Installation Install n8n + Ollama + Qdrant using the Self-hosted AI starter kit Make sure to install Llama 3.2 and mxbai-embed-large as embeddings model. Activate the n8n flow Run the "RAG Ingestion Pipeline" and upload some PDF documents How to use it Run the MCP Client workflow and ask a question. It will be either answered by using the semantic database or the search engine API. More detailed instructions Missed a step? Find more detailed instructions here: https://brightdata.com/blog/ai/news-feed-n8n-openai-bright-data

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.

How it works Weekly triggered Fetches all previous executions of a given workflow Filter for failures and aggregate them into a single report Sends them to a given Telegram chat. Set up steps Create a new N8N api token in the settings panel. Add new N8N credentials in the credentials panel. Add new Telegram credentials in the credentials panel. Select N8N credentials and select the workflow ID in the "Get all previous executions" node. Select Telegram credentials and enter the chat-id in the "Telegram" node.

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

Overview This automated workflow fetches Upwork job postings using Apify, removes duplicate job listings via MongoDB, and sends new job opportunities to Slack. Key Features: Automated job retrieval** from Upwork via Apify API Duplicate filtering** using MongoDB to store only unique jobs Slack notifications** for new job postings Runs every 20 minutes** during working hours (9 AM - 5 PM) This workflow requires an active Apify subscription to function, as it uses the Apify Upwork API to fetch job listings. Who is This For? This workflow is ideal for: Freelancers looking to track Upwork jobs in real time Recruiters automating job collection for analytics Developers who want to integrate Upwork job data into their applications What Problem Does This Solve? Manually checking Upwork for jobs is time-consuming and inefficient. This workflow: Automates job discovery based on your keywords Filters out duplicate listings, ensuring only new jobs are stored Notifies you on Slack when new jobs appear How the Workflow Works 1. Schedule Trigger (Every 20 Minutes) Triggers the workflow at 20-minute intervals Ensures job searches are only executed during working hours (9 AM - 5 PM) 2. Query Upwork for Jobs Uses Apify API to scrape Upwork job posts for specific keywords (e.g., "n8n", "Python") 3. Find Existing Jobs in MongoDB Searches MongoDB to check if a job (based on title and budget) already exists 4. Filter Out Duplicate Jobs The Merge Node compares Upwork jobs with MongoDB data The IF Node filters out jobs that are already stored in the database 5. Save Only New Jobs in MongoDB The Insert Node adds only new job listings to the MongoDB collection 6. Send a Slack Notification If a new job is found, a Slack message is sent with job details Setup Guide Required API Keys Upwork Scraper (Apify Token) – Get your token from Apify MongoDB Credentials – Set up MongoDB in n8n using your connection string Slack API Token – Connect Slack to n8n and set the channel ID (default: #general) Configuration Steps Modify search keywords in the 'Assign Parameters' node (startUrls) Adjust the Working Hours in the 'If Working Hours' node Set your Slack channel in the Slack node Ensure MongoDB is connected properly Adjust the 'If Working Hours' node to match your timezone and hours, or remove it altogether to receive notifications and updates constantly. How to Customize the Workflow Change keywords: update the startUrls in the 'Assign Parameters' node to track different job categories Change 'If Working Hours': Modify conditions in the IF Node to filter times based on your needs Modify Slack Notifications: Adjust the Slack message format to include additional job details Why Use This Workflow? Automated job tracking without manual searches Prevents duplicate entries in MongoDB Instant Slack notifications for new job opportunities Customizable – adapt the workflow to different job categories Next Steps Run the workflow and test with a small set of keywords Expand job categories for better coverage Enhance notifications by integrating Telegram, Email, or a dashboard This workflow ensures real-time job tracking, prevents duplicates, and keeps you updated effortlessly.