Business Operations & ERPs Automation Workflows — Page 8 | Neura Market

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Business Operations & ERPs Workflows

Enterprise resource planning and operations

Automate Finalized TradeGecko Orders from Loyverse Receipts
This workflow automates the creation of finalized orders in TradeGecko by periodically checking for new receipts in Loyverse. It streamlines order processing and ensures timely updates.
MakeFree
Automatically Register Users to Waiting List from Google Sheets
This workflow automatically registers new users to a Waiting List whenever a new row is added to a specified Google Sheets spreadsheet. It streamlines user management by capturing essential details like email, name, and contact information.
MakeFree
Automate Task Creation in ClickUp and Log in Google Sheets via Webhook
Enhance your task management by automatically creating tasks in ClickUp and logging them in Google Sheets using a custom webhook. This workflow streamlines task tracking and updates, ensuring efficient management.

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Automatically Add New Copper Contacts to Thanks.io Mailing Lists

Seamlessly integrate Copper with Thanks.io by automatically adding new Copper contacts to your Thanks.io mailing lists.

Automatically Delete AfterShip Trackings via Telegram Bot

Easily remove tracking numbers from AfterShip by sending them through a Telegram bot. This workflow streamlines the process, ensuring efficient tracking management.

Automatically Add New ActiveCampaign Contacts to Sorry as Subscribers

This workflow automatically creates a new subscriber in Sorry whenever a new contact is added in ActiveCampaign, streamlining your subscriber management process.

Automate Calendly Invitee Tracking and Data Transmission via HTTP

Automatically track new invitees in Calendly, retrieve their event details, and send this data through an HTTP action for seamless integration.

Automate Column Updates in Monday.com Boards

Efficiently manage your Monday.com boards by automatically retrieving and updating multiple column values based on specific criteria, enhancing project management efficiency.

Automate WebinarJam Registrant Follow-Up with KlickTipp

This workflow automates the process of transferring and segmenting WebinarJam registrants into KlickTipp for targeted follow-up based on their attendance status.

Sync Salesforce Accounts with Sage Business Cloud Accounting

Automatically create or update customers in Sage Business Cloud Accounting based on new accounts in Salesforce, ensuring data consistency and preventing duplicates.

Automated Workflow Backup System with Google Drive, Gmail, and Discord Alerts

## How it works This workflow automates the backup of all your n8n workflows to a specified Google Drive folder. It operates in two main phases: 1. **Orchestration (Scheduled Task):** - The workflow is initiated by a **Schedule Trigger** (e.g., daily at 1:30 AM by default). - It then uses an **n8n API Node** to fetch a list of all existing workflows in your n8n instance. - A **Loop Over Items** node processes each fetched workflow individually. - For every workflow in the list, an **Execute Workflow** node calls the worker part of this same workflow, passing the individual workflow's data. 2. **Individual Workflow Backup (Worker Task):** - This part is triggered by the **When Executed by Another Workflow** node (called by the orchestrator part). - It first retrieves the passed workflow data. - A **Parameters** node defines the target Google Drive directory. - The **Get Google Drive File Data** node searches the specified Google Drive folder to see if a backup file for the current workflow (named as `WorkflowName_WorkflowID.json`) already exists. - An **IF Node** (`ifDriveEmpty`) checks the result: - If a backup file **exists**, the workflow data is converted to a binary JSON file using a **Code Node**, and then the existing file on Google Drive is **updated** (`Backup to Google Drive2`). - If a backup file **does not exist**, the workflow data is first formatted as JSON, converted to a binary JSON file using another **Code Node**, and then **uploaded as a new file** to Google Drive (`Backup to Google Drive4`). - If any Google Drive upload/update operation fails, a **Failure Email** is sent. After the loop in the orchestration phase completes (all workflows processed), a **Limit** node ensures only one signal proceeds to send a **Success Email** and a **Discord** message indicating the overall backup process was completed. ## Setup 1. **Clone Workflow:** Clone this workflow into your n8n environment. 2. **Credentials:** - **n8n API:** In the Get all n8n Workflows node, select or create n8n API credentials. This allows the workflow to list all your other workflows. - **Google Drive:** In the getDriveFileData, Backup to Google Drive2, and Backup to Google Drive4 nodes, select or create your Google Drive OAuth2 API credentials. - **Gmail:** In the successEmail and failureEmail nodes, select or create your Gmail credentials. - **Discord (Optional):** If you wish to use Discord notifications, configure your Discord Bot API credentials in the Discord node. 3. **Configuration:** - **Schedule:** Open the Schedule Trigger node and adjust the trigger interval (e.g., time of day) as needed. - **Google Drive Folder:** Open the Parameters node (connected after Workflow Data). Edit the `directory` value to the full URL of the Google Drive folder where you want to store your backups (e.g., `https://drive.google.com/drive/folders/YOUR_FOLDER_ID`). - **Email Recipients:** Open the successEmail and failureEmail nodes and update the Send To field with your desired recipient email address(es). - **Discord Channel (Optional):** If using Discord, open the Discord node and set the Channel ID for notifications. - **Sub-Workflow ID:** The Execute Workflow node is pre-configured to call this workflow itself using its ID. If you import this workflow and its ID changes, you *may* need to update the `workflowId` in the Execute Workflow node to the new ID of this imported workflow. *However, n8n usually handles this if it's self-referential within the same imported workflow.* ## How to use 1. **Activate:** After completing the setup steps, activate the workflow. It will automatically run according to the defined schedule. 2. **Manual Execution:** You can also manually trigger the workflow by clicking the Execute Workflow play button on the Schedule Trigger node to perform an immediate backup of all workflows. 3. **Check Backups:** Your n8n workflows will be saved as `.json` files (named `WorkflowName_WorkflowID.json`) in the Google Drive folder you specified in the Parameters node. 4. **Notifications:** You will receive an email (and optionally a Discord message) upon successful completion of the entire backup process, or individual failure emails if a specific workflow backup to Google Drive fails. ## Author & Credits - **Creator:** Hochien Chang - **YouTube Channel (Chinese):** [HC AI](https://www.youtube.com/channel/UCvGfUB-wBdG4i_dDGBCwJg) - **YouTube Channel (English):** [HC HumanizeAI](https://www.youtube.com/@HC-HumanizeAI) - **Original Explanation Video:** [https://youtu.be/PA15H5qunC0](https://youtu.be/PA15H5qunC0) - **Based on:** [n8n Workflow Backup to Google Drive](https://n8n.io/workflows/3112-backup-n8n-workflows-to-google-drive/)

Creat NetHunt records from new Google Sheets spreadsheet rows

Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new record in NetHunt. he template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1okLvr6ySpoJQpUfrtj5BF4iRAzpjFFGM6AvgKDFiGro/edit?usp=sharing).

Sync Notion to Clockify Including Clients, Projects, and Tasks

## Purpose This workflow synchronizes three entities from Notion to Clockify, allowing tracked time to be linked to client-related projects or tasks. ## Demo & Explanation [![demo video](https://img.youtube.com/vi/qr0cvtAAMrc/0.jpg)](https://youtu.be/qr0cvtAAMrc) ## How it works - On every run, active Clients, Projects, and Tasks are retrieved from both Notion and Clockify before being compared by the Clockify ID, which is again stored in Notion for reference. - Potential differences are then applied to Clockify. - If an item has been archived or closed in Notion, it is also marked as archived in Clockify. - All entities are processed sequentially, since they are related hierarchically to each other. - By default, this workflow runs once per day or when called via webhook (e.g., embedded into a Notion Button). ## Prerequisites - A set of Notion databases with a specific structure is required to use this workflow. - You can either start with [this Notion template](https://steadfast-banjo-d1f.notion.site/1ae82b476c84808e9409c08baf382c45) or adapt your system based on the requirements described in the big yellow sticky note of this workflow template. ## Setup - Clone the workflow and select the belonging credentials. - Follow the instructions given in the yellow sticky notes. - Activate the workflow. ## Related workflows: - [Backup Clockify to GitHub based on monthly reports](https://n8n.io/workflows/3147-backup-clockify-to-github-based-on-monthly-reports/) - [Prevent simultaneous workflow executions with Redis](https://n8n.io/workflows/2270-prevent-simultaneous-workflow-executions-with-redis/)

Automatically Add New Follow Up Boss Contacts to Google Sheets

Streamline your workflow by automatically adding new contacts from Follow Up Boss to a Google Sheets spreadsheet. This integration ensures your contact data is always up-to-date and easily accessible.

Automate n8n User Invitations from a Google Spreadsheet

This workflow retrieves all users from n8n, compares them against entries in a Google Sheets spreadsheet, and automatically creates new users when needed. Once new users are created, invitation emails are sent automatically. You can trigger the workflow manually or set it to run on a schedule to ensure continuous synchronization. ### Spreadsheet Template This workflow is designed to work with a Google Sheets structure inspired by Squarespace's newsletter block connection. You can modify the node settings to adapt to a different column format. [Clone the sample sheet here](https://docs.google.com/spreadsheets/d/1wi2Ucb4b35e0-fuf-96sMnyzft0ADz3MwdE_cG_WnQ/edit?usp=sharing) **Suggested columns:** - Submitted On - Email Address - Name ## Requirements ### Credentials To use this workflow, you need: - n8n API Key - to update users from n8n. - Google Sheets API credentials - Required to get data from a spreadsheet. ### Configure Your n8n Instance To make this workflow work with your n8n instance, update the API endpoint: **Edit Global node** Change `n8n_url` to match your instance URL: [Authentication Guide](https://docs.n8n.io/api/authentication/#call-the-api-using-your-key) --- Explore More Templates [Check out my other n8n templates](https://n8n.io/creators/bangank36/)

Create new users in When I Work from new users in Slack

his template periodically checks for new users in Slack and uses the retrieved information to create new users in When I Work. he template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Automatically Create Intercom Users from New Google Sheets Entries

Streamline your user management by automatically adding new users to Intercom whenever a new row is added to your Google Sheets. This workflow ensures seamless integration between your data sources and customer communication platform.

Automatically Create Trello Cards from New Revolut Draft Payments

This workflow automatically generates a Trello card for each new draft payment created in Revolut Business, streamlining task management and ensuring no payment details are overlooked.

Automatically Add New Stripe Customers to Thanks.io Mailing List

Seamlessly integrate Stripe with Thanks.io by automatically adding new Stripe customers to a specified mailing list, ensuring efficient customer engagement.

Archive Empty Pages in Notion Database

This workflow will archive empty pages in your Notion databases. Add your n8n integration to the Notion databases that you want to process. To configure this workflow, set the Notion credentials in the 4 Notion nodes and, if needed, change the time in the Cron node. The default is to run at 2 am every day.

Automate Asana Task Creation from New Jitbit Tickets

Automatically create tasks in Asana whenever a new ticket is generated in Jitbit, streamlining your workflow and ensuring no ticket is overlooked.

Automate Employee Creation in Factorial from New Zoho CRM Contacts

Automatically create new employees in Factorial whenever a new contact is added to Zoho CRM, streamlining your HR processes.

Automate Task Creation in Asana from New PagerDuty Incidents

Automatically generate tasks in Asana whenever a new incident is triggered in PagerDuty, streamlining incident management and task tracking.

Daily Sales Report emplate

rack your daily sales efficiently with this Daily Sales Report emplate designed with Zapier ables. his template allows you to record and analyze sales data with ease, offering an embedded Send Email button that lets you share daily sales summaries...

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Related categories

Communication (2,463)AI (1,929)Other (1,425)Productivity (1,202)Marketing (1,145)Data & Analytics (995)File & Document Management (802)CRM - Sales (604)Notifications (580)Social Media (562)

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