Rechnungsverarbeitung mit OCR, GPT-4 und Salesforce Opportunity-Erstellung
Dies ist ein Invoice Processing, AI Summarization-Bereich Automatisierungsworkflow mit 23 Nodes. Hauptsächlich werden Code, Salesforce, GoogleDrive, HttpRequest, ExtractFromFile und andere Nodes verwendet. Automatisierte Rechnungsverarbeitung mit OCR, GPT-4 und Salesforce Lead-Erstellung
- •Salesforce OAuth-Anmeldedaten
- •Google Drive API-Anmeldedaten
- •Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
- •OpenAI API Key
Verwendete Nodes (23)
{
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"templateCredsSetupCompleted": true
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"nodes": [
{
"id": "c87ed7b7-b77d-4236-999e-afefe9064033",
"name": "Notizzettel",
"type": "n8n-nodes-base.stickyNote",
"position": [
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"parameters": {
"width": 464,
"height": 912,
"content": "# PDF Invoice Extractor (AI) to Salesforce Opportunity\n\nWhat it does:\nWatch a Drive folder → OCR PDF → extract invoices (JSON) via LLM → mirror file to OneDrive → upsert Buyer to Salesforce → create Opportunity → add Opportunity Line Items from Pricebook.\n\n\n## Flow\n 1)Drive Trigger → 2) Download → 3) Extract → 4) → 5) Upsert Account → 6) Create Opportunity → 7) Build SOQL → 8) Query PBE → 9) Build OLI → 10) Create OLIs -> 11) OneDrive \n\n\n## Outputs\n- LLM: normalized JSON array of invoices\n- Salesforce: Account (buyer), Opportunity, Line Items\n- OneDrive: original PDF archived\n\n## Quick Troubleshooting\n- Empty OCR → enable OCR in step 3\n- Non-JSON → enforce jsonOutput:true + strict prompt\n- Missing PBE → verify ProductCode matches Salesforce & Pricebook2Id\n- Auth errors → re-connect Google/OneDrive/Salesforce/OpenAI\n\n## Notes\n- Keep numbers as JSON numbers; dates YYYY-MM-DD\n- If fields missing, return null; log warnings in parsing.warnings\n- Replace hardcoded IDs (Pricebook2Id, OneDrive Folder, SF domain) with your values\n"
},
"typeVersion": 1
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{
"id": "e7665458-f2f8-4ad1-b318-1fbe4e3ff464",
"name": "Aus Datei extrahieren",
"type": "n8n-nodes-base.extractFromFile",
"position": [
-1456,
-144
],
"parameters": {
"options": {},
"operation": "pdf"
},
"typeVersion": 1
},
{
"id": "1a593bd5-922f-4f0d-9ddb-0220ed3be3cb",
"name": "Google Drive Trigger",
"type": "n8n-nodes-base.googleDriveTrigger",
"position": [
-1952,
-144
],
"parameters": {
"event": "fileCreated",
"options": {},
"pollTimes": {
"item": [
{
"mode": "everyMinute"
}
]
},
"triggerOn": "specificFolder",
"folderToWatch": {
"__rl": true,
"mode": "list",
"value": "125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
"cachedResultUrl": "https://drive.google.com/drive/folders/125tDoA_XgewTZetNg4UhYoYuoomIKLuP",
"cachedResultName": "Sample"
}
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "CfyGMYYwObyuC3Q6",
"name": "Google Drive account"
}
},
"typeVersion": 1
},
{
"id": "ce439fd0-ffcf-4891-a861-61fa62e57a38",
"name": "Message a model",
"type": "@n8n/n8n-nodes-langchain.openAi",
"position": [
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"parameters": {
"modelId": {
"__rl": true,
"mode": "list",
"value": "gpt-4.1",
"cachedResultName": "GPT-4.1"
},
"options": {},
"messages": {
"values": [
{
"role": "system",
"content": "=Role: You are a meticulous extractor. Given raw OCR text that may contain one or many tax invoices, return a normalized JSON array. Do not invent data. If a field is missing, use null (or []).\n\nInput\n- batch_text: {{ $json.text }}\n\nOutput\n- Return only a JSON array. Each element is one invoice with the schema:\n\n[\n {\n \"seller\": {\n \"name\": \"string|null\",\n \"tax_id\": \"string|null\",\n \"address\": \"string|null\",\n \"phone\": \"string|null\",\n \"email\": \"string|null\",\n \"bank_account\": \"string|null\",\n \"bank_name\": \"string|null\",\n \"bank_branch\": \"string|null\"\n },\n \"buyer\": {\n \"name\": \"string|null\",\n \"tax_id\": \"string|null\",\n \"address\": \"string|null\",\n \"phone\": \"string|null\",\n \"buyer_representative\": \"string|null\"\n },\n \"invoice\": {\n \"type\": \"string|null\",\n \"issue_date\": \"YYYY-MM-DD|null\",\n \"code\": \"string|null\",\n \"symbol\": \"string|null\",\n \"number\": \"string|null\",\n \"payment_method\": \"string|null\",\n \"currency\": \"string\",\n \"lookup_url\": \"string|null\",\n \"lookup_code\": \"string|null\"\n },\n \"products\": [\n {\n \"name\": \"string\",\n \"description\": \"string|null\",\n \"unit\": \"string|null\",\n \"quantity\": \"number\",\n \"unit_price\": \"number\",\n \"discount_percent\": \"number|null\",\n \"discount_amount\": \"number|null\",\n \"subtotal_excl_vat\": \"number\",\n \"tax_rate\": \"number|null\",\n \"tax_amount\": \"number|null\",\n \"line_total\": \"number|null\"\n }\n ],\n \"summary\": {\n \"total_discount\": \"number|null\",\n \"subtotal_excl_vat\": \"number|null\",\n \"vat_rate\": \"number|null\",\n \"vat_amount\": \"number|null\",\n \"grand_total\": \"number|null\",\n \"amount_in_words\": \"string|null\"\n },\n \"software\": {\n \"issuer\": \"string|null\",\n \"issuer_tax_id\": \"string|null\",\n \"notes\": \"string|null\"\n },\n \"parsing\": {\n \"warnings\": [\"string\"],\n \"assumptions\": [\"string\"]\n }\n }\n]\n\nLocale & normalization rules\n1) Currency & numbers:\n - Detect currency (e.g., USD, EUR, GBP, VND, ₫, $, €).\n - Remove thousands separators (., , or space).\n - Interpret decimals by locale (e.g., “1,234.56” vs “1.234,56”).\n - Use integers for zero-decimal currencies; otherwise decimals. If uncertain, keep decimal and add a warning.\n\n2) Dates:\n - Normalize to YYYY-MM-DD from formats like dd/mm/yyyy, mm-dd-yyyy, yyyy.mm.dd, or “dd Month yyyy”.\n - If ambiguous (e.g., 03/04/2024), infer from locale cues (currency/language). If still uncertain, set null and add a warning.\n\n3) Line wrapping:\n - Merge wrapped product description lines until quantity/unit/price/tax columns or totals appear.\n\n4) Discounts:\n - If only percent or amount present, compute the other when possible (round to nearest minor unit).\n - If discount appears as a negative line, treat as discount_amount.\n\n5) Per-line taxes:\n - Capture per-line Tax/VAT rate/amount if shown; otherwise set products[*].tax_rate and tax_amount = null and rely on summary vat_rate.\n\n6) Totals cross-check:\n - sum(products.subtotal_excl_vat) ≈ summary.subtotal_excl_vat (±1 minor unit)\n - summary.vat_amount ≈ round(subtotal_excl_vat * vat_rate/100)\n - grand_total = subtotal_excl_vat + vat_amount\n - If mismatch, keep parsed figures and append a parsing.warnings note.\n\nMulti-invoice splitting (critical)\n- Split batch_text into invoice blocks using anchors; each block = one invoice.\n\nPrimary anchors:\n- “TAX INVOICE”, “INVOICE”, “VAT INVOICE”, or similar header; OR\n- A cluster containing both “Serial/Symbol:” (or “Series:”) and “No./Number:” within ~10 lines.\n\nSecondary boundaries (helpful, not required):\n- “Tax Authority Code / QR / Validation Code” near header\n- “Amount in words:” or “Total amount payable:” near the end\n- Software footers (e.g., “Issued by … software”)\n\nHeuristic:\n- Start a new block when a header reappears or when “Series/Symbol:” and “No./Number:” occur after a prior “Total amount payable”.\n\nExtraction steps (per invoice block)\n1) Seller/Buyer:\n - Anchors: Company/Organization, Tax ID/VAT No., Address, Phone, Email, Bank Account/IBAN, Bank Name, Branch.\n - Buyer: Customer/Buyer Name, Tax ID (if any), Address, Phone, Buyer Representative/Contact.\n\n2) Invoice header:\n - Type, Issue date, Tax authority code (if any), Code (internal), Symbol/Series, Number, Payment method, Currency, Lookup URL/Code (QR/portal).\n\n3) Items table:\n - Detect headers like: No., Item/Service, Unit, Quantity, Unit Price, Amount, Discount %, Discount Amount, Net before VAT, Tax/VAT, Line Total.\n - Rebuild wrapped descriptions; keep units as-is if unsure.\n\n4) Summary:\n - Total discount, Subtotal excl. VAT, VAT rate, VAT amount, Grand total/Total payable, Amount in words, Lookup URL/code (if present).\n\n5) Software/Notes:\n - E-invoicing platform or software issuer (name & tax ID if shown) and any footer notes.\n\n6) Validate & warn:\n - Run cross-checks; record anomalies and assumptions (e.g., inferred decimal separator, currency, ambiguous date).\n\nStrict formatting\n- Output only the JSON array (no extra text).\n- All numeric fields must be JSON numbers.\n- Use UTF-8.\n- Do not guess missing data.\n\nAnti-hallucination\n- If a field is not explicitly present or reliably derivable, return null.\n- If per-line VAT isn’t printed, set products[*].tax_rate and tax_amount to null and compute only at summary level.\n- If headers are partially missing due to OCR, infer columns from value patterns (units, prices \\d[\\d.,]*, discounts %, etc.). If uncertain, add a warning.\n"
},
{}
]
},
"jsonOutput": true
},
"credentials": {
"openAiApi": {
"id": "ciKVFfcmd36noEnL",
"name": "OpenAi account"
}
},
"typeVersion": 1.8
},
{
"id": "053cdfcf-65f6-4ec6-90fa-090a08da31c8",
"name": "Datei von Google herunterladen",
"type": "n8n-nodes-base.googleDrive",
"position": [
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-144
],
"parameters": {
"fileId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.id }}"
},
"options": {},
"operation": "download"
},
"credentials": {
"googleDriveOAuth2Api": {
"id": "CfyGMYYwObyuC3Q6",
"name": "Google Drive account"
}
},
"typeVersion": 3
},
{
"id": "157f5cdc-de47-4f90-96ea-202636ac5016",
"name": "Datei in One Drive aktualisieren",
"type": "n8n-nodes-base.microsoftOneDrive",
"position": [
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32
],
"parameters": {
"fileName": "={{ $json.name }}",
"parentId": "folder_id_onedrive",
"binaryData": true
},
"credentials": {
"microsoftOneDriveOAuth2Api": {
"id": "bvhIzbOLKeAfHCQc",
"name": "Microsoft Drive account"
}
},
"typeVersion": 1
},
{
"id": "80f186d6-499e-4da2-a49e-a503de546be4",
"name": "Opportunity erstellen",
"type": "n8n-nodes-base.salesforce",
"position": [
-656,
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],
"parameters": {
"name": "={{ $('Message a model').item.json.message.content.invoice.code }}",
"resource": "opportunity",
"closeDate": "={{ $('Message a model').item.json.message.content.invoice.issue_date }}",
"stageName": "Closed Won",
"additionalFields": {
"amount": "={{ $('Message a model').item.json.message.content.summary.grand_total }}",
"accountId": "={{ $json.id }}"
}
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
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{
"id": "9f06013f-ff72-4f08-b72e-4b42931f393f",
"name": "Account erstellen oder aktualisieren",
"type": "n8n-nodes-base.salesforce",
"position": [
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],
"parameters": {
"name": "={{ $json.message.content.buyer.name }}",
"resource": "account",
"operation": "upsert",
"externalId": "tax_id__c",
"externalIdValue": "={{ $json.message.content.buyer.tax_id }}",
"additionalFields": {}
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 1
},
{
"id": "70336cbd-460f-4396-964c-196baf054d8f",
"name": "SOQL erstellen",
"type": "n8n-nodes-base.code",
"position": [
-352,
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],
"parameters": {
"jsCode": "//const { pricebook2Id, lines } = $json;\n\nconst pricebook2Id = '01sxxxxxxxxxxxxxxx'; // replace your pricebookID\nconst lines = $('Message a model').first().json.message.content.products; \n\nconst codes = [\n ...new Set(\n (lines || [])\n .map((l) => String(l.name || \"\").trim())\n .filter(Boolean)\n ),\n];\n\nif (codes.length === 0) {\n throw new Error(\"No product codes found in lines[].name\");\n}\n\n// Escape single quotes for SOQL\nconst soqlList = codes\n .map((c) => `'${c.replace(/'/g, \"\\\\'\")}'`)\n .join(\",\");\n\nconst soql = `\n SELECT Id, Product2Id, Product2.ProductCode\n FROM PricebookEntry\n WHERE Pricebook2Id = '${pricebook2Id}'\n AND Product2.ProductCode IN (${soqlList})\n`.trim();\n\nreturn [{ soql, codes }];\n"
},
"typeVersion": 2
},
{
"id": "021cd4c3-82b4-4589-a523-bea9bd18ae11",
"name": "PricebookEntries abfragen",
"type": "n8n-nodes-base.salesforce",
"position": [
-64,
-144
],
"parameters": {
"query": "={{ $json.soql }}",
"resource": "search"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 1
},
{
"id": "cafe3e46-af7a-44eb-87b2-9fb34f7cb96b",
"name": "Code in JavaScript",
"type": "n8n-nodes-base.code",
"position": [
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"parameters": {
"jsCode": "// Input assumptions (no Set node):\n// - This Function runs after your SOQL HTTP node.\n// - The current item ($json) contains:\n// • records: array of PricebookEntry rows (from SOQL)\n// • opportunityId: the target Opportunity Id\n// • lines: your source line array (with name, quantity, unit_price, discount_amount, ...)\n\nconst oppId = $('Create an opportunity').first().json.id;\nif (!oppId) {\n throw new Error(\"Missing opportunityId in input.\");\n}\n\nconst lines = Array.isArray($('Message a model').first().json.message.content.products) ? $('Message a model').first().json.message.content.products : [];\nif (lines.length === 0) {\n throw new Error(\"Missing or empty lines array in input.\");\n}\n\nconst pbeRecords = Array.isArray($input.all()) ? $input.all() : [];\n\nif (pbeRecords.length === 0) {\n throw new Error(\"Missing SOQL result records in input (records[]).\");\n}\n\n\n\n// Build ProductCode → PricebookEntryId map\nconst pbeByCode = new Map();\nfor (const r of pbeRecords) {\n const code = r?.json.Product2?.ProductCode;\n const id = r?.json.Id;\n if (code && id) pbeByCode.set(String(code).trim(), id);\n}\nconsole.log(pbeByCode)\n// Build OpportunityLineItem payloads\nconst records = [];\nfor (const line of lines) {\n const productCode = String(line.name || \"\").trim();\n const pbeId = pbeByCode.get(productCode);\n\n if (!pbeId) {\n throw new Error(`No PricebookEntry found for ProductCode '${productCode}'.`);\n }\n\n const qty = Number(line.quantity ?? 0) || 0;\n const unitPrice = Number(line.unit_price ?? 0) || 0;\n\n // Convert total discount to per-unit Discount field\n const totalDiscount = Number(line.discount_amount ?? 0) || 0;\n const perUnitDiscount = qty > 0 ? totalDiscount / qty : 0;\n\n records.push({\n attributes: { type: \"OpportunityLineItem\" },\n OpportunityId: oppId,\n PricebookEntryId: pbeId,\n Quantity: qty,\n UnitPrice: unitPrice,\n });\n}\n\nreturn [{ body: { allOrNone: false, records } }];\n"
},
"typeVersion": 2
},
{
"id": "22eb1f99-b562-4160-bf89-6b0dd890a308",
"name": "Opportunity Line Items erstellen",
"type": "n8n-nodes-base.httpRequest",
"position": [
576,
-144
],
"parameters": {
"url": "=https://mydomain.salesforce.com/services/data/v65.0/composite/sobjects",
"method": "POST",
"options": {},
"jsonBody": "={{ $json.body }}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "salesforceOAuth2Api"
},
"credentials": {
"salesforceOAuth2Api": {
"id": "LDbxyOy7NMH6fin9",
"name": "Salesforce account 2"
}
},
"typeVersion": 4.2
},
{
"id": "39ef7a5e-6825-4583-b9d2-dbc534bb7c5c",
"name": "Notizzettel1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2048,
-448
],
"parameters": {
"width": 256,
"height": 272,
"content": "## 1) Google Drive Trigger\n- Op: fileCreated in folder (ID)\n- Poll: every minute\n- Creds: Google Drive OAuth2\n- Note: Ensure access/Shared Drive rights"
},
"typeVersion": 1
},
{
"id": "99e69d7e-2ad1-40ef-b476-5ae869e5f927",
"name": "Notizzettel2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1776,
-448
],
"parameters": {
"height": 272,
"content": "## 2) Download from Drive\n- Op: download by {{$json.id}}\n- Binary key: data (default)\n- Creds: Google Drive OAuth2"
},
"typeVersion": 1
},
{
"id": "0830b83e-19f5-489e-a9bd-1eb3e1f7e50b",
"name": "Notizzettel3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1520,
-448
],
"parameters": {
"width": 224,
"height": 272,
"content": "## 3) Extract from File\n- Op: pdf (enable OCR for scans)\n- Output: {{$json.text}}"
},
"typeVersion": 1
},
{
"id": "edb057fe-1446-4aec-929b-7022c9704ee1",
"name": "Notizzettel4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1280,
-512
],
"parameters": {
"width": 256,
"height": 352,
"content": "## 4) Message a Model (JSON)\n- Node: @n8n/n8n-nodes-langchain.openAi\n- Model: gpt-4.1 (or gpt-4.1-mini)\n- Prompt: strict schema; **return only JSON array**\n- jsonOutput: true\n- Output path (first item): $('Message a model').first().json.message.content"
},
"typeVersion": 1
},
{
"id": "4f193f7a-2f69-4eb3-9ee6-e15bd50236d3",
"name": "Notizzettel5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1008,
-512
],
"parameters": {
"height": 352,
"content": "## 5) Salesforce: Upsert Account (Buyer)\n- Node: salesforce (account upsert)\n- External Id: tax_id__c\n- externalIdValue: ={{ $json.message.content.buyer.tax_id }}\n- name: ={{ $json.message.content.buyer.name }}"
},
"typeVersion": 1
},
{
"id": "12811762-358e-4cb7-aec6-92f9f93d47ae",
"name": "Notizzettel6",
"type": "n8n-nodes-base.stickyNote",
"position": [
-752,
-576
],
"parameters": {
"width": 304,
"height": 416,
"content": "## 6) Salesforce: Create Opportunity\n- Node: salesforce (resource: opportunity)\n- name: ={{ $('Message a model').item.json.message.content.invoice.code }}\n- closeDate: ={{ $('Message a model').item.json.message.content.invoice.issue_date }}\n- stageName: Closed Won\n- amount: ={{ $('Message a model').item.json.message.content.summary.grand_total }}\n- accountId: ={{ $json.id }} // from Upsert Account"
},
"typeVersion": 1
},
{
"id": "0c2e625e-0062-480f-b394-45ea687db779",
"name": "Notizzettel7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-432,
-384
],
"parameters": {
"width": 288,
"height": 224,
"content": "## 7) Code: Build SOQL (PricebookEntry)\n- Node: Code (JS)\n- Purpose: collect ProductCodes from LLM products → build SOQL for PricebookEntry by Pricebook2Id\n- Output: { soql, codes }"
},
"typeVersion": 1
},
{
"id": "9b390d82-6233-4d6f-b606-64efadddd654",
"name": "Notizzettel8",
"type": "n8n-nodes-base.stickyNote",
"position": [
-128,
-352
],
"parameters": {
"height": 192,
"content": "## 8) Salesforce: Query PricebookEntries\n- Node: salesforce (search)\n- query: ={{ $json.soql }}"
},
"typeVersion": 1
},
{
"id": "b4ca0bf1-925c-40c6-ba35-208e70a63be1",
"name": "Notizzettel9",
"type": "n8n-nodes-base.stickyNote",
"position": [
128,
-528
],
"parameters": {
"width": 320,
"height": 368,
"content": "## 9) Code: Build OLI Payloads\n- Node: Code (JS)\n- Inputs: \n - OpportunityId: ={{ $('Create an opportunity').first().json.id }}\n - Lines: ={{ $('Message a model').first().json.message.content.products }}\n - PBE rows: from previous node items\n- Output: { body: { allOrNone:false, records:[{ OpportunityLineItem... }] } }"
},
"typeVersion": 1
},
{
"id": "0d8dcf4b-77d7-439f-b345-f0fcec555b01",
"name": "Notizzettel10",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
-464
],
"parameters": {
"width": 272,
"height": 272,
"content": "## 10) HTTP Request: Create Opportunity Line Items\n- Method: POST\n- URL: https://<your-instance>.my.salesforce.com/services/data/v65.0/composite/sobjects\n- Auth: salesforceOAuth2Api\n- Body (JSON): ={{ $json.body }}"
},
"typeVersion": 1
},
{
"id": "73d319ea-e10d-4f10-8132-63976a3cfacf",
"name": "Notizzettel11",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1488,
176
],
"parameters": {
"height": 272,
"content": "## 11) Upload to OneDrive\n- Op: upload\n- Name: ={{ $json.name }}\n- Parent Folder ID: (set)\n- Binary: from step 2\n- Creds: OneDrive OAuth2"
},
"typeVersion": 1
}
],
"pinData": {},
"connections": {
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"021cd4c3-82b4-4589-a523-bea9bd18ae11": {
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"9f06013f-ff72-4f08-b72e-4b42931f393f": {
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}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Rechnungsverarbeitung, KI-Zusammenfassung
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Le Nguyen
@leeseiferSalesforce Architect with 10+ years of experience in CRM, integrations, and automation. Skilled in Apex, LWC, REST APIs, and full-stack dev (JavaScript, .NET). I build secure, scalable workflows in n8n—connecting Salesforce, Stripe, and more. Passionate about lead scoring, data sync, and secure field masking. Certified Application Architect with deep expertise in platform, integration, and data architecture.
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