Automa­tisches Erstellen von Geotab-Zonen für neue Salesforce-Tickets

Experte

Dies ist ein Sales, IT Ops-Bereich Automatisierungsworkflow mit 22 Nodes. Hauptsächlich werden If, Set, Code, Wait, Webhook und andere Nodes verwendet. Automatisches Erstellen von Geotab-Zones für neue Salesforce Tickets

Voraussetzungen
  • HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
  • Salesforce OAuth-Anmeldedaten
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "c4MGMFdD3nrhySMt",
  "meta": {
    "instanceId": "3ac92fef3584b8cf9f500ec865cb5dd3ab2a3285c90c76fd93c4c042de9ba832",
    "templateCredsSetupCompleted": true
  },
  "name": "Auto-Create Geotab Zone for New Salesforce Work Order",
  "tags": [],
  "nodes": [
    {
      "id": "ccd1329c-71ad-48ac-b5cd-a09e3ee7cc22",
      "name": "Notizzettel2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -500
      ],
      "parameters": {
        "color": 5,
        "width": 1020,
        "height": 260,
        "content": "## Create zone via GeoTab API"
      },
      "typeVersion": 1
    },
    {
      "id": "6284e435-3929-42c7-9712-275d9dbf9941",
      "name": "Notizzettel",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -1080
      ],
      "parameters": {
        "color": 4,
        "width": 1020,
        "height": 280,
        "content": "## Prepare Data"
      },
      "typeVersion": 1
    },
    {
      "id": "bcd0e739-c12d-4713-8151-08bc4ed58ff9",
      "name": "Salesforce Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -2240,
        -1000
      ],
      "webhookId": "5e194736-f8d7-4eef-9c71-85d264168f3a",
      "parameters": {
        "path": "5e194736-f8d7-4eef-9c71-85d264168f3a",
        "options": {
          "rawBody": false
        },
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2
    },
    {
      "id": "d1769685-53ba-4817-8acb-a7ff5c62cb7d",
      "name": "Auf Webhook antworten",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        -2400,
        -1000
      ],
      "parameters": {
        "options": {
          "responseHeaders": {
            "entries": [
              {
                "name": "Content-Type",
                "value": "application/xml"
              }
            ]
          }
        },
        "respondWith": "text",
        "responseBody": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<soapenv:Envelope xmlns:soapenv=\"http://schemas.xmlsoap.org/soap/envelope/\">\n  <soapenv:Body>\n    <notificationsResponse xmlns=\"http://soap.sforce.com/2005/09/outbound\">\n      <Ack>true</Ack>\n    </notificationsResponse>\n  </soapenv:Body>\n</soapenv:Envelope>"
      },
      "typeVersion": 1.1
    },
    {
      "id": "565627d5-ccf9-4e74-a4be-7c7054bc0359",
      "name": "Notizzettel3",
      "type": "n8n-nodes-base.stickyNote",
      "disabled": true,
      "position": [
        -2480,
        -1080
      ],
      "parameters": {
        "color": 6,
        "width": 780,
        "height": 280,
        "content": "## Salesforce Trigger"
      },
      "typeVersion": 1
    },
    {
      "id": "92d0377b-9566-47c7-ba7b-59d11af13ee7",
      "name": "Notizzettel5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2480,
        -780
      ],
      "parameters": {
        "color": 7,
        "width": 780,
        "height": 540,
        "content": "## 🛰️ Auto-Create Geotab Zone for New Salesforce Work Order\n\n### 📌 What this workflow does\n\nThis automation listens for new **Work Order (Job)** records created in **Salesforce**, and—if the record meets certain conditions—creates a **geofence zone** in **Geotab** at the Work Order’s location.\n\nIt only triggers when:\n\n* The Work Order has a `New` status\n* There is **no existing Geotab Zone ID**\n* The record contains **valid latitude and longitude**\n\nAfter creating the zone, the workflow updates Salesforce with the Geotab Zone ID and sends a confirmation email. If no geo data is available, it notifies the Operations team.\n\n**You can customise this workflow to your needs; for example change Salesforce Object (Opportunity, Account etc).**\n\n### ⚙️ Required Integrations\n* ✅ Salesforce (OAuth2)\n* ✅ Microsoft Outlook (for email notifications)\n* ✅ Geotab API access\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a277490a-b777-4502-b3b1-efeb4889a31d",
      "name": "Erforderliche Felder extrahieren",
      "type": "n8n-nodes-base.set",
      "position": [
        -1620,
        -1000
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "74d77b73-9e08-4ce7-b5e2-89fff556a6c2",
              "name": "Id",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "ca06a724-d57d-4717-9495-08132fb96a8c",
              "name": "WorkOrderNumber",
              "type": "string",
              "value": "={{ $json.WorkOrderNumber }}"
            },
            {
              "id": "b381c523-da76-43c0-a43d-4f6c0e724d20",
              "name": "Job_Type__c",
              "type": "string",
              "value": "={{ $json.Job_Type__c }}"
            },
            {
              "id": "bdc4c9f0-e6ce-4408-82b5-cf79f1e37fc2",
              "name": "Job_Sub_Type__c",
              "type": "string",
              "value": "={{ $json.Job_Sub_Type__c }}"
            },
            {
              "id": "e0fcdb6d-c0af-490c-ac81-c6515c873a6d",
              "name": "Address.latitude",
              "type": "string",
              "value": "={{ $json.Address.latitude }}"
            },
            {
              "id": "92571b99-e82e-4c35-8707-baeb1d80e7b0",
              "name": "Address.longitude",
              "type": "string",
              "value": "={{ $json.Address.longitude }}"
            },
            {
              "id": "d32277a0-4e4e-48a3-9123-543b3509f177",
              "name": "CreatedDate",
              "type": "string",
              "value": "={{ $json.CreatedDate }}"
            },
            {
              "id": "318c819e-d7b1-4faf-8e7b-2907f6df0c1a",
              "name": "Last_Appointment_Date__c",
              "type": "string",
              "value": "={{ $json.Last_Appointment_Date__c }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae",
      "name": "Daten für GeoTab aufbereiten",
      "type": "n8n-nodes-base.set",
      "position": [
        -1060,
        -1000
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c45bb0c8-1ef9-4259-b985-d28be0a43878",
              "name": "Name",
              "type": "string",
              "value": "={{ $json.WorkOrderNumber }}"
            },
            {
              "id": "adfc451e-c84e-480e-9723-312cb85a8c7d",
              "name": "Latitude",
              "type": "string",
              "value": "={{ $json.Address.latitude }}"
            },
            {
              "id": "754cc87f-7e75-4187-80fa-b74dfb91983c",
              "name": "Longitude",
              "type": "string",
              "value": "={{ $json.Address.longitude }}"
            },
            {
              "id": "727937f2-8448-46b3-b9db-9170d2547ceb",
              "name": "Reference",
              "type": "string",
              "value": "={{ $json.Job_Type__c }}"
            },
            {
              "id": "fe9ccc9d-23c9-429a-9d9b-f5445ccf55fc",
              "name": "Comment",
              "type": "string",
              "value": "={{ $json.Job_Sub_Type__c }}"
            },
            {
              "id": "0cae7115-82fb-446b-8a95-3536f926c6b9",
              "name": "ExternalReference",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "de07e177-0dca-4d5e-842f-1b8233a02502",
              "name": "ActiveTo",
              "type": "string",
              "value": "={{ $json.Last_Appointment_Date__c }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dcccefd2-b65b-44ef-86a0-1403f2a8279c",
      "name": "Punkte berechnen",
      "type": "n8n-nodes-base.code",
      "position": [
        -880,
        -1000
      ],
      "parameters": {
        "jsCode": "const inputData = items[0].json;\n\nconst centerLatitude = parseFloat(inputData.Latitude);\nconst centerLongitude = parseFloat(inputData.Longitude);\nconst radius = 200; // Radius in meters (adjust as needed) - Consider making this an input parameter\nconst numPoints = 20; // Number of points on the circle\n\nconst earthRadius = 6371000; // Earth's radius in meters\n\nlet results = [];\n\n\nfor (let i = 0; i < numPoints; i++) {\n    const angle = 2 * Math.PI * i / numPoints;\n    const lat = centerLatitude + (radius / earthRadius) * (180 / Math.PI) * Math.cos(angle);\n    const lon = centerLongitude + (radius / earthRadius) * (180 / Math.PI) * Math.sin(angle)  / Math.cos(centerLatitude * Math.PI / 180);\n    results.push({\n        ...inputData,\n        latitude: lat,\n        longitude: lon\n    })\n}\n\n\n// Create an object with a key called \"result\" to hold the results array\n// this ensure that the the json key points to a valid object in item[0]\nitems[0].json.result = results\n\n//return the updated item\nreturn items;"
      },
      "typeVersion": 2
    },
    {
      "id": "9e4b63fb-597f-448e-80b9-b1f066740a2c",
      "name": "GeoTab-Authentifizierung",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1600,
        -420
      ],
      "parameters": {
        "url": "https://my.geotab.com/apiv1/Authenticate",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"method\": \"Authenticate\",\n  \"params\": {\n    \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n    \"userName\": \"YOUR@USERNAME.EMAIL\",\n    \"password\": \"YOUR_GEOTAB_USER_PASSWORD\"\n  }\n}\n",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "e7b80c7d-f5ac-4085-8428-f3b4757a094d",
      "name": "Aktive Daten der Zone berechnen",
      "type": "n8n-nodes-base.code",
      "position": [
        -1420,
        -420
      ],
      "parameters": {
        "jsCode": "const today = new Date();\ntoday.setUTCHours(0, 0, 0, 0);  // Ensures time is set to 00:00:00.000 UTC\nconst activeFrom = today.toISOString();  // Ensures the string format\n\nconst futureDate = new Date(today);\nfutureDate.setDate(today.getDate() + 60);\nfutureDate.setUTCHours(0, 0, 0, 0);  // Ensures time is set to 00:00:00.000 UTC\nconst activeTo = futureDate.toISOString();  // Ensures the string format\n\nreturn [\n    {\n        json: {\n            activeFrom: activeFrom.split(\".\")[0] + \"Z\",  // Removes milliseconds if necessary\n            activeTo: activeTo.split(\".\")[0] + \"Z\"  // Removes milliseconds if necessary\n        }\n    }\n];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "01adf82d-0894-4f23-816f-beb236a390ef",
      "name": "Zone in GeoTab erstellen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1240,
        -420
      ],
      "parameters": {
        "url": "https://my.geotab.com/apiv1",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"method\": \"Add\",\n  \"params\": {\n    \"typeName\": \"Zone\",\n\n    \"entity\": {\n      \"name\": \"{{ $('Prepare data for GeoTab').item.json.Name }}\",\n      \"externalReference\": \"{{ $('Prepare data for GeoTab').item.json.ExternalReference }}\",\n      \"reference\": \"{{ $('Prepare data for GeoTab').item.json.Reference }}\",\n      \"comment\": \"{{ $('Prepare data for GeoTab').item.json.Comment }}\",\n\n      \"groups\": [\n      {\"id\": \"GroupCompanyId\"}\n      ],\n\n      \"activeFrom\": \"{{ $json.activeFrom }}\",\n      \"activeTo\": \"{{ $json.activeTo }}\",\n\n\n      \"points\": [\n        { \"x\": {{ $('Calculate points').item.json.result[0].longitude }}, \"y\": {{ $('Calculate points').item.json.result[0].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[1].longitude }}, \"y\": {{ $('Calculate points').item.json.result[1].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[2].longitude }}, \"y\": {{ $('Calculate points').item.json.result[2].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[3].longitude }}, \"y\": {{ $('Calculate points').item.json.result[3].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[4].longitude }}, \"y\": {{ $('Calculate points').item.json.result[4].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[5].longitude }}, \"y\": {{ $('Calculate points').item.json.result[5].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[6].longitude }}, \"y\": {{ $('Calculate points').item.json.result[6].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[7].longitude }}, \"y\": {{ $('Calculate points').item.json.result[7].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[8].longitude }}, \"y\": {{ $('Calculate points').item.json.result[8].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[9].longitude }}, \"y\": {{ $('Calculate points').item.json.result[9].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[10].longitude }}, \"y\": {{ $('Calculate points').item.json.result[10].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[11].longitude }}, \"y\": {{ $('Calculate points').item.json.result[11].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[12].longitude }}, \"y\": {{ $('Calculate points').item.json.result[12].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[13].longitude }}, \"y\": {{ $('Calculate points').item.json.result[13].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[14].longitude }}, \"y\": {{ $('Calculate points').item.json.result[14].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[15].longitude }}, \"y\": {{ $('Calculate points').item.json.result[15].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[16].longitude }}, \"y\": {{ $('Calculate points').item.json.result[16].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[17].longitude }}, \"y\": {{ $('Calculate points').item.json.result[17].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[18].longitude }}, \"y\": {{ $('Calculate points').item.json.result[18].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[19].longitude }}, \"y\": {{ $('Calculate points').item.json.result[19].latitude }}}\n      ],\n\n      \"visibleOnMap\": true,\n      \"publishToGroups\": [1],\n      \"showStopsInArea\": true\n    },\n\n    \"credentials\": {\n      \"sessionId\": \"{{ $('GeoTab authentication').item.json.result.credentials.sessionId }}\",\n      \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n      \"userName\": \"YOUR@EMAIL.COM\"\n    }\n  }\n}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "c16af016-b846-4072-bc4a-fa99eec28e70",
      "name": "Salesforce mit Zonendetails aktualisieren",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -1040,
        -420
      ],
      "parameters": {
        "recordId": "={{ $('Get Work Order details').item.json.Id }}",
        "resource": "customObject",
        "operation": "update",
        "customObject": "=WorkOrder",
        "updateFields": {},
        "customFieldsUi": {
          "customFieldsValues": [
            {
              "value": "={{ $json.result }}",
              "fieldId": "GeoTab_ID__c"
            },
            {
              "value": "true",
              "fieldId": "GeoTab_Zone_Created__c"
            }
          ]
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "KAHKZKH1lz0bg0hS",
          "name": "Salesforce account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3e89e6b1-7716-465f-98ba-bed15ec63b5e",
      "name": "Notizzettel1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -760
      ],
      "parameters": {
        "color": 3,
        "width": 1020,
        "height": 220,
        "content": "## ⚠️ Missing Geolocation in Salesforce\n\nThis branch sends an email notification when a Work Order is missing latitude and longitude.\nYou can delete this section alongside \"If has location node\" if your Salesforce trigger already excludes such records."
      },
      "typeVersion": 1
    },
    {
      "id": "d9490f6f-620f-4b95-b861-f74279ba4e58",
      "name": "Warten",
      "type": "n8n-nodes-base.wait",
      "position": [
        -2040,
        -1000
      ],
      "webhookId": "41f8eb49-8fe2-46c3-b38f-21b7b2b3de68",
      "parameters": {
        "amount": 30
      },
      "typeVersion": 1.1
    },
    {
      "id": "e8d8baff-0099-4540-9dea-040b82ef8496",
      "name": "Wenn Standort vorhanden",
      "type": "n8n-nodes-base.if",
      "position": [
        -1400,
        -1000
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "7d478faa-ef55-4f33-95db-1bb9e83437f0",
              "operator": {
                "type": "string",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $json.Address.latitude }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "cdea4264-3b0e-4f5f-b822-70b0409b5d79",
      "name": "Arbeitsauftragsdetails abrufen",
      "type": "n8n-nodes-base.salesforce",
      "notes": "{{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
      "position": [
        -1880,
        -1000
      ],
      "parameters": {
        "recordId": "={{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
        "resource": "customObject",
        "operation": "get",
        "customObject": "=WorkOrder"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "KAHKZKH1lz0bg0hS",
          "name": "Salesforce account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d7614077-3d8e-4a1e-b07e-778a4d058ac7",
      "name": "E-Mail-Benachrichtigung - Erfolg",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
        -860,
        -420
      ],
      "webhookId": "bb379079-71c4-414f-91a0-6b22aafa2407",
      "parameters": {
        "subject": "=Job zone was created for job number {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
        "bodyContent": "=Hi Sobek,\n\nThe geofence for the job {{ $('Get Work Order details').item.json.WorkOrderNumber }}  has been successfully created in GeoTab.\n\nLink to job in Salesforce:\nhttps://idealresponse.lightning.force.com/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\nGeoTab Zone link:\nhttps://my.geotab.com/irg/#zones,edit:{{ $('Create zone in GeoTab').item.json.result }}\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\n\nJob attribiutes:\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
        "toRecipients": "=some@email.com",
        "additionalFields": {}
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "25JUCOpf2f8qi9uO",
          "name": "Microsoft Outlook Sobek"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "869a3860-a66b-44bb-ac64-622ac582046f",
      "name": "E-Mail-Benachrichtigung - Fehler",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
        -860,
        -720
      ],
      "webhookId": "980733cc-3bc5-430b-ba59-fa522b5bd9d1",
      "parameters": {
        "subject": "=Action Required: Missing Geo Location for Job  {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
        "bodyContent": "=THIS IS AUTOMATED MESSAGE. DO NOT RESPOND.\n\nDear {{ $('Get Work Order details').item.json.Owner_name__c }},\n\nThis is an automated notification. Please do not reply to this message.\n\nWe have identified that the geo location data for Work Order #{{ $('Get Work Order details').item.json.WorkOrderNumber }} s missing in Salesforce, likely due to an incomplete or incorrect address. This data is essential for the effective management and execution of our projects.\n\nFor quick access to the job details in Salesforce, please use the following link:\nhttps://USE_YOUR_SALESFORCE_URL-DOMAIN/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\n\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\nJob details:\n\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
        "toRecipients": "some@email.com",
        "additionalFields": {}
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "25JUCOpf2f8qi9uO",
          "name": "Microsoft Outlook Sobek"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e4fa9f14-39b8-4b20-b288-425ceb01f51e",
      "name": "Notizzettel4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -640,
        -1080
      ],
      "parameters": {
        "height": 840,
        "content": "### 🔐 Credentials to configure\n\nYou must connect or edit the following credentials:\n\n* 🔹 **Salesforce Account**\n\n  * Nodes: `Get Work Order details`, `Update Salesforce with zone details`\n\n* 🔹 **Outlook Account**\n\n  * Nodes: `Email notification - success`, `Email notification - error`\n\n* 🔹 **Geotab API**\n\n  * Node: `GeoTab authentication`\n\n    * Replace `userName`, `password`, and `database` fields in the JSON body\n  * Node: `Create zone in GeoTab`\n\n    * Update the same values at the end of the JSON body (`database`, `userName`)\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "de984466-995e-4ea2-9a43-0d043b9fd5f0",
      "name": "Notizzettel6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2740,
        -1080
      ],
      "parameters": {
        "height": 840,
        "content": "### 🧩 How the Salesforce trigger works\n\nThis workflow is triggered by **an Outbound Message from Salesforce**.\n\nIn Salesforce Setup, you can configure an **Outbound Message** tied to the **Work Order** object. When a new Work Order is created (or meets specific criteria), Salesforce sends a SOAP request to this workflow's **Webhook URL**.\n\nThe workflow starts by receiving this message and extracting the Work Order ID to retrieve full details using the Salesforce node.\n\n### ⚠️ Setup Required in Salesforce\n\n1. Go to **Setup → Outbound Messages**\n2. Create a new Outbound Message for the **Work Order** object\n3. Add fields as needed (at minimum, `Id`)\n4. Paste the Webhook URL from the **Salesforce Webhook** node in this workflow\n5. Link the Outbound Message to a Workflow Rule or Flow that fires when a **new Work Order is created**\n"
      },
      "typeVersion": 1
    },
    {
      "id": "792ffeb9-24d8-4b1a-8659-fd515c17f1f7",
      "name": "Notizzettel7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1460,
        -1040
      ],
      "parameters": {
        "color": 3,
        "height": 200,
        "content": "**Check geolocation data**"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Salesforce Webhook": [
      {
        "json": {
          "body": {
            "soapenv:envelope": {
              "$": {
                "xmlns:xsd": "http://www.w3.org/2001/XMLSchema",
                "xmlns:xsi": "http://www.w3.org/2001/XMLSchema-instance",
                "xmlns:soapenv": "http://schemas.xmlsoap.org/soap/envelope/"
              },
              "soapenv:body": {
                "notifications": {
                  "$": {
                    "xmlns": "http://soap.sforce.com/2005/09/outbound"
                  },
                  "actionid": "04kTf000001BWdVIAW",
                  "sessionid": {
                    "$": {
                      "xsi:nil": "true"
                    }
                  },
                  "partnerurl": "https://idealresponse.my.salesforce.com/services/Soap/u/63.0/00D1r000002EWR8",
                  "notification": {
                    "id": "04lTf00000UTGqQIAX",
                    "sobject": {
                      "$": {
                        "xmlns:sf": "urn:sobject.enterprise.soap.sforce.com",
                        "xsi:type": "sf:WorkOrder"
                      },
                      "sf:id": "0WOTf0000041LUjOAM"
                    }
                  },
                  "enterpriseurl": "https://idealresponse.my.salesforce.com/services/Soap/c/63.0/00D1r000002EWR8",
                  "organizationid": "00D1r000002EWR8EAO"
                }
              }
            }
          },
          "query": {},
          "params": {},
          "headers": {
            "via": "1.1 Caddy",
            "host": "n8n.irgl.uk",
            "soapaction": "\"\"",
            "user-agent": "Jakarta Commons-HttpClient/3.1",
            "content-type": "text/xml; charset=utf-8",
            "content-length": "908",
            "accept-encoding": "gzip",
            "x-forwarded-for": "145.224.205.255",
            "x-forwarded-host": "n8n.irgl.uk",
            "x-forwarded-proto": "https"
          },
          "webhookUrl": "https://n8n.irgl.uk/webhook/irglsalesforcejob",
          "executionMode": "production"
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "c8533727-0485-43f8-8efa-86fe44e871e9",
  "connections": {
    "d9490f6f-620f-4b95-b861-f74279ba4e58": {
      "main": [
        [
          {
            "node": "cdea4264-3b0e-4f5f-b822-70b0409b5d79",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e8d8baff-0099-4540-9dea-040b82ef8496": {
      "main": [
        [
          {
            "node": "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae",
            "type": "main",
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          }
        ],
        [
          {
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            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "dcccefd2-b65b-44ef-86a0-1403f2a8279c": {
      "main": [
        [
          {
            "node": "9e4b63fb-597f-448e-80b9-b1f066740a2c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bcd0e739-c12d-4713-8151-08bc4ed58ff9": {
      "main": [
        [
          {
            "node": "d1769685-53ba-4817-8acb-a7ff5c62cb7d",
            "type": "main",
            "index": 0
          },
          {
            "node": "d9490f6f-620f-4b95-b861-f74279ba4e58",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "01adf82d-0894-4f23-816f-beb236a390ef": {
      "main": [
        [
          {
            "node": "c16af016-b846-4072-bc4a-fa99eec28e70",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "9e4b63fb-597f-448e-80b9-b1f066740a2c": {
      "main": [
        [
          {
            "node": "e7b80c7d-f5ac-4085-8428-f3b4757a094d",
            "type": "main",
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          }
        ]
      ]
    },
    "cdea4264-3b0e-4f5f-b822-70b0409b5d79": {
      "main": [
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          {
            "node": "a277490a-b777-4502-b3b1-efeb4889a31d",
            "type": "main",
            "index": 0
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        ]
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    },
    "a277490a-b777-4502-b3b1-efeb4889a31d": {
      "main": [
        [
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            "node": "e8d8baff-0099-4540-9dea-040b82ef8496",
            "type": "main",
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        ]
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    "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae": {
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        [
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            "type": "main",
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    },
    "e7b80c7d-f5ac-4085-8428-f3b4757a094d": {
      "main": [
        [
          {
            "node": "01adf82d-0894-4f23-816f-beb236a390ef",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c16af016-b846-4072-bc4a-fa99eec28e70": {
      "main": [
        [
          {
            "node": "d7614077-3d8e-4a1e-b07e-778a4d058ac7",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Häufig gestellte Fragen

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 - Vertrieb, IT-Betrieb

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes22
Kategorie2
Node-Typen10
Schwierigkeitsbeschreibung

Für fortgeschrittene Benutzer, komplexe Workflows mit 16+ Nodes

Autor
Sobek

Sobek

@maagic

IT Manager and automation architect with expertise in Salesforce, Microsoft 365, and n8n. I build robust, production-grade workflows that solve real business problems—no fluff, just practical automation. Let’s streamline your operations with smart, maintainable solutions.

Externe Links
Auf n8n.io ansehen

Diesen Workflow teilen

Kategorien

Kategorien: 34