Ejemplo financiero

Avanzado

Este es unMiscellaneousflujo de automatización del dominio deautomatización que contiene 22 nodos.Utiliza principalmente nodos como Set, Merge, Resend, ItemLists, HttpRequest. Automatización de la sincronización y notificación de transacciones multi-banco con GoCardless y Maybe Finance

Requisitos previos
  • Pueden requerirse credenciales de autenticación para la API de destino

Categoría

Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "tY32QDTdup1LAwR1",
  "meta": {
    "instanceId": "358ebc7e70f0c2213a4211c90e6cecc1d427950728ea9da9fc037017aab28666",
    "templateCredsSetupCompleted": true
  },
  "name": "Maybe Finance example",
  "tags": [],
  "nodes": [
    {
      "id": "c7580a81-6327-4da4-b01a-9afe9d9d3b22",
      "name": "Obtener token de acceso",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -820,
        -80
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/token/new/",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "sendHeaders": true,
        "bodyParameters": {
          "parameters": [
            {
              "name": "secret_id"
            },
            {
              "name": "secret_key"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "8c0c26ef-083a-4028-a866-2b3857dc47c3",
      "name": "Obtener transacciones de Revolut Pro",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -400,
        -180
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/accounts/<account_id>/transactions",
        "options": {},
        "sendQuery": true,
        "sendHeaders": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "date_from",
              "value": "={{ DateTime.now().startOf('week').minus({days: 7}).toFormat('yyyy-MM-dd') }}"
            },
            {
              "name": "date_to",
              "value": "={{ DateTime.now().startOf('week').minus({days: 1}).toFormat('yyyy-MM-dd') }}"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.access }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "61fb2bc6-abf0-469d-9ade-ef7aec5429fe",
      "name": "Obtener transacciones de Revolut Personal",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -400,
        60
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/accounts/<account_id>/transactions",
        "options": {},
        "sendQuery": true,
        "sendHeaders": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "date_from",
              "value": "={{ DateTime.now().startOf('week').minus({days: 7}).toFormat('yyyy-MM-dd') }}"
            },
            {
              "name": "date_to",
              "value": "={{ DateTime.now().startOf('week').minus({days: 1}).toFormat('yyyy-MM-dd') }}"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.access }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "878df10c-1704-48f5-b1a2-ac9a4ff4a5f2",
      "name": "Obtener IDs de cuentas desde Maybe",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -480,
        -540
      ],
      "parameters": {
        "url": "http://localhost:3005/api/v1/accounts",
        "options": {},
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "X-Api-Key"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "524015a4-4d7b-4836-b8da-125f995d9ca4",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -120,
        -680
      ],
      "parameters": {
        "width": 1440,
        "height": 340,
        "content": "## Run once - Configuration\nAfter getting the access token, follow the GoCardless steps from their docs and run these nodes accordingly in the right order.\nGoCardless docs: https://developer.gocardless.com/bank-account-data/quick-start-guide"
      },
      "typeVersion": 1
    },
    {
      "id": "cda3a7d7-f434-4d64-bdc9-0f9d6c04b5a3",
      "name": "Paso 2 - Obtener ID de institución",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        0,
        -540
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/institutions",
        "options": {},
        "sendQuery": true,
        "sendHeaders": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "country",
              "value": "nl"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.access }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "96ea05dd-27a5-41b7-8049-ef0be4036662",
      "name": "Paso 5 - Obtener ID de cuenta",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1100,
        -540
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/requisitions/96bed7e3-a275-48fc-8fed-4d97ca1d452f/",
        "options": {},
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.access }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "5367c00b-97f5-4002-a7b3-b2bc111b63c0",
      "name": "Nota adhesiva 1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -980,
        -680
      ],
      "parameters": {
        "color": 6,
        "width": 280,
        "height": 340,
        "content": "## Set up weekly workflow\nAfter linking the bank accounts, you can request access token (lasts 24h) and use that to request the transactions from all your bank accounts. You have 4 requests per bank account per day before you hit your rate limit. Use them wisely."
      },
      "typeVersion": 1
    },
    {
      "id": "ba89f635-926c-4750-a862-b5e335852cc0",
      "name": "Crear transacciones en Maybe",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        840,
        -80
      ],
      "parameters": {
        "url": "http://localhost/api/v1/transactions/",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"transaction\": {\n    \"account_id\": \"{{ $json.transaction.account_id }}\",\n    \"name\": \"{{ $json.transaction.name }}\",\n    \"date\": \"{{ $json.transaction.date }}\",\n    \"amount\": {{ $json.transaction.amount }},\n    \"currency\": \"{{ $json.transaction.currency }}\",\n    \"nature\": \"{{ $json.transaction.nature }}\"\n  }\n}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "X-Api-Key"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "56f290e1-9e12-40f6-8883-93ff25e9227d",
      "name": "Nota adhesiva 2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -980,
        -320
      ],
      "parameters": {
        "color": 5,
        "width": 840,
        "height": 640,
        "content": "## GoCardless - Fetch transactions\nFirst we fetch transactions from GoCardless for all bank accounts that we have connected. Change the <account_id> to your own id."
      },
      "typeVersion": 1
    },
    {
      "id": "cebfa4eb-2e0b-42ea-b637-c285e822e7ac",
      "name": "Nota adhesiva 3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -120,
        -320
      ],
      "parameters": {
        "color": 2,
        "width": 1440,
        "height": 640,
        "content": "## Maybe Finance - Create transactions\nCombine transactions in one object, call the API recursively for each of the transaction to create them to Maybe Finance. Change account id in the json to your own account id."
      },
      "typeVersion": 1
    },
    {
      "id": "afdeeee2-8f96-436b-8011-a3a507c341f0",
      "name": "Combinar todas las transacciones en un array",
      "type": "n8n-nodes-base.merge",
      "position": [
        580,
        -80
      ],
      "parameters": {},
      "typeVersion": 3.1
    },
    {
      "id": "07bd503d-d842-459e-8e07-f240f08fc039",
      "name": "Reenviar",
      "type": "n8n-nodes-resend.resend",
      "position": [
        1060,
        -80
      ],
      "parameters": {
        "html": "<!DOCTYPE html PUBLIC \"-//W3C//DTD XHTML 1.0 Transitional//EN\" \"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd\">\n<html dir=\"ltr\" lang=\"en\">\n  <head>\n    <link\n      rel=\"preload\"\n      as=\"image\"\n      href=\"https://di867tnz6fwga.cloudfront.net/brand-kits/cfcf0bf8-7c74-4001-9740-435b7c42c4a8/primary/07c4924e-2064-4f81-8281-1d56c5850866.png\" />\n    <meta content=\"text/html; charset=UTF-8\" http-equiv=\"Content-Type\" />\n    <meta name=\"x-apple-disable-message-reformatting\" />\n  </head>\n  <body\n    style='background-color:rgb(0,0,0);font-family:ui-sans-serif, system-ui, sans-serif, \"Apple Color Emoji\", \"Segoe UI Emoji\", \"Segoe UI Symbol\", \"Noto Color Emoji\";padding-top:40px;padding-bottom:40px'>\n    <!--$-->\n    <div\n      style=\"display:none;overflow:hidden;line-height:1px;opacity:0;max-height:0;max-width:0\"\n      data-skip-in-text=\"true\">\n      Your weekly bank transaction overview is ready to view\n      <div>\n         ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏\n      </div>\n    </div>\n    <table\n      align=\"center\"\n      width=\"100%\"\n      border=\"0\"\n      cellpadding=\"0\"\n      cellspacing=\"0\"\n      role=\"presentation\"\n      style=\"margin-left:auto;margin-right:auto;padding-top:20px;padding-bottom:20px;padding-left:20px;padding-right:20px;background-color:rgb(18,18,18);border-radius:8px;max-width:600px\">\n      <tbody>\n        <tr style=\"width:100%\">\n          <td>\n            <table\n              align=\"center\"\n              width=\"100%\"\n              border=\"0\"\n              cellpadding=\"0\"\n              cellspacing=\"0\"\n              role=\"presentation\"\n              style=\"text-align:center;margin-bottom:32px\">\n              <tbody>\n                <tr>\n                  <td>\n                    <img\n                      alt=\"Syllogic\"\n                      src=\"https://di867tnz6fwga.cloudfront.net/brand-kits/cfcf0bf8-7c74-4001-9740-435b7c42c4a8/primary/07c4924e-2064-4f81-8281-1d56c5850866.png\"\n                      style=\"width:100%;height:auto;object-fit:cover;max-width:200px;margin-left:auto;margin-right:auto;display:block;outline:none;border:none;text-decoration:none\" />\n                  </td>\n                </tr>\n              </tbody>\n            </table>\n            <table\n              align=\"center\"\n              width=\"100%\"\n              border=\"0\"\n              cellpadding=\"0\"\n              cellspacing=\"0\"\n              role=\"presentation\"\n              style=\"padding-left:20px;padding-right:20px;text-align:center\">\n              <tbody>\n                <tr>\n                  <td>\n                    <h1\n                      style=\"color:rgb(255,255,255);font-size:24px;font-weight:700;margin-bottom:24px\">\n                      Your Weekly Overview is Ready\n                    </h1>\n                    <p\n                      style=\"color:rgb(255,255,255);font-size:16px;line-height:24px;margin-bottom:32px;margin-top:16px\">\n                      Your comprehensive bank transaction overview for this past\n                      week has been compiled and is ready for review.\n                    </p>\n                    <table\n                      align=\"center\"\n                      width=\"100%\"\n                      border=\"0\"\n                      cellpadding=\"0\"\n                      cellspacing=\"0\"\n                      role=\"presentation\"\n                      style=\"margin-bottom:32px\">\n                      <tbody>\n                        <tr>\n                          <td>\n                            <a\n                              href=\"http://100.78.73.50:3005/\"\n                              style=\"background-color:rgb(255,255,255);color:rgb(0,0,0);padding-left:32px;padding-right:32px;padding-top:12px;padding-bottom:12px;border-radius:6px;font-size:16px;font-weight:500;text-decoration-line:none;box-sizing:border-box;display:inline-block;line-height:100%;text-decoration:none;max-width:100%;mso-padding-alt:0px\"\n                              target=\"_blank\"\n                              ><span\n                                ><!--[if mso]><i style=\"mso-font-width:400%;mso-text-raise:18\" hidden>&#8202;&#8202;&#8202;&#8202;</i><![endif]--></span\n                              ><span\n                                style=\"max-width:100%;display:inline-block;line-height:120%;mso-padding-alt:0px;mso-text-raise:9px\"\n                                >View Your Overview</span\n                              ><span\n                                ><!--[if mso]><i style=\"mso-font-width:400%\" hidden>&#8202;&#8202;&#8202;&#8202;&#8203;</i><![endif]--></span\n                              ></a\n                            >\n                          </td>\n                        </tr>\n                      </tbody>\n                    </table>\n                    <p\n                      style=\"color:rgb(255,255,255);font-size:14px;line-height:20px;margin-bottom:24px;opacity:0.8;margin-top:16px\">\n                      Link: http://100.78.73.50:3005/\n                    </p>\n                  </td>\n                </tr>\n              </tbody>\n            </table>\n            <hr\n              style=\"border-color:rgb(51,51,51);margin-top:32px;margin-bottom:32px;width:100%;border:none;border-top:1px solid #eaeaea\" />\n            <table\n              align=\"center\"\n              width=\"100%\"\n              border=\"0\"\n              cellpadding=\"0\"\n              cellspacing=\"0\"\n              role=\"presentation\"\n              style=\"padding-left:20px;padding-right:20px;text-align:center\">\n              <tbody>\n                <tr>\n                  <td>\n                    <p\n                      style=\"color:rgb(255,255,255);font-size:12px;line-height:16px;opacity:0.6;margin-bottom:16px;margin-top:16px\">\n                      After years of watching teams struggle with data access,\n                      we are building a better way.\n                    </p>\n                    <p\n                      style=\"color:rgb(255,255,255);font-size:12px;line-height:16px;opacity:0.6;margin-top:16px;margin-bottom:16px\">\n                      <a\n                        href=\"https://syllogic.ai\"\n                        style=\"color:rgb(255,255,255);text-decoration-line:underline\"\n                        target=\"_blank\"\n                        >Syllogic</a\n                      >\n                    </p>\n                  </td>\n                </tr>\n              </tbody>\n            </table>\n          </td>\n        </tr>\n      </tbody>\n    </table>\n    <!--7--><!--/$-->\n  </body>\n</html>\n",
        "subject": "Weekly transactions overview",
        "additionalOptions": {}
      },
      "credentials": {
        "resendApi": {
          "id": "YFj2hXsELN5yFJ26",
          "name": "Resend account"
        }
      },
      "executeOnce": true,
      "typeVersion": 1
    },
    {
      "id": "7ed11872-a6e8-4c36-a137-dcb527a8394d",
      "name": "Nota adhesiva 4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -680,
        -680
      ],
      "parameters": {
        "color": 6,
        "width": 540,
        "height": 340,
        "content": "## Get Maybe Finance accounts\nAfter creating the respective accounts in Maybe Finance, run a GET request to fetch all account ids to insert them to the \"Set\" nodes later."
      },
      "typeVersion": 1
    },
    {
      "id": "061da286-bf40-41b3-9bd6-52c579067451",
      "name": "Extraer contabilizadas - Revolut Personal",
      "type": "n8n-nodes-base.itemLists",
      "position": [
        40,
        60
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "transactions.booked"
      },
      "typeVersion": 3
    },
    {
      "id": "eb8d3441-4d25-4ee7-a94e-4073294914b9",
      "name": "Extraer contabilizadas - Revolut Pro",
      "type": "n8n-nodes-base.itemLists",
      "position": [
        40,
        -180
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "transactions.booked"
      },
      "typeVersion": 3
    },
    {
      "id": "305021b2-cf36-4d29-9ddd-fd31eca8902d",
      "name": "Establecer transacciones para Revolut Pro",
      "type": "n8n-nodes-base.set",
      "position": [
        320,
        -180
      ],
      "parameters": {
        "mode": "raw",
        "options": {},
        "jsonOutput": "=    {\n      \"transaction\": {\n        \"account_id\": \"\",\n        \"name\": \"{{ $json.creditorName || $json.remittanceInformationUnstructuredArray[0]}}\",\n        \"date\": \"{{ $json.bookingDate }}\",\n        \"amount\": \"{{ Math.abs(parseFloat($json.transactionAmount.amount)) }}\",\n        \"currency\": \"{{ $json.transactionAmount.currency }}\",\n        \"nature\": \"{{ parseFloat($json.transactionAmount.amount) >= 0 ? 'income' : 'expense' }}\"\n      }}"
      },
      "typeVersion": 3.4
    },
    {
      "id": "6205fdc5-b59c-41b9-9c00-c3a6a9d67a72",
      "name": "Establecer transacciones para Revolut Personal",
      "type": "n8n-nodes-base.set",
      "position": [
        320,
        60
      ],
      "parameters": {
        "mode": "raw",
        "options": {},
        "jsonOutput": "=    {\n      \"transaction\": {\n        \"account_id\": \"\",\n        \"name\": \"{{ $json.creditorName || $json.remittanceInformationUnstructuredArray[0]}}\",\n        \"date\": \"{{ $json.bookingDate }}\",\n        \"amount\": \"{{ Math.abs(parseFloat($json.transactionAmount.amount)) }}\",\n        \"currency\": \"{{ $json.transactionAmount.currency }}\",\n        \"nature\": \"{{ parseFloat($json.transactionAmount.amount) >= 0 ? 'income' : 'expense' }}\"\n      }}"
      },
      "typeVersion": 3.4
    },
    {
      "id": "2b010267-68da-4c25-81e1-547ea4795c45",
      "name": "Activador programado",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -1220,
        -80
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "weeks",
              "triggerAtDay": [
                1
              ],
              "triggerAtHour": 4
            }
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "f22aa661-1a95-4dbe-b37a-4322bfb7251c",
      "name": "Paso 4 - Crear enlace con Revolut",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        840,
        -540
      ],
      "parameters": {
        "url": "https://bankaccountdata.gocardless.com/api/v2/requisitions/",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "sendHeaders": true,
        "bodyParameters": {
          "parameters": [
            {
              "name": "redirect",
              "value": "http://www.yourwebpage.com"
            },
            {
              "name": "institution_id",
              "value": "ABNAMRO_ABNANL2A"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "accept",
              "value": "application/json"
            },
            {
              "name": "Authorization",
              "value": "=Bearer {{ $json.access }}"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "496d6d35-6844-4b72-90ff-4daa2d8ae9fa",
      "name": "Paso 3a - Acuerdo de usuario con primera cuenta Revolut",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        280,
        -540
      ],
      "parameters": {
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Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Varios

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos22
Categoría1
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34