Crear contactos y registros de actividades en SinergiaCRM desde Google Sheets
Este es unCRM, Multimodal AIflujo de automatización del dominio deautomatización que contiene 20 nodos.Utiliza principalmente nodos como If, Set, Merge, GoogleSheets, SinergiaCrm. De Google Sheets a SinergiaCRM: registro automático de participantes de eventos
- •Credenciales de API de Google Sheets
Nodos utilizados (20)
Categoría
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{
"id": "92e25a51-e446-4a28-ba0a-fc9687d13c0c",
"name": "SinergiaCRM: Crear Contacto",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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"parameters": {
"data": "={\n \"first_name\": \"{{ $json['First name'] }}\",\n \"last_name\": \"{{ $json['Last name'] }}\",\n \"email1\": \"{{ $json.Email }}\",\n \"stic_identification_type_c\": \"nif\",\n \"stic_identification_number_c\": \"{{ $json.NIF }}\"\n}\n",
"module": "Contacts",
"operation": "create"
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
}
},
"typeVersion": 1
},
{
"id": "2700a9e3-1fc6-4b38-b6e6-6049e52d85a7",
"name": "SinergiaCRM: Crear Relación",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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"parameters": {
"data": "={\n \"start_date\": \"{{ $json['Relation date'] }}\",\n \"relationship_type\": \"{{ $json['Relation type'] }}\",\n \"stic_contacts_relationships_contactscontacts_ida\": \"{{ $json.id }}\",\n \"assigned_user_id\": \"2\"\n}",
"module": "stic_Contacts_Relationships",
"operation": "create"
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
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{
"id": "ff4db6a7-3545-4d1f-9c15-96cfd99b2cc0",
"name": "SinergiaCRM: Crear Registro",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
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"parameters": {
"data": "={\n \"stic_registrations_contactscontacts_ida\": \"{{ $('IF: Person exist').item.json.id }}\",\n \"stic_registrations_stic_eventsstic_events_ida\": \"{{ $('IF: Person exist').item.json['Event ID'] }}\",\n \"participation_type\": \"attendant\",\n \"attendees\": \"1\",\n \"assigned_user_id\": \"2\",\n \"status\": \"confirmed\",\n \"registration_date\": \"{{ $('IF: Person exist').item.json['Registration date'] }}\"\n}",
"module": "stic_Registrations",
"operation": "create"
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
}
},
"typeVersion": 1
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"name": "Google Sheets: Marcar Procesado = Sí",
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"value": {
"NIF": "={{ $('IF: Person exist').item.json.NIF }}",
"Processed": "Yes"
},
"schema": [
{
"id": "First name",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "First name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last name",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Last name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "NIF",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "NIF",
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"canBeUsedToMatch": true
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{
"id": "Email",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Relation type",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Relation type",
"defaultMatch": false,
"canBeUsedToMatch": true
},
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"id": "Relation date",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Relation date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Event ID",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Event ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Registration date",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Registration date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "To CRM",
"type": "string",
"display": true,
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"displayName": "To CRM",
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"type": "number",
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"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
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"mappingMode": "defineBelow",
"matchingColumns": [
"NIF"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1XRjRmPPv5ToZ5ZsFQyX1o5g8pWg-rod0yOmkKO-Ec3A/edit#gid=0",
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"cachedResultName": "SinergiaCRM - Workflows"
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"parameters": {
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"conditions": {
"options": {
"version": 1,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
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"id": "140b0257-5336-4f90-aceb-ecae84dedb32",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json['To CRM'] }}",
"rightValue": "Yes"
}
]
}
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{
"id": "af5074a1-11ef-4a81-b167-dbf89dae317f",
"name": "IF: Not processed == No",
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"operator": {
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"type": "string",
"operation": "equals"
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"leftValue": "={{ $json.Processed }}",
"rightValue": "No"
}
]
}
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"operator": {
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"operation": "notEmpty",
"singleValue": true
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"leftValue": "={{ $json.id }}",
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"notesInFlow": false,
"typeVersion": 2.2
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{
"id": "dfac6070-5bf8-4729-b4f8-fb9f419f63da",
"name": "Find person by NIF",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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],
"parameters": {
"module": "Contacts",
"options": {
"filters": {
"Filter": [
{
"field": "stic_identification_number_c",
"value": "={{ $json.NIF }}"
}
]
}
}
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
}
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"typeVersion": 1,
"alwaysOutputData": true
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"parameters": {
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"options": {},
"advanced": true,
"joinMode": "enrichInput2",
"mergeByFields": {
"values": [
{
"field1": "attributes.stic_identification_number_c",
"field2": "NIF"
}
]
}
},
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{
"id": "005a1758-b6ac-40ef-8951-57fbb715447e",
"name": "SinergiaCRM: Create Relationship1",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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"parameters": {
"data": "={\n \"start_date\": \"{{ $('IF: Person exist').item.json['Relation date'] }}\",\n \"relationship_type\": \"{{ $('IF: Person exist').item.json['Relation type'] }}\",\n \"stic_contacts_relationships_contactscontacts_ida\": \"{{ $json.id }}\",\n \"assigned_user_id\": \"2\"\n}",
"module": "stic_Contacts_Relationships",
"operation": "create"
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
}
},
"typeVersion": 1
},
{
"id": "f1485c90-4ac8-45ce-b835-35ee6fe91399",
"name": "SinergiaCRM: Create Registration1",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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],
"parameters": {
"data": "={\n \"stic_registrations_contactscontacts_ida\": \"{{ $('SinergiaCRM: Create Contact').item.json.id }}\",\n \"stic_registrations_stic_eventsstic_events_ida\": \"{{ $('SinergiaCRM: Create Contact').item.json.id }}\",\n \"participation_type\": \"attendant\",\n \"attendees\": \"1\",\n \"assigned_user_id\": \"2\",\n \"status\": \"confirmed\",\n \"registration_date\": \"{{ $('IF: Person exist').item.json['Relation date'] }}\"\n}",
"module": "stic_Registrations",
"operation": "create"
},
"credentials": {
"SinergiaCRMCredentials": {
"id": "ojmiJxUk7IYJooG3",
"name": "SinergiaCRM account 2"
}
},
"typeVersion": 1
},
{
"id": "94312c1a-788a-407f-a07d-83a897ab3982",
"name": "Google Sheets: Mark Procesado = Sí1",
"type": "n8n-nodes-base.googleSheets",
"position": [
2176,
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],
"parameters": {
"columns": {
"value": {
"NIF": "={{ $('SinergiaCRM: Create Contact').item.json.attributes.stic_identification_number_c }}",
"Processed": "Yes"
},
"schema": [
{
"id": "First name",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "First name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Last name",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Last name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "NIF",
"type": "string",
"display": true,
"removed": false,
"required": false,
"displayName": "NIF",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Relation type",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Relation type",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Relation date",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Relation date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Event ID",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Event ID",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Registration date",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "Registration date",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "To CRM",
"type": "string",
"display": true,
"removed": true,
"required": false,
"displayName": "To CRM",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Processed",
"type": "string",
"display": true,
"required": false,
"displayName": "Processed",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "row_number",
"type": "number",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "row_number",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [
"NIF"
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "update",
"sheetName": {
"__rl": true,
"mode": "list",
"value": "gid=0",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1XRjRmPPv5ToZ5ZsFQyX1o5g8pWg-rod0yOmkKO-Ec3A/edit#gid=0",
"cachedResultName": "Sheet1"
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"documentId": {
"__rl": true,
"mode": "list",
"value": "1XRjRmPPv5ToZ5ZsFQyX1o5g8pWg-rod0yOmkKO-Ec3A",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1XRjRmPPv5ToZ5ZsFQyX1o5g8pWg-rod0yOmkKO-Ec3A/edit?usp=drivesdk",
"cachedResultName": "SinergiaCRM - Workflows"
}
},
"credentials": {
"googleSheetsOAuth2Api": {
"id": "u5nmgtcJQ2F1YzhC",
"name": "Google Sheets account"
}
},
"typeVersion": 4
},
{
"id": "523588fd-0d0e-4645-adac-5d58d3ea6a87",
"name": "Edit Fields",
"type": "n8n-nodes-base.set",
"position": [
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"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "551c98ad-18dc-4123-8e7e-65f88de385e1",
"name": "First name",
"type": "string",
"value": "={{ $json['First name'] }}"
},
{
"id": "1c06fe43-c098-44bf-8701-130fa167ed34",
"name": "Last name",
"type": "string",
"value": "={{ $json['Last name'] }}"
},
{
"id": "0abf9847-0966-4fa9-8852-decd2c4e1b73",
"name": "NIF",
"type": "string",
"value": "={{ $json.NIF }}"
},
{
"id": "e32878ed-45a5-490d-8e4f-e53118da990b",
"name": "Email",
"type": "string",
"value": "={{ $json.Email }}"
},
{
"id": "78a239a1-7404-4135-bfbf-16186c509938",
"name": "Relation type",
"type": "string",
"value": "={{ $json['Relation type'] }}"
},
{
"id": "62a1c21d-410d-4008-9b88-37d9078d7a1e",
"name": "Relation date",
"type": "string",
"value": "={{ $json['Relation date'] }}"
},
{
"id": "e6081bb1-b353-41b6-8f04-bd4ce55786c7",
"name": "Registration date",
"type": "string",
"value": "={{ $json['Relation date'] }}"
},
{
"id": "c631ca9e-3c1a-47db-90a2-2c73dca606cc",
"name": "Event ID",
"type": "string",
"value": "={{ $json['Event ID'] }}"
},
{
"id": "632788f1-5b4c-4113-ae73-ee16421820c5",
"name": "id",
"type": "string",
"value": "={{ $json.id }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "1369d32f-01d4-4167-8eaa-a22e5803d0a5",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 448,
"height": 400,
"content": "## Workflow Overview\n\nThis workflow listens for new rows in a Google Sheet and creates contact and event registration records in SinergiaCRM.\n\n### Key Steps:\n1. Google Sheets Trigger detects a new row.\n2. Checks if the row should be sent to CRM.\n3. Searches the contact by NIF.\n4. If found, registers the person and creates relationship.\n5. If not found, creates the contact first.\n6. Marks the row as processed.\n"
},
"typeVersion": 1
},
{
"id": "4cc84d89-c396-4e91-a36c-8b7d474527aa",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
-1344
],
"parameters": {
"width": 416,
"height": 768,
"content": "## Google Sheet Setup\n\nMake sure your Google Sheet includes these columns:\n\n- First name\n- Last name\n- NIF\n- Email\n- Relation type\n- Relation date\n- Event ID\n- Registration date\n- To CRM → must be \"Yes\"\n- Processed → should be \"No\" to trigger\n\nOnly rows with:\n- To CRM = Yes\n- Processed = No\nwill be processed.\n\nUpdate the document ID and sheet name in the trigger settings.\n"
},
"typeVersion": 1
},
{
"id": "de331bc1-7eca-4c76-a071-e8025a7dff81",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
304,
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],
"parameters": {
"width": 672,
"height": 768,
"content": "## SinergiaCRM Requirements\n\nEnsure you have the following modules available in your SinergiaCRM instance:\n\n- Contacts\n- stic_Contacts_Relationships\n- stic_Registrations\n\nEach node requires authenticated credentials.\nYou'll need to:\n1. Set up OAuth credentials for SinergiaCRM.\n2. Update the user ID (e.g. `\"assigned_user_id\": \"2\"`) if needed.\n\nCustom fields like `stic_identification_number_c` must be informed in your system.\n"
},
"typeVersion": 1
},
{
"id": "99bf98a7-ca7b-45ce-a4fb-7dfdf1385d0a",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1040,
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],
"parameters": {
"width": 448,
"height": 768,
"content": "## Contact Check Logic\n\nThis IF node decides the path:\n\n- ✅ If contact exists: continue with relationship and registration.\n- ❌ If not: create the contact first, then continue.\n\nMatching is done by NIF ( `stic_identification_number_c`).\n"
},
"typeVersion": 1
},
{
"id": "9d101aeb-60a5-4405-a1c1-f979dbe4d8e6",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
2080,
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],
"parameters": {
"width": 448,
"height": 768,
"content": "## Mark Row as Processed\n\nAfter a successful registration, the corresponding row in Google Sheets is updated:\n\n- Processed = \"Sí\"\n\nMatching is done by the NIF field.\nThis prevents duplicate processing of the same entry.\n\n"
},
"typeVersion": 1
},
{
"id": "8fd28865-6c05-4637-b289-5dd948664915",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
2544,
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],
"parameters": {
"width": 448,
"height": 400,
"content": "## Troubleshooting Tips\n\n- Make sure your spreadsheet column names match exactly.\n- If no contact is created, check NIF formatting.\n- Confirm custom fields exist in your CRM.\n- Check logs for any errors returned by the API.\n\n"
},
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}¿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 - CRM, IA Multimodal
¿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.
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Javier Quilez Cabello
@javierquilezAs a specialist in automation for non-profits, I’m dedicated to driving efficiency through open source solutions that empower NGOs. Leveraging tools like Mautic, RocketChat, Cal.com, KoBoToolbox, Nextcloud, Taiga, WordPress, WooCommerce, and Baserow, I integrate these platforms with the third-sector CRM, SinergiaCRM. Passionate about #tech4good, I develop workflows that enhance collaboration and amplify social impact. My mission is to harness automation for meaningful change. #n8n4good
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