Créer des contacts et des inscriptions d'événements dans SinergiaCRM depuis Google Sheets
Ceci est unCRM, Multimodal AIworkflow d'automatisation du domainecontenant 20 nœuds.Utilise principalement des nœuds comme If, Set, Merge, GoogleSheets, SinergiaCrm. Google Sheets à SinergiaCRM : inscription automatisée des participants à des événements
- •Informations d'identification Google Sheets API
Nœuds utilisés (20)
Catégorie
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"name": "Create contacts and event registrations in SinergiaCRM from Google Sheets",
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"sheetName": {
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{
"id": "92e25a51-e446-4a28-ba0a-fc9687d13c0c",
"name": "SinergiaCRM : Créer un contact",
"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 : Créer une relation",
"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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"name": "SinergiaCRM : Créer une inscription",
"type": "n8n-nodes-sinergiacrm.sinergiaCrm",
"position": [
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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
},
{
"id": "e9c8836d-8f17-421c-b28d-e6b5608bb682",
"name": "Google Sheets : Marquer Procesado = Sí",
"type": "n8n-nodes-base.googleSheets",
"position": [
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"parameters": {
"columns": {
"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",
"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
},
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"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",
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"cachedResultName": "SinergiaCRM - Workflows"
}
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"name": "Google Sheets account"
}
},
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},
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"name": "SI : to CRM == Yes",
"type": "n8n-nodes-base.if",
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"conditions": {
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"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
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"id": "140b0257-5336-4f90-aceb-ecae84dedb32",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
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"leftValue": "={{ $json['To CRM'] }}",
"rightValue": "Yes"
}
]
}
},
"typeVersion": 2
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{
"id": "af5074a1-11ef-4a81-b167-dbf89dae317f",
"name": "SI : Not processed == No",
"type": "n8n-nodes-base.if",
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"operator": {
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"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.Processed }}",
"rightValue": "No"
}
]
}
},
"typeVersion": 2
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"id": "64c626cd-b7d0-4c87-a59f-77e06a8194aa",
"name": "SI : Person exist",
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"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
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"leftValue": "={{ $json.id }}",
"rightValue": ""
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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"
}
},
"typeVersion": 1,
"alwaysOutputData": true
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"type": "n8n-nodes-base.merge",
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"parameters": {
"mode": "combine",
"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,
-752
],
"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"
},
"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": [
-784,
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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"
},
"typeVersion": 1
}
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"active": false,
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"connections": {
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}Comment utiliser ce workflow ?
Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.
Dans quelles scénarios ce workflow est-il adapté ?
Avancé - CRM, IA Multimodale
Est-ce payant ?
Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.
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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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