Chorus -> HubSpot - Transfert des résumés d'appels
Avancé
Ceci est unCRM, Multimodal AIworkflow d'automatisation du domainecontenant 18 nœuds.Utilise principalement des nœuds comme If, Code, Filter, HttpRequest, ManualTrigger. Transmission automatisée des résumés d'appels de Chorus AI vers HubSpot CRM
Prérequis
- •Peut nécessiter les informations d'identification d'authentification de l'API cible
Catégorie
Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
"id": "M3e7JbXymYbkSURp",
"meta": {
"instanceId": "e9a659fdd706cf3d380b323218bd2519d25aad8cc08445f565501acde8554789",
"templateCredsSetupCompleted": true
},
"name": "Chorus -> HubSpot - Transfer Summarization of Calls",
"tags": [],
"nodes": [
{
"id": "590ade85-9a23-4136-b70b-3fc282d2efd3",
"name": "Obtenir les engagements Chorus du dernier jour",
"type": "n8n-nodes-base.httpRequest",
"position": [
-48,
-96
],
"parameters": {
"url": "https://chorus.ai/v3/engagements",
"options": {
"response": {
"response": {
"responseFormat": "json"
}
},
"pagination": {
"pagination": {
"parameters": {
"parameters": [
{
"name": "continuation_key",
"value": "={{ $response.body.continuation_key }}"
}
]
},
"maxRequests": 15,
"requestInterval": 250,
"limitPagesFetched": true,
"completeExpression": "={{ $response.body.engagements?.length === 0 }}",
"paginationCompleteWhen": "other"
}
}
},
"sendQuery": true,
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"queryParameters": {
"parameters": [
{
"name": "min_date",
"value": "={{ $now.minus(1, 'day').toUTC().toISO() }}"
}
]
}
},
"credentials": {
"httpHeaderAuth": {
"id": "TGNtxPoeqfuBtUeE",
"name": "Chorus.AI - API Token"
}
},
"typeVersion": 4.2
},
{
"id": "e703addd-f6ab-4762-b1fc-129c28c6d952",
"name": "Note adhésive",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 656,
"height": 400,
"content": "## Chorus.AI\nThis part of code will ask Chorus AI about new engagements per last 1 day and load it with pagination and filter items which not contains information about summary.\n"
},
"typeVersion": 1
},
{
"id": "feb3bf00-ad3a-4636-8a71-02a8c036ccfb",
"name": "Fusionner les engagements paginés",
"type": "n8n-nodes-base.code",
"position": [
160,
-96
],
"parameters": {
"jsCode": "let engagements = []\n\nfor (const item of $input.all()) {\n engagements = engagements.concat(item.json.engagements)\n console.log(engagements)\n}\n\nreturn engagements;"
},
"typeVersion": 2
},
{
"id": "9aaef85b-d612-4842-9373-232d3eb0e7d3",
"name": "Filtrer les éléments avec meeting_summary vide",
"type": "n8n-nodes-base.filter",
"position": [
352,
-96
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "04f7da95-b5b4-47a8-8f46-bb715b8bdbe6",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.meeting_summary }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a9678b63-5230-4339-af34-236bc8c5ac60",
"name": "Rechercher l'entreprise dans HubSpot par nom",
"type": "n8n-nodes-base.httpRequest",
"position": [
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],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/objects/companies/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"filterGroups\": [{\n \"filters\": [{\n \"propertyName\": \"name\",\n \"operator\": \"EQ\",\n \"value\": \"{{ $json.account_name }}\"\n }]\n }],\n \"properties\": [\"name\", \"domain\", \"hs_object_id\"],\n \"limit\": 1\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"retryOnFail": true,
"typeVersion": 4.2,
"waitBetweenTries": 3000
},
{
"id": "01b8ba7d-fa0b-4d5b-a273-89548f625d68",
"name": "Note adhésive1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"width": 1760,
"height": 752,
"content": "## HubSpot \nHere we will search company in HubSpot by full equal name between Chorus.AI account_name and HubSpot Company Name.\nIf matched company exists, we will check if current engagement already present in notes.\nIf such engagement not present in notes, we creating it.\n"
},
"typeVersion": 1
},
{
"id": "66a686e5-2dca-459c-bd2d-f01150f4d9fc",
"name": "Si l'entreprise existe",
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"conditions": [
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"operator": {
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"singleValue": true
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"leftValue": "={{ $json.results[0].id }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a2c7b0fc-3b9b-4700-92cb-8a54609dc53c",
"name": "Rechercher les notes",
"type": "n8n-nodes-base.httpRequest",
"position": [
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],
"parameters": {
"url": "https://api.hubapi.com/crm/v3/objects/notes/search",
"method": "POST",
"options": {},
"jsonBody": "={\n \"filterGroups\": [{\n \"filters\": [\n {\n \"propertyName\": \"hs_note_body\",\n \"operator\": \"CONTAINS_TOKEN\",\n \"value\": \"{{ $('Loop Over Engagements').item.json.engagement_id }}\"\n },\n {\n \"propertyName\": \"associations.company\",\n \"operator\": \"EQ\",\n \"value\": \"{{ $json.results[0].id }}\"\n }\n ]\n }],\n \"properties\": [\"hs_note_body\",\"hs_timestamp\"],\n \"limit\": 25\n }",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"retryOnFail": true,
"typeVersion": 4.2
},
{
"id": "9176cd7a-8133-4e3d-bad2-ba4d7a6c61ae",
"name": "Boucler sur les engagements",
"type": "n8n-nodes-base.splitInBatches",
"position": [
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-192
],
"parameters": {
"options": {}
},
"typeVersion": 3
},
{
"id": "a6582225-17c5-4e69-aad5-1c8288ad63ae",
"name": "Si la note n'existe pas",
"type": "n8n-nodes-base.if",
"position": [
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-176
],
"parameters": {
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"options": {
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"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
{
"id": "8897f49e-83ba-4d8d-950b-b2317958f9fb",
"operator": {
"type": "array",
"operation": "empty",
"singleValue": true
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"leftValue": "={{ $json.results }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2.2
},
{
"id": "a80f3f6b-18b4-4d2f-a1e6-e492b80f904a",
"name": "Ignorer si l'entreprise n'est pas trouvée",
"type": "n8n-nodes-base.noOp",
"position": [
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-32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "d1254ac5-fc4e-451b-b611-a8d3e134b327",
"name": "Ignorer si la note existe déjà",
"type": "n8n-nodes-base.noOp",
"position": [
1840,
-32
],
"parameters": {},
"typeVersion": 1
},
{
"id": "f673fac3-18b7-4294-b6ba-6fb674e9671a",
"name": "Créer le payload de note",
"type": "n8n-nodes-base.code",
"position": [
1840,
-304
],
"parameters": {
"jsCode": "const callSecondsDateTime = $('Loop Over Engagements').first().json.date_time;\nvar callDateTime = new Date(callSecondsDateTime * 1000)\n\nconst callSummary = $('Loop Over Engagements').first().json.meeting_summary;\nconst callLink = $('Loop Over Engagements').first().json.url;\nconst callId = $('Loop Over Engagements').first().json.engagement_id;\n\nvar note_body = `\n<b>Call Date/Time: ${callDateTime.toLocaleString()}</b> \n<br><br>\n<b>Summary body:</b><br> ${callSummary}\"\n<br><br>\n<b>Link to call recording:</b> <a href=\"${callLink}\" target=\"_blank\">${callLink}</a>\n<br>\n<b>Chorus Engagement ID:</b> ${callId}\n`\n\nreturn {\n \"json\": {\n \"properties\": {\n \"hs_timestamp\": callDateTime.toISOString(),\n \"hs_note_body\": note_body,\n },\n \"associations\": [\n {\n \"to\": {\n \"id\": $('Search Company In HubSpot By Name').first().json.results[0].id\n },\n \"types\": [\n {\n \"associationCategory\": \"HUBSPOT_DEFINED\",\n \"associationTypeId\": 190\n }\n ]\n }\n ]\n } \n};"
},
"typeVersion": 2
},
{
"id": "63016a15-dbad-48d3-bae1-b5a30a88e845",
"name": "Créer la note",
"type": "n8n-nodes-base.httpRequest",
"position": [
2032,
-304
],
"parameters": {
"url": "https://api.hubspot.com/crm/v3/objects/notes",
"method": "POST",
"options": {},
"jsonBody": "={{ $json }}",
"sendBody": true,
"specifyBody": "json",
"authentication": "predefinedCredentialType",
"nodeCredentialType": "hubspotAppToken"
},
"credentials": {
"hubspotAppToken": {
"id": "pZe6yTkF8VqPifNB",
"name": "HubSpot App Token account"
}
},
"typeVersion": 4.2
},
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"name": "Continuer",
"type": "n8n-nodes-base.noOp",
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"parameters": {},
"typeVersion": 1
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{
"id": "c9e6cf34-de5b-46b0-beff-662ee49e9bfa",
"name": "Exécuter toutes les heures",
"type": "n8n-nodes-base.scheduleTrigger",
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"parameters": {
"rule": {
"interval": [
{
"field": "hours"
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"name": "Lors du clic sur 'Exécuter le workflow'",
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"parameters": {
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"height": 528,
"content": "## Triggers\nHere we are declaring how this workflow can be started"
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"a6582225-17c5-4e69-aad5-1c8288ad63ae": {
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}Foire aux questions
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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Niveau de difficulté
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Nombre de nœuds18
Catégorie2
Types de nœuds9
Description de la difficulté
Auteur
Rivers Colyer
@riverscolyerAgency technology director and automation enthusiast + workflow architect. Specializing in creating powerful integrations that simplify business processes. My team designs and delivers custom workflows that connect SaaS platforms, empowering teams to save time and boost productivity. DM me on LinkedIn if you'd like us to set up an automation for your business.
Liens externes
Voir sur n8n.io →
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