見積もりリクエスト？Tallyで送信、Airtableに記録、Slackで通知、Gmailで感謝メール送信
中級
これはLead Generation分野の自動化ワークフローで、13個のノードを含みます。主にSet, Wait, Gmail, Slack, Webhookなどのノードを使用。 Tally、Airtable、Slack、Gmailを使って見積もりリクエスト処理を自動化
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •HTTP Webhookエンドポイント（n8nが自動生成）
- •Airtable API Key
カテゴリー
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "wOhPQ3JzlrQMFgRa",
"meta": {
"instanceId": "e95c8554b03e2c16a5c8c44cc7d45f6192b966fba75d5438d1201989ceff13e2",
"templateCredsSetupCompleted": true
},
"name": "A quote request? Tally sends it, Airtable logs it, Slack alerts, Gmail thanks.",
"tags": [],
"nodes": [
{
"id": "327dd9ab-9ca2-46d8-a513-676da8f69458",
"name": "待機",
"type": "n8n-nodes-base.wait",
"position": [
1720,
1060
],
"webhookId": "f9c8eafb-ecaa-4b32-a6b5-fb10dbee1f19",
"parameters": {},
"typeVersion": 1.1
},
{
"id": "1023020f-48bd-4266-a92a-ad3fb2caccfe",
"name": "Webhook : Tally",
"type": "n8n-nodes-base.webhook",
"position": [
620,
1060
],
"webhookId": "2eefd271-2928-42a7-98ef-7fc65524a950",
"parameters": {
"path": "Request a Quote",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2
},
{
"id": "8e13c8f4-d052-4b60-ac8e-b86b37072304",
"name": "GMAIL : メッセージ送信",
"type": "n8n-nodes-base.gmail",
"position": [
1980,
1060
],
"webhookId": "38134cd8-0b71-4d19-bab4-3c473cb35f47",
"parameters": {
"sendTo": "={{ $('Edit Fields').item.json['Email Address'] }}",
"message": "=Hi {{ $('Edit Fields').item.json.Name }} ,\n\nThanks a lot for your quote request — we’ve received your information!\n\nOur team will get back to you within the next 24 hours to discuss your project.\n\nTalk soon, \n— The WebExperts Team",
"options": {},
"subject": "Thanks for your quote request 🙌"
},
"credentials": {
"gmailOAuth2": {
"id": "FKD43HaVeVoUXOi0",
"name": "Gmail account"
}
},
"typeVersion": 2.1
},
{
"id": "b6845fe9-3c43-4ce9-9323-d563d6abda72",
"name": "フィールド編集",
"type": "n8n-nodes-base.set",
"position": [
900,
1060
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "95bdaad3-0b5e-44a4-bbd3-060d425d7b68",
"name": "Name",
"type": "string",
"value": "={{ $json.body.data.fields[0].label }}"
},
{
"id": "479970d8-e639-463a-bf7a-5f8d55cd65b2",
"name": "Email Address",
"type": "string",
"value": "={{ $json.body.data.fields[1].value }}"
},
{
"id": "ce6234c2-ceff-4191-8942-55a88dc47c77",
"name": "Type of Service Needed",
"type": "string",
"value": "={{ $json.body.data.fields[2].value }}"
},
{
"id": "d2cb542d-1145-466b-93b4-4e377ecc1334",
"name": " Estimated Budget",
"type": "string",
"value": "={{ $json.body.data.fields[3].value }}"
},
{
"id": "e375ee00-745c-472a-862c-dfae10867d3f",
"name": "Preferred Timeline",
"type": "string",
"value": "={{ $json.body.data.fields[4].value }}"
},
{
"id": "0165025d-aee9-4853-ae94-314644aab9e1",
"name": "Additional Details or Questions",
"type": "string",
"value": "={{ $json.body.data.fields[5].value }}"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "b985ff1a-137e-41f1-ae28-1778d834c44c",
"name": "レコード作成",
"type": "n8n-nodes-base.airtable",
"position": [
1180,
1060
],
"parameters": {
"base": {
"__rl": true,
"mode": "list",
"value": "appZ7CtNukjbwxDap",
"cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap",
"cachedResultName": "Request A Quote - Airtable Base"
},
"table": {
"__rl": true,
"mode": "list",
"value": "tblcS0ZQeEo4dC1Iv",
"cachedResultUrl": "https://airtable.com/appZ7CtNukjbwxDap/tblcS0ZQeEo4dC1Iv",
"cachedResultName": "Request A Quote - Airtable Base"
},
"columns": {
"value": {
"Name": "={{ $json.Name }}",
"Email": "={{ $json['Email Address'] }}",
"Type of Service": "={{ $json['Type of Service Needed'] }}",
"Additional Details": "={{ $json['Additional Details or Questions'] }}",
"Preferred Timeline": "={{ $json['Preferred Timeline'] }}",
"Estimated Budget (€)": "={{ $json[' Estimated Budget'] }}"
},
"schema": [
{
"id": "Name",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Name",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Email",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Email",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Type of Service",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Type of Service",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Estimated Budget (€)",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Estimated Budget (€)",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Preferred Timeline",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Preferred Timeline",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Additional Details",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "Additional Details",
"defaultMatch": false,
"canBeUsedToMatch": true
},
{
"id": "Submission Date",
"type": "string",
"display": true,
"removed": true,
"readOnly": true,
"required": false,
"displayName": "Submission Date",
"defaultMatch": false,
"canBeUsedToMatch": true
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"operation": "create"
},
"credentials": {
"airtableTokenApi": {
"id": "9QdKkMHsy4ojigs3",
"name": "Airtable Personal Access Token account 2"
}
},
"typeVersion": 2.1
},
{
"id": "ebf0387d-2614-4911-a09b-7373b1675fae",
"name": "メッセージ送信",
"type": "n8n-nodes-base.slack",
"position": [
1460,
1060
],
"webhookId": "fd880910-128a-47f8-98a6-c1b486d98381",
"parameters": {
"text": "=:new: *New quote request received!*\n\n*👤 Name: {{ $json.fields.Name }}\n*📧 Email: {{ $json.fields.Email }}\n*💼 Service: {{ $json.fields['Type of Service'] }}\n*💰 Budget: {{ $json.fields['Estimated Budget (€)'] }}\n*⏱️ Timeline: {{ $json.fields['Preferred Timeline'] }}\n*📝 Notes: {{ $json.fields['Additional Details'] }}\n",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "C0945G1RY0Y",
"cachedResultName": "nouveau-canal"
},
"otherOptions": {},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"id": "Uw4BOaewm5FIDdQM",
"name": "Slack account"
}
},
"typeVersion": 2.3
},
{
"id": "be127bac-3d05-4600-8001-d8f0f5503a21",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"position": [
140,
1000
],
"parameters": {
"width": 380,
"height": 220,
"content": "**=== AUTOMATION OVERVIEW ===**\n\n**Workflow:** Tally → Airtable → Slack → Gmail \n**Purpose:** Automatically process client quote requests\n\n*What if your quote requests managed themselves?*\n\nInstead of manually checking emails, notifying your team, and logging leads — this automation handles it all.\n"
},
"typeVersion": 1
},
{
"id": "05584140-fe6f-40d7-a76a-b721205b6bf5",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"position": [
560,
700
],
"parameters": {
"color": 2,
"height": 520,
"content": "**== STEP 1 – Webhook (Tally) ==**\n\n**Trigger:** When a user submits the quote form. \n**Type:** POST Webhook \n**Path:** `/Request a Quote` \n**Authentication:** None \n**Respond:** Immediately\n\nTally sends the form fields as an array in `body.data.fields`. \nEach item contains a `label` and a `value`.\n\nWe’ll extract and map these manually in the next step.\n"
},
"typeVersion": 1
},
{
"id": "ac694b26-7130-4e63-9a2d-a472f222861a",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"position": [
840,
440
],
"parameters": {
"color": 3,
"height": 780,
"content": "**== STEP 2 – Edit Fields ==**\n\n**Goal:** Convert raw array into usable fields.\n\nUse a Set node or Function with manual mapping:\n\n- `Name` = `{{ $json.body.data.fields[0].label }}`\n- `Email Address` = `{{ $json.body.data.fields[1].value }}`\n- `Type of Service Needed` = `{{ $json.body.data.fields[2].value }}`\n- `Estimated Budget` = `{{ $json.body.data.fields[3].value }}`\n- `Preferred Timeline` = `{{ $json.body.data.fields[4].value }}`\n- `Additional Details` = `{{ $json.body.data.fields[5].value }}`\n\nThis prepares clean variables for Airtable, Slack and Gmail.\n"
},
"typeVersion": 1
},
{
"id": "ea91126b-5f69-4361-a275-7e4cb5d90242",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1120,
420
],
"parameters": {
"color": 4,
"width": 220,
"height": 800,
"content": "**== STEP 3 – Create Airtable Record ==**\n\n**Base:** Request a Quote - Airtable Base \n**Operation:** Create \n**Table:** Same name \n**Mode:** Map Each Column Manually\n\n**Mapped fields:**\n- Name → `{{ $json.Name }}`\n- Email → `{{ $json[\"Email Address\"] }}`\n- Service → `{{ $json[\"Type of Service Needed\"] }}`\n- Budget → `{{ $json[\"Estimated Budget\"] }}`\n- Timeline → `{{ $json[\"Preferred Timeline\"] }}`\n- Notes → `{{ $json[\"Additional Details\"] }}`\n\nEach request is now stored as a structured CRM lead.\n"
},
"typeVersion": 1
},
{
"id": "46ca2e9a-c1b1-4991-a015-5e2d8519d758",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"position": [
1400,
600
],
"parameters": {
"color": 5,
"width": 200,
"height": 620,
"content": "**== STEP 4 – Send Slack Notification ==**\n\n**Channel:** #sales (or any other) \n**Message Type:** Simple text\n\n**Slack message:**\n:new: *New quote request received!*\n\n**👤 Name:** {{ Name }} \n**📧 Email:** {{ Email }} \n**💼 Service:** {{ Service }} \n**💰 Budget:** {{ Budget }} \n**⏱️ Timeline:** {{ Timeline }} \n**📝 Notes:** {{ Notes }}\n\nOptionally include an Airtable link at the bottom.\n"
},
"typeVersion": 1
},
{
"id": "7233ac5b-c4fb-4829-afbb-7473ec8bab47",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1660,
700
],
"parameters": {
"color": 6,
"width": 200,
"height": 520,
"content": "**== STEP 5 – Wait Node ==**\n\n**Purpose:** Delay the confirmation email by 5 minutes. \nThis allows a human to respond first if needed.\n\n**Settings:**\n- Resume After Time Interval\n- Wait Amount: 5\n- Wait Unit: Minutes\n"
},
"typeVersion": 1
},
{
"id": "e1528bd8-124a-49d5-a7f9-0d517598df70",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"position": [
1900,
540
],
"parameters": {
"color": 7,
"height": 680,
"content": "**== STEP 6 – Send Email via Gmail ==**\n\n**To:** `{{ $('Edit Fields').item.json[\"Email Address\"] }}` \n**Subject:** \"Thanks for your quote request 🙌\" \n**Email Type:** HTML\n\n**Email Body:**\n\nHi `{{ $('Edit Fields').item.json.Name }}`,\n\nThanks a lot for your quote request — we’ve received your information!\n\nOur team will get back to you within the next 24 hours to discuss your project.\n\nTalk soon, \n— The WebExperts Team\n"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "272c1246-fa67-493c-8f5c-5f26bdfce052",
"connections": {
"327dd9ab-9ca2-46d8-a513-676da8f69458": {
"main": [
[
{
"node": "8e13c8f4-d052-4b60-ac8e-b86b37072304",
"type": "main",
"index": 0
}
]
]
},
"b6845fe9-3c43-4ce9-9323-d563d6abda72": {
"main": [
[
{
"node": "b985ff1a-137e-41f1-ae28-1778d834c44c",
"type": "main",
"index": 0
}
]
]
},
"ebf0387d-2614-4911-a09b-7373b1675fae": {
"main": [
[
{
"node": "327dd9ab-9ca2-46d8-a513-676da8f69458",
"type": "main",
"index": 0
}
]
]
},
"b985ff1a-137e-41f1-ae28-1778d834c44c": {
"main": [
[
{
"node": "ebf0387d-2614-4911-a09b-7373b1675fae",
"type": "main",
"index": 0
}
]
]
},
"1023020f-48bd-4266-a92a-ad3fb2caccfe": {
"main": [
[
{
"node": "b6845fe9-3c43-4ce9-9323-d563d6abda72",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級 - リード獲得
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数13
カテゴリー1
ノードタイプ7
作成者
Baptiste Fort
@baptistefort👋 I'm Baptiste Fort. What if automating was simply our way of taking back control in a world that's moving too fast? I build workflows that are simple, useful — sometimes invisible lol. Automation isn’t cheating. It’s just being one step ahead.
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