金融サンプル

上級

これはMiscellaneous分野の自動化ワークフローで、22個のノードを含みます。主にSet, Merge, Resend, ItemLists, HttpRequestなどのノードを使用。 GoCardlessとMaybe Financeを使って複数銀行の取引を同期しレポートを自動化

前提条件
  • ターゲットAPIの認証情報が必要な場合あり

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": "tY32QDTdup1LAwR1",
  "meta": {
    "instanceId": "358ebc7e70f0c2213a4211c90e6cecc1d427950728ea9da9fc037017aab28666",
    "templateCredsSetupCompleted": true
  },
  "name": "Maybe Finance example",
  "tags": [],
  "nodes": [
    {
      "id": "c7580a81-6327-4da4-b01a-9afe9d9d3b22",
      "name": "アクセストークンを取得",
      "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": "Revolut Proの取引を取得",
      "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": "Revolut Personalの取引を取得",
      "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": "MaybeからアカウントIDを取得",
      "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": "付箋",
      "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": "ステップ2 - 機関IDを取得",
      "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": "ステップ5 - アカウントIDを取得",
      "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": "付箋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": "Maybeに取引を作成",
      "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": "付箋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": "付箋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": "すべての取引を1つの配列に結合",
      "type": "n8n-nodes-base.merge",
      "position": [
        580,
        -80
      ],
      "parameters": {},
      "typeVersion": 3.1
    },
    {
      "id": "07bd503d-d842-459e-8e07-f240f08fc039",
      "name": "再送信",
      "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": "付箋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": "確定済みを抽出 - Revolut Personal",
      "type": "n8n-nodes-base.itemLists",
      "position": [
        40,
        60
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "transactions.booked"
      },
      "typeVersion": 3
    },
    {
      "id": "eb8d3441-4d25-4ee7-a94e-4073294914b9",
      "name": "確定済みを抽出 - Revolut Pro",
      "type": "n8n-nodes-base.itemLists",
      "position": [
        40,
        -180
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "transactions.booked"
      },
      "typeVersion": 3
    },
    {
      "id": "305021b2-cf36-4d29-9ddd-fd31eca8902d",
      "name": "Revolut Proの取引を設定",
      "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": "Revolut Personalの取引を設定",
      "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": "スケジュールトリガー",
      "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": "ステップ4 - Revolutとのリンクを構築",
      "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": "ステップ3a - 最初のRevolutアカウントとのユーザー同意",
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よくある質問

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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。

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ノードタイプ7
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