CRM — Campagnes Saisonnières

The workflow JSON

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{
  "name": "CRM \u2014 Campagnes saisonni\u00e8res",
  "nodes": [
    {
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 9 1 * *"
            }
          ]
        }
      },
      "id": "trigger",
      "name": "1er du mois \u00e0 9h",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        0,
        0
      ]
    },
    {
      "parameters": {
        "jsCode": "const mois = new Date().getMonth() + 1;\nconst campagnes = {\n  1: { titre: 'Renouvellements sante collective', filtre: 'SANTE_COLLECTIVE', action: 'Verifier effectifs et conditions sante collective', type: 'ADMIN' },\n  3: { titre: 'Campagne defiscalisation PER', filtre: 'SANS_PER', action: 'Proposer simulation PER avec economie fiscale', type: 'DEV_CLIENT' },\n  9: { titre: 'Rentree \u2014 mise a jour effectifs', filtre: 'SANTE_COLLECTIVE', action: 'Contacter pour mise a jour effectifs post-rentree', type: 'ADMIN' },\n  10: { titre: 'Optimisation fiscale avant cloture', filtre: 'PER_OU_AV', action: 'Proposer versement complementaire avant cloture', type: 'DEV_CLIENT' }\n};\nconst campagne = campagnes[mois];\nif (!campagne) return [];\nreturn [{ json: { mois, ...campagne } }];"
      },
      "id": "check-month",
      "name": "Campagne ce mois?",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        220,
        0
      ]
    },
    {
      "parameters": {
        "method": "GET",
        "url": "={{ $vars.CRM_BASE_URL }}/api/n8n/campagnes/clients-cibles?filtre={{ $json.filtre }}",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "x-n8n-secret",
              "value": "={{ $vars.CRM_N8N_SECRET }}"
            }
          ]
        },
        "options": {}
      },
      "id": "get-clients",
      "name": "GET Clients cibl\u00e9s",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        440,
        0
      ]
    },
    {
      "parameters": {
        "fieldToSplitOut": "clients",
        "options": {}
      },
      "id": "split-clients",
      "name": "Split clients",
      "type": "n8n-nodes-base.splitOut",
      "typeVersion": 1,
      "position": [
        660,
        0
      ]
    },
    {
      "parameters": {
        "method": "POST",
        "url": "={{ $vars.CRM_BASE_URL }}/api/n8n/taches",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "x-n8n-secret",
              "value": "={{ $vars.CRM_N8N_SECRET }}"
            }
          ]
        },
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={\n  \"titre\": \"[Campagne] {{ $('Campagne ce mois?').item.json.action }} \u2014 {{ $json.raisonSociale }}\",\n  \"clientId\": \"{{ $json.clientId }}\",\n  \"type\": \"{{ $('Campagne ce mois?').item.json.type }}\",\n  \"priorite\": \"normale\",\n  \"sourceAuto\": \"n8n_campagne\"\n}",
        "options": {}
      },
      "id": "create-task",
      "name": "Cr\u00e9er t\u00e2che campagne",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        880,
        0
      ]
    }
  ],
  "connections": {
    "1er du mois \u00e0 9h": {
      "main": [
        [
          {
            "node": "Campagne ce mois?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Campagne ce mois?": {
      "main": [
        [
          {
            "node": "GET Clients cibl\u00e9s",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GET Clients cibl\u00e9s": {
      "main": [
        [
          {
            "node": "Split clients",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Split clients": {
      "main": [
        [
          {
            "node": "Cr\u00e9er t\u00e2che campagne",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "tags": [
    {
      "name": "CRM Courtage"
    }
  ]
}

About this workflow

CRM — Campagnes saisonnières. Uses httpRequest. Scheduled trigger; 5 nodes.

Source: https://github.com/florianmaireentreprise-spec/crm-courtage/blob/3626f550541848c243fb71c6387c05b34c85e87c/n8n-workflows/03-campagnes.json — original creator credit. Request a take-down →

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