CRM Sync Demo

The workflow JSON

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{
  "name": "CRM Sync Demo",
  "nodes": [
    {
      "id": "cron-trigger",
      "name": "Schedule",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.2,
      "position": [
        0,
        300
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "hours",
              "hoursInterval": 1
            }
          ]
        }
      }
    },
    {
      "id": "read-cursor",
      "name": "Read Sync Cursor",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        220,
        300
      ],
      "parameters": {
        "language": "javaScript",
        "jsCode": "// Cursor de sincronizacion incremental.\n//\n// La version anterior leia LAST_SYNC_TIMESTAMP de $env. Un workflow no puede\n// escribir en su propio entorno, asi que el cursor nunca avanzaba: cada ejecucion\n// repetia la misma ventana. El estado de una sincronizacion incremental tiene que\n// vivir donde el workflow pueda actualizarlo.\n//\n// Aqui se usa la clave estatica del workflow (getWorkflowStaticData), que n8n\n// persiste entre ejecuciones. En produccion, con varios workers, conviene una\n// tabla en PostgreSQL para evitar carreras.\nconst state = $getWorkflowStaticData('global');\n\nconst since = state.lastSyncedAt || new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString();\n\nreturn [{ json: { since: since, page: 1, startedAt: new Date().toISOString() } }];\n",
        "mode": "runOnceForAllItems"
      }
    },
    {
      "id": "fetch-contacts",
      "name": "Fetch Contacts (Source)",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        440,
        300
      ],
      "retryOnFail": true,
      "maxTries": 3,
      "waitBetweenTries": 3000,
      "parameters": {
        "method": "GET",
        "url": "={{ $env.SOURCE_API_URL }}/contacts",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $env.SOURCE_API_TOKEN }}"
            }
          ]
        },
        "sendQuery": true,
        "queryParameters": {
          "parameters": [
            {
              "name": "updatedSince",
              "value": "={{ $json.since }}"
            },
            {
              "name": "page",
              "value": "={{ $json.page }}"
            },
            {
              "name": "pageSize",
              "value": "100"
            }
          ]
        },
        "options": {
          "timeout": 30000,
          "pagination": {
            "pagination": {
              "paginationMode": "responseContainsNextURL",
              "nextURL": "={{ $response.body.next_page_url }}",
              "paginationCompleteWhen": "other",
              "completeExpression": "={{ !$response.body.next_page_url }}",
              "limitPagesFetched": true,
              "maxRequestsAmount": 50
            }
          }
        }
      }
    },
    {
      "id": "transform-code",
      "name": "Transform Fields",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        660,
        300
      ],
      "parameters": {
        "language": "javaScript",
        "jsCode": "// Mapeo de campos entre los dos esquemas.\n//\n// Se descartan los registros sin email: es la identidad de negocio con la que se\n// deduplica en destino. Sin ella, el upsert crearia duplicados en cada pasada.\nconst mapped = [];\n\nfor (const item of $input.all()) {\n  const c = item.json;\n  const email = String(c.email || '').trim().toLowerCase();\n  if (!email) continue;\n\n  mapped.push({\n    json: {\n      email: email,\n      firstName: c.first_name || c.givenName || '',\n      lastName: c.last_name || c.surname || '',\n      phone: c.phone || c.telephone || '',\n      company: c.company || c.organization || '',\n      lastModified: new Date().toISOString()\n    }\n  });\n}\n\nreturn mapped;\n",
        "mode": "runOnceForAllItems"
      }
    },
    {
      "id": "upsert-destination",
      "name": "Upsert Contacts (Destination)",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        880,
        300
      ],
      "retryOnFail": true,
      "maxTries": 3,
      "waitBetweenTries": 3000,
      "onError": "continueRegularOutput",
      "parameters": {
        "method": "POST",
        "url": "={{ $env.DESTINATION_API_URL }}/contacts/batch",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "=Bearer {{ $env.DESTINATION_API_TOKEN }}"
            },
            {
              "name": "Idempotency-Key",
              "value": "={{ $json.email }}"
            }
          ]
        },
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={{ JSON.stringify({ contacts: [$json] }) }}",
        "options": {
          "timeout": 30000,
          "batching": {
            "batch": {
              "batchSize": 20,
              "batchInterval": 1000
            }
          }
        }
      }
    },
    {
      "id": "commit-cursor",
      "name": "Commit Cursor & Summarize",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1100,
        300
      ],
      "parameters": {
        "language": "javaScript",
        "jsCode": "// El cursor solo avanza si la pasada termino: si se avanzase antes, un fallo a\n// mitad dejaria un hueco de registros que ya nadie volveria a mirar.\nconst state = $getWorkflowStaticData('global');\nconst started = $('Read Sync Cursor').first().json.startedAt;\n\nconst items = $input.all();\nconst failed = items.filter(function (i) { return i.json && i.json.error; }).length;\nconst synced = items.length - failed;\n\nif (failed === 0) {\n  state.lastSyncedAt = started;\n}\n\nreturn [{\n  json: {\n    syncTimestamp: new Date().toISOString(),\n    contactsSynced: synced,\n    contactsFailed: failed,\n    cursorAdvanced: failed === 0,\n    status: failed === 0 ? 'completed' : 'partial'\n  }\n}];\n",
        "mode": "runOnceForAllItems"
      }
    },
    {
      "id": "notify-slack",
      "name": "Notify Summary",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.2,
      "position": [
        1320,
        300
      ],
      "retryOnFail": true,
      "maxTries": 2,
      "waitBetweenTries": 2000,
      "parameters": {
        "method": "POST",
        "url": "={{ $env.SLACK_WEBHOOK_URL }}",
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={{ JSON.stringify({ text: ':arrows_counterclockwise: Sincronizacion CRM ' + $json.status + ' \u2014 ' + $json.contactsSynced + ' contactos, ' + $json.contactsFailed + ' fallidos' }) }}",
        "options": {
          "timeout": 10000
        }
      }
    }
  ],
  "connections": {
    "Schedule": {
      "main": [
        [
          {
            "node": "Read Sync Cursor",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Sync Cursor": {
      "main": [
        [
          {
            "node": "Fetch Contacts (Source)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Contacts (Source)": {
      "main": [
        [
          {
            "node": "Transform Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Transform Fields": {
      "main": [
        [
          {
            "node": "Upsert Contacts (Destination)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Upsert Contacts (Destination)": {
      "main": [
        [
          {
            "node": "Commit Cursor & Summarize",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Commit Cursor & Summarize": {
      "main": [
        [
          {
            "node": "Notify Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "saveDataErrorExecution": "all",
    "saveDataSuccessExecution": "none",
    "saveManualExecutions": true,
    "executionTimeout": 900
  }
}

About this workflow

CRM Sync Demo. Uses httpRequest. Scheduled trigger; 7 nodes.

Source: https://github.com/BhrayanM/Portafolio/blob/main/examples/crm-sync-demo.json — original creator credit. Request a take-down →

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