The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"name": "CRM \u2014 T\u00e2ches automatiques",
"nodes": [
{
"parameters": {
"rule": {
"interval": [
{
"field": "cronExpression",
"expression": "0 7 * * *"
}
]
}
},
"id": "trigger",
"name": "Tous les jours \u00e0 7h",
"type": "n8n-nodes-base.scheduleTrigger",
"typeVersion": 1.2,
"position": [
0,
0
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $vars.CRM_BASE_URL }}/api/n8n/contrats?joursAvant=60",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-n8n-secret",
"value": "={{ $vars.CRM_N8N_SECRET }}"
}
]
},
"options": {}
},
"id": "get-echeances",
"name": "GET \u00c9ch\u00e9ances contrats",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
220,
-200
]
},
{
"parameters": {
"fieldToSplitOut": "contrats",
"options": {}
},
"id": "split-contrats",
"name": "Split contrats",
"type": "n8n-nodes-base.splitOut",
"typeVersion": 1,
"position": [
440,
-200
]
},
{
"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\": \"Preparer renouvellement {{ $json.typeProduit }} pour {{ $json.clientNom }}\",\n \"clientId\": \"{{ $json.clientId }}\",\n \"type\": \"RENOUVELLEMENT\",\n \"priorite\": \"{{ $json.joursRestants < 30 ? 'haute' : 'normale' }}\",\n \"description\": \"Contrat arrive a echeance le {{ $json.dateEcheance }}. Preparer le renouvellement.\",\n \"sourceAuto\": \"n8n_echeance\"\n}",
"options": {}
},
"id": "create-task-renouvellement",
"name": "Cr\u00e9er t\u00e2che renouvellement",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
660,
-200
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $vars.CRM_BASE_URL }}/api/n8n/pipeline?joursInactivite=14",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-n8n-secret",
"value": "={{ $vars.CRM_N8N_SECRET }}"
}
]
},
"options": {}
},
"id": "get-deals-inactifs",
"name": "GET Deals inactifs",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
220,
0
]
},
{
"parameters": {
"fieldToSplitOut": "deals",
"options": {}
},
"id": "split-deals",
"name": "Split deals",
"type": "n8n-nodes-base.splitOut",
"typeVersion": 1,
"position": [
440,
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\": \"Relancer deal {{ $json.titre }} \u2014 {{ $json.clientNom }}\",\n \"clientId\": \"{{ $json.clientId }}\",\n \"type\": \"RELANCE_PROSPECT\",\n \"priorite\": \"haute\",\n \"description\": \"Deal inactif depuis {{ $json.joursInactif }} jours (etape: {{ $json.etape }})\",\n \"sourceAuto\": \"n8n_relance_prospect\"\n}",
"options": {}
},
"id": "create-task-relance",
"name": "Cr\u00e9er t\u00e2che relance deal",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
660,
0
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $vars.CRM_BASE_URL }}/api/n8n/clients/sans-interaction?mois=6",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-n8n-secret",
"value": "={{ $vars.CRM_N8N_SECRET }}"
}
]
},
"options": {}
},
"id": "get-clients-inactifs",
"name": "GET Clients sans interaction",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
220,
200
]
},
{
"parameters": {
"fieldToSplitOut": "clients",
"options": {}
},
"id": "split-clients",
"name": "Split clients",
"type": "n8n-nodes-base.splitOut",
"typeVersion": 1,
"position": [
440,
200
]
},
{
"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\": \"Relance fidelisation {{ $json.raisonSociale }}\",\n \"clientId\": \"{{ $json.clientId }}\",\n \"type\": \"FIDELISATION_CLIENT\",\n \"priorite\": \"normale\",\n \"description\": \"Aucune interaction depuis plus de 6 mois.\",\n \"sourceAuto\": \"n8n_fidelisation\"\n}",
"options": {}
},
"id": "create-task-fidelisation",
"name": "Cr\u00e9er t\u00e2che fid\u00e9lisation",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
660,
200
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $vars.CRM_BASE_URL }}/api/n8n/prescripteurs/inactifs?semaines=8",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-n8n-secret",
"value": "={{ $vars.CRM_N8N_SECRET }}"
}
]
},
"options": {}
},
"id": "get-prescripteurs-inactifs",
"name": "GET Prescripteurs inactifs",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
220,
400
]
},
{
"parameters": {
"fieldToSplitOut": "prescripteurs",
"options": {}
},
"id": "split-prescripteurs",
"name": "Split prescripteurs",
"type": "n8n-nodes-base.splitOut",
"typeVersion": 1,
"position": [
440,
400
]
},
{
"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\": \"Relancer prescripteur {{ $json.prenom }} {{ $json.nom }}\",\n \"type\": \"SUIVI_PRESCRIPTEUR\",\n \"priorite\": \"normale\",\n \"description\": \"Inactif depuis {{ $json.joursDepuis ?? '?' }} jours. Relancer pour maintenir le flux.\",\n \"sourceAuto\": \"n8n_suivi_prescripteur\"\n}",
"options": {}
},
"id": "create-task-prescripteur",
"name": "Cr\u00e9er t\u00e2che prescripteur",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
660,
400
]
},
{
"parameters": {
"method": "GET",
"url": "={{ $vars.CRM_BASE_URL }}/api/n8n/dirigeants/couverture-incomplete",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "x-n8n-secret",
"value": "={{ $vars.CRM_N8N_SECRET }}"
}
]
},
"options": {}
},
"id": "get-couverture-incomplete",
"name": "GET Couverture incompl\u00e8te",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
220,
600
]
},
{
"parameters": {
"fieldToSplitOut": "clients",
"options": {}
},
"id": "split-dirigeants",
"name": "Split dirigeants",
"type": "n8n-nodes-base.splitOut",
"typeVersion": 1,
"position": [
440,
600
]
},
{
"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\": \"Proposer audit 360\u00b0 dirigeant {{ $json.dirigeantNom }}\",\n \"clientId\": \"{{ $json.clientId }}\",\n \"type\": \"AUDIT_DIRIGEANT\",\n \"priorite\": \"normale\",\n \"description\": \"Seulement {{ $json.nbContratsActifs }} contrat(s) actif(s) pour {{ $json.raisonSociale }}.\",\n \"sourceAuto\": \"n8n_couverture_incomplete\"\n}",
"options": {}
},
"id": "create-task-audit",
"name": "Cr\u00e9er t\u00e2che audit dirigeant",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
660,
600
]
}
],
"connections": {
"Tous les jours \u00e0 7h": {
"main": [
[
{
"node": "GET \u00c9ch\u00e9ances contrats",
"type": "main",
"index": 0
},
{
"node": "GET Deals inactifs",
"type": "main",
"index": 0
},
{
"node": "GET Clients sans interaction",
"type": "main",
"index": 0
},
{
"node": "GET Prescripteurs inactifs",
"type": "main",
"index": 0
},
{
"node": "GET Couverture incompl\u00e8te",
"type": "main",
"index": 0
}
]
]
},
"GET \u00c9ch\u00e9ances contrats": {
"main": [
[
{
"node": "Split contrats",
"type": "main",
"index": 0
}
]
]
},
"Split contrats": {
"main": [
[
{
"node": "Cr\u00e9er t\u00e2che renouvellement",
"type": "main",
"index": 0
}
]
]
},
"GET Deals inactifs": {
"main": [
[
{
"node": "Split deals",
"type": "main",
"index": 0
}
]
]
},
"Split deals": {
"main": [
[
{
"node": "Cr\u00e9er t\u00e2che relance deal",
"type": "main",
"index": 0
}
]
]
},
"GET Clients sans interaction": {
"main": [
[
{
"node": "Split clients",
"type": "main",
"index": 0
}
]
]
},
"Split clients": {
"main": [
[
{
"node": "Cr\u00e9er t\u00e2che fid\u00e9lisation",
"type": "main",
"index": 0
}
]
]
},
"GET Prescripteurs inactifs": {
"main": [
[
{
"node": "Split prescripteurs",
"type": "main",
"index": 0
}
]
]
},
"Split prescripteurs": {
"main": [
[
{
"node": "Cr\u00e9er t\u00e2che prescripteur",
"type": "main",
"index": 0
}
]
]
},
"GET Couverture incompl\u00e8te": {
"main": [
[
{
"node": "Split dirigeants",
"type": "main",
"index": 0
}
]
]
},
"Split dirigeants": {
"main": [
[
{
"node": "Cr\u00e9er t\u00e2che audit dirigeant",
"type": "main",
"index": 0
}
]
]
}
},
"active": false,
"settings": {
"executionOrder": "v1"
},
"tags": [
{
"name": "CRM Courtage"
}
]
}
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How this works
Streamline your CRM maintenance by automatically generating follow-up tasks for contract renewals, inactive deals, and clients lacking recent interactions, saving hours of manual oversight each week. This workflow suits sales and account managers handling mid-sized client bases, ensuring no opportunities slip through the cracks without constant monitoring. It kicks off daily at 7am via a scheduled trigger, fetching data through HTTP requests to your CRM system, then splits and processes each record to create targeted tasks in tools like HubSpot or Salesforce.
Use this workflow when your team juggles recurring CRM hygiene alongside core sales activities, particularly for businesses with 50-500 clients where proactive nudges boost retention. Avoid it for very small teams with real-time oversight needs or large enterprises requiring custom AI-driven prioritisation. Common variations include adjusting the cron schedule for weekly runs or adding filters to target high-value deals only.
About this workflow
CRM — Tâches automatiques. Uses scheduleTrigger, httpRequest, splitOut. Scheduled trigger; 16 nodes.
Source: https://github.com/florianmaireentreprise-spec/crm-courtage/blob/3626f550541848c243fb71c6387c05b34c85e87c/n8n-workflows/01-auto-tasks.json — original creator credit. Request a take-down →
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