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 →

Download .json

{
  "name": "Rodopi Dent - Finance GET",
  "nodes": [
    {
      "parameters": {
        "httpMethod": "GET",
        "path": "finance-webhook",
        "responseMode": "responseNode",
        "options": {
          "allowedOrigins": "*"
        }
      },
      "id": "webhook-finance",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 2,
      "position": [
        0,
        0
      ]
    },
    {
      "parameters": {
        "operation": "read",
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "1hv4XAfHhScA40Bm1kQ3I-Ih4SJuCBpOJxTOYDNb167g"
        },
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Finances"
        },
        "options": {
          "returnAllMatches": true
        }
      },
      "id": "read-finance",
      "name": "Read Finance",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4.5,
      "position": [
        220,
        -100
      ],
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "operation": "read",
        "documentId": {
          "__rl": true,
          "mode": "id",
          "value": "1hv4XAfHhScA40Bm1kQ3I-Ih4SJuCBpOJxTOYDNb167g"
        },
        "sheetName": {
          "__rl": true,
          "mode": "name",
          "value": "Patients"
        },
        "options": {
          "returnAllMatches": true
        }
      },
      "id": "read-patients",
      "name": "Read Patients",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4.5,
      "position": [
        220,
        100
      ],
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      }
    },
    {
      "parameters": {
        "mode": "chooseBranch",
        "output": "wait"
      },
      "id": "merge-data",
      "name": "Wait for Both",
      "type": "n8n-nodes-base.merge",
      "typeVersion": 3,
      "position": [
        440,
        0
      ]
    },
    {
      "parameters": {
        "jsCode": "const query = $('Webhook').first().json.query || {};\nlet records = $('Read Finance').all().map(item => item.json);\nconst patients = $('Read Patients').all().map(item => item.json);\n\n// Create a map of patient name -> phone for quick lookup\nconst patientPhoneMap = {};\npatients.forEach(p => {\n  if (p.name) {\n    // Normalize name for matching (lowercase, trim)\n    const normalizedName = p.name.toLowerCase().trim();\n    patientPhoneMap[normalizedName] = p.phone || '';\n  }\n});\n\n// Filter by date\nif (query.date) {\n  records = records.filter(rec => rec.date === query.date);\n}\n\n// Filter by date range\nif (query.startDate && query.endDate) {\n  records = records.filter(rec => {\n    return rec.date >= query.startDate && rec.date <= query.endDate;\n  });\n}\n\n// Filter by type (income/expense)\nif (query.type) {\n  records = records.filter(rec => rec.type === query.type);\n}\n\n// Filter by category\nif (query.category) {\n  records = records.filter(rec => rec.category === query.category);\n}\n\n// Filter by patient name (search)\nif (query.search) {\n  const searchTerm = query.search.toLowerCase().trim();\n  records = records.filter(rec => {\n    const patientName = (rec.patientName || '').toLowerCase();\n    return patientName.includes(searchTerm);\n  });\n}\n\n// Add phone number to each record from Patients sheet\nrecords = records.map(rec => {\n  const normalizedName = (rec.patientName || '').toLowerCase().trim();\n  return {\n    ...rec,\n    patientPhone: patientPhoneMap[normalizedName] || ''\n  };\n});\n\n// Calculate totals (amounts are already +/- in EUR)\nconst totalIncome = records\n  .filter(r => r.type === 'income')\n  .reduce((sum, r) => sum + parseFloat(r.amount || 0), 0);\n\nconst totalExpense = records\n  .filter(r => r.type === 'expense')\n  .reduce((sum, r) => sum + Math.abs(parseFloat(r.amount || 0)), 0);\n\n// Group by category\nconst byCategory = {};\nrecords.forEach(rec => {\n  const cat = rec.category || 'other';\n  if (!byCategory[cat]) {\n    byCategory[cat] = { income: 0, expense: 0, count: 0 };\n  }\n  byCategory[cat].count++;\n  if (rec.type === 'income') {\n    byCategory[cat].income += parseFloat(rec.amount || 0);\n  } else {\n    byCategory[cat].expense += Math.abs(parseFloat(rec.amount || 0));\n  }\n});\n\n// Sort by date descending\nrecords.sort((a, b) => (b.date || '').localeCompare(a.date || ''));\n\n// Also return patients list for search functionality\nreturn [{\n  json: {\n    success: true,\n    count: records.length,\n    totalIncome: Math.round(totalIncome * 100) / 100,\n    totalExpense: Math.round(totalExpense * 100) / 100,\n    balance: Math.round((totalIncome - totalExpense) * 100) / 100,\n    byCategory: byCategory,\n    records: records,\n    patients: patients,\n    currency: 'EUR'\n  }\n}];"
      },
      "id": "filter-calculate",
      "name": "Filter & Calculate",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        660,
        0
      ]
    },
    {
      "parameters": {
        "respondWith": "json",
        "responseBody": "={{ $json }}",
        "options": {
          "responseHeaders": {
            "entries": [
              {
                "name": "Access-Control-Allow-Origin",
                "value": "*"
              }
            ]
          }
        }
      },
      "id": "respond",
      "name": "Respond",
      "type": "n8n-nodes-base.respondToWebhook",
      "typeVersion": 1.1,
      "position": [
        880,
        0
      ]
    }
  ],
  "connections": {
    "Webhook": {
      "main": [
        [
          {
            "node": "Read Finance",
            "type": "main",
            "index": 0
          },
          {
            "node": "Read Patients",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Finance": {
      "main": [
        [
          {
            "node": "Wait for Both",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Patients": {
      "main": [
        [
          {
            "node": "Wait for Both",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "Wait for Both": {
      "main": [
        [
          {
            "node": "Filter & Calculate",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter & Calculate": {
      "main": [
        [
          {
            "node": "Respond",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  },
  "tags": [
    {
      "name": "Rodopi Dent"
    }
  ]
}