AutomationFlowsEmail & Gmail › Save New Sales Opportunities

Save New Sales Opportunities

Save New Sales Opportunities. Uses gmailTrigger, odoo, lmOpenAi, stickyNote. Event-driven trigger; 5 nodes.

Event trigger★★☆☆☆ complexityAI-powered5 nodesGmail TriggerOdooLm Open AiChain Summarization
Email & Gmail Trigger: Event Nodes: 5 Complexity: ★★☆☆☆ AI nodes: yes

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
{
  "id": "NPGAfBzz4nv8lTpl",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Save New Sales Opportunities",
  "tags": [],
  "nodes": [
    {
      "id": "64b02b70-e7f2-4df0-852f-b6959af8d8c5",
      "name": "Received Emails with Sales Label",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        760,
        540
      ],
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_8035866011660570111"
          ]
        },
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyHour"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "6dca3c61-98ba-4d18-bc5c-9c762e12f13b",
      "name": "Odoo - Create Opportunity",
      "type": "n8n-nodes-base.odoo",
      "position": [
        1500,
        540
      ],
      "parameters": {
        "resource": "opportunity",
        "opportunityName": "={{ $('Received Emails with Sales Label').item.json.headers.subject }}",
        "additionalFields": {
          "email_from": "={{ $('Received Emails with Sales Label').item.json.from.value[0].address }}",
          "description": "={{ $json.response.text }}"
        }
      },
      "credentials": {
        "odooApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a57e0e51-50d3-49de-8dc6-6fe592604765",
      "name": "OpenAI Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1040,
        720
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-3.5-turbo-instruct"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a6de25a3-3967-4957-bc98-4cb774a53dda",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        700,
        220
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "## Summarize emails and save them as notes on sales opportunity in Odoo\n\nSet up steps:\n* Configure Google Cloud credentials with Gmail access\n* Configure OpenAI credentials\n* Configure Odoo credentials\n "
      },
      "typeVersion": 1
    },
    {
      "id": "8705b4de-1334-4ff2-8d5d-60ec96cfb8cd",
      "name": "Summarize Email Content",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1060,
        540
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a concise summary of the following sales inquiry:\n\" {{ $json.text }}\"\nInclude structured information such as project budget, timelines, industry and a general summary\n\nCONCISE SUMMARY: \n",
              "combineMapPrompt": "=Write a concise summary of the following sales inquiry:\n\"{{ $json.text }}\"\nExtract information such as project budget, timelines and a general summary.\n\nCONCISE SUMMARY: \n"
            }
          }
        }
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8c905538-5613-464b-b5a0-87e266a507c7",
  "connections": {
    "OpenAI Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Email Content",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Email Content": {
      "main": [
        [
          {
            "node": "Odoo - Create Opportunity",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Received Emails with Sales Label": {
      "main": [
        [
          {
            "node": "Summarize Email Content",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

About this workflow

Save New Sales Opportunities. Uses gmailTrigger, odoo, lmOpenAi, stickyNote. Event-driven trigger; 5 nodes.

Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →

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