Beex This workflow corresponds to n8n.io template #14935 — we link there as the canonical source.
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 →
{
"id": "Q59diTWu6qw9qmTo",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Sync your Zoho contacts to Beex",
"tags": [],
"nodes": [
{
"id": "92b2057e-e458-4f30-9115-897bebe5570c",
"name": "On Listen Event",
"type": "n8n-nodes-base.webhook",
"notes": "Zoho Webhook",
"position": [
-928,
192
],
"parameters": {
"path": "98e20ba4-3a3a-4186-bf1a-1b51ee2075e0",
"options": {},
"httpMethod": "POST"
},
"notesInFlow": true,
"typeVersion": 2.1
},
{
"id": "0a2b0669-3996-4f64-930d-898504a15945",
"name": "Set Fields",
"type": "n8n-nodes-base.set",
"position": [
-688,
192
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "53baf435-10df-495d-990c-198bfa38f1a7",
"name": "event",
"type": "string",
"value": "={{ $json.headers.event }}"
},
{
"id": "c9d4c456-267c-4da4-8b99-5ad91e24f3f1",
"name": "code",
"type": "string",
"value": "={{ $json.body.id }}"
},
{
"id": "a0314695-11b1-4580-a4c2-36b82715c60d",
"name": "name",
"type": "string",
"value": "={{ $json.body.name }}"
},
{
"id": "250f6841-4d55-4489-8da0-470e7ca26e59",
"name": "lastName",
"type": "string",
"value": "={{ $json.body.lastName }}"
},
{
"id": "453355b6-7f32-4dca-9022-7302d9e8075d",
"name": "countryCode",
"type": "string",
"value": "={{ $json.body.phone.split(' ')[0].slice(1) }}"
},
{
"id": "6b9ed8fc-3a7a-48cd-8889-5a71af8b25a4",
"name": "phone",
"type": "string",
"value": "={{ $json.body.phone.split(' ')[1] }}"
},
{
"id": "9df6d7e2-b01d-4d2d-9654-cad3d10ded9f",
"name": "email",
"type": "string",
"value": "={{ $json.body.email }}"
},
{
"id": "a2ff654b-7b24-46f2-bbb6-0bbfd3cf0a5b",
"name": "portfolio_id",
"type": "string",
"value": "81"
},
{
"id": "b0969b74-2fc0-4717-abad-cc315f50beca",
"name": "sequence_id",
"type": "string",
"value": "26"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "0287c5be-737a-49be-8bc1-9d88a9381284",
"name": "Routing",
"type": "n8n-nodes-base.switch",
"position": [
-464,
192
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "CREATED",
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "1a34c2a4-fefc-41a7-8cd4-773705b22dfa",
"operator": {
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.event }}",
"rightValue": "insert"
}
]
},
"renameOutput": true
},
{
"outputKey": "UPDATED",
"conditions": {
"options": {
"version": 3,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "c2688616-e7cd-4473-a4b7-df1056d75aaa",
"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
},
"leftValue": "={{ $json.event }}",
"rightValue": "update"
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.4
},
{
"id": "5fe454e8-3c55-451e-a822-33df71636b25",
"name": "Filter Phone",
"type": "n8n-nodes-base.filter",
"notes": "is not null",
"position": [
-240,
96
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "4f0bcb67-bafe-4c82-b286-5f5d87212e0c",
"operator": {
"type": "string",
"operation": "exists",
"singleValue": true
},
"leftValue": "={{ $json.phone }}",
"rightValue": ""
},
{
"id": "fafb25f5-788a-4269-941a-5a96ce193fd2",
"operator": {
"type": "string",
"operation": "notEmpty",
"singleValue": true
},
"leftValue": "={{ $json.phone }}",
"rightValue": ""
}
]
}
},
"notesInFlow": true,
"typeVersion": 2.2
},
{
"id": "cccd7822-bf56-4033-9f10-61d647fe5e36",
"name": "Create Contact",
"type": "n8n-nodes-beex.beex",
"position": [
-16,
96
],
"parameters": {
"email": "={{ $json.email }}",
"priority": 1,
"resource": "leads",
"code_client": "={{ $json.code }}",
"sequence_id": "={{ $json.sequence_id }}",
"code_country": "={{ $json.countryCode }}",
"phone_number": "={{ $json.phone }}",
"portfolio_id": "={{ $json.portfolio_id }}",
"additionalParameters": {
"text_01": "Example",
"first_name": "={{ $json.name }}",
"paternal_surname": "={{ $json.lastName }}"
}
},
"credentials": {
"beexApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "22cba1b3-8d23-4c33-8e1f-f56166956277",
"name": "Get Client",
"type": "n8n-nodes-beex.beex",
"position": [
-240,
288
],
"parameters": {
"code": "={{ $json.code }}",
"operation": "get-one"
},
"credentials": {
"beexApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "a4704514-b369-4be3-8306-79b96d263c61",
"name": "Update Client",
"type": "n8n-nodes-beex.beex",
"position": [
-16,
288
],
"parameters": {
"id": "={{ $json.results[0].id }}",
"operation": "put",
"first_name": "={{ $('Routing').item.json.name }}",
"additionalFields": {},
"paternal_surname": "={{ $('Routing').item.json.lastName }}",
"additionalFilters": {}
},
"credentials": {
"beexApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "78e89499-3730-49a4-9bcf-12bbab06c41e",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1616,
-224
],
"parameters": {
"width": 496,
"height": 864,
"content": "## Sync Zoho Contacts to Beex\n\n> **Disclaimer:** This workflow requires the community node `n8n-nodes-beex`\n\n### Overview\n\nThis workflow listens for **contact creation and update events** from Zoho via a webhook and synchronizes them with **Beex contacts**.\n\n### How It Works\n\n1. **Trigger**: A standard Webhook node receives Zoho contact events. The event type is passed via a request header field called `event`.\n2. **Data Transformation**: A **Set Fields** node flattens and formats the Zoho payload into a clean JSON structure for easier field handling downstream.\n3. **Event Routing**: A **Routing** node reads the `event` header and directs the flow to the appropriate branch:\n - `CREATED`\n - `UPDATED`\n4. **Create Branch**: A filter node verifies the contact has a non-null phone number, then creates the contact in Beex using `post: leads`.\n5. **Update Branch**: The Beex **Get Client** node fetches the existing record by matching the Zoho Contact ID stored as the client code in Beex. The client is then updated using `put: clients`.\n\n### Requirements\n\n- **Beex Account** with permission to manage contacts and clients\n - Community node `n8n-nodes-beex` must be installed\n - Valid Bearer token configured in the Beex nodes\n- **Zoho Account** with webhook configuration enabled\n - Must POST `CREATED` and `UPDATED` contact events to the n8n Webhook URL `(HTTP Method \u2192 POST)`\n - The `event` header field must be included in every outgoing request"
},
"typeVersion": 1
},
{
"id": "7247e35c-666b-4493-a6fe-3b9fba539451",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-496,
-48
],
"parameters": {
"color": 7,
"width": 720,
"height": 528,
"content": "## Routing + Create/Update\n- Possible Branches: `Creation` or `Update`.\n- A contact is **created** with an available phone number.\n- The contact is **updated** by matching it with the contact ID in Zoho."
},
"typeVersion": 1
},
{
"id": "c677dd4f-699b-4d32-b6c4-5c15b95abd61",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1008,
-48
],
"parameters": {
"color": 7,
"width": 256,
"height": 528,
"content": "## Trigger Node \n- Link the webhook **URL** on Zoho in Instant Actions"
},
"typeVersion": 1
},
{
"id": "9c443005-1bb1-4d94-9b26-bf8fb32571aa",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-752,
-48
],
"parameters": {
"color": 5,
"width": 256,
"height": 528,
"content": "## Set Fields\n- The fields to be extracted are defined in Zoho CRM by Workflow Rules"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"timezone": "America/Lima",
"binaryMode": "separate",
"callerPolicy": "workflowsFromSameOwner",
"timeSavedMode": "fixed",
"availableInMCP": false,
"executionOrder": "v1"
},
"versionId": "babc73f7-db22-44f0-8cfb-4dadfd6eb85b",
"connections": {
"Routing": {
"main": [
[
{
"node": "Filter Phone",
"type": "main",
"index": 0
}
],
[
{
"node": "Get Client",
"type": "main",
"index": 0
}
]
]
},
"Get Client": {
"main": [
[
{
"node": "Update Client",
"type": "main",
"index": 0
}
]
]
},
"Set Fields": {
"main": [
[
{
"node": "Routing",
"type": "main",
"index": 0
}
]
]
},
"Filter Phone": {
"main": [
[
{
"node": "Create Contact",
"type": "main",
"index": 0
}
]
]
},
"Create Contact": {
"main": [
[]
]
},
"On Listen Event": {
"main": [
[
{
"node": "Set Fields",
"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.
beexApi
Pro
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About this workflow
Automatically syncs your Zoho contacts with Beex Contact Center by handling creation and update events in real time. Trigger: The workflow is activated when a contact is created or updated in Zoho CRM. Data Transformation: The incoming Zoho payload is flattened and formatted for…
Source: https://n8n.io/workflows/14935/ — original creator credit. Request a take-down →
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