🤝 TwentyCRM event based updates on selective messaging channels with logs

⚡ 1,401 views · 🤝 CRM & Sales Operations

Description

Who is this template for?

This workflow template is designed for DevOps, Engineering, and Managed Service Provider professionals seeking alerts on various channels, with each channel being logically chosen based on the severity of the event.

How it works

• Each time a new event occurs, the workflow runs (powered by TwentyCRM’s native Webhooks feature).
• After filtering for the required data from the webhook, the filtered data is logged using Google Sheets.
• Based on the eventType from the webhook, we conditionally select a predefined messaging channel and send updates or alerts through it.

Set up instructions

1. Complete the Set up credentials step when you first open the workflow. You’ll need a Google-OAuth2.0 with Gmail API & Google Sheets Scope, Slack with OAuth2.0 - chat:write scopes.
2. Set up the Webhook in TwentyCRM, linking the On new TwentyCRM event Trigger with your TwentyCRM App.
3. Set the correct channel to send to in the Post message in channel step.
4. After testing your workflow, swap the Test URL to Production URL in TwentyCRM and activate your workflow.

Template was created in n8n v1.63.4.

🔗 Nodes Used

Google Sheets, Slack, Webhook, Gmail

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup