Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation — Flujo de trabajo n8n

Media complejidad⚡ Disparador11 nodos🏷️ Invoice Processing👁 4 vistaspor Le Nguyen

Descripción general

PDF Invoice Extractor (AI)

End-to-end pipeline: Watch Drive ➜ Download PDF ➜ OCR text ➜ AI normalize to JSON ➜ Upsert Buyer (Account) ➜ Create Opportunity ➜ Map Products ➜ Create OLI via Composite API ➜ Archive to OneDrive.

Node by node (what it does & key setup)

  1. Google Drive Trigger Purpose**: Fire when a new file appears in a specific Google Drive folder. Key settings**: Event: fileCreated Folder ID: google drive folder id Polling: everyMinute Creds: googleDriveOAuth2Api Output**

Nodos utilizados

HTTP RequestGoogle DriveMicrosoft OneDriveSalesforceCodeOpenAI

Vista previa del flujo de trabajo

PDF Invoice Extractor (AI) to Salesforce Oppo
What it does:
Watch a Drive folder → OCR PDF → extract invoices (JSON
1) Google Drive Trigger
- Op: fileCreated in folder (ID)
- Poll: every minute
- Creds: Google Drive OAuth2
- Note: Ensure access/Shared Drive rights
2) Download from Drive
- Op: download by {{$json.id}}
- Binary key: data (default)
- Creds: Google Drive OAuth2
3) Extract from File
- Op: pdf (enable OCR for scans)
- Output: {{$json.text}}
4) Message a Model (JSON)
- Node: @n8n/n8n-nodes-langchain.openAi
- Model: gpt-4.1 (or gpt-4.1-mini)
- Prompt: strict schema; return only JSON array
- jsonOutput: true
- Output path (first item
5) Salesforce: Upsert Account (Buyer)
- Node: salesforce (account upsert)
- External Id: tax_id__c
- externalIdValue: ={{ $json.message.content.buyer.tax_
- name: ={{ $json.message.content.buy
6) Salesforce: Create Opportunity
- Node: salesforce (resource: opportunity)
- name: ={{ $('Message a model').item.json.message.cont
- closeDate: ={{ $('Message a model').item.js
7) Code: Build SOQL (PricebookEntry)
- Node: Code (JS)
- Purpose: collect ProductCodes from LLM products → bui
- Output: { soql, codes }
8) Salesforce: Query PricebookEntries
- Node: salesforce (search)
- query: ={{ $json.soql }}
9) Code: Build OLI Payloads
- Node: Code (JS)
- Inputs:
- OpportunityId: ={{ $('Create an opportunity').first
- Lines: ={{ $('Message a model').first().json.messag
10) HTTP Request: Create Opportunity Line Ite
- Method: POST
- URL: https://<your-instance>.my.salesforce.com/servic
- Auth: salesforceOAuth2Api
- Body (JSON): ={{
11) Upload to OneDrive
- Op: upload
- Name: ={{ $json.name }}
- Parent Folder ID: (set)
- Binary: from step 2
- Creds: OneDrive OAuth2
E
Extract from File
⚡
G
Google Drive Trigger
Message a model
Download File From Google
Update File to One Drive
Create an opportunity
Create or update an acco…
Build SOQL
Query PricebookEntries
Code in JavaScript
Create Opportunity Line …
11 nodes10 edges

Cómo funciona

  1. 1

    Disparador

    El flujo de trabajo comienza con un disparador disparador.

  2. 2

    Procesamiento

    Los datos fluyen a través de 11 nodos, connecting code, extractfromfile, googledrive.

  3. 3

    Salida

    El flujo de trabajo completa su automatización y entrega el resultado al destino configurado.

Detalles de nodos (11)

HT

HTTP Request

httpRequest

#1
GO

Google Drive

googleDrive

#2
MI

Microsoft OneDrive

microsoftOneDrive

#3
SA

Salesforce

salesforce

#4
CO

Code

code

#5
OP

OpenAI

n8n-nodes-langchain.openAi

#6

Cómo importar este flujo de trabajo

  1. 1Haz clic en el botón Descargar JSON a la derecha para guardar el archivo del flujo de trabajo.
  2. 2Abre tu instancia de n8n. Ve a Flujos de trabajo → Nuevo → Importar desde archivo.
  3. 3Selecciona el archivo automate-invoice-processing-with-ocr-gpt-4-salesforce-opportunity-creation descargado y haz clic en Importar.
  4. 4Configura las credenciales para cada nodo de servicio (claves API, OAuth, etc.).
  5. 5Haz clic en Probar flujo de trabajo para verificar que todo funcione, luego actívalo.

O pega directamente en n8n → Importar desde JSON:

{ "name": "Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation", "nodes": [...], ...}

Integraciones

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce

Obtener este flujo de trabajo

Descarga e importa con un solo clic

Descargar JSONVer en n8n.io
Nodos11
Complejidadmedium
Disparadortrigger
Vistas4
CategoríaInvoice Processing

Creado por

Le Nguyen

Le Nguyen

@leeseifer

Etiquetas

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce
⚡

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