Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation — n8n ワークフロー

中 複雑度⚡ トリガー11個のノード🏷️ Invoice Processing👁 4回閲覧作成者：Le Nguyen

概要

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**

使用ノード

HTTP RequestGoogle DriveMicrosoft OneDriveSalesforceCodeOpenAI

ワークフロープレビュー

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

仕組み

  1. 1

    トリガー

    このワークフローは トリガー トリガーで開始します。

  2. 2

    処理

    データは 11 個のノードを流れます, connecting code, extractfromfile, googledrive。

  3. 3

    出力

    ワークフローは自動化を完了し、設定された宛先に結果を配信します。

ノード詳細 (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

このワークフローのインポート方法

  1. 1右側の JSONをダウンロード ボタンをクリックしてワークフローファイルを保存します。
  2. 2n8nインスタンスを開き、ワークフロー → 新規 → ファイルからインポート に進みます。
  3. 3ダウンロードした automate-invoice-processing-with-ocr-gpt-4-salesforce-opportunity-creation ファイルを選択し、インポートをクリックします。
  4. 4各サービスノードの 認証情報（APIキー、OAuthなど）を設定します。
  5. 5ワークフローをテスト をクリックして動作確認し、有効化します。

またはn8nの JSONからインポート に直接貼り付け：

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

インテグレーション

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce

このワークフローを取得

ワンクリックでダウンロード＆インポート

JSONをダウンロードn8n.ioで見る
ノード11
複雑度medium
トリガーtrigger
閲覧数4
カテゴリInvoice Processing

作成者

Le Nguyen

Le Nguyen

@leeseifer

タグ

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce
⚡

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Standard accounting templates often fail to reflect a premium brand identity. This sophisticated n8n workflow bridges the gap between financial record-keeping and professional client presentation. By moving beyond the native limitations of QuickBooks Online, this automation enables businesses to generate high-end, multi-page PDF invoices that align perfectly with their corporate styling. The process begins the moment a new invoice is generated in QuickBooks, triggering a webhook that captures real-time billing data. The workflow then utilizes advanced HTML-to-File conversion and custom Code nodes to structure data into a polished, branded layout. It handles complex logic such as line-item merging and multi-page formatting automatically. Once the document is rendered, the system bypasses generic 'no-reply' senders by routing the finalized PDF through your preferred email provider. This ensures a seamless, white-labeled experience for your clients while eliminating the manual overhead of exporting, styling, and attaching files. Ideal for agencies and service providers, this flow guarantees that your most frequent touchpoint—the bill—is as professional as your work. **Common Use Cases:** - High-end creative agencies requiring bespoke, white-labeled billing documents for premium clients. - Automated recurring subscription billing where custom tax disclosures or localized branding are required. - Service-based businesses needing to attach dynamic project reports or terms of service directly to QuickBooks invoices.

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