Automate Invoice Processing with OCR, GPT-4 & Salesforce Opportunity Creation — рабочий процесс n8n

Средняя сложность⚡ Триггер11 узлов🏷️ Invoice Processing👁 4 просмотровот Le Nguyen

Обзор

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)

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**

Использованные узлы

HTTP RequestGoogle DriveMicrosoft OneDriveSalesforceCodeOpenAI

Предпросмотр рабочего процесса

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

Extract from File

⚡

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

Как это работает

1
Триггер
Рабочий процесс запускается триггером триггер.
2
Обработка
Данные проходят через 11 узлов, connecting code, extractfromfile, googledrive.
3
Вывод
Рабочий процесс завершает автоматизацию и доставляет результат в настроенное место назначения.

Детали узлов (11)

HTTP Request

httpRequest

Google Drive

googleDrive

Microsoft OneDrive

microsoftOneDrive

Salesforce

salesforce

Code

code

OpenAI

n8n-nodes-langchain.openAi

Как импортировать этот рабочий процесс

1Нажмите кнопку Скачать JSON справа, чтобы сохранить файл рабочего процесса.
2Откройте ваш экземпляр n8n. Перейдите в Рабочие процессы → Новый → Импорт из файла.
3Выберите скачанный файл automate-invoice-processing-with-ocr-gpt-4-salesforce-opportunity-creation и нажмите Импортировать.
4Настройте учётные данные для каждого узла сервиса (ключи API, OAuth и т.д.).
5Нажмите Протестировать рабочий процесс, чтобы убедиться в правильной работе, затем активируйте его.

Или вставьте напрямую в n8n → Импорт из JSON:

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

Интеграции

codeextractfromfilegoogledrivegoogledrivetriggerhttprequestmicrosoftonedriveopenaisalesforce

Получить этот рабочий процесс

Скачайте и импортируйте одним кликом

Скачать JSON Просмотреть на n8n.io

Узлы11

Сложностьmedium

Триггерtrigger

Просмотры4

КатегорияInvoice Processing

Создан

Le Nguyen

@leeseifer

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