Manage Streak CRM via WhatsApp using GPT‑4.1 and Gemini
UnknownUnknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 29 nodes and runs on WhatsApp events (messages). Along the way it connects WhatsApp Business Cloud, OpenAI, OpenAI Chat Model and HTTP Request and 3 more.
How it runs
Trigger: On WhatsApp events (messages).
- Route input Types (Switch): routes items into 4 branches
- Map text prompt (Edit Fields (Set)): sets 1 field: text
- Gets WhatsApp Voicemail Source URL (WhatsApp Business Cloud): media url get
- Gets WhatsApp Image Source URL (WhatsApp Business Cloud): media url get
- Chat with Streak CRM (AI Agent): runs an AI agent, with model: OpenAI Chat Model, Google Gemini Chat Model; 14 tools (Streak_Doc, Comment tag, Create a contact, Update a contact…); memory: Simple Memory
- Download Voicemail (HTTP Request): calls an HTTP API
- Download Image (HTTP Request): calls an HTTP API
- Send message (WhatsApp Business Cloud): send
- OpenAI: translate (audio)
- OpenAI: analyze (image)
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 2 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-streak-crm is verified or supports 3.0 (used in Get_boxes_details, Update_box_in_Streak, Create a contact).
- Check that @tavily/n8n-nodes-tavily is verified or supports 3.0 (used in Streak_Doc).
Nodes used (13)
- WhatsApp Business Cloud
n8n-nodes-base.whatsApp - WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - HTTP Request
n8n-nodes-base.httpRequest - Edit Fields (Set)
n8n-nodes-base.set - OpenAI
@n8n/n8n-nodes-langchain.openAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - Streak Tool
n8n-nodes-streak-crm.streakTool - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Http Request Tool
n8n-nodes-base.httpRequestTool - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Tavily Tool
@tavily/n8n-nodes-tavily.tavilyTool - Switch
n8n-nodes-base.switch - AI Agent
@n8n/n8n-nodes-langchain.agent
From the author
How it works This AI agent manages your Streak CRM via WhatsApp. Send messages to create contacts, add boxes to pipelines, update stages, link contacts to boxes, and retrieve information, add and get tasks all through natural conversation. Setup steps Connect…