Generate regional sales reports from CRM exports with DocMint and Excel
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 workflow has 11 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Docmint (community).
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Set your company and template (Edit Fields (Set)): sets 6 fields: template_name, company, currency…
- Check the export is usable (If): checks a condition and branches into true / false
- Ask the workbook what it needs (Doc Mint): get fields (template)
- Explain what went wrong (Edit Fields (Set)): sets 1 field: error
- Is the template reachable? (If): checks a condition and branches into true / false
- Return the error as JSON (Respond to Webhook): sends the response back to the webhook caller
- Total the rows and roll up by region (Code): runs custom JavaScript code
- Fill the Excel workbook (Doc Mint): uses Doc Mint
- Did the workbook render? (If): checks a condition and branches into true / false
- Return the workbook (Respond to Webhook): sends the response back to the webhook caller
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-docmint is verified or supports 3.0 (used in Ask the workbook what it needs, Fill the Excel workbook).
Nodes used (6)
- Webhook
n8n-nodes-base.webhook - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Doc Mint
n8n-nodes-docmint.docMint - Code
n8n-nodes-base.code - Respond to Webhook
n8n-nodes-base.respondToWebhook
From the author
Quick overview This workflow receives a CRM sales export via webhook, validates the payload, aggregates revenue and regional totals, and uses DocMint to fill an Excel sales report template before returning the generated .xlsx file (or a 422 error) in the…