Sync face-to-face fundraising data from offline Google Sheets to SinergiaCRM
UnknownWhat this workflow does
This workflow has 13 nodes and runs on Google Sheets events (row added). Along the way it connects Google Sheets and Sinergiacrm (community).
How it runs
Trigger: On Google Sheets events (row added).
- Check if Row Should Go to CRM (If): checks a condition and branches into true / false
- Check if Row Has Not Been Processed (If): checks a condition and branches into true / false
- Find Existing Contact in CRM by NIF (Sinergia Crm): uses Sinergia Crm
- Combinar ID del CRM (Merge): merges the data from its input branches
- Edit Fields (Edit Fields (Set)): sets 8 fields: First name, Last name, NIF…
- Check if Contact Already Exists in CRM (If): checks a condition and branches into true / false
- Create Member Relationship in SinergiaCRM (Sinergia Crm): create
- Create New Contact in SinergiaCRM (Sinergia Crm): create
- Sinergia Crm: create
- Create Member Relationship in SinergiaCRM (Sinergia Crm): create
…plus 2 more steps. 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 1 community package, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that n8n-nodes-sinergiacrm is verified or supports 3.0 (used in SinergiaCRM: Create Payment Commitment, Find Existing Contact in CRM by NIF, Create New Contact in SinergiaCRM).
Nodes used (6)
- Merge
n8n-nodes-base.merge - Edit Fields (Set)
n8n-nodes-base.set - Sinergia Crm
n8n-nodes-sinergiacrm.sinergiaCrm - Google Sheets Trigger
n8n-nodes-base.googleSheetsTrigger - If
n8n-nodes-base.if - Google Sheets
n8n-nodes-base.googleSheets
From the author
Automate syncing of offline donor data from Google Sheets into SinergiaCRM for fast, error-free face-to-face fundraising tracking. Who is this workflow for? This workflow is perfect for nonprofit organizations that run face-to-face fundraising campaigns and…