TwentyCRM event based updates on selective messaging channels with logs

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Who is this template for? This workflow template is designed for DevOps , Engineering , and Managed Service Provider professionals seeking alerts on various channels, with each channel being logica...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.set, n8n-nodes-base.googlesheets, n8n-nodes-base.if, n8n-nodes-base.webhook, n8n-nodes-base.gmail, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by sateshcharan.

Original n8n.io source

1.1 Workflow description

Title: TwentyCRM event based updates on selective messaging channels with logs
Workflow name: TwentyCRM event based updates on selective messaging channels with logs

Who is this template for?

This workflow template is designed for DevOps, Engineering, and Managed Service Provider professionals seeking alerts on various channels, with each channel being logically chosen based on the severity of the event.

How it works

Each time a new event occurs, the workflow runs (powered by TwentyCRM's native Webhooks feature).
After filtering for the required data from the webhook, the filtered data is logged using Google Sheets.
Based on the eventType from the webhook, we conditionally select a predefined messaging channel and send updates or alerts through it.

Set up instructions

Complete the Set up credentials step when you first open the workflow. You'll need a Google-OAuth2.0 with Gmail API & Google Sheets Scope, Slack with OAuth2.0 - chat:write scopes.
Set up the Webhook in TwentyCRM, linking the On new TwentyCRM event Trigger with your TwentyCRM App.
Set the correct channel to send to in the Post message in channel step.
After testing your workflow, swap the Test URL to Production URL in TwentyCRM and activate your workflow.

Template was created in n8n v1.63.4.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - filter required data #eventType mandatory

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 3 - events log

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.5

Block 4 - message channel evaluation

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 5 - Sticky Note2

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Sticky Note3

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 8 - Sticky Note4

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 9 - on new twentycrm event

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 10 - email channel for delete eventType

Type / Role: n8n-nodes-base.gmail - gmail
Config choices: Version 2.1

Block 11 - message channel for all other eventTypes

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

3. Summary Table

Workflow	TwentyCRM event based updates on selective messaging channels with logs
Complexity	intermediate
Nodes	11
Categories	CRM
Author	sateshcharan
Published	30 Oct 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2509/2509.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does TwentyCRM event based updates on selective messaging channels with logs do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

sateshcharan

1 workflow

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.set n8n-nodes-base.googlesheets n8n-nodes-base.if n8n-nodes-base.webhook n8n-nodes-base.gmail n8n-nodes-base.slack

Complexity

intermediate

Published 30 Oct 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2509/2509.json

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TwentyCRM event based updates on selective messaging channels with logs

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who is this template for?

How it works

Set up instructions

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note1

Block 2 - filter required data #eventType mandatory

Block 3 - events log

Block 4 - message channel evaluation

Block 5 - Sticky Note2

Block 6 - Sticky Note

Block 7 - Sticky Note3

Block 8 - Sticky Note4

Block 9 - on new twentycrm event

Block 10 - email channel for delete eventType

Block 11 - message channel for all other eventTypes

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions