INSEE Enrichment for Agile CRM
工作流概述
这是一个包含14个节点的复杂工作流,主要用于自动化处理各种任务。
工作流源代码
{
"id": "G0hO05fypS8n8uYu",
"meta": {
"instanceId": "8fb286e504ea5ce6aeb12bf5c0c97ce11908b5b1aaa495ddfa0ef349661b832e"
},
"name": "INSEE Enrichment for Agile CRM",
"tags": [],
"nodes": [
{
"id": "a45b34c1-514e-4221-b363-abf2d4de43c4",
"name": "When clicking ‘Test workflow’",
"type": "n8n-nodes-base.manualTrigger",
"position": [
-3440,
-320
],
"parameters": {},
"typeVersion": 1
},
{
"id": "d406941b-80a1-43a3-ba19-2e29570192f2",
"name": "Find Company in SIREN database",
"type": "n8n-nodes-base.httpRequest",
"onError": "continueErrorOutput",
"position": [
-2660,
-220
],
"parameters": {
"url": "=https://api.insee.fr/api-sirene/3.11/siren?q=periode(denominationUniteLegale:\"{{ $json.denominationUniteLegale }}\")",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "X-INSEE-Api-Key-Integration",
"value": "={{ $('Set Insee API Key').all()[0].json['X-INSEE-Api-Key-Integration'] }}"
}
]
}
},
"typeVersion": 4.2,
"alwaysOutputData": false
},
{
"id": "6ab3818b-2f09-44e2-874a-87c51478572b",
"name": "Request all data from SIREN database",
"type": "n8n-nodes-base.httpRequest",
"position": [
-2420,
-240
],
"parameters": {
"url": "=https://api.insee.fr/api-sirene/3.11/siret/{{ $json.unitesLegales[0].siren }}{{ $json.unitesLegales[0].periodesUniteLegale[0].nicSiegeUniteLegale }}",
"options": {},
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "accept",
"value": "application/json"
},
{
"name": "X-INSEE-Api-Key-Integration",
"value": "={{ $('Set Insee API Key').all()[0].json['X-INSEE-Api-Key-Integration'] }}"
}
]
}
},
"typeVersion": 4.2
},
{
"id": "89c223fe-289b-4d0f-922a-e9c0ad672b51",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3420,
-640
],
"parameters": {
"width": 460,
"height": 240,
"content": "### Enrich CRM data with data from French INSEE OpenDatabase API
This workflow takes all company entries from **Agile CRM** and enriches their data using the French [Insee Opendata API](https://portail-api.insee.fr/) (Free Access)
__This will update :__
1) Official Address of the company headquarters
2) Add government company id number (SIREN) in a Custom Field"
},
"typeVersion": 1
},
{
"id": "0bdc49dd-6f26-447f-a8ba-c2ba615dc7ec",
"name": "FilterOut all Company that have the ReadOnly Key set",
"type": "n8n-nodes-base.code",
"position": [
-2880,
-220
],
"parameters": {
"jsCode": "// Get input data
const input = $input.all();
const output = input.filter(item => {
const properties = item.json.properties || [];
return !properties.some(property => property.name === \"RO\" && property.value === \"1\"); // Remove all ReadOnly entries
}).map(item => {
const companyId = item.json.id;
const denominationUniteLegale = item.json.properties[0]?.value || null;
return {
json: {
companyId,
denominationUniteLegale
}
};
});
// Return the transformed output
return output;
"
},
"typeVersion": 2
},
{
"id": "0ef184f7-219c-4eb3-bfe0-4e68d2ce0b43",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2940,
-640
],
"parameters": {
"color": 5,
"width": 647,
"height": 232,
"content": "### 👨🎤 Setup
1. Add your **Agile CRM** credentials
2. Link each AgileCRM node to the correct **Agile CRM** credentials
3. Add your **INSEE** API Key to the **\"Set Insee API Key\"** node
4. Make sure the **Custom Fields** for the **companies** are set as below (Admin Settings):
- Label : \"SIREN\", Type : \"Text Field\", Description \"N° de SIREN\"
- Label : \"RO\", Type : \"Number\", Description \"Locks entry from update\"
5. Click on **Test Workflow** to make sure everything is working
6. Configure schedule if needed and don't forget to change status to **Active**"
},
"typeVersion": 1
},
{
"id": "78255253-195d-472d-a76c-ab63ceac126b",
"name": "Set Insee API Key",
"type": "n8n-nodes-base.set",
"position": [
-3260,
-220
],
"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "e993e665-cf31-48b1-8ca8-a4829dc82642",
"name": "X-INSEE-Api-Key-Integration",
"type": "string",
"value": "put-your-insee-api-key-here"
}
]
}
},
"typeVersion": 3.4
},
{
"id": "90b13481-6570-4bfc-b3dc-4b6017c6c8b5",
"name": "Schedule Trigger",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
-3440,
-140
],
"parameters": {
"rule": {
"interval": [
{}
]
}
},
"typeVersion": 1.2
},
{
"id": "88c8a6c6-2175-42c3-bfdb-f1d32a5d1c2d",
"name": "clean_route",
"type": "n8n-nodes-base.noOp",
"position": [
-2660,
-360
],
"parameters": {},
"typeVersion": 1
},
{
"id": "522d83f6-752e-40b4-a889-334f0a96998b",
"name": "Get all Compagnies from Agile CRM",
"type": "n8n-nodes-base.agileCrm",
"position": [
-3080,
-220
],
"parameters": {
"options": {},
"resource": "company",
"operation": "getAll"
},
"credentials": {
"agileCrmApi": {
"id": "wb0EgiQFLQbiFuy4",
"name": "AgileCRM account"
}
},
"typeVersion": 1
},
{
"id": "8ff0632b-6aca-47d8-b611-72dbc8dec09b",
"name": "Enrich CRM with INSEE Data",
"type": "n8n-nodes-base.agileCrm",
"position": [
-1960,
-340
],
"parameters": {
"resource": "company",
"companyId": "={{ $json.companyId }}",
"operation": "update",
"additionalFields": {
"addressOptions": {
"addressProperties": [
{
"address": "={{ $json.etablissement.adresseEtablissement.complementAdresseEtablissement }}
{{ $json.etablissement.adresseEtablissement.typeVoieEtablissement }} {{ $json.etablissement.adresseEtablissement.libelleVoieEtablissement }}
{{ $json.etablissement.adresseEtablissement.codePostalEtablissement }}{{ $json.etablissement.adresseEtablissement.libelleCommuneEtablissement }}",
"subtype": "office"
}
]
},
"customProperties": {
"customProperty": [
{
"name": "SIREN",
"value": "={{ $json.etablissement.siren }}",
"subtype": "TEXT"
}
]
}
}
},
"credentials": {
"agileCrmApi": {
"id": "wb0EgiQFLQbiFuy4",
"name": "AgileCRM account"
}
},
"typeVersion": 1
},
{
"id": "8720be96-8181-4ea7-b114-ce0f5b8e09c1",
"name": "Merge data from CRM and SIREN database with enriched for the CRM",
"type": "n8n-nodes-base.merge",
"position": [
-2180,
-340
],
"parameters": {
"mode": "combine",
"options": {},
"advanced": true,
"mergeByFields": {
"values": [
{
"field1": "denominationUniteLegale",
"field2": "etablissement.uniteLegale.denominationUniteLegale"
}
]
}
},
"typeVersion": 3
},
{
"id": "855a39e2-83ef-49d9-b630-ec31aaa96e72",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-3460,
20
],
"parameters": {
"height": 80,
"content": "👆 You can use any of those two Trigger to start the process."
},
"typeVersion": 1
},
{
"id": "b003c1b8-6244-4b72-bbb0-025f563b5d71",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-2260,
-640
],
"parameters": {
"width": 380,
"height": 240,
"content": "### 🗒️ Notes :
1. This workflow is made to write over any entry already present. You can change this for each company by setting the **\"RO\"** Custom Field to **1**, making it read-only for this workflow.
2. If you want to make it readonly after the update from this workflow, then **add a custom property** in the last node **Enrich CRM with INSEE Data** named **\"RO\"**, SubType **\"Number\"** and Value **\"1\"**"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "9f328182-d131-4300-a1f4-2cb3dfe91632",
"connections": {
"clean_route": {
"main": [
[
{
"node": "Merge data from CRM and SIREN database with enriched for the CRM",
"type": "main",
"index": 0
}
]
]
},
"Schedule Trigger": {
"main": [
[
{
"node": "Set Insee API Key",
"type": "main",
"index": 0
}
]
]
},
"Set Insee API Key": {
"main": [
[
{
"node": "Get all Compagnies from Agile CRM",
"type": "main",
"index": 0
}
]
]
},
"Find Company in SIREN database": {
"main": [
[
{
"node": "Request all data from SIREN database",
"type": "main",
"index": 0
}
]
]
},
"Get all Compagnies from Agile CRM": {
"main": [
[
{
"node": "FilterOut all Company that have the ReadOnly Key set",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Test workflow’": {
"main": [
[
{
"node": "Set Insee API Key",
"type": "main",
"index": 0
}
]
]
},
"Request all data from SIREN database": {
"main": [
[
{
"node": "Merge data from CRM and SIREN database with enriched for the CRM",
"type": "main",
"index": 1
}
]
]
},
"FilterOut all Company that have the ReadOnly Key set": {
"main": [
[
{
"node": "Find Company in SIREN database",
"type": "main",
"index": 0
},
{
"node": "clean_route",
"type": "main",
"index": 0
}
]
]
},
"Merge data from CRM and SIREN database with enriched for the CRM": {
"main": [
[
{
"node": "Enrich CRM with INSEE Data",
"type": "main",
"index": 0
}
]
]
}
}
}
功能特点
- 自动检测新邮件
- AI智能内容分析
- 自定义分类规则
- 批量处理能力
- 详细的处理日志
技术分析
节点类型及作用
- Manualtrigger
- Httprequest
- Stickynote
- Code
- Set
复杂度评估
配置难度:
维护难度:
扩展性:
实施指南
前置条件
- 有效的Gmail账户
- n8n平台访问权限
- Google API凭证
- AI分类服务订阅
配置步骤
- 在n8n中导入工作流JSON文件
- 配置Gmail节点的认证信息
- 设置AI分类器的API密钥
- 自定义分类规则和标签映射
- 测试工作流执行
- 配置定时触发器(可选)
关键参数
| 参数名称 | 默认值 | 说明 |
|---|---|---|
| maxEmails | 50 | 单次处理的最大邮件数量 |
| confidenceThreshold | 0.8 | 分类置信度阈值 |
| autoLabel | true | 是否自动添加标签 |
最佳实践
优化建议
- 定期更新AI分类模型以提高准确性
- 根据邮件量调整处理批次大小
- 设置合理的分类置信度阈值
- 定期清理过期的分类规则
安全注意事项
- 妥善保管API密钥和认证信息
- 限制工作流的访问权限
- 定期审查处理日志
- 启用双因素认证保护Gmail账户
性能优化
- 使用增量处理减少重复工作
- 缓存频繁访问的数据
- 并行处理多个邮件分类任务
- 监控系统资源使用情况
故障排除
常见问题
邮件未被正确分类
检查AI分类器的置信度阈值设置,适当降低阈值或更新训练数据。
Gmail认证失败
确认Google API凭证有效且具有正确的权限范围,重新进行OAuth授权。
调试技巧
- 启用详细日志记录查看每个步骤的执行情况
- 使用测试邮件验证分类逻辑
- 检查网络连接和API服务状态
- 逐步执行工作流定位问题节点
错误处理
工作流包含以下错误处理机制:
- 网络超时自动重试(最多3次)
- API错误记录和告警
- 处理失败邮件的隔离机制
- 异常情况下的回滚操作