Use Cases
- Automate lead inquiries processing from ERPNext.
- Generate email notifications for relevant contacts based on lead details.
- Categorize leads to improve response efficiency.
How It Works
Webhook captures new lead inquiries from ERPNext. AI agent analyzes lead details and determines the appropriate contacts. Email notifications are generated and sent to relevant personnel.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook to connect with your ERPNext system.
- 3Set up necessary credentials for Google Sheets and OpenAI.
- 4Test the workflow with sample lead data to ensure proper functioning.
Apps Used
ERPNext
Google Sheets
OpenAI
Microsoft Outlook
Categories
Target Roles
Tags
#ai assistants
#email automation
#process automation