Use Cases
- Automate data retrieval from external services
- Send timely updates via email to stakeholders
- Integrate external data into CRM systems for better management
How It Works
Polls an external service for data retrieval Processes and formats the retrieved data Sends the processed data via email Updates or creates records in a CRM system
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the API polling node with the correct URL
- 3Set up the email node with recipient details
- 4Connect the CRM node to ensure data is updated correctly
Apps Used
External Service
Categories
Target Roles
Tags
#process automation
#email automation
#workflow management