Workflow: Splitout Schedule Import

Workflow Details

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{
    "meta": {
        "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833"
    },
    "nodes": [
        {
            "id": "e087fb9b-d299-441b-8508-a36a389acb0d",
            "name": "Schedule Trigger",
            "type": "n8n-nodes-base.scheduleTrigger",
            "position": [
                820,
                360
            ],
            "parameters": {
                "rule": {
                    "interval": [
                        {
                            "daysInterval": 2,
                            "triggerAtHour": 7
                        }
                    ]
                }
            },
            "typeVersion": 1.100000000000000088817841970012523233890533447265625
        },
        {
            "id": "5d272d3d-7b35-4ac3-8646-28d7136b3e5b",
            "name": "Get Deals",
            "type": "n8n-nodes-base.httpRequest",
            "position": [
                1020,
                360
            ],
            "parameters": {
                "url": "https:\/\/api.hubapi.com\/crm\/v3\/objects\/deals?properties=dealname,amount,hubspot_owner_id&associations=contacts",
                "options": [],
                "authentication": "predefinedCredentialType",
                "nodeCredentialType": "hubspotOAuth2Api"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 4.0999999999999996447286321199499070644378662109375
        },
        {
            "id": "26862c28-fc42-41f5-9435-c69082282e8a",
            "name": "Get contact for deals",
            "type": "n8n-nodes-base.httpRequest",
            "position": [
                1600,
                360
            ],
            "parameters": {
                "url": "=https:\/\/api.hubapi.com\/crm\/v3\/objects\/contacts\/{{ $json.associations.contacts.results[0].id }}?associations=company",
                "options": [],
                "authentication": "predefinedCredentialType",
                "nodeCredentialType": "hubspotOAuth2Api"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 4.0999999999999996447286321199499070644378662109375
        },
        {
            "id": "d2281e4c-abaf-43da-9299-ea60eaf61d49",
            "name": "Unassigned Deals",
            "type": "n8n-nodes-base.filter",
            "position": [
                1420,
                360
            ],
            "parameters": {
                "options": [],
                "conditions": {
                    "options": {
                        "leftValue": "",
                        "caseSensitive": true,
                        "typeValidation": "strict"
                    },
                    "combinator": "and",
                    "conditions": [
                        {
                            "id": "2ad0a847-9729-4528-94d1-edf133f51c76",
                            "operator": {
                                "type": "string",
                                "operation": "empty",
                                "singleValue": true
                            },
                            "leftValue": "={{ $json.properties.hubspot_owner_id }}",
                            "rightValue": ""
                        }
                    ]
                }
            },
            "typeVersion": 2
        },
        {
            "id": "aebd4001-6693-4b04-acc6-be27cb374f92",
            "name": "Split out deals",
            "type": "n8n-nodes-base.splitOut",
            "position": [
                1220,
                360
            ],
            "parameters": {
                "options": [],
                "fieldToSplitOut": "results"
            },
            "typeVersion": 1
        },
        {
            "id": "1aeb829d-7683-429f-b806-1e223111d0b0",
            "name": "Assign by Region",
            "type": "n8n-nodes-base.switch",
            "position": [
                2000,
                360
            ],
            "parameters": {
                "rules": {
                    "values": [
                        {
                            "outputKey": "US",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "operator": {
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.properties.country }}",
                                        "rightValue": "United States"
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "DE",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "strict"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "a6b1d56d-766e-44e1-9c8a-778205e67b6e",
                                        "operator": {
                                            "name": "filter.operator.equals",
                                            "type": "string",
                                            "operation": "equals"
                                        },
                                        "leftValue": "={{ $json.properties.country }}",
                                        "rightValue": "Germany"
                                    }
                                ]
                            },
                            "renameOutput": true
                        }
                    ]
                },
                "options": {
                    "fallbackOutput": "extra"
                }
            },
            "typeVersion": 3
        },
        {
            "id": "f795ab2e-14c8-4e7a-961e-035c877f627d",
            "name": "Assign deal to John",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                -440
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": ""
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "212cc657-88df-406e-856d-00a797ac39eb",
            "name": "Assign to Max",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                -260
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "7daef91a-051b-495a-9122-d737fff97c04",
            "name": "Assign to Eeden",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                -80
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "aa310e68-4056-44b6-8074-a26ce5d2d21a",
            "name": "Assign to Peter",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2220,
                780
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "e538b71d-fb97-479f-8b78-9705347aed82",
            "name": "Get company of contact(s)",
            "type": "n8n-nodes-base.httpRequest",
            "position": [
                1800,
                360
            ],
            "parameters": {
                "url": "=https:\/\/api.hubapi.com\/crm\/v3\/objects\/companies\/{{ $json.associations.companies.results[0].id }}?properties=name,domain,city,country,numberofemployees",
                "options": [],
                "authentication": "predefinedCredentialType",
                "nodeCredentialType": "hubspotOAuth2Api"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 4.0999999999999996447286321199499070644378662109375
        },
        {
            "id": "a8722ed3-8d75-4aa0-9b14-101279007c51",
            "name": "Assign US deals by company size",
            "type": "n8n-nodes-base.switch",
            "position": [
                2220,
                -260
            ],
            "parameters": {
                "rules": {
                    "values": [
                        {
                            "outputKey": "John",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "operator": {
                                            "type": "number",
                                            "operation": "lte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 50
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "Max",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
                                        "operator": {
                                            "type": "number",
                                            "operation": "lte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 499
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "Eeden",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
                                        "operator": {
                                            "type": "number",
                                            "operation": "gte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 500
                                    }
                                ]
                            },
                            "renameOutput": true
                        }
                    ]
                },
                "options": {
                    "looseTypeValidation": true
                }
            },
            "typeVersion": 3
        },
        {
            "id": "3b71b6c3-fa4c-49a5-9670-347790bff24d",
            "name": "Sticky Note",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                440,
                320
            ],
            "parameters": {
                "color": 5,
                "width": 343.16392083375575339232455007731914520263671875,
                "height": 209.462153824403429780431906692683696746826171875,
                "content": "## Setup\n1. Add your **Hubspot** credentials\n2. Customize your criterias for assigning deals in the `Assign by Region` and the following `Assign` nodes\n3. Make sure deals are assigned to the right salesrep in the Hubspot nodes at the end\n4. Activate the workflow"
            },
            "typeVersion": 1
        },
        {
            "id": "abb2a4d3-d636-4fca-b6ce-4e4f13601d11",
            "name": "Sticky Note1",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                820,
                260
            ],
            "parameters": {
                "color": 7,
                "width": 150,
                "height": 80,
                "content": "\ud83d\udc47 You can adjust the interval here."
            },
            "typeVersion": 1
        },
        {
            "id": "a4180a3b-4916-419d-aa6c-906660c7f2b7",
            "name": "Sticky Note2",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                1980,
                260
            ],
            "parameters": {
                "color": 5,
                "width": 150,
                "height": 80,
                "content": "\ud83d\udc47 Adjust this to your needs"
            },
            "typeVersion": 1
        },
        {
            "id": "0e11d724-62fe-4b3e-b324-b63704c3ae64",
            "name": "Sticky Note3",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2160,
                -480
            ],
            "parameters": {
                "color": 5,
                "width": 423.71657134778439512956538237631320953369140625,
                "height": 558.5236393851940874810679815709590911865234375,
                "content": "Adjust this and make sure the right people are assigned for the criteria"
            },
            "typeVersion": 1
        },
        {
            "id": "e6aec357-5faa-468f-8e33-020f5e280731",
            "name": "Sticky Note4",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2180,
                140
            ],
            "parameters": {
                "color": 5,
                "width": 423.71657134778439512956538237631320953369140625,
                "height": 558.5236393851940874810679815709590911865234375,
                "content": "Adjust this and make sure the right people are assigned for the criteria"
            },
            "typeVersion": 1
        },
        {
            "id": "8c3a39ef-5263-4cc4-bbbe-54dfffde57b7",
            "name": "Sticky Note5",
            "type": "n8n-nodes-base.stickyNote",
            "position": [
                2380,
                780
            ],
            "parameters": {
                "color": 7,
                "width": 175.437679109693220880217268131673336029052734375,
                "height": 105.4376791096932350910719833336770534515380859375,
                "content": "\ud83d\udc48 This is the fallback. You could also notify you on Slack or something instead"
            },
            "typeVersion": 1
        },
        {
            "id": "76029d66-9719-4f05-beb9-4ad33e17dbfd",
            "name": "Assign deal to Edward",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                180
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "ef86d907-d226-484f-ae72-70a58e9c8710",
            "name": "Assign to Michael",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                360
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "cf2a5259-5cdb-441b-a2f0-2a0d84e1595a",
            "name": "Assign to Suka",
            "type": "n8n-nodes-base.hubspot",
            "position": [
                2420,
                540
            ],
            "parameters": {
                "dealId": {
                    "__rl": true,
                    "mode": "id",
                    "value": "={{ $('Unassigned Deals').item.json.id }}"
                },
                "resource": "deal",
                "operation": "update",
                "updateFields": {
                    "dealOwner": {
                        "__rl": true,
                        "mode": "list",
                        "value": 1265816794,
                        "cachedResultName": "niklas@n8n.io"
                    }
                },
                "authentication": "oAuth2"
            },
            "credentials": {
                "hubspotOAuth2Api": {
                    "id": "WEONgGVHLYPjIE6k",
                    "name": "HubSpot account"
                }
            },
            "typeVersion": 2
        },
        {
            "id": "bcc1e859-f1b2-4a9f-ac65-d20380fdee89",
            "name": "Assign DE deals by company size",
            "type": "n8n-nodes-base.switch",
            "position": [
                2220,
                360
            ],
            "parameters": {
                "rules": {
                    "values": [
                        {
                            "outputKey": "Michael",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "operator": {
                                            "type": "number",
                                            "operation": "lte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 100000
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "Suka",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "2f8e57b1-2fce-49b4-8bae-cf6b0164d1f0",
                                        "operator": {
                                            "type": "number",
                                            "operation": "lte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 499
                                    }
                                ]
                            },
                            "renameOutput": true
                        },
                        {
                            "outputKey": "Eeden",
                            "conditions": {
                                "options": {
                                    "leftValue": "",
                                    "caseSensitive": true,
                                    "typeValidation": "loose"
                                },
                                "combinator": "and",
                                "conditions": [
                                    {
                                        "id": "4357fb25-fbe5-4b19-85df-62db07d4443b",
                                        "operator": {
                                            "type": "number",
                                            "operation": "gte"
                                        },
                                        "leftValue": "={{ $json.properties.numberofemployees }}",
                                        "rightValue": 500
                                    }
                                ]
                            },
                            "renameOutput": true
                        }
                    ]
                },
                "options": {
                    "looseTypeValidation": true
                }
            },
            "typeVersion": 3
        }
    ],
    "pinData": {
        "Get Deals": [
            {
                "results": [
                    {
                        "id": "8978336453",
                        "archived": false,
                        "createdAt": "2023-09-19T16:45:21.309Z",
                        "updatedAt": "2023-09-19T16:47:41.086Z",
                        "properties": {
                            "amount": "100",
                            "dealname": "My test deal",
                            "createdate": "2023-09-19T16:45:21.309Z",
                            "hs_object_id": "8978336453",
                            "hubspot_owner_id": "1265816794",
                            "hs_lastmodifieddate": "2023-09-19T16:47:41.086Z"
                        }
                    },
                    {
                        "id": "11043508927",
                        "archived": false,
                        "createdAt": "2024-02-22T10:10:54.184Z",
                        "updatedAt": "2024-02-22T10:13:09.271Z",
                        "properties": {
                            "amount": "500",
                            "dealname": "My n8n deal",
                            "createdate": "2024-02-22T10:10:54.184Z",
                            "hs_object_id": "11043508927",
                            "hubspot_owner_id": "",
                            "hs_lastmodifieddate": "2024-02-22T10:13:09.271Z"
                        },
                        "associations": {
                            "contacts": {
                                "results": [
                                    {
                                        "id": "1",
                                        "type": "deal_to_contact"
                                    }
                                ]
                            }
                        }
                    }
                ]
            }
        ],
        "Get contact for deals": [
            {
                "id": "1",
                "archived": false,
                "createdAt": "2023-08-28T10:06:13.015Z",
                "updatedAt": "2024-02-22T10:56:31.742Z",
                "properties": {
                    "email": "emailmaria@hubspot.com",
                    "lastname": "Johnson (Sample Contact)",
                    "firstname": "Maria",
                    "createdate": "2023-08-28T10:06:13.015Z",
                    "hs_object_id": "1",
                    "lastmodifieddate": "2024-02-22T10:56:31.742Z"
                },
                "associations": {
                    "companies": {
                        "results": [
                            {
                                "id": "10209902291",
                                "type": "contact_to_company"
                            },
                            {
                                "id": "10209902291",
                                "type": "contact_to_company_unlabeled"
                            }
                        ]
                    }
                }
            }
        ],
        "Get company of contact(s)": [
            {
                "id": "10209902291",
                "archived": false,
                "createdAt": "2024-02-22T10:56:27.833Z",
                "updatedAt": "2024-02-22T10:56:32.390Z",
                "properties": {
                    "city": "San Francisco",
                    "name": "Stripe",
                    "domain": "stripe.com",
                    "country": "United States",
                    "createdate": "2024-02-22T10:56:27.833Z",
                    "hs_object_id": "10209902291",
                    "numberofemployees": "10000",
                    "hs_lastmodifieddate": "2024-02-22T10:56:32.390Z"
                }
            }
        ]
    },
    "connections": {
        "Get Deals": {
            "main": [
                [
                    {
                        "node": "Split out deals",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Split out deals": {
            "main": [
                [
                    {
                        "node": "Unassigned Deals",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Assign by Region": {
            "main": [
                [
                    {
                        "node": "Assign US deals by company size",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign DE deals by company size",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign to Peter",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Schedule Trigger": {
            "main": [
                [
                    {
                        "node": "Get Deals",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Unassigned Deals": {
            "main": [
                [
                    {
                        "node": "Get contact for deals",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Get contact for deals": {
            "main": [
                [
                    {
                        "node": "Get company of contact(s)",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Get company of contact(s)": {
            "main": [
                [
                    {
                        "node": "Assign by Region",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Assign DE deals by company size": {
            "main": [
                [
                    {
                        "node": "Assign deal to Edward",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign to Michael",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign to Suka",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        },
        "Assign US deals by company size": {
            "main": [
                [
                    {
                        "node": "Assign deal to John",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign to Max",
                        "type": "main",
                        "index": 0
                    }
                ],
                [
                    {
                        "node": "Assign to Eeden",
                        "type": "main",
                        "index": 0
                    }
                ]
            ]
        }
    }
}
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