Automation library · CRM

Automated call summary transfer from Chorus AI to HubSpot CRM

Started by a clock. It calls services over plain HTTP rather than through connectors. 15 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

Medium

Download free
15 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 2Logic 9Service 4

The steps in the order they run, from what starts it.

  1. 1Run every hourSchedule triggerStarts it
  2. 2When clicking ‘Execute workflow’Manual triggerStarts it
  3. 3Get Chorus Engagement per last dayHttp RequestService
  4. 4Merge paginated engagementsCodeLogic
  5. 5Filter items with empty meeting_summaryFilterLogic
  6. 6Loop Over EngagementsSplit In BatchesLogic
  7. 7Search Company In HubSpot By NameHttp RequestService
  8. 8If company existsIfLogic
  9. 9Search notesHttp RequestService
  10. 10Skip, if company not foundNo OpLogic
  11. 11If note not existIfLogic
  12. 12Create Note PayloadCodeLogic
  13. 13Skip, if note already existsNo OpLogic
  14. 14Create NoteHttp RequestService
  15. 15ContinueNo OpLogic

How it's built

Starts on
A clock
Steps
15, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.