Automation library · CRM

Send daily CRM summary reports to Mattermost from HubSpot

Started by another system calling it, and works across HubSpot and Mattermost. 16 steps, 3 branches: a working afternoon to understand properly.

Medium

16 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Logic 9Service 5

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

  1. 1Webhook TriggerWebhookStarts it
  2. 2Prepare ConfigSetLogic
  3. 3Fetch Sales DataHttp RequestService
  4. 4Fetch Support DataHttp RequestService
  5. 5Sales Data OK?IfLogic
  6. 6Support Data OK?IfLogic
  7. 7Combine ResultsMergeLogic
  8. 8Compose Error MessageCodeLogic
  9. 9Aggregate MetricsCodeLogic
  10. 10Send Mattermost ErrorMattermostService
  11. 11Generate PDFCodeLogic
  12. 12Respond to CallerRespond To WebhookStarts it
  13. 13Upload Report to HubSpotHubspotService
  14. 14HubSpot Upload OK?IfLogic
  15. 15Craft Mattermost MessageCodeLogic
  16. 16Send Mattermost NotificationMattermostService

How it's built

Starts on
Another system calling it
Steps
16, with 3 branches
Size
Medium: a working afternoon
Connects to
HubSpot, Mattermost
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own HubSpot and Mattermost accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

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. 16 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 16 steps before you point it at anything that matters.