Automation library · CRM

Sync face-to-face fundraising data from offline Google Sheets

Started by a change in a Google Sheet, and works across Google Sheets. 13 steps, 3 branches: a working afternoon to understand properly.

Medium

13 stepsMedium: a working afternoon
3Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 5Service 7

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

  1. 1New Row in Google Sheets (Offline Donations)Google Sheets triggerStarts it
  2. 2Check if Row Should Go to CRMIfLogic
  3. 3Check if Row Has Not Been ProcessedIfLogic
  4. 4Find Existing Contact in CRM by NIFSinergia CrmService
  5. 5Combinar ID del CRMMergeLogic
  6. 6Edit FieldsSetLogic
  7. 7Check if Contact Already Exists in CRMIfLogic
  8. 8Create Member Relationship in SinergiaCRMSinergia CrmService
  9. 9Create New Contact in SinergiaCRMSinergia CrmService
  10. 10SinergiaCRM: Create Payment CommitmentSinergia CrmService
  11. 11Create Member Relationship in SinergiaCRM 2Sinergia CrmService
  12. 12Mark Row as Processed in Google SheetGoogle SheetsService
  13. 13SinergiaCRM: Create Payment Commitment 2Sinergia CrmService

How it's built

Starts on
A change in a Google Sheet
Steps
13, with 3 branches
Size
Medium: a working afternoon
Connects to
Google Sheets
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

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

What starts it?

It starts on a change in a Google Sheet.

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. 13 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 13 steps before you point it at anything that matters.