Who is this workflow for? Streamline your event management by automatically logging TwentyCRM events and sending targeted alerts through your preferred messaging channels. This workflow ensures that critical updates are efficiently distributed based on event severity, enhancing your operational responsiveness..

What does this workflow do?

  • Webhook Trigger: The workflow initiates each time a new event is generated in TwentyCRM, utilizing TwentyCRM’s native Webhooks feature.
  • Data Filtering: Extract and filter the necessary data from the incoming webhook to ensure only relevant information is processed.
  • Logging Events: Store the filtered event data in Google Sheets for record-keeping and further analysis.
  • Conditional Messaging: Determine the event’s severity using the eventType attribute and select the appropriate messaging channel (e.g., Slack for high-severity alerts, Gmail for informational updates).
  • Send Notifications: Dispatch the alerts or updates through the chosen channels, ensuring that the right teams receive timely information.
  • Setup Credentials: Securely configure necessary credentials, including Google OAuth 2.0 for Gmail and Google Sheets, and Slack OAuth 2.0 with chat:write permissions.
  • Webhook Configuration: Link the workflow to the TwentyCRM App by setting up the Webhook in TwentyCRM to trigger on new events.
  • Channel Configuration: Specify the correct messaging channels in the Post message in channel step to ensure alerts are routed appropriately.
  • Deployment: Test the workflow to verify functionality, then switch from the Test URL to the Production URL in TwentyCRM and activate the workflow.

🤖 Why Use This Automation Workflow?

  • Automated Logging: Automatically record event data in Google Sheets, eliminating manual entry and reducing errors.
  • Targeted Notifications: Send alerts through the most appropriate channels based on the event’s severity, ensuring timely and relevant communication.
  • Seamless Integration: Utilize familiar tools like Gmail and Slack, integrated effortlessly with TwentyCRM via n8n.

👨‍💻 Who is This Workflow For?

This workflow is ideal for professionals in DevOps, Engineering, and Managed Service Providers who need reliable and efficient alert systems. It caters to those who require structured event monitoring and targeted communication to maintain smooth operations and quickly address critical issues.

🎯 Use Cases

  1. Incident Management: Automatically log system outages or errors in Google Sheets and notify the engineering team via Slack for immediate attention.
  2. Performance Monitoring: Track performance metrics and send daily summaries through Gmail to relevant stakeholders.
  3. Client Support Alerts: Notify customer support teams of high-severity client issues through designated messaging channels to ensure prompt resolution.

TL;DR

This n8n workflow template automates the logging of TwentyCRM events and dispatches targeted alerts through selected messaging channels based on event severity. By integrating tools like Google Sheets, Gmail, and Slack, it provides a robust solution for efficient event monitoring and communication, tailored for DevOps, Engineering, and Managed Service Provider professionals.

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