Sample Workflow for Customer Data Preparation

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This workflow illustrates a simple process within n8n for managing customer data. It begins with a manual trigger, simulating a workflow run triggered by user action. The core node retrieves all customer records from a datastore, which could be a database or an API integration. After fetching the data, the workflow includes notes indicating that the data can be used for testing or extraction purposes, such as generating sample data or preparing data for further use. The selected customer data (ID, name, notes) is then transformed and assigned to new fields, ready for use in subsequent steps or external systems. This setup is particularly useful for quick testing, data migration, or preparing datasets in a customer relationship management (CRM) environment within WordPress or other platforms.

Node Count

6 – 10 Nodes

Nodes Used

manualTrigger, n8nTrainingCustomerDatastore, set, stickyNote

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