{ "id": "tY32QDTdup1LAwR1", "meta": { "instanceId": "358ebc7e70f0c2213a4211c90e6cecc1d427950728ea9da9fc037017aab28666", "templateCredsSetupCompleted": true }, "name": "Maybe Finance example", "tags": [], "nodes": [ { "id": "c7580a81-6327-4da4-b01a-9afe9d9d3b22", "name": "Get access token", "type": "n8n-nodes-base.httpRequest", "position": [ -820, -80 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/token/new/", "method": "POST", "options": {}, "sendBody": true, "sendHeaders": true, "bodyParameters": { "parameters": [ { "name": "secret_id" }, { "name": "secret_key" } ] }, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" } ] } }, "typeVersion": 4.2 }, { "id": "8c0c26ef-083a-4028-a866-2b3857dc47c3", "name": "Get Revolut Pro transactions", "type": "n8n-nodes-base.httpRequest", "position": [ -400, -180 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/accounts//transactions", "options": {}, "sendQuery": true, "sendHeaders": true, "queryParameters": { "parameters": [ { "name": "date_from", "value": "={{ DateTime.now().startOf('week').minus({days: 7}).toFormat('yyyy-MM-dd') }}" }, { "name": "date_to", "value": "={{ DateTime.now().startOf('week').minus({days: 1}).toFormat('yyyy-MM-dd') }}" } ] }, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "61fb2bc6-abf0-469d-9ade-ef7aec5429fe", "name": "Get Revolut Personal transactions", "type": "n8n-nodes-base.httpRequest", "position": [ -400, 60 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/accounts//transactions", "options": {}, "sendQuery": true, "sendHeaders": true, "queryParameters": { "parameters": [ { "name": "date_from", "value": "={{ DateTime.now().startOf('week').minus({days: 7}).toFormat('yyyy-MM-dd') }}" }, { "name": "date_to", "value": "={{ DateTime.now().startOf('week').minus({days: 1}).toFormat('yyyy-MM-dd') }}" } ] }, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "878df10c-1704-48f5-b1a2-ac9a4ff4a5f2", "name": "Get accounts id from Maybe", "type": "n8n-nodes-base.httpRequest", "position": [ -480, -540 ], "parameters": { "url": "http://localhost:3005/api/v1/accounts", "options": {}, "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "X-Api-Key" } ] } }, "typeVersion": 4.2 }, { "id": "524015a4-4d7b-4836-b8da-125f995d9ca4", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -120, -680 ], "parameters": { "width": 1440, "height": 340, "content": "## Run once - Configuration\nAfter getting the access token, follow the GoCardless steps from their docs and run these nodes accordingly in the right order.\nGoCardless docs: https://developer.gocardless.com/bank-account-data/quick-start-guide" }, "typeVersion": 1 }, { "id": "cda3a7d7-f434-4d64-bdc9-0f9d6c04b5a3", "name": "Step 2 - Get institution id", "type": "n8n-nodes-base.httpRequest", "position": [ 0, -540 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/institutions", "options": {}, "sendQuery": true, "sendHeaders": true, "queryParameters": { "parameters": [ { "name": "country", "value": "nl" } ] }, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "96ea05dd-27a5-41b7-8049-ef0be4036662", "name": "Step 5 - Get account id", "type": "n8n-nodes-base.httpRequest", "position": [ 1100, -540 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/requisitions/96bed7e3-a275-48fc-8fed-4d97ca1d452f/", "options": {}, "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "5367c00b-97f5-4002-a7b3-b2bc111b63c0", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -980, -680 ], "parameters": { "color": 6, "width": 280, "height": 340, "content": "## Set up weekly workflow\nAfter linking the bank accounts, you can request access token (lasts 24h) and use that to request the transactions from all your bank accounts. You have 4 requests per bank account per day before you hit your rate limit. Use them wisely." }, "typeVersion": 1 }, { "id": "ba89f635-926c-4750-a862-b5e335852cc0", "name": "Create transactions to Maybe", "type": "n8n-nodes-base.httpRequest", "position": [ 840, -80 ], "parameters": { "url": "http://localhost/api/v1/transactions/", "method": "POST", "options": {}, "jsonBody": "={\n \"transaction\": {\n \"account_id\": \"{{ $json.transaction.account_id }}\",\n \"name\": \"{{ $json.transaction.name }}\",\n \"date\": \"{{ $json.transaction.date }}\",\n \"amount\": {{ $json.transaction.amount }},\n \"currency\": \"{{ $json.transaction.currency }}\",\n \"nature\": \"{{ $json.transaction.nature }}\"\n }\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "X-Api-Key" } ] } }, "typeVersion": 4.2 }, { "id": "56f290e1-9e12-40f6-8883-93ff25e9227d", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -980, -320 ], "parameters": { "color": 5, "width": 840, "height": 640, "content": "## GoCardless - Fetch transactions\nFirst we fetch transactions from GoCardless for all bank accounts that we have connected. Change the to your own id." }, "typeVersion": 1 }, { "id": "cebfa4eb-2e0b-42ea-b637-c285e822e7ac", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -120, -320 ], "parameters": { "color": 2, "width": 1440, "height": 640, "content": "## Maybe Finance - Create transactions\nCombine transactions in one object, call the API recursively for each of the transaction to create them to Maybe Finance. Change account id in the json to your own account id." }, "typeVersion": 1 }, { "id": "afdeeee2-8f96-436b-8011-a3a507c341f0", "name": "Merge all transactions in one array", "type": "n8n-nodes-base.merge", "position": [ 580, -80 ], "parameters": {}, "typeVersion": 3.1 }, { "id": "07bd503d-d842-459e-8e07-f240f08fc039", "name": "Resend", "type": "n8n-nodes-resend.resend", "position": [ 1060, -80 ], "parameters": { "html": "\n\n \n \n \n \n \n \n \n \n Your weekly bank transaction overview is ready to view\n
\n  ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏ ‌​‍‎‏\n
\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Your Weekly Overview is Ready\n \n \n Your comprehensive bank transaction overview for this past\n week has been compiled and is ready for review.\n

\n \n \n \n \n View Your Overview\n \n \n \n \n \n Link: http://0.0.0.0:3005/\n

\n \n \n \n \n \n \n \n \n \n \n After years of watching teams struggle with data access,\n we are building a better way.\n

\n \n Syllogic\n

\n \n \n \n \n \n \n \n \n \n \n\n", "subject": "Weekly transactions overview", "additionalOptions": {} }, "credentials": { "resendApi": { "id": "credential-id", "name": "resendApi Credential" } }, "executeOnce": true, "typeVersion": 1 }, { "id": "7ed11872-a6e8-4c36-a137-dcb527a8394d", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -680, -680 ], "parameters": { "color": 6, "width": 540, "height": 340, "content": "## Get Maybe Finance accounts\nAfter creating the respective accounts in Maybe Finance, run a GET request to fetch all account ids to insert them to the \"Set\" nodes later." }, "typeVersion": 1 }, { "id": "061da286-bf40-41b3-9bd6-52c579067451", "name": "Extract booked - Revolut Personal", "type": "n8n-nodes-base.itemLists", "position": [ 40, 60 ], "parameters": { "options": {}, "fieldToSplitOut": "transactions.booked" }, "typeVersion": 3 }, { "id": "eb8d3441-4d25-4ee7-a94e-4073294914b9", "name": "Extract booked - Revolut Pro", "type": "n8n-nodes-base.itemLists", "position": [ 40, -180 ], "parameters": { "options": {}, "fieldToSplitOut": "transactions.booked" }, "typeVersion": 3 }, { "id": "305021b2-cf36-4d29-9ddd-fd31eca8902d", "name": "Set transactions for Revolut Pro", "type": "n8n-nodes-base.set", "position": [ 320, -180 ], "parameters": { "mode": "raw", "options": {}, "jsonOutput": "= {\n \"transaction\": {\n \"account_id\": \"\",\n \"name\": \"{{ $json.creditorName || $json.remittanceInformationUnstructuredArray[0]}}\",\n \"date\": \"{{ $json.bookingDate }}\",\n \"amount\": \"{{ Math.abs(parseFloat($json.transactionAmount.amount)) }}\",\n \"currency\": \"{{ $json.transactionAmount.currency }}\",\n \"nature\": \"{{ parseFloat($json.transactionAmount.amount) >= 0 ? 'income' : 'expense' }}\"\n }}" }, "typeVersion": 3.4 }, { "id": "6205fdc5-b59c-41b9-9c00-c3a6a9d67a72", "name": "Set transactions for Revolut Personal", "type": "n8n-nodes-base.set", "position": [ 320, 60 ], "parameters": { "mode": "raw", "options": {}, "jsonOutput": "= {\n \"transaction\": {\n \"account_id\": \"\",\n \"name\": \"{{ $json.creditorName || $json.remittanceInformationUnstructuredArray[0]}}\",\n \"date\": \"{{ $json.bookingDate }}\",\n \"amount\": \"{{ Math.abs(parseFloat($json.transactionAmount.amount)) }}\",\n \"currency\": \"{{ $json.transactionAmount.currency }}\",\n \"nature\": \"{{ parseFloat($json.transactionAmount.amount) >= 0 ? 'income' : 'expense' }}\"\n }}" }, "typeVersion": 3.4 }, { "id": "2b010267-68da-4c25-81e1-547ea4795c45", "name": "Schedule Trigger", "type": "n8n-nodes-base.scheduleTrigger", "position": [ -1220, -80 ], "parameters": { "rule": { "interval": [ { "field": "weeks", "triggerAtDay": [ 1 ], "triggerAtHour": 4 } ] } }, "typeVersion": 1.2 }, { "id": "f22aa661-1a95-4dbe-b37a-4322bfb7251c", "name": "Step 4 - Building link with Revolut", "type": "n8n-nodes-base.httpRequest", "position": [ 840, -540 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/requisitions/", "method": "POST", "options": {}, "sendBody": true, "sendHeaders": true, "bodyParameters": { "parameters": [ { "name": "redirect", "value": "http://www.yourwebpage.com" }, { "name": "institution_id", "value": "ABNAMRO_ABNANL2A" } ] }, "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "496d6d35-6844-4b72-90ff-4daa2d8ae9fa", "name": "Step 3a - User agreement with first Revolut Account", "type": "n8n-nodes-base.httpRequest", "position": [ 280, -540 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/agreements/enduser/", "method": "POST", "options": {}, "jsonBody": "{\n \"institution_id\": \"ABNAMRO_ABNANL2A\",\n \"max_historical_days\": \"180\",\n \"access_valid_for_days\": \"90\",\n \"access_scope\": [\n \"balances\",\n \"details\",\n \"transactions\"\n ]\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 }, { "id": "1d76a8c1-10fd-4252-80a7-cece9a0e8e6e", "name": "Step 3a - User agreement with second Revolut Account", "type": "n8n-nodes-base.httpRequest", "position": [ 560, -540 ], "parameters": { "url": "https://bankaccountdata.gocardless.com/api/v2/agreements/enduser/", "method": "POST", "options": {}, "jsonBody": "{\n \"institution_id\": \"REVOLUT_REVOGB21\",\n \"max_historical_days\": \"180\",\n \"access_valid_for_days\": \"90\",\n \"access_scope\": [\n \"balances\",\n \"details\",\n \"transactions\"\n ]\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "accept", "value": "application/json" }, { "name": "Authorization", "value": "=Bearer {{ $json.access }}" } ] } }, "typeVersion": 4.2 } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "versionId": "7ec2a3e7-4e68-4229-bb92-2a12ab1aac24", "connections": { "Get access token": { "main": [ [ { "node": "Get Revolut Personal transactions", "type": "main", "index": 0 }, { "node": "Get Revolut Pro transactions", "type": "main", "index": 0 } ] ] }, "Schedule Trigger": { "main": [ [ { "node": "Get access token", "type": "main", "index": 0 } ] ] }, "Get accounts id from Maybe": { "main": [ [] ] }, "Create transactions to Maybe": { "main": [ [ { "node": "Resend", "type": "main", "index": 0 } ] ] }, "Extract booked - Revolut Pro": { "main": [ [ { "node": "Set transactions for Revolut Pro", "type": "main", "index": 0 } ] ] }, "Get Revolut Pro transactions": { "main": [ [ { "node": "Extract booked - Revolut Pro", "type": "main", "index": 0 } ] ] }, "Set transactions for Revolut Pro": { "main": [ [ { "node": "Merge all transactions in one array", "type": "main", "index": 0 } ] ] }, "Extract booked - Revolut Personal": { "main": [ [ { "node": "Set transactions for Revolut Personal", "type": "main", "index": 0 } ] ] }, "Get Revolut Personal transactions": { "main": [ [ { "node": "Extract booked - Revolut Personal", "type": "main", "index": 0 } ] ] }, "Merge all transactions in one array": { "main": [ [ { "node": "Create transactions to Maybe", "type": "main", "index": 0 } ] ] }, "Set transactions for Revolut Personal": { "main": [ [ { "node": "Merge all transactions in one array", "type": "main", "index": 1 } ] ] }, "Step 3a - User agreement with second Revolut Account": { "main": [ [] ] } } }