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Before Using this Template first search LEDGERS in the nodes list and Update!
The workflow automates contact creation in LEDGERS from a Google Sheets document, while performing validation checks on contact data to ensure data quality.
Key Features:
✅ Google Sheets Trigger – Polls the sheet every minute to detect new or updated rows.
✅ Contact Name Validation – Checks if the contact name is provided; sends an email notification if missing.
✅ Email & Mobile Validation – Uses custom code to validate the format of email and mobile fields.
✅ Dynamic Routing –
If both email and mobile are valid → proceeds to create the contact in LEDGERS.
If either is invalid → sends an error notification via Gmail.
✅ Mobile Number Formatter – Extracts country code and mobile number for consistent formatting before creating the contact.
✅ LEDGERS API Integration – Creates the contact using the LEDGERS custom node.
✅ Error Handling – If contact creation fails (e.g., duplicate email), sends a failure email with details.
✅ Audit Trail – Appends results (including timestamps) back to Google Sheets for record-keeping.
Extended Field Support
This workflow is designed to be flexible.
👉 Along with core fields (Name, Email, Mobile), users can optionally map and include additional fields when creating a contact in LEDGERS, such as:
- Mobile Country Code
- GSTIN
- Business Name
- Billing Address 1
- Billing Address 2
- City
- State
- Country
➡ The workflow’s LEDGERS node can be configured to map these fields dynamically from Google Sheets if desired.
Customization
✅ Users can extend or modify the workflow to handle these additional fields without needing structural changes — just by updating the mapping in the LEDGERS node parameters.
Requirements:
A connected Google Sheets document with at least Name column
Configured Gmail credentials for sending email notifications
A LEDGERS account with API access and credentials set up in n8n