Kommo CRM → AI Audit Workflow in n8n Cloud (Chats API / WhatsApp)
Worldwide
================================================= KOMMO CRM → DAILY AI AUDIT (n8n Cloud workflow) ================================================= CONTEXT I run the sales team of an aesthetic surgery clinic. We use Kommo CRM with WhatsApp for patient conversations, and I want to audit how well my team follows our internal protocol using Claude AI. Account: ~100-500 active leads, 20-100 WhatsApp conversations per day, single channel, team mixes human agents and an AI bot called "Abi". WHAT I NEED A workflow in MY n8n Cloud account (I add you as collaborator) that, when triggered manually or daily by cron, pulls from Kommo: - All leads with current stage, days in stage, responsible agent, custom fields - Stage movement history per lead (who moved, when, from/to) - Tasks per lead (open, completed, overdue) - Full WhatsApp conversations per lead via Kommo's Chats API (amojo.kommo.com, HMAC-SHA1 auth — the trickiest part) ...builds a self-contained JSON file (YYYY-MM-DD.json) where each message is classified as patient / human agent / AI bot, and uploads it to my Google Drive. Then I upload the JSON to Claude.ai for audit questions. WHAT THIS IS NOT Read-only auditing. No write-back to Kommo, no automation, no VPS, no Slack/Telegram, no Claude API integration in the pipeline, no dashboards. Just the workflow in n8n Cloud. DELIVERABLES (3 milestones, Upwork escrow) M1 — Leads, stages, tasks extracted with names resolved (not just IDs). Acceptance: 3 sample leads visible in execution log with their stage history. M2 — WhatsApp messages flowing via Chats API. Acceptance: real message text visible for 3 sample leads, each message correctly classified as patient / ai_bot / human_agent. M3 — Final JSON in my Google Drive. Brief README + 5-min Loom video. Acceptance: I trigger the workflow myself, find today's JSON in Drive, upload it to Claude.ai, ask "which patients are stuck in Negotiation more than 5 days and what was their last message?", and Claude answers coherently with specific names and message content. If that works, M3 is approved. TECH STACK - n8n Cloud (workflows, Code nodes, HTTP Request, pagination) - Kommo / amoCRM API v4 + Chats API (amojo.kommo.com, HMAC-SHA1) - Google Drive API - OAuth 2.0 with refresh token rotation handling WHAT I PROVIDE - Access to my n8n Cloud as collaborator - Kommo sandbox credentials first, production after M2 - Chats API credentials (scope_id, channel_secret, etc.) - Google Drive folder ID - Internal protocol document after sandbox confirmed BUDGET & TIMELINE Fixed price, $400-700 USD (open to your quote with justification). Timeline 8-12 calendar days from M1 funding. KEY TERMS - Work happens inside MY n8n Cloud, not your infrastructure - No paid middleware (Composio, Pipedream, etc.) — direct API calls from n8n only - Workflow JSON exported and delivered on each milestone - Anything outside this brief is quoted separately - Before M1 funding: confirm in writing if you personally write the code or a teammate (name + Upwork profile if teammate) - Medical data — GDPR Article 9 confidentiality applies Here the visual detail: https://claude.ai/public/artifacts/2ef05b70-be89-414f-bd4d-93ee08f04c06
$450.00
Fixed-price- ExpertExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:50+
- Last viewed by client:4 weeks ago
- Interviewing:2
- Invites sent:0
- Unanswered invites:0
About the client
- SpainBarcelona11:13 PM
- $4.5K total spent37 hires, 9 active
- 17 hours
- Sales & MarketingMid-sized company (10-99 people)
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