Kommo CRM → AI Audit Workflow in n8n Cloud (Chats API / WhatsApp)

Posted 4 weeks ago

Worldwide

Summary

================================================= 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
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
n8n
API
Automation
API Development
Activity on this job
  • Proposals:50+
  • Last viewed by client:4 weeks ago
  • Interviewing:
    2
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 8, 2019
  • Spain
    Barcelona11:13 PM
  • $4.5K total spent
    37 hires, 9 active
  • 17 hours
  • Sales & Marketing
    Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Zoho Creator
Microsoft Excel
Microsoft Access
Flowchart
Mail Merge
Automation
Interactive Data Visualization
Data Analysis
Fillable Form
Excel Formula
Excel Macros
Conversion to Editable File
Microsoft Word
Spreadsheet Skills
Visual Basic for Applications
Google Sheets

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo