How to Send Daily Sales Digests from Zoho CRM to Slack with n8n

n8n Dashboard > Workflows > + New Workflow

Create a new workflow in n8n

Log into your n8n instance (cloud at app.n8n.cloud or self-hosted). Click the '+ New Workflow' button in the top-right corner of the Workflows list. Give it a clear name like 'Daily Sales Digest — Zoho to Slack'. You'll land on a blank canvas with a default Start node — delete that node, you won't need it here.

1. 1Click '+ New Workflow' in the top-right
2. 2Click the workflow title at the top and rename it to 'Daily Sales Digest — Zoho to Slack'
3. 3Click the default Start node and press Delete to remove it

Canvas > + Node > Schedule Trigger

Add a Schedule trigger node

Click the '+' button in the center of the canvas to open the node picker. Search for 'Schedule' and select the 'Schedule Trigger' node. In the right panel, set 'Trigger Interval' to 'Days', set 'Trigger at Hour' to 7 (for 7am), and set 'Trigger at Minute' to 0. Make sure the timezone matches your team's timezone — n8n defaults to UTC, which will catch most teams off guard.

1. 1Click the '+' button on the canvas
2. 2Type 'Schedule' in the search box
3. 3Select 'Schedule Trigger'
4. 4Set 'Trigger Interval' to 'Days'
5. 5Set 'Trigger at Hour' to 7 and 'Trigger at Minute' to 0
6. 6Open the 'Settings' tab inside the node and set your team's timezone

Canvas > + Node > Zoho CRM > Credentials > Create New

Connect Zoho CRM and authenticate

Click the '+' after the Schedule Trigger to add a new node. Search for 'Zoho CRM' and select it. In the 'Credential' dropdown, click 'Create New Credential'. A popup will ask for your Zoho CRM Data Center region (US, EU, IN, AU, CN) — pick the one matching your Zoho account. Click 'Connect to Zoho CRM', which opens an OAuth popup. Sign into Zoho with an account that has at least read access to Deals and Reports.

1. 1Click '+' after the Schedule Trigger node
2. 2Search for 'Zoho CRM' and select it
3. 3In 'Resource' dropdown, leave it on 'Deal' for now
4. 4Click 'Credential' > 'Create New Credential'
5. 5Select your Zoho Data Center region from the dropdown
6. 6Click 'Connect to Zoho CRM' and complete OAuth in the popup

Zoho CRM Node > Resource: Deal > Operation: Search

Fetch yesterday's closed deals from Zoho CRM

In the Zoho CRM node, set 'Resource' to 'Deal' and 'Operation' to 'Search'. In the 'Criteria' field, enter a COQL query to pull deals where Closing_Date equals yesterday and Stage equals 'Closed Won'. Use the expression editor to build yesterday's date dynamically — this is where n8n's expression syntax earns its keep. This node will return all matching deal records as individual items.

1. 1Set 'Resource' to 'Deal'
2. 2Set 'Operation' to 'Search'
3. 3Enable 'Use COQL Query' toggle
4. 4Paste the COQL query: SELECT Deal_Name, Amount, Stage, Owner, Account_Name FROM Deals WHERE Closing_Date = '{{$today.minus({days:1}).format('yyyy-MM-dd')}}' AND Stage = 'Closed Won'
5. 5Set 'Max Records' to 200 to capture even high-volume days

Canvas > + Node > Zoho CRM > Resource: Deal > Operation: Get All

Fetch open pipeline deals for today's snapshot

Add a second Zoho CRM node after the first. This one fetches all deals NOT in a closed stage, so the team can see overall pipeline health. Set 'Operation' to 'Get All' and 'Resource' to 'Deal'. Use the 'Fields' option to request only the fields you need: Deal_Name, Amount, Stage, Closing_Date, Owner. Fetching all fields on 500+ deals will slow the workflow down noticeably.

1. 1Click '+' after the first Zoho CRM node
2. 2Add another 'Zoho CRM' node
3. 3Set 'Resource' to 'Deal' and 'Operation' to 'Get All'
4. 4Under 'Options', add a filter: Stage not_equal 'Closed Won' AND Stage not_equal 'Closed Lost'
5. 5Under 'Fields', specify: Deal_Name, Amount, Stage, Closing_Date, Owner
6. 6Set 'Return All' to true if your pipeline has more than 200 deals

Canvas > + Node > Code

Aggregate and calculate pipeline totals with a Code node

Add a 'Code' node after the second Zoho CRM node. This node takes the raw deal arrays and produces a single summary object: total pipeline value, deal count by stage, and the top 5 deals by amount. Without this step, you'd be passing raw JSON to Slack, which is unreadable. The Code node uses JavaScript — see the Pro Tip section below for the full script to paste in.

1. 1Click '+' after the second Zoho CRM node
2. 2Search for 'Code' and select the 'Code' node
3. 3Set 'Mode' to 'Run Once for All Items'
4. 4Paste the aggregation script from the Pro Tip section below
5. 5Click 'Test Step' to verify the output shows a single summary item

Paste this into the first Code node (set to 'Run Once for All Items'). It reads closed-yesterday deals from the first Zoho CRM node and open-pipeline deals from the second, then produces a single clean summary object. Reference it in the next Code node via $('Aggregate Summary').item.json to build your Slack blocks.

// Code node: 'Aggregate Summary'
// Mode: Run Once for All Items
const closedDeals = $('Zoho CRM - Closed Yesterday').all().map(item => item.json);

// Code node: 'Aggregate Summary'
// Mode: Run Once for All Items

const closedDeals = $('Zoho CRM - Closed Yesterday').all().map(item => item.json);
const pipelineDeals = $('Zoho CRM - Open Pipeline').all().map(item => item.json);

// Sum closed revenue from yesterday
const closedYesterdayValue = closedDeals.reduce((sum, deal) => {
  return sum + parseFloat(deal.Amount || 0);
}, 0);

// Sum total open pipeline value
const totalPipelineValue = pipelineDeals.reduce((sum, deal) => {
  return sum + parseFloat(deal.Amount || 0);
}, 0);

// Count deals by stage
const dealCountByStage = {};
for (const deal of pipelineDeals) {
  const stage = deal.Stage || 'Unknown';
  dealCountByStage[stage] = (dealCountByStage[stage] || 0) + 1;
}

// Top 5 open deals by amount
const topDeals = [...pipelineDeals]
  .sort((a, b) => parseFloat(b.Amount || 0) - parseFloat(a.Amount || 0))
  .slice(0, 5)
  .map(deal => ({
    name: (deal.Deal_Name || 'Unnamed').substring(0, 40),
    amount: '$' + parseFloat(deal.Amount || 0).toLocaleString('en-US', { maximumFractionDigits: 0 }),
    owner: deal.Owner?.name || deal.Owner || 'Unassigned',
    closeDate: deal.Closing_Date
      ? new Date(deal.Closing_Date).toLocaleDateString('en-US', { month: 'short', day: 'numeric' })
      : 'No date set',
    stage: deal.Stage || 'Unknown'
  }));

// Format currency helper
const fmt = (val) => '$' + val.toLocaleString('en-US', { maximumFractionDigits: 0 });

return [{
  json: {
    closedYesterdayCount: closedDeals.length,
    closedYesterdayValue: fmt(closedYesterdayValue),
    totalPipelineValue: fmt(totalPipelineValue),
    openDealCount: pipelineDeals.length,
    dealCountByStage,
    topDeals,
    reportDate: new Date().toLocaleDateString('en-US', { weekday: 'long', year: 'numeric', month: 'long', day: 'numeric' }),
    reportTimestamp: new Date().toISOString()
  }
}];

Canvas > + Node > Code

Format the Slack message with a second Code node

Add another 'Code' node after the aggregation node. This one builds the Slack Block Kit JSON that makes the digest look clean — sections, bold headers, deal tables. Slack's Block Kit format requires precise JSON structure. Trying to hand-build this in an 'Expression' field inside the Slack node will drive you insane. Do it here in code and pass the pre-built blocks array to the Slack node.

1. 1Click '+' after the aggregation Code node
2. 2Add another 'Code' node
3. 3Set 'Mode' to 'Run Once for All Items'
4. 4Build the blocks array using the summary data from the previous node (reference via $('Code').item.json)
5. 5Include a header block, a stats section, a top-deals list, and a footer with the report timestamp

Paste this into the first Code node (set to 'Run Once for All Items'). It reads closed-yesterday deals from the first Zoho CRM node and open-pipeline deals from the second, then produces a single clean summary object. Reference it in the next Code node via $('Aggregate Summary').item.json to build your Slack blocks.

// Code node: 'Aggregate Summary'
// Mode: Run Once for All Items
const closedDeals = $('Zoho CRM - Closed Yesterday').all().map(item => item.json);

// Code node: 'Aggregate Summary'
// Mode: Run Once for All Items

const closedDeals = $('Zoho CRM - Closed Yesterday').all().map(item => item.json);
const pipelineDeals = $('Zoho CRM - Open Pipeline').all().map(item => item.json);

// Sum closed revenue from yesterday
const closedYesterdayValue = closedDeals.reduce((sum, deal) => {
  return sum + parseFloat(deal.Amount || 0);
}, 0);

// Sum total open pipeline value
const totalPipelineValue = pipelineDeals.reduce((sum, deal) => {
  return sum + parseFloat(deal.Amount || 0);
}, 0);

// Count deals by stage
const dealCountByStage = {};
for (const deal of pipelineDeals) {
  const stage = deal.Stage || 'Unknown';
  dealCountByStage[stage] = (dealCountByStage[stage] || 0) + 1;
}

// Top 5 open deals by amount
const topDeals = [...pipelineDeals]
  .sort((a, b) => parseFloat(b.Amount || 0) - parseFloat(a.Amount || 0))
  .slice(0, 5)
  .map(deal => ({
    name: (deal.Deal_Name || 'Unnamed').substring(0, 40),
    amount: '$' + parseFloat(deal.Amount || 0).toLocaleString('en-US', { maximumFractionDigits: 0 }),
    owner: deal.Owner?.name || deal.Owner || 'Unassigned',
    closeDate: deal.Closing_Date
      ? new Date(deal.Closing_Date).toLocaleDateString('en-US', { month: 'short', day: 'numeric' })
      : 'No date set',
    stage: deal.Stage || 'Unknown'
  }));

// Format currency helper
const fmt = (val) => '$' + val.toLocaleString('en-US', { maximumFractionDigits: 0 });

return [{
  json: {
    closedYesterdayCount: closedDeals.length,
    closedYesterdayValue: fmt(closedYesterdayValue),
    totalPipelineValue: fmt(totalPipelineValue),
    openDealCount: pipelineDeals.length,
    dealCountByStage,
    topDeals,
    reportDate: new Date().toLocaleDateString('en-US', { weekday: 'long', year: 'numeric', month: 'long', day: 'numeric' }),
    reportTimestamp: new Date().toISOString()
  }
}];

Canvas > + Node > Slack > Credentials > Create New

Connect Slack and authenticate

Add a 'Slack' node after the formatting Code node. In the Credential dropdown, click 'Create New Credential' and choose 'Slack OAuth2 API'. This opens an OAuth flow — click 'Connect to Slack', select your workspace, and grant the bot the scopes it needs. The minimum required scopes are chat:write and channels:read. If you're posting to a private channel, also grant groups:read.

1. 1Click '+' after the formatting Code node
2. 2Search 'Slack' and select the Slack node
3. 3Set 'Resource' to 'Message' and 'Operation' to 'Post'
4. 4Click 'Credential' > 'Create New Credential' > 'Slack OAuth2 API'
5. 5Click 'Connect to Slack' and authorize in the popup
6. 6Confirm scopes include chat:write and channels:read

Slack Node > Resource: Message > Operation: Post

Configure the Slack message post

In the Slack node, set 'Channel' to your target channel (e.g., #sales-daily). For 'Message Type', select 'Blocks'. In the 'Blocks' field, use an expression to reference the blocks array built in the previous Code node: {{ $json.blocks }}. Set 'Text' to a plain-text fallback like 'Daily Sales Digest — see thread for details' — this shows in Slack notifications and for accessibility.

1. 1Set 'Channel' to your target Slack channel
2. 2Set 'Message Type' to 'Blocks'
3. 3In the 'Blocks' field, click the expression toggle and enter: {{ JSON.stringify($json.blocks) }}
4. 4Set 'Text' (fallback) to 'Daily Sales Digest'
5. 5Under 'Options', set 'Username' to 'Sales Bot' and optionally add a bot icon emoji

n8n Workflow Settings > Error Workflow > Select Workflow

Add error handling so failures notify you

Click the three-dot menu on the Slack node and select 'Add Error Workflow' — or add a separate error path. The simplest approach: add an 'Error Trigger' workflow that posts a Slack DM to the sales manager when the main workflow fails. Without this, a broken Zoho CRM token or Slack API timeout will fail silently and nobody gets a digest that morning.

1. 1Click the three-dot menu in the top-right of the canvas
2. 2Select 'Workflow Settings'
3. 3Under 'Error Workflow', click the dropdown and select '+ Create New Error Workflow'
4. 4In the new error workflow, add an 'Error Trigger' node and connect it to a Slack node that DMs the sales manager

n8n Canvas > Activate Toggle (top-right)

Activate and verify the live workflow

Click the 'Activate' toggle in the top-right of the canvas. The toggle turns green and the workflow status changes to 'Active'. To verify it works before the next scheduled run, click 'Execute Workflow' manually from the canvas. Check your Slack channel for the digest and review the Executions log in n8n (left sidebar > Executions) to confirm all nodes returned success status.

1. 1Click the Activate toggle in the top-right — it should turn green
2. 2Click 'Execute Workflow' to run it immediately as a test
3. 3Check the target Slack channel for the digest message
4. 4Click 'Executions' in the left sidebar and open the latest run to inspect each node's output