Gmail to GoHighLevel Missed EDI Sales (CSV) + Slack Alerts

Automatically capture Gmail EDI missed sales into GoHighLevel + get Slack alerts on errors

This n8n workflow watches your Gmail for EDI sales report emails with CSV attachments, extracts the “missed sales” line items, and logs new records into GoHighLevel (LeadConnector) custom objects—automatically linking them to matching opportunities by PO number. If anything goes wrong, you’ll receive an immediate Slack alert.

What this workflow does

• Monitors Gmail for new messages that match your configured filters and downloads the CSV attachment(s).
• Extracts and processes CSV rows in batches from the attached EDI sales report file.
• Normalizes key fields (including PO number and SAP material code) and generates a unique key to prevent duplicates.
• Deduplicates against GoHighLevel by searching the LeadConnector missed sales custom object for an existing record with the same unique key, skipping already-logged rows.
• Creates new missed sales records in GoHighLevel with quantity, pricing, value, and rejection reason details taken from each CSV row.
• Links missed sales to opportunities by searching GoHighLevel opportunities using PO number, and associating the new missed sales record when a match is found.
• Sends Slack alerts on workflow errors so issues don’t go unnoticed.

Use cases

• Centralize EDI “missed sales” reporting into GoHighLevel for faster sales follow-up and reporting.
• Reduce manual data entry by automatically importing CSV line items from Gmail into a custom CRM object.
• Ensure deduplication when EDI reports resend overlapping rows.
• Get real-time operational visibility via Slack if the workflow fails.

Technical details

• Triggers/Nodes: gmail, if, code, http request
• Notifications: slack (posts to a specified Slack channel on any workflow error)
• CRM integration: GoHighLevel via LeadConnector using a Private Integration Token and a location ID (replacing placeholders in HTTP requests)
• Workflow helper: sticky note

Perfect for n8n users, automation engineers, and SaaS operators running CRM workflows that depend on Gmail-delivered EDI CSV data.