{ "id": "pfv5onboard", "name": "Member onboarding - original creator workflow", "nodes": [ { "id": "pfv5onboardn0", "name": "Close CRM Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [ -4768, 2000 ], "parameters": { "path": "[Configure locally]", "options": {}, "httpMethod": "POST" }, "disabled": false }, { "id": "pfv5onboardn1", "name": "Alert: Airtable Error", "type": "n8n-nodes-base.slack", "typeVersion": 2.1, "position": [ -1856, 2000 ], "parameters": { "text": "[Configure locally]", "select": "[Configure locally]", "channelId": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "otherOptions": {}, "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn2", "name": "Check Intercom Success", "type": "n8n-nodes-base.if", "typeVersion": 2, "position": [ -960, 1808 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "[Configure locally]", "caseSensitive": true, "typeValidation": "[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "string", "operation": "exists", "singleValue": true }, "leftValue": "[Configure locally]", "rightValue": "[Configure locally]" } ] } }, "disabled": false }, { "id": "pfv5onboardn3", "name": "Alert: Intercom Failed", "type": "n8n-nodes-base.slack", "typeVersion": 2.1, "position": [ -736, 1904 ], "parameters": { "text": "[Configure locally]", "select": "[Configure locally]", "channelId": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "otherOptions": {}, "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn4", "name": "Filter: Trigger CW = Yes", "type": "n8n-nodes-base.filter", "typeVersion": 2, "position": [ -4544, 2000 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "[Configure locally]", "caseSensitive": true, "typeValidation": "[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "string", "operation": "equals" }, "leftValue": "[Configure locally]", "rightValue": "[Configure locally]" } ] } }, "disabled": false }, { "id": "pfv5onboardn5", "name": "Filter: Check Won Status", "type": "n8n-nodes-base.filter", "typeVersion": 2, "position": [ -4320, 2000 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "[Configure locally]", "caseSensitive": true, "typeValidation": "[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "string", "operation": "contains" }, "leftValue": "[Configure locally]", "rightValue": "[Configure locally]" } ] } }, "disabled": false }, { "id": "pfv5onboardn6", "name": "Parse Lead Data from Webhook", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -3872, 2000 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "// Map Close CRM custom field IDs to human-readable names\nconst webhookData = $input.item.json;\nconst eventData = webhookData.event?.data || {};\n\n// Custom field mapping based on your Close CRM setup\nconst customFieldMap = {\n 'cf_1DUR1dOvsjDpeBrOF155IQFD9avFUzimI9lBH38ipIy': 'email',\n 'cf_fvkned1AX3Wz2z86IKVB6kvsrPcOQZQcLZTpUO1uazy': 'first_name',\n 'cf_iAcHsjQQKY669jgA9CkzxMNvVYOypQUar7ocs5r5aN6': 'phone',\n 'cf_q7u05V4mozRXmLIJiDyPDjw87yPNidfYgGp16IgrK0c': 'state',\n 'cf_OcYP2vXsG2tvbMDubwQNcidiqVegXa7CsyWkOR3f7KN': 'employment_type',\n 'cf_lRvshUBjrnRdWuMRRItNtGTytnmu8E1ErizrTShhtY7': 'role',\n 'cf_sQv4xMu3irxizkzgTIe6jwxF65Xq2JW51dLmJAqwbYV': 'annual_income',\n 'cf_ck1TW5yoI6Nicnqfcgby8G9qcuNSSY6Wr2sa838nsFn': 'amount',\n 'cf_XvdC8hcwyfkoOFn6ElNdGEWbd567Th65m4spLuugYm3': 'program_tier',\n 'cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs': 'onboarded',\n 'cf_lkaLtsh33Pb6OJVGnlQNU7Jhoj51uoIrjxt5SzcMYqM': 'one_call_close',\n 'cf_emPheamumc8kyPCA64PMc2w8tX4zYZIZeWG6a2qvbue': 'city',\n 'cf_JIKnS9tBN71nBdFhZX4GA6WfilchIMBjJ4Q2Wiog9PH': 'bonus_offer'\n};\n\n// Extract custom fields from event data\nconst extractedFields = {};\nObject.keys(eventData).forEach(key => {\n if (key.startsWith('custom.')) {\n const fieldId = key.replace('custom.', '');\n const friendlyName = customFieldMap[fieldId] || fieldId;\n extractedFields[friendlyName] = eventData[key];\n }\n});\n\nreturn {\n json: {\n // Lead identifiers\n lead_id: webhookData.event?.lead_id || eventData.id,\n lead_name: eventData.display_name || eventData.name || 'Unknown',\n \n // Extracted custom fields (mapped to friendly names)\n email: extractedFields.email || '',\n first_name: extractedFields.first_name || '',\n phone: extractedFields.phone || '',\n state: extractedFields.state || '',\n employment_type: extractedFields.employment_type || '',\n role: extractedFields.role || '',\n annual_income: extractedFields.annual_income || '',\n amount: extractedFields.amount || '',\n program_tier: extractedFields.program_tier || '',\n onboarded: extractedFields.onboarded || '',\n city: extractedFields.city || '',\n \n // Metadata\n status_label: eventData.status_label || '',\n status_id: eventData.status_id || '',\n created_by_name: eventData.created_by_name || '',\n date_created: eventData.date_created || '',\n date_updated: eventData.date_updated || '',\n \n // Keep raw data for debugging\n _raw_custom_fields: extractedFields,\n _event_action: webhookData.event?.action || '',\n _changed_fields: webhookData.event?.changed_fields || []\n }\n};" }, "disabled": false }, { "id": "pfv5onboardn7", "name": "Fetch Opportunity Data", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -3648, 2000 ], "parameters": { "url": "https://service.example.test/configure", "options": { "timeout": 30000 }, "sendQuery": true, "authentication": "[Configure locally]", "queryParameters": { "parameters": [ { "name": "_fields", "value": "[Configure locally]" } ] } }, "disabled": false }, { "id": "pfv5onboardn8", "name": "Parse & Merge Opportunity Data", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -3424, 2000 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "// Parse & Merge Opportunity Data - With Trigger CW check\nconst leadData = $('Parse Lead Data from Webhook').first().json || {};\nconst fetchResult = $('Fetch Opportunity Data').first().json || {};\n// Get the first opportunity from the data array\nconst oppData = (fetchResult.data && fetchResult.data.length > 0) ? fetchResult.data[0] : {};\n// Extract email from multiple sources\nlet email = '';\nif (oppData.lead_primary_email && oppData.lead_primary_email.email) {\n email = oppData.lead_primary_email.email;\n} else if (oppData.lead_contacts_summary && oppData.lead_contacts_summary.includes('@')) {\n const emailMatch = oppData.lead_contacts_summary.match(/[\\w.-]+@[\\w.-]+\\.\\w+/);\n if (emailMatch) email = emailMatch[0];\n}\n// Extract phone from array\nlet phone = '';\nif (oppData.lead_primary_phone && Array.isArray(oppData.lead_primary_phone) && oppData.lead_primary_phone[0]) {\n phone = oppData.lead_primary_phone[0].phone || oppData.lead_primary_phone[0].phone_formatted || '';\n}\n// Extract name\nconst leadName = oppData.lead_name || oppData.lead_display_name || leadData.lead_name || 'Unknown';\nlet firstName = leadName && leadName !== 'Unknown' ? leadName.split(' ')[0] : '';\n// City and State\nconst addressParts = (oppData.lead_primary_address_summary || '').split(',');\nconst city = addressParts[0] ? addressParts[0].trim() : '';\nconst state = addressParts[1] ? addressParts[1].trim() : '';\n// Get Trigger CW Onboarding value from lead custom fields\nlet triggerCwOnboarding = '';\nif (oppData.lead_custom && oppData.lead_custom['Trigger CW Onboarding']) {\n triggerCwOnboarding = oppData.lead_custom['Trigger CW Onboarding'];\n} else if (oppData['lead_custom.cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs']) {\n triggerCwOnboarding = oppData['lead_custom.cf_k5T6a2TO6kceMqsB4L1R4a1pHCVw33BqHEPazH9CAqs'];\n}\nreturn {\n json: {\n lead_id: oppData.lead_id || leadData.lead_id || '',\n lead_name: leadName,\n email: email,\n phone: phone,\n first_name: firstName,\n city: city,\n state: state,\n trigger_cw_onboarding: triggerCwOnboarding,\n employment_type: leadData.employment_type || '',\n role: leadData.role || '',\n annual_income: leadData.annual_income || '',\n opportunity_id: oppData.id || '',\n opportunity_status: oppData.status_label || '',\n opportunity_status_type: oppData.status_type || '',\n amount: oppData.value ? oppData.value / 100 : 0,\n amount_formatted: oppData.value_formatted || '',\n date_won: oppData.date_won || '',\n sales_rep: oppData.user_name || '',\n sales_rep_id: oppData.user_id || '',\n confidence: oppData.confidence || 0,\n note: oppData.note || '',\n created_by: oppData.created_by_name || '',\n updated_by: oppData.updated_by_name || '',\n processed_at: new Date().toISOString(),\n workflow_run_id: $execution.id,\n has_opportunity: (fetchResult.data && fetchResult.data.length > 0),\n _lead_data: leadData,\n _opportunity_data: oppData\n }\n};" }, "disabled": false }, { "id": "pfv5onboardn9", "name": "Validate Email", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -2976, 1904 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "// Get email from the parsed data\nconst email = $json.email || '';\nconst emailRegex = /^[a-zA-Z0-9._+-]+@[a-zA-Z0-9.-]+\\.[a-zA-Z]{2,}$/;\nconst trimmedEmail = email.trim().toLowerCase();\nconst isValid = emailRegex.test(trimmedEmail);\n\nreturn {\n json: {\n ...$json,\n email: trimmedEmail, // Normalized email\n email_valid: isValid,\n email_error: isValid ? null : `Invalid or missing email: \"${email || '(empty)'}\"`,\n _validation_timestamp: new Date().toISOString()\n }\n};" }, "disabled": false }, { "id": "pfv5onboardn10", "name": "Create Airtable Student Record", "type": "n8n-nodes-base.airtable", "typeVersion": 2, "position": [ -2528, 1712 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "city": "[Configure locally]", "Phone": "[Configure locally]", "Amount $": "[Configure locally]", "Client ID": "[Configure locally]", "Full Name": "[Configure locally]", "Sales Rep": "[Configure locally]", "Best Email": "[Configure locally]", "Last Updated": "[Configure locally]", "MN Invite ID": "[Configure locally]", "Customer State": "[Configure locally]", "Street Address": "[Configure locally]", "Zip for Scrape": "[Configure locally]", "associatedVids": 0, "Onboarding Notes": "[Configure locally]", "MN Invite Granted": "[Configure locally]", "Program Tier Purchased": "[Configure locally]" }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "number", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "[Configure locally]", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "typecast": true }, "operation": "create" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn11", "name": "Create Airtable Client Record", "type": "n8n-nodes-base.airtable", "typeVersion": 2, "position": [ -2304, 1712 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "City": "[Configure locally]", "Status": "[Configure locally]", "Week16": 0, "Week17": 0, "Latitude": 0, "Outreach": false, "Zip Code": "[Configure locally]", "Full Name": "[Configure locally]", "Jade-Done": false, "Longitude": 0, "Recycled?": false, "Sales Rep": "[Configure locally]", "+200 Leads": false, "Onboarding": false, "in_vendhub": false, "Ambassador?": false, "Weekly Push": 0, "MN Invite ID": "[Configure locally]", "Phone Number": "[Configure locally]", "leads needed": false, "match_status": false, "needs_review": false, "In Saleshandy": false, "Leads Scraped": 0, "Client Updated": false, "Machine Add-On": "[Configure locally]", "Personal Email": "[Configure locally]", "Program Stages": "[Configure locally]", "State/Province": "[Configure locally]", "Zip for Scrape": "[Configure locally]", "Hubspot Deal ID": 0, "Limited Leads #": 0, "Negative Impact": 0, "Sent Email File": false, "Test Checkbox 1": false, "Ambassador Score": 0, "Kickoff Complete": false, "Onboarding Notes": "[Configure locally]", "Re-Scrape Needed": false, "Street, Building": "[Configure locally]", "match_confidence": 0, "MN Invite Granted": "[Configure locally]", "Proximity to Lead": 0, "Sent Email Folder": false, "Total Net Revenue": 0, "Hubspot Close Date": "[Configure locally]", "Invited to VendHUB": false, "Kick-Off Scheduled": false, "No Apartment Leads": false, "invited_to_vendhub": false, "Migration Completed": false, "Community Engagement": 0, "Joined Kickoff Call?": false, "Send Weekly Check-in": false, "Total Verified Leads": 0, "Flagged for Migration": false, "Total Monthly Revenue": 0, "Vendhub Participation": 0, "Membership Level (Text)": "[Configure locally]", "No Leads after 3 months": false, "Total Value (Pipedrive)": "[Configure locally]", "Total Number of Machines": 0, "Webinar Bonus (50 Leads)": false, "Total Number of Locations": 0, "Location 1 Monthly Revenue": 0, "Location 2 Monthly Revenue": 0, "Location 3 Monthly Revenue": 0, "Location 4 Monthly Revenue": 0, "Location 5 Monthly Revenue": 0, "Send Leads to Personal Email": false, "Location 1 Number of Machines": 0, "Location 2 Number of Machines": 0, "Location 3 Number of Machines": 0, "Location 4 Number of Machines": 0, "Location 5 Number of Machines": 0, "How many machines have you placed?": 0, "Net Monthly Revenue for each machine": 0 }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "Platinum", "value": "[Configure locally]" }, { "name": "Silver", "value": "[Configure locally]" }, { "name": "OG students", "value": "[Configure locally]" }, { "name": "Boardroom", "value": "[Configure locally]" }, { "name": "Monthly", "value": "[Configure locally]" }, { "name": "Platinum 12m", "value": "[Configure locally]" }, { "name": "Community Only + Leads", "value": "[Configure locally]" }, { "name": "NS Silver", "value": "[Configure locally]" }, { "name": "New Silver (6m)", "value": "[Configure locally]" }, { "name": "New Silver Plus Leads (12m)", "value": "[Configure locally]" }, { "name": "New Platinum (6m)", "value": "[Configure locally]" }, { "name": "New Platinum (12m)", "value": "[Configure locally]" }, { "name": "Silver 12 Months", "value": "[Configure locally]" }, { "name": "Bronze (6m) ", "value": "[Configure locally]" }, { "name": "Gold (6m)", "value": "[Configure locally]" }, { "name": "OR Silver (6m)", "value": "[Configure locally]" }, { "name": "Churned", "value": "[Configure locally]" }, { "name": "Staff", "value": "[Configure locally]" }, { "name": "Bronze 12 Month", "value": "[Configure locally]" }, { "name": "Gold 12 Month", "value": "[Configure locally]" }, { "name": "Bronze 13 Month", "value": "[Configure locally]" }, { "name": "Bronze 14 Month", "value": "[Configure locally]" }, { "name": "Bronze 21 Months", "value": "[Configure locally]" }, { "name": "Silver 13 Month", "value": "[Configure locally]" } ], "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": 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"canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "Sinking", "value": "[Configure locally]" }, { "name": "Warm Leads Sent", "value": "[Configure locally]" }, { "name": "Needs More Guidance", "value": "[Configure locally]" }, { "name": "Doing Fine", "value": "[Configure locally]" }, { "name": "Onboarding", "value": "[Configure locally]" }, { "name": "No support ", "value": "[Configure locally]" }, { "name": "No longer responding", "value": "[Configure locally]" }, { "name": "Support on hold", "value": "[Configure locally]" }, { "name": "No more support", "value": "[Configure locally]" }, { "name": "Expired <2 machines, support", "value": "[Configure locally]" }, { "name": "0-1 Complete!", "value": "[Configure locally]" }, { "name": "Full Refund, Removed", "value": "[Configure locally]" }, { "name": "Downgraded to Silver", "value": "[Configure locally]" }, { "name": "Full Refund, Stay in Community", "value": "[Configure locally]" }, { "name": "Downgraded to Bronze", "value": "[Configure locally]" }, { "name": "Downgraded to Gold", "value": "[Configure locally]" } ], 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"defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "Airtable Student Record", "value": "[Configure locally]" }, { "name": "Airtable Client Record", "value": "[Configure locally]" }, { "name": "Skool Invite", "value": "[Configure locally]" }, { "name": "Intercom Contact", "value": "[Configure locally]" }, { "name": "Close CRM Update", "value": "[Configure locally]" }, { "name": "Email Validation", "value": "[Configure locally]" }, { "name": "Unknown", "value": "[Configure locally]" } ], "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "New", "value": "[Configure locally]" }, { "name": "Investigating", "value": "[Configure locally]" }, { "name": "Resolved", "value": "[Configure locally]" }, { "name": "Ignored", "value": "[Configure locally]" } ], "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "[Configure locally]", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "typecast": true }, "operation": "create" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn20", "name": "Search Intercom Contact", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -1632, 1808 ], "parameters": { "url": "https://service.example.test/configure", "method": "POST", "options": { "response": { "response": {} } }, "jsonBody": "[Configure locally]", "sendBody": true, "specifyBody": "[Configure locally]", "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn21", "name": "Check Existing Contact", "type": "n8n-nodes-base.if", "typeVersion": 2, "position": [ -1408, 1808 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "[Configure locally]", "caseSensitive": true, "typeValidation": "[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "number", "operation": "gt" }, "leftValue": "[Configure locally]", "rightValue": 0 } ] } }, "disabled": false }, { "id": "pfv5onboardn22", "name": "Update Intercom Contact", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -1184, 1712 ], "parameters": { "url": "https://service.example.test/configure", "method": "PUT", "options": { "response": { "response": {} } }, "jsonBody": "[Configure locally]", "sendBody": true, "specifyBody": "[Configure locally]", "authentication": "[Configure locally]" }, "disabled": false }, { "id": "pfv5onboardn23", "name": "Check Status Changed", "type": "n8n-nodes-base.if", "typeVersion": 2, "position": [ -4096, 2000 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "[Configure locally]", "caseSensitive": true, "typeValidation": "[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "string", "operation": "contains" }, "leftValue": "[Configure locally]", "rightValue": "[Configure locally]" } ] } }, "disabled": false }, { "id": "pfv5onboardn24", "name": "Update Close CRM with Airtable ID", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -736, 1712 ], "parameters": { "url": "https://service.example.test/configure", "method": "PUT", "options": {}, "jsonBody": "[Configure locally]", "sendBody": true, "specifyBody": "[Configure locally]", "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn25", "name": "Invite to MN Plan", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -1856, 1136 ], "parameters": { "url": "https://service.example.test/configure", "method": "POST", "options": { "timeout": 20000, "response": { "response": { "fullResponse": true } } }, "authentication": "[Configure locally]", "genericAuthType": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn26", "name": "Update Airtable: MN Invite Status", "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -1408, 1328 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "id": "[Configure locally]", "MN Invite ID": "[Configure locally]", "MN Invite Granted": "[Configure locally]" }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": true } ], "mappingMode": "[Configure locally]", "matchingColumns": [ "[Configure locally]" ] }, "options": {}, "operation": "upsert" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn27", "name": "Update Client: MN Invite Status", "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -1408, 1136 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultUrl": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "MN Invite ID": "[Configure locally]", "Personal Email": "[Configure locally]", "MN Invite Granted": "[Configure locally]" }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": 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"[Configure locally]" }, "combinator": "[Configure locally]", "conditions": [ { "id": "[Configure locally]", "operator": { "type": "number", "operation": "equals" }, "leftValue": "[Configure locally]", "rightValue": 200 } ] } }, "disabled": false }, { "id": "pfv5onboardn29", "name": "Update Student: MN Plan", "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -1408, 944 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "id": "[Configure locally]", "MN Invite Granted": "[Configure locally]" }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": true, "required": false, "displayName": "[Configure locally]", "defaultMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "[Configure locally]", "matchingColumns": [ "[Configure locally]" ] }, "options": {}, "operation": "upsert" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn30", "name": "Alert: MN Plan Failed", "type": "n8n-nodes-base.slack", "typeVersion": 2.1, "position": [ -1408, 1520 ], "parameters": { "text": "[Configure locally]", "select": "[Configure locally]", "channelId": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "otherOptions": {}, "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn31", "name": "Log MN Plan Error", "type": "n8n-nodes-base.airtable", "typeVersion": 2.1, "position": [ -1184, 1520 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "id", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "Email": "[Configure locally]", "Status": "[Configure locally]", "Lead ID": "[Configure locally]", "Lead Name": "[Configure locally]", "Timestamp": "[Configure locally]", "Error Node": "[Configure locally]", "Execution ID": "[Configure locally]", "Error Message": "[Configure locally]" }, "schema": [], "mappingMode": "[Configure locally]", "matchingColumns": [] }, "options": {}, "operation": "create" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn32", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -5680, 864 ], "parameters": { "color": 4, "width": 860, "height": 1388, "content": "Local source import. Original topology retained; personal configuration and credentials removed. Not executed." }, "disabled": false }, { "id": "pfv5onboardn33", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -4816, 1648 ], "parameters": { "color": 6, "width": 1988, "height": 610, "content": "Local source import. Original topology retained; personal configuration and credentials removed. Not executed." }, "disabled": false }, { "id": "pfv5onboardn34", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -2816, 1584 ], "parameters": { "color": 3, "width": 848, "height": 674, "content": "Local source import. Original topology retained; personal configuration and credentials removed. Not executed." }, "disabled": false }, { "id": "pfv5onboardn35", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -1968, 864 ], "parameters": { "width": 1200, "height": 1394, "content": "Local source import. Original topology retained; personal configuration and credentials removed. Not executed." }, "disabled": false }, { "id": "pfv5onboardn36", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -752, 1520 ], "parameters": { "color": 5, "width": 492, "height": 722, "content": "Local source import. Original topology retained; personal configuration and credentials removed. Not executed." }, "disabled": false }, { "id": "pfv5onboardn37", "name": "Alert: Invalid Email1", "type": "n8n-nodes-base.slack", "typeVersion": 2.1, "position": [ -2528, 1904 ], "parameters": { "text": "[Configure locally]", "select": "[Configure locally]", "channelId": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "otherOptions": {}, "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn38", "name": "Log Error to Airtable4", "type": "n8n-nodes-base.airtable", "typeVersion": 2, "position": [ -2304, 1904 ], "parameters": { "base": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "table": { "__rl": true, "mode": "id", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "columns": { "value": { "Email": "[Configure locally]", "Status": "[Configure locally]", "Lead ID": "[Configure locally]", "Lead Name": "[Configure locally]", "Timestamp": "[Configure locally]", "Error Node": "[Configure locally]", "Error Type": "[Configure locally]", "Execution ID": "[Configure locally]", "Error Message": "[Configure locally]" }, "schema": [ { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "Airtable Student Record", "value": "[Configure locally]" }, { "name": "Airtable Client Record", "value": "[Configure locally]" }, { "name": "Skool Invite", "value": "[Configure locally]" }, { "name": "Intercom Contact", "value": "[Configure locally]" }, { "name": "Close CRM Update", "value": "[Configure locally]" }, { "name": "Email Validation", "value": "[Configure locally]" }, { "name": "Unknown", "value": "[Configure locally]" } ], "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "dateTime", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "options", "display": true, "options": [ { "name": "New", "value": "[Configure locally]" }, { "name": "Investigating", "value": "[Configure locally]" }, { "name": "Resolved", "value": "[Configure locally]" }, { "name": "Ignored", "value": "[Configure locally]" } ], "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "[Configure locally]", "type": "string", "display": true, "removed": false, "readOnly": false, "required": false, "displayName": "[Configure locally]", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "[Configure locally]", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": { "typecast": true }, "operation": "create" }, "disabled": false, "onError": "continueRegularOutput" }, { "id": "pfv5onboardn39", "name": "Alert: CRM DATA Empty", "type": "n8n-nodes-base.slack", "typeVersion": 2.1, "position": [ -2752, 2096 ], "parameters": { "text": "[Configure locally]", "select": "[Configure locally]", "channelId": { "__rl": true, "mode": "list", "value": "[Configure locally]", "cachedResultName": "[Configure locally]" }, "otherOptions": {}, "authentication": "[Configure locally]" }, "disabled": false, "onError": "continueRegularOutput" } ], "connections": { "If": { "main": [ [ { "node": "Invite to MN Plan", "type": "main", "index": 0 }, { "node": "Format for Intercom", "type": "main", "index": 0 } ], [ { "node": "Alert: Airtable Error", "type": "main", "index": 0 } ] ] }, "Switch": { "main": [ [ { "node": "Create Airtable Student Record", "type": "main", "index": 0 } ], [ { "node": "Alert: Invalid Email1", "type": "main", "index": 0 } ] ] }, "Validate Email": { "main": [ [ { "node": "Switch", "type": "main", "index": 0 } ] ] }, "Close CRM Webhook": { "main": [ [ { "node": "Filter: Trigger CW = Yes", "type": "main", "index": 0 } ] ] }, "Invite to MN Plan": { "main": [ [ { "node": "Check MN Plan Success", "type": "main", "index": 0 } ] ] }, "Format for Intercom": { "main": [ [ { "node": "Search Intercom Contact", "type": "main", "index": 0 } ] ] }, "Check Status Changed": { "main": [ [ { "node": "Parse Lead Data from Webhook", "type": "main", "index": 0 } ], [] ] }, "Alert: Airtable Error": { "main": [ [ { "node": "Log Error: Community Invite", "type": "main", "index": 0 } ] ] }, "Alert: Invalid Email1": { "main": [ [ { "node": "Log Error to Airtable4", "type": "main", "index": 0 } ] ] }, "Alert: MN Plan Failed": { "main": [ [ { "node": "Log MN Plan Error", "type": "main", "index": 0 } ] ] }, "Check MN Plan Success": { "main": [ [ { "node": "Update Airtable: MN Invite Status", "type": "main", "index": 0 }, { "node": "Update Client: MN Invite Status", "type": "main", "index": 0 }, { "node": "Update Student: MN Plan", "type": "main", "index": 0 } ], [ { "node": "Alert: MN Plan Failed", "type": "main", "index": 0 } ] ] }, "Log Error to Airtable": { "main": [ [ { "node": "Alert: CRM DATA Empty", "type": "main", "index": 0 } ] ] }, "Alert: Intercom Failed": { "main": [ [ { "node": "Log Error: Student Record", "type": "main", "index": 0 } ] ] }, "Check Existing Contact": { "main": [ [ { "node": "Update Intercom Contact", "type": "main", "index": 0 } ], [ { "node": "Create Intercom Contact", "type": "main", "index": 0 } ] ] }, "Check Intercom Success": { "main": [ [ { "node": "Update Close CRM with Airtable ID", "type": "main", "index": 0 } ], [ { "node": "Alert: Intercom Failed", "type": "main", "index": 0 } ] ] }, "Fetch Opportunity Data": { "main": [ [ { "node": "Parse & Merge Opportunity Data", "type": "main", "index": 0 } ] ] }, "Create Intercom Contact": { "main": [ [ { "node": "Check Intercom Success", "type": "main", "index": 0 } ] ] }, "Search Intercom Contact": { "main": [ [ { "node": "Check Existing Contact", "type": "main", "index": 0 } ] ] }, "Update Intercom Contact": { "main": [ [ { "node": "Check Intercom Success", "type": "main", "index": 0 } ] ] }, "Filter: Check Trigger CW": { "main": [ [ { "node": "Validate Email", "type": "main", "index": 0 } ], [ { "node": "Log Error to Airtable", "type": "main", "index": 0 } ] ] }, "Filter: Check Won Status": { "main": [ [ { "node": "Check Status Changed", "type": "main", "index": 0 } ] ] }, "Filter: Trigger CW = Yes": { "main": [ [ { "node": "Filter: Check Won Status", "type": "main", "index": 0 } ] ] }, "Parse Lead Data from Webhook": { "main": [ [ { "node": "Fetch Opportunity Data", "type": "main", "index": 0 } ] ] }, "Create Airtable Client Record": { "main": [ [ { "node": "If", "type": "main", "index": 0 } ] ] }, "Create Airtable Student Record": { "main": [ [ { "node": "Create Airtable Client Record", "type": "main", "index": 0 } ] ] }, "Parse & Merge Opportunity Data": { "main": [ [ { "node": "Filter: Check Trigger CW", "type": "main", "index": 0 } ] ] } }, "active": false, "pinData": {}, "settings": { "executionOrder": "v1" }, "tags": [] }