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Sales & CRM

Customer Success Platform Integration Health Probe Form

7 nodes 13 0 Webhook
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Workflow Description

This template workflow receives POST submissions on a webhook, normalizes the payload into source and input fields, and checks that input is non-empty. On success it calls a placeholder CRM creation API, then a placeholder owner-notification API, and responds with {"status":"created"}; on failure it responds with {"status":"missing-fields"}. All API URLs and body values are placeholders, and both HTTP nodes use generic credentials that the user must configure.

How it works

  1. 1.Form Webhook accepts POST requests at the configured path with response deferred to a response node.
  2. 2.Normalize Set node adds source and input fields, extracting input from the request body.
  3. 3.Required Fields IF node checks that input is not empty and branches execution.
  4. 4.On success: create a CRM record via HTTP POST, notify the owner via HTTP POST, then respond with status created.
  5. 5.On failure: respond directly with status missing-fields.

Use cases

  • Quick health probe of a customer success platform integration from an external form.
  • Starter template for form intake that creates a CRM record and notifies an owner.

Requirements

  • Activate the webhook and replace both api.example.com URLs with real endpoints.
  • Configure genericCredentialType credentials for both HTTP request nodes and replace placeholder body values.
  • Ensure form submissions include a non-empty body payload.

Setup and testing in n8n

  1. POST to the webhook path with a populated body and verify the created response.
  2. POST with an empty body and verify the missing-fields response.
  3. Review execution logs to confirm the CRM create and notify call sequence.

Service Value

Ready-made workflow template for automation delivery and service execution.

Apps Used

Webhook Set If HTTP Request

Details

Trigger Webhook
Nodes 7
Apps 4
Views 13
Downloads 0

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (7)

Form Webhook

Webhook

#1

Normalize Form

Set

#2

Required Fields

If

#3

Create CRM Record

HTTP Request

#4

Notify Owner

HTTP Request

#5

Respond OK

Webhook

#6

Respond Missing

Webhook

#7

Source and license

Sticky Note

#8
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