Duplicate account request intake with CRM record creation

How it works

1. 1.Form Webhook accepts POST requests on path customer-success-duplicate-account-sweep-form with response deferred to a response node.
2. 2.Normalize Form sets source to a fixed label and copies the request body into input.
3. 3.Required Fields checks that input is not empty and routes to the success or failure branch.
4. 4.On success, Create CRM Record and Notify Owner each send authenticated POST requests, then Respond OK returns {"status":"created"}.
5. 5.On failure, Respond Missing returns {"status":"missing-fields"}.

Use cases

• Capturing customer success duplicate-account sweep requests from an external form.
• Creating a CRM record and notifying the account owner for each validated submission.

Requirements

• Configure genericCredentialType credentials for both HTTP Request nodes.
• Replace all example.com placeholder URLs and REPLACE_WITH_YOUR_VALUE body parameters with real API values.
• Activate the workflow so the webhook path accepts live requests.

Setup and testing in n8n

1. POST a request with a non-empty body to the webhook path and verify the {"status":"created"} response.
2. POST a request with an empty body and verify the {"status":"missing-fields"} response.
3. Inspect execution logs to confirm the Create CRM Record and Notify Owner calls succeeded.

Service Value

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