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Sales & CRM

Duplicate shipment sweep form intake with CRM creation

7 nodes 31 1 Webhook
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Workflow Description

The workflow receives a POST from a form webhook for a duplicate shipment sweep, normalizes the payload into source and input fields, and checks that input is not empty. On success it calls an external CRM creation endpoint and a notify-owner endpoint, then returns {"status":"created"}; on failure it returns {"status":"missing-fields"} directly.

How it works

  1. 1.Webhook accepts POST requests on the configured path with response handled by a response node
  2. 2.Normalize Form sets source to Duplicate Shipment Sweep and input to the request body
  3. 3.Required Fields If node checks input is non-empty and splits the flow
  4. 4.Create CRM Record POSTs to an external API using genericCredentialType authentication with a body
  5. 5.Notify Owner sends a second POST for notification and Respond OK returns created
  6. 6.Respond Missing returns missing-fields on the failed branch

Use cases

  • Log duplicate shipment sweep form submissions into a CRM system
  • Notify an owner when a new sweep request arrives
  • Reject incomplete submissions with an immediate missing-fields response

Requirements

  • Configure generic HTTP credentials on both HttpRequest nodes
  • Replace the placeholder body value and the api.example.com template URLs with real endpoints
  • Activate the workflow so the webhook can receive requests
  • Submit the form as POST with a non-empty body

Setup and testing in n8n

  1. Send a POST with an empty body to the path and verify the missing-fields response
  2. Send a POST with a non-empty body and verify the CRM and notify endpoints are called
  3. Inspect the n8n execution log to confirm which If branch ran
  4. Verify the final created response body on the success path

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 31
Downloads 1

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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