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Sales & CRM

Form Webhook to CRM Record Creation Flow

7 nodes 35 7 Webhook
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Workflow Description

This workflow receives POST requests on a webhook path for a duplicate order sweep form, normalizes the payload into source and input fields, and checks that input is not empty. On success it calls two external HTTP endpoints with generic credentials to create a CRM record and notify the owner, then responds {"status":"created"}; otherwise it responds {"status":"missing-fields"}. All URLs and body parameters are placeholders that must be replaced and credentials configured before use.

How it works

  1. 1.Form Webhook listens for POST requests at ecommerce-duplicate-order-sweep-form with response deferred to a Respond to Webhook node
  2. 2.A Set node assigns source to "Duplicate Order Sweep" and input to the incoming body value
  3. 3.An If node verifies that input is not empty
  4. 4.On the true branch, HTTP Request nodes POST to a CRM-create endpoint and a notify-owner endpoint using generic credentials, ending with {"status":"created"}
  5. 5.On the false branch, Respond Missing returns {"status":"missing-fields"}

Use cases

  • Capturing duplicate order sweep form submissions from an ecommerce storefront
  • Creating a preliminary CRM record and notifying an owner for each valid submission
  • Returning immediate structured JSON responses for valid and invalid form inputs

Requirements

  • Configure genericCredentialType HTTP credentials for both HTTP Request nodes
  • Replace the api.example.com placeholder URLs and REPLACE_WITH_YOUR_VALUE body parameters with real endpoints and values
  • Activate the workflow in n8n so the webhook can receive requests, as it is currently inactive

Setup and testing in n8n

  1. Send an empty POST to the webhook path and confirm a {"status":"missing-fields"} response
  2. Send a POST with a non-empty body after wiring real endpoints and verify the HTTP calls succeed
  3. Inspect the n8n execution log to confirm nodes execute in the expected order

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 35
Downloads 7

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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