Overdue invoice form intake with CRM record and owner notification

How it works

1. 1.A webhook node listens for POST requests on the path finance-admin-overdue-invoice-monitor-form with responses deferred to a response node.
2. 2.A Set node normalizes the payload into a fixed source string and an input string taken from the request body.
3. 3.An If node checks that input is not empty and splits the flow into two branches.
4. 4.On the true branch, HTTP Request nodes POST with generic credential authentication to a CRM creation endpoint and then an owner notification endpoint.
5. 5.RespondToWebhook nodes return JSON with status created or status missing-fields.

Use cases

• Capturing overdue invoice reports from a finance admin form into a CRM system.
• Notifying the responsible owner automatically when a valid form submission arrives.

Requirements

• Activate the workflow and configure the public webhook URL in the source form.
• Replace the api.example.com URLs and placeholder body parameters in both HTTP nodes with real values.
• Configure genericCredentialType credentials for both HTTP Request nodes.

Setup and testing in n8n

1. Send a POST request with an empty body to the webhook path and verify the missing-fields response.
2. Send a POST request with a valid body and trace execution of both HTTP nodes and the created response.
3. Review the execution log to confirm the If node routing and node order.

Service Value

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