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Sales & CRM

Receive duplicate matter sweep form and create CRM record

7 nodes 19 1 Webhook
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Workflow Description

This workflow listens for POST requests on a dedicated webhook path for a duplicate matter sweep form, normalizes the payload into source and input fields, and checks that the input is not empty. On success it sends two authenticated POST requests to placeholder API endpoints for CRM record creation and owner notification, then returns a created response; otherwise it returns a missing-fields response directly.

How it works

  1. 1.The Webhook node accepts POST requests on path legal-admin-duplicate-matter-sweep-form with response deferred to a response node.
  2. 2.The Set node builds a fixed source value and copies the incoming body into the input field.
  3. 3.The If node checks that input is not empty to route execution.
  4. 4.On the true branch, an HTTP node sends a genericCredentialType-authenticated POST to the placeholder CRM-create endpoint.
  5. 5.A second HTTP node POSTs to the placeholder notify-owner endpoint, then Respond OK returns {"status": "created"}.
  6. 6.On the false branch, Respond Missing returns {"status": "missing-fields"}.

Use cases

  • Legal admin intake form that kicks off a duplicate matter sweep and logs it in a CRM.
  • Notifying the responsible owner as soon as a new duplicate-check request arrives.

Requirements

  • Configure genericCredentialType credentials for both HTTP Request nodes and replace the example.com placeholder URLs.
  • Replace the placeholder body parameter values with real field mappings before use.
  • Ability to reach the n8n webhook path with POST requests.

Setup and testing in n8n

  1. POST to the webhook path with an empty body and verify the missing-fields response.
  2. POST with a valid body and confirm both API calls fire once placeholder URLs and bodies are replaced.
  3. Inspect the n8n execution log to confirm the If node routed items correctly.

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 19
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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