Web form intake creating CRM record and owner notification
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Workflow Description
The workflow receives POST requests on a webhook for a duplicate workspace sweep form, normalizes the submitted body, and checks that the input field is non-empty. On success it calls an external API to create a CRM record, then a second API to notify the owner, and returns a created JSON response; otherwise it returns a missing-fields response. All API URLs and body values are placeholders the user must replace, and the workflow ships inactive.
How it works
- 1.A webhook node accepts POST requests at path saas-ops-duplicate-workspace-sweep-form with responses handled by a dedicated response node.
- 2.A Set node adds a fixed source field and maps the request body into an input field.
- 3.An If node checks that input is not empty to route the execution.
- 4.On the true branch, an HTTP node POSTs to create a CRM record, followed by a second HTTP node that notifies the owner.
- 5.Respond OK returns JSON status created, while Respond Missing returns status missing-fields.
Use cases
- Handling web form submissions for SaaS duplicate workspace sweep requests.
- Registering user requests in an external CRM and alerting the workspace owner.
- Serving as a starter template for validated webhook intake with branching responses.
Requirements
- Activate the workflow in n8n so the webhook becomes reachable.
- Configure genericCredentialType HTTP credentials in n8n for the create and notify nodes.
- Replace the placeholder api.example.com URLs and the placeholder body value with real endpoints and payloads.
- Access to external API endpoints for CRM record creation and owner notification.
Setup and testing in n8n
- Replace placeholder URLs and values, then activate the workflow in n8n.
- Send a POST request to the configured path with a non-empty body and verify the created response.
- Send a POST request with an empty body and verify the missing-fields response.
- Inspect the n8n execution log to confirm node order and outbound HTTP calls.
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (7)
Form Webhook
Webhook
Normalize Form
Set
Required Fields
If
Create CRM Record
HTTP Request
Notify Owner
HTTP Request
Respond OK
Webhook
Respond Missing
Webhook
Source and license
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