Workflow Templates

A single workflow with 2 flows/paths that combine to handle the backup sequence for Zigbee device configuration from HomeAssistant / zigbee2mqtt. This provides a way to automate a periodic capture of Zigbee coordinators and device pairings to speed the recovery process when/if the HomeAssistant instance needs to be rebuilt. Setting up similar automation without n8n (e.g. shell scripts and system timers) is consiterably more challenging. n8n makes it easy and this template should remove any other excuse not to do it. Flow 1 Triggered by Cron/Timer set whatever interval for backups sends mqtt message to request zigbee2mqtt backup (via separate message) Flow 2 Triggered by zigbee2mqtt backup message Extracts zip file from the message and stores somewhere, with a date-stamp in the filename, via sftp Setup Create a MQTT connection named "MQTT Account" with the appropriate protocol (mqtt), host, port (1883), username, and password Create an sftp connection named "SFTP Zigbee Backups" with the appropriate host, port (22), username, and password or key. Reference This article describes the mqtt parts.

Automating Company ICP Scoring via LinkedIn Use Case This automation scores companies based on their LinkedIn profile using custom Ideal Customer Profile (ICP) criteria. It’s ideal for qualifying B2B leads and prioritizing outreach based on fit. What This Automation Does Inputs required: Company LinkedIn URL**: Public LinkedIn profile of the company. Airtop Profile (connected to LinkedIn)**: Airtop Profile authenticated to access and extract profile data. The automation analyzes the LinkedIn page and calculates a score based on: Scoring Criteria | Category | Classification | Points | |--------------------|---------------------------|------------| | AI Focus | Low | 5 | | | Medium | 10 | | | High | 25 | | Technical Level | Basic | 5 | | | Intermediate | 15 | | | Advanced | 25 | | | Expert | 35 | | Employee Count | 0–9 | 5 | | | 10–150 | 25 | | | 150+ | 30 | | Agency Status | Not Automation Agency | 0 | | | Automation Agency | 20 | | Geography | Outside US/Europe | 0 | | | US/Europe Based | 10 | The result includes: Total ICP score Detailed justifications for each score component How It Works Opens the company’s LinkedIn page using Airtop. Analyzes metadata including employee count, headquarters, services, and keywords. Applies the scoring rubric and returns structured JSON with scores and reasons. Optionally flattens the result for storage or CRM integration. Setup Requirements Airtop API Key LinkedIn-authenticated Airtop Profile Next Steps Combine with Lead Lists**: Score companies from outreach lists. Push to CRM**: Add scores to HubSpot or Salesforce records. Adjust Scoring Weights**: Modify rubric to reflect your ICP strategy. Read more about company ICP scoring automation with Airtop and n8n

This workflow syncs Shopify customers to your HubSpot account as contacts. Whenever somebody makes a purchase on Shopify, it automatically adds them as a new customer to your Hubspot account if the customer doesn’t exist yet. Also, this workflow creates or updates contacts from new paid orders on Shopify by adding the amount and order close date of the deal. Prerequisites Shopify account and Shopify credentials HubSpot account and HubSpot credentials How it works Shopify trigger starts the workflow whenever an order is updated. HubSpot node creates or updates the contact who made the order update. Set node sorts and passes only the userid. Merge node merges data of both inputs, the order and the customer. Hubspot node looks up if the order already exists. If node splits the workflow conditionally, based on data received. If the order is new, the new deal is created in the Hubspot node.

Automated system to track and analyze technology stacks used by target companies, helping identify decision-makers and technology trends. 🚀 What It Does Tracks technology stack of target companies Identifies key decision-makers (CTOs, Tech Leads) Monitors technology changes and updates Provides competitive intelligence Generates actionable insights 🎯 Perfect For B2B SaaS companies Technology vendors Sales and business development teams Competitive intelligence analysts Market researchers ⚙️ Key Benefits ✅ Identify potential customers ✅ Stay ahead of technology trends ✅ Target decision-makers effectively ✅ Monitor competitor technology stacks ✅ Data-driven sales strategies 🔧 What You Need BuiltWith API key n8n instance CRM integration (optional) Email/Slack for alerts 📊 Data Tracked Company technologies Hosting providers Frameworks and libraries Analytics tools Marketing technologies 🛠️ Setup & Support Quick Setup Deploy in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Gain a competitive edge by understanding the technology landscape of your target market.

You Don’t Need More Tools. You Just Need the Right Leads. Why spend $1,000s on lead gen when your perfect leads are already waiting in Apollo? You’ve already filtered the ideal prospects. You know who they are, where they work, and what they do. Now imagine turning that list into enriched, ready-to-contact leads—without paying pricey Apollo's recurring subscription (spoiler: you will pay only 0.60$ per 500 leads). From Filter to Outreach-Ready in Seconds With the Lead Generation System, you just drop your Apollo search URL. The workflow does the rest: ✅ Scrapes all matching contacts from your Apollo filter ✅ Enriches and organizes the data (names, roles, emails, LinkedIns, companies, etc.) ✅ Delivers the final lead list to Airtable—or your CRM of choice No more manual exports. No CSV mess. No VA needed. Just qualified leads, cleaned and ready to go. Perfect For Founders doing DIY outbound Growth marketers scaling cold email Agencies running lead-gen for clients Anyone tired of paying too much for messy, outdated lists Setup Guide I built a step-by-step guide to setup this workflow in 5 to 10 minutes, available here: https://notanothermarketer.gitbook.io/home/templates/lead-generation This template is free. Enjoy!

This workflow automatically syncs your Zendesk tickets to your HubSpot contacts. Every 5 minutes, your HubSpot account collects all the newly modified data and updates it into your Zendesk account, updating the current tickets or creating new ones. Prerequisites Zendesk account and Zendesk credentials HubSpot account and HubSpot credentials How it works Cron node triggers the workflow every 5 minutes. Function Item node collects all the tickets received after the last execution timestamp. HubSpot node collects all the recently modified companies. Zendesk node checks all the Zendesk tickets associated with those companies. Merge by key node merges the Zendesk and Hubspot data related to those companies. If node splits the workflow conditionally, based on data received. If the company already exists in, Zendesk node updates organization’sdata. If the company does not exist yet, Zendesk node will create an organization. The Function Item node sets the new last execution timestamp.

Automated workflow that transforms BuiltWith technology data into actionable sales leads in Trello, creating a visual sales pipeline. 🚀 What It Does Converts tech stack data into Trello cards Organizes leads by technology stack Tracks sales pipeline stages Enables team collaboration Updates automatically 🎯 Perfect For Sales teams Business development Account executives Tech startups Digital agencies ⚙️ Key Benefits ✅ Visual sales pipeline ✅ Easy lead qualification ✅ Team collaboration ✅ Technology-based filtering ✅ Automated data entry 🔧 What You Need BuiltWith API access Trello account n8n instance Google account (for authentication) 📊 Data Mapped to Trello Company details Technology stack Contact information Website metrics Custom labels 🛠️ Setup & Support Quick Setup Start in 20 minutes with our step-by-step guide 📺 Watch Tutorial 💼 Get Expert Support 📧 Direct Help Turn technology intelligence into sales opportunities with automated lead management.

Use Case When tracking your contacts and leads in Hubspot CRM, every new contact might be a potential customer. To guarantee that you're keeping the overview you'd normally need to look at every new lead that is coming in manually to identify high-quality leads to prioritize their engagement and optimize the sales process. This workflow saves the work and does it for you. What this workflow does The workflow runs every 5 minutes. On every run, it checks the Hubspot CRM for contacts that were added since the last check. It then checks if they meet certain criteria (in this case if they are making +5m annual revenue) and alerts you in Slack for every match. Setup Add Hubspot, and Slack credentials. Click on Test workflow. How to adjust this workflow to your needs Change the schedule interval Adjust the criteria to send alerts

Scoring LinkedIn Profiles Against Your ICP Use Case This automation scores individual LinkedIn profiles against your Ideal Customer Profile (ICP) based on interest in AI, technical depth, and seniority level. It's ideal for prioritizing leads and understanding how well a person fits your ICP criteria. What This Automation Does Given a LinkedIn profile and an Airtop profile, it: Extracts relevant data from the person's profile Determines levels of AI interest, seniority, and technical depth Calculates an ICP score based on weighted criteria Returns the full enriched profile with the score Input parameters: LinkedIn Profile URL** (e.g., https://linkedin.com/in/janedoe) Airtop Profile** connected to LinkedIn ICP scoring method** in the Airtop node prompt Output fields in JSON format: Full name, job title, employer, company LinkedIn URL, location, number of connections and followers, about section content and more Calculated ICP Score (out of 95) How It Works Form Trigger or Workflow Trigger: Accepts input from either a form or another workflow. Parameter Assignment: Ensures proper variable names for downstream nodes. Airtop Enrichment Tool: Extracts and scores the person based on a detailed prompt. Scoring: Uses this point system: AI Interest: beginner (5), intermediate (10), advanced (25), expert (35) Technical Depth: basic (5), intermediate (15), advanced (25), expert (35) Seniority Level: junior (5), mid-level (15), senior (25), executive (30) Output Formatting: Cleans and returns the result as JSON. Setup Requirements IMPORTANT: Enter your ICP scoring method in the prompt field of the Airtop node Airtop Profile connected to LinkedIn. Airtop API credentials configured in n8n. Optional: a front-end form to collect profile URLs and trigger the automation. Next Steps Embed in CRM**: Trigger this automation on new leads to auto-score them. Batch Process Leads**: Run it over a list of profile URLs for segmentation. Customize Scoring**: Adjust point weights based on your sales priorities. Read more about ICP Scoring with Airtop and n8n

LinkedIn Profile Enrichment Automation Who is this for? This template is perfect for sales teams, recruiters, marketing professionals, and business development specialists who need to gather comprehensive LinkedIn profile data at scale. Ideal for lead generation teams building prospect databases, recruiters sourcing candidate information, sales professionals researching prospects, and marketing teams creating targeted outreach campaigns. What problem does this workflow solve? Manually collecting detailed information from LinkedIn profiles is incredibly time-consuming and prone to inconsistency. Visiting each profile individually to extract names, job titles, experience, education, skills, and contact details can take hours for even small prospect lists. This automation eliminates the tedious manual data entry while ensuring consistent, comprehensive profile enrichment. What this workflow does This workflow automatically enriches a list of LinkedIn profile URLs by extracting comprehensive professional data including: Personal details** (first name, last name, headline, location) Professional status** (hiring status, open to work indicators) Network metrics** (connections, followers count) Work experience** (up to 5 most recent positions with company details, dates, and roles) Education background** (up to 3 educational institutions with degrees and dates) Skills and languages** (complete skill sets and language proficiencies) Professional summary** (profile description and bio) The enriched data is automatically organized and updated in your Google Sheets database with structured formatting for easy analysis and outreach. Setup Create a Ghost Genius API account and obtain your API key for cookieless LinkedIn profile scraping Configure HTTP Request credentials with Header Auth using your Ghost Genius API key Set up your Google Sheets database using the provided template with columns: URL, Firstname, Lastname, Tagline, Location Connections, Followers, Hiring?, Open to work? Summary, Languages, Skills Experience 1-5, Education 1-3 Configure Google Sheets OAuth2 credentials following n8n's authentication setup guide Add LinkedIn profile URLs to the first column of your Google Sheet to begin enrichment Test the workflow with a small batch before processing larger lists How to customize this workflow Adjust batch processing settings** to handle larger volumes by modifying the batch size and interval timing Add data validation rules** to filter out incomplete or invalid profiles before processing Integrate with CRM systems** like HubSpot or Salesforce to automatically sync enriched data Set up automated scheduling** to regularly re-enrich profiles and capture profile updates Add email notifications** to alert when enrichment batches are completed or encounter errors Customize data mapping** to include additional profile fields or reorganize the output structure Add duplicate detection** to prevent re-processing the same profiles multiple times

⚡️ How It Works This workflow captures form submissions from your website, formats the data, and automatically creates a new entry in your Notion CRM database. It eliminates manual copy-pasting and keeps your leads or requests organised in one place. 🛠 Setup Steps Webhook Node • Create a webhook in n8n. • Connect your website form to POST submissions to this webhook URL. Code Node • Formats the incoming data to match your Notion database structure. • You can customise the fields in the code to suit your specific form inputs. Notion Node (Create Page) • Connect your Notion account. • Choose your target database. • Map each field from the Code node output to your Notion database properties. Test • Submit a test form entry. • Confirm the data appears correctly in Notion. ⸻ 👥 Who It’s For ✅ Freelancers collecting project inquiries ✅ Agencies managing client onboarding forms ✅ Business owners wanting organised lead capture ✅ Teams that use Notion as their central CRM or task manager ✅ Anyone tired of manually transferring form data into Notion

🚀 WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited 🔧 Objective: Automate your lead nurturing and sales process from YouTube/Instagram → Landing Page → CRM → Email → WhatsApp → Sales → Deal Closure using tools like: 🌐 WordPress (Landing Page + Fluent Forms) 🧾 Google Sheets (Backup Log) 📩 FluentCRM (Lead Tagging + Email Sequences) 💬 Whinta.com (WhatsApp Messaging API) ⚙️ N8N (Workflow Automation Engine) 🧩 System Flow Overview: Lead Source: YouTube or Instagram CTA Landing Page: Built on WordPress with a story-driven design Form Capture: Fluent Forms with dynamic input fields Data Sync: Backup to Google Sheets Push lead to FluentCRM and tag as New Lead Email Sequence: Warm-up emails (1 to 5) Introduce offer or service WhatsApp Outreach: Send personalized message via Whinta Triggered 1 hour after form fill or last email Sales Follow-Up: Sales team handles replies manually CRM tag updated to Customer upon closing 📁 Folder Structure (Optional Git/Zip File): 📦 WhatsApp-Automation-Infridet/ │ ├── whatsapp-automation-n8n.json # N8N Flowchart Import File ├── email-templates.docx # Warm-up Email Scripts ├── whinta-api-integration.pdf # API Documentation ├── crm-tagging-notes.txt # CRM Tag Setup Details └── readme.md # This Instruction File 🛠️ Required Integrations & Setup ✅ Fluent Forms (WordPress) Embed form with Name, Email, Phone Enable webhook to N8N: /lead-capture ✅ Google Sheets Use n8n-nodes-base.googleSheets node Capture name, email, phone, source, timestamp ✅ FluentCRM REST API enabled Push contact and assign tag New Lead Setup Email Automation via tag trigger ✅ SMTP Email (Optional) Use Gmail SMTP or Brevo Trigger email on form submission ✅ Whinta.com (WhatsApp API) Send POST request Payload includes phone, message, sender_id Customize message with personalization 💬 Sample WhatsApp Message: Hey {{name}}, Gyan here from Account Craft 👋 I saw your form submission – would you like help in starting your YouTube journey this week? Let me know. I'm just one text away. ✅ 📧 Sample Email (Warmup Day 1): > Subject: Welcome to Account Craft 🚀 > Body: > Hi {{name}}, > > I’m Gyan from Account Craft. Thanks for joining us! > Here’s what’s coming next: exclusive videos, personalized tips, and real support to get your YouTube channel earning. > > Let’s go! > – Gyan 🔁 CRM Tag Updates: | Action | Tag Assigned | |-------------------|------------------| | On form fill | New Lead | | After WhatsApp | Engaged | | After sale closed | Customer | 📌 Final Output: Once completed, the system will: Log all leads into a database Automatically send emails and WhatsApp messages Notify your sales team Update lead status without manual entry > Automation Template Designed & Deployed by > Infridet Solutions Private Limited > Smart Integrations. Seamless Business. > 🌐 www.infridetsolutions.com | 📞 +91-8853354829