Workflow Templates

Inquiry Form to Personalised WhatsApp Message Overview This workflow creates a smart, automated system for capturing leads from an inquiry form, initiating personalized WhatsApp message via Unipile API, and updating your Google Sheet CRM. It uses AI to craft initial outreach messages and logs the success or failure of each message sent, ensuring you track every lead effectively. This automation helps you engage leads quickly and efficiently, without manual effort. Use Case This workflow is ideal for: Sales Teams**: Automate the first touchpoint with new leads, qualifying them and initiating conversations. Small Businesses**: Provide immediate, personalized responses to inquiries, enhancing customer experience. Customer Support**: Quickly gather more context from users after they fill out a help form. Lead Generation**: Streamline the process from form submission to active lead engagement and CRM tracking. How It Works Form Submission Trigger: The workflow is activated when someone submits an "Inquiry Form." This form collects essential lead details such as: Full Name Email WhatsApp number Company Name "How can we help you?" (a notes field) AI Crafts Personalized Message: An OpenAI node, acting as "Alex" (a friendly, approachable human assistant), generates a short, personalized, and engaging opening message for the lead. This message directly addresses the lead by their first name and includes an open-ended question to encourage them to share more details about their needs. WhatsApp Outreach: The AI then uses the WhatsApp API (via Unipile) to send this personalized message directly to the lead's WhatsApp number. Unipile is key here, as it allows sending messages without prior chat history and can connect to your personal WhatsApp. Log Success or Failure: The AI checks the response from the WhatsApp API. If the WhatsApp message is sent successfully: The lead's details, along with the personalized message, WhatsApp chat ID, and message ID, are logged into a "Successful" sheet in your Google Sheet CRM. If the WhatsApp message fails to send: The lead's information, the attempted message, and the reason for failure are logged into a "Failed" sheet in your Google Sheet CRM. This helps you identify and follow up on problematic leads. How to Set It Up To set up your Lead Capture Agent, follow these steps: Google Sheet Setup: Copy the Template: Make a copy of the provided Google Sheet Template ("Sales Agent" with "Successful" and "Failed" sheets) into your own Google Drive. Connect Google Sheets: Ensure your Google Sheets OAuth2 API credentials are set up in n8n and linked to the "Google Sheets" and "Google Sheets3" nodes. Update Sheet IDs: In both "Google Sheets" and "Google Sheets3" nodes, update the documentId with the ID of your copied "Sales Agent" Google Sheet. Unipile (WhatsApp API) Credentials: Sign up for Unipile: Get your DSN and API key from Unipile (they offer a 7-day free trial). Replace Placeholders: In the "Whatsapp API" node, replace <YOUR_DSN>, <YOUR_API_KEY>, and <YOUR_ACCOUNT_ID> with your actual Unipile credentials. OpenAI API Key: Connect your OpenAI API key as an API credential in n8n and link it to the "OpenAI" node. Inquiry Form Setup: The "Enquiry Form" node generates a public webhook URL. You can embed this form on your website or share the URL directly. Alternatively, if you use your own form solution, configure it to send data via a webhook to the URL provided by the "Enquiry Form" node. Import the Workflow: Import the provided workflow JSON into your n8n instance. Activate and Test: Once all settings are complete, activate the workflow. Test it by submitting a new entry through the "Inquiry Form." Check your Google Sheet to see the lead captured and the message status. This workflow is designed to ensure no lead falls through the cracks, giving your sales or support team a powerful edge!

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 enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. Prerequisites Pipedrive account and Pipedrive credentials How it works Pipedrive trigger node starts the workflow when a new company is created. HTTP Request node queries data from Datagma. Pipedrive node updates Pipedrive contact with new data from Datagma. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. IF node identifies if the lead corresponds ICP. HTTP Request node searches for emails in Datagma. Set node prepares data for further merging. Merge node combines data from multiple streams. Pipedrive node adds a new person in Pipedrive.

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.

This workflow sends an automatic daily summary of your Microsoft Outlook calendar events into a Microsoft Teams channel. Perfect for team visibility or personal reminders. This automation is ideal for team leads, project managers, and remote workers who need to keep stakeholders informed of scheduled events without manual effort. It saves time, ensures consistent communication, and reduces the chance of missing important meetings. How it works Scheduled Trigger The workflow runs automatically every midnight (00:00 UTC). Create filter for "TODAY" value (Code Node) The code node generates the date value for "today" Calculates UTC start and end of the current day Builds a Microsoft Graph-compatible filter string Microsoft Outlook Node: Get Today’s Events Resource : Event Operation : Get Many Uses {{ $json.filter }}, which is generated from today's date, to retrieve only relevant entries Format Events as HTML (Code Node) Code node transforms each event into a formatted HTML message Meeting Time: 2025-07-08T10:00:00Z Subject: Weekly Sync Summary: Discuss project milestones and blockers. Microsoft Teams Node: Send Summary Message Chat Message | Create | Selected Channel | HTML content Uses the htmlMessage field from the previous node as the message body How to Use Import the Workflow Load the .json file into your n8n instance via “Import from File” or directly via the workflow UI. Set Up Credentials Go to Credentials in n8n. Add or configure your Microsoft Outlook OAuth2 API credential. Add or configure your Microsoft Teams OAuth2 API credential. Assign these credentials to the corresponding nodes in the workflow. Adjust Timezone and Schedule Edit the Schedule Trigger node to reflect your local timezone or preferred time. Configure the Microsoft Outlook Node Ensure the correct Outlook calendar is targeted. Confirm the Get Many node includes this expression in the filter field: {{ $json.filter }} Customize the HTML Output (Optional) Open the “Format Events” Code node to: Add new fields like Location, Organizer, or Attendees. Adjust date formatting to local time if needed. Target the Correct Teams Channel Open the Microsoft Teams node, select the team and channel where messages should be posted. Message type must be set to HTML if sending formatted content. Test the Workflow Run it manually to verify: Events are fetched correctly. The message is well-formatted and appears in the correct Teams channel. If you see no events, double-check the date filter logic or ensure events exist for today. Example Use Cases Team Syncs**: Automatically notify your project channel every morning with today's meetings. Remote Work**: Help remote teams stay aligned on shared calendars. Personal Assistant**: Keep track of your own day’s agenda with an automatic Teams message. Requirements Microsoft Outlook** Account must have permission to access calendar events via Graph API. OAuth2 credential must be configured in n8n Credential Manager. Microsoft Teams** Requires permission to post messages to specific channels. OAuth2 credential must be configured and authorized.

Automated Email Verification for Google Sheets This n8n template demonstrates how to automatically validate email addresses from your Google Sheets using a reliable email verification API. Perfect for cleaning contact lists, validating leads, and ensuring email deliverability before marketing campaigns. Use cases are many: Lead qualification for sales teams, contact list cleaning for marketing, subscriber validation for newsletters, or CRM data hygiene maintenance! Good to know The rapid-email-verifier API is free for up to 1,000 verifications per month Each email verification typically takes less than 500ms to complete The workflow runs automatically every hour, checking for new entries Only processes emails that haven't been verified yet, preventing duplicate API calls How it works Monitor Google Sheets: The trigger watches your spreadsheet for new email entries every hour Smart Filtering: Only emails with empty "Email Verified" columns are processed to avoid duplicates Batch Processing: Emails are processed one by one to respect API rate limits and ensure reliability API Verification: Each email is sent to the rapid-email-verifier service which returns validation status Results Update: The original sheet is updated with verification results (valid/invalid/unknown) using the Serial Number as a match key The verification accuracy is consistently above 95% and shows excellent detection of invalid, disposable, and risky email addresses! How to use The Google Sheets trigger monitors your spreadsheet automatically, but you can also test manually Simply add new rows with email addresses to your connected Google Sheet Leave the "Email Verified" column empty for new entries The workflow will automatically process and update the verification status Technically, you can process unlimited emails, but consider API rate limits and costs for large batches. Requirements Google Sheets account** with a spreadsheet containing columns: SrNo, Name, Email, Email Verified Google Sheets credentials** configured in n8n for both trigger and update operations Internet connection** for API access (no additional API key required for rapid-email-verifier) Customising this workflow Email verification can be enhanced for many use-cases: Add webhook trigger** for real-time verification when leads are captured Connect to CRM systems** like HubSpot or Salesforce for direct integration Add email categorization** to separate personal vs business emails Include bounce detection** by connecting to your email service provider Set up notifications** to alert when invalid emails are detected in important lists This template is perfect for marketing managers, sales professionals, data analysts, and anyone managing contact databases who needs reliable email validation!

One of My Best! Send WhatsApp Greetings to New Vtiger Leads Automatically 💪😍 ⚠️ This Workflow Requires a Community Nodes and a Self-Hosted n8n Instance > This template uses two custom community nodes: > * n8n-nodes-vtiger-crm > * n8n-nodes-evolution-api > You must be running self-hosted n8n with Community Nodes enabled. 🔧 How to Install Community Nodes Go to Settings → Community Nodes Click Install Node Add: n8n-nodes-vtiger-crm n8n-nodes-evolution-api Restart n8n if prompted. 💬 Auto-Send WhatsApp Welcome Messages to New Leads in Vtiger CRM Overview This workflow sends a personalized WhatsApp welcome message to newly created leads in Vtiger CRM — using Evolution API — and updates the CRM record to ensure the message isn’t sent again. It’s ideal for teams that want to greet new leads instantly, reduce manual effort, and automate the first touchpoint of the sales process. 🔄 What This Workflow Does ⏱ Runs every 1 minute via schedule trigger 📥 Fetches the latest uncontacted lead from Vtiger (cf_1090 != 1) 💬 Sends a personalized WhatsApp message using Evolution API ✅ Marks the lead as “messaged” by updating a custom field 📸 Visual Preview 🧩 Workflow Canvas > Full layout of the automation flow in n8n 💬 Evolution API Server > Example of the greeting message the lead receives: Hi Ahmed Saadawi 😊, We have received your interest with our services and we will contact you soon. Have a nice day 🙏💐 🛠️ Setup Instructions 1. Vtiger CRM Setup Add a custom field (e.g. cf_1090) to track if a message was already sent Ensure lead records contain: firstname, lastname, phone Connect your Vtiger CRM API credentials 2. Evolution API Setup Install or connect to your Evolution API instance Configure: instanceName remoteJid (from Vtiger lead phone) Message template (edit as needed) Add your Evolution API credentials 3. Customize Message Edit the message in the Evolution node to match your brand’s tone. 👥 Who Is This For? Sales teams needing instant CRM-to-WhatsApp follow-ups Companies automating first contact with leads Vtiger CRM users looking for WhatsApp engagement tools 🔐 Credentials Required ✅ Vtiger CRM API ✅ Evolution API (self-hosted or SaaS) 🏷 Tags vtiger, whatsapp automation, evolution api, crm follow-up, sales automation, welcome message, crm whatsapp integration, lead onboarding, no-code automation, n8n template, self-hosted n8n, vtiger crm automation, community nodes, whatsapp message workflow

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.

This template sets up a weekly ETL (Extract, Transform, Load) pipeline that pulls financial data from QuickBooks Online into Google BigQuery. It not only transfers data, but also cleans, classifies, and enriches each transaction using your own business logic. Who It's For Data Analysts & BI Developers** Need structured financial data in a warehouse to build dashboards (e.g., Looker Studio, Tableau) and run complex queries. Financial Analysts & Accountants** Want to run custom SQL queries beyond QuickBooks’ native capabilities. Business Owners** Need a permanent, historical archive of transactions for reporting and tracking. What the Workflow Does 1. Extract Fetches transactions from the previous week every Monday from your QuickBooks Online account. 2. Transform Applies custom business logic: Cleans up text fields Generates stable transaction IDs Classifies transactions (income, expense, internal transfer) 3. Format Prepares the cleaned data as a bulk-insert-ready SQL statement. 4. Load Inserts the structured and enriched data into a Google BigQuery table. Setup Guide 1. Prepare BigQuery Create a dataset (e.g., quickbooks) and table (e.g., transactions) The table schema must match the SQL query in the "Load Data to BigQuery" node 2. Add Credentials Add QuickBooks Online and Google BigQuery credentials to your n8n instance 3. Configure Business Logic Open the Clean & Classify Transactions node Update the JavaScript arrays: internalTransferAccounts expenseCategories incomeCategories Ensure these match your QuickBooks Chart of Accounts exactly 4. Configure BigQuery Node Open the Load Data to BigQuery node Select the correct Google Cloud project Ensure the SQL query references the correct dataset and table 5. Activate the Workflow Save and activate it The workflow will now run weekly Requirements A running n8n instance (Cloud or Self-Hosted) A QuickBooks Online account A Google Cloud Platform project with BigQuery enabled A BigQuery table with a matching schema Customization Options Change Schedule**: Modify the schedule node to run daily, monthly, or at a different time Adjust Date Range**: Change the date macro in the Get Last Week's Transactions node Refine Classification Rules**: Add custom logic in the Clean & Classify Transactions node to handle specific edge cases

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