Workflow Templates

How It Works Automates financial aggregation, validation, and intelligent tax assessment. Integrates revenue, expenses, and invoices via scheduled connectors, merges data into unified records, and applies AI-driven analysis for anomaly detection and tax calculations. The system evaluates tax liability against configurable thresholds, intelligently routes filings to government portals or tax agents based on jurisdiction rules, and triggers automated email notifications for compliance deadlines and payment reminders. Designed for accountants, small business owners, and finance teams managing quarterly tax obligations while minimizing manual errors and compliance risks across multiple entities. Setup Steps Configure OpenAI, Gmail, and Google Sheets credentials Connect revenue and expense data sources Define tax thresholds and jurisdiction-specific rules in workflow nodes Map output fields to government or tax agent systems Create email templates for notifications Test the workflow with sample financial data before enabling Prerequisites OpenAI API key, Gmail account, Google Sheets, accounting software or data source connectivity Use Cases Quarterly tax filing automation, multi-client accountant workflows, enterprise compliance monitoring Customization Adjust tax thresholds by jurisdiction, integrate additional data sources Benefits Significant reduction in calculation errors, faster filing timelines, automated deadline alerts

This n8n template from Intuz provides a complete solution to automate your entire invoicing process. It intelligently syncs confirmed sales orders from your Airtable base to QuickBooks, automatically creating new customers if they don't exist before generating a perfectly matched invoice. It then logs all invoice details back into Airtable, creating a flawless, end-to-end financial workflow. Use Cases 1. Accounting & Finance Teams: Automatically generate QuickBooks invoices from new orders confirmed in Airtable. Keep all invoices and customer details synced across systems in real time. 2. Sales & Operations Teams: Track order status and billing progress directly from Airtable without switching platforms. Ensure every confirmed sale automatically triggers an invoice in QuickBooks. 3. Business Owners / Admins: Eliminate double-entry between Airtable and QuickBooks. Maintain accurate, audit-ready financial records with minimal effort. How it works 1. Trigger from Airtable: The workflow starts instantly when a sales order is ready to be invoiced in your Airtable base (triggered via a webhook). 2. Check for Customer in QuickBooks: It searches your QuickBooks account to see if the customer from the sales order already exists. 3. Create New Customer (If Needed): If the customer is not found, it automatically creates a new customer record in QuickBooks using the details from your Airtable Customers table. 4. Create QuickBooks Invoice: Using the correct customer record (either existing or newly created), it gathers all order line items from Airtable and generates a detailed invoice in QuickBooks. 5. Log Invoice Back to Airtable: After the invoice is successfully created, the workflow updates your Airtable base by adding a new record to your Invoices & Payments table and updating the original Confirmed Orders record with the new QuickBooks Invoice ID, marking it as synced. Key Requirements to Use This Template 1. n8n Instance: An active n8n account (Cloud or self-hosted). 2. Airtable Base: An Airtable base on a "Pro" plan or higher with tables for Confirmed Orders, Customers, Order Lines, Product & Service, and Invoices & Payments. Field names must match those in the setup guide. 3. QuickBooks Online Account: An active QuickBooks Online account with API access. Step-by-Step Setup Instructions Step 1: Import and Configure the n8n Workflow Import Workflow:** In n8n, import the Client-Quickbook-Invoices-via-AirTable.json file. Get Webhook URL:** Click on the first node, "Webhook". Copy the "Test URL". Keep this n8n tab open. Configure Airtable Nodes:** There are six Airtable nodes. For each one, connect your Airtable credentials and select the correct Base and Table. Configure QuickBooks Nodes:** There are four QuickBooks-related nodes. For each one, connect your QuickBooks Online credentials. CRITICAL:** Click on the "Create Invoice URL" (HTTP Request) node. You must edit the URL and replace the placeholder number (9341455145770046) with your own QuickBooks Company ID. (Find this in your QuickBooks account settings under "Billing & Subscription"). Save and Activate**: Click "Save", then toggle the workflow to "Active". After activating, copy the new "Production URL" from the Webhook node. Customization Guide You can adapt this template for various workflows by tweaking a few nodes: Use a different Airtable Base:** Update the Base ID and Table ID in all Airtable nodes (Get Orders Records, Get Customer Details, Get Products, etc.). Switch from Sandbox to Live QuickBooks:** Replace the Sandbox company ID and endpoint in the “Create Invoice URL” node with your production QuickBooks company ID. Add more invoice details:** Edit the Code and Parse in HTTP nodes to include additional fields (like Tax, Shipping, or Notes). Support multiple currencies:** Add a “Currency” field mapping in both Airtable and QuickBooks nodes. Connect with us Website: https://www.intuz.com/services Email: getstarted@intuz.com LinkedIn: https://www.linkedin.com/company/intuz Get Started: https://n8n.partnerlinks.io/intuz For Custom Workflow Automation Click here- Get Started

This workflow contains community nodes that are only compatible with the self-hosted version of n8n. This workflow automatically tracks key sales pipeline metrics—new leads, deal stages, win rates—and sends actionable insights to your team. Eliminate manual CRM exports and stay on top of revenue health. Overview The automation queries your CRM API (HubSpot, Salesforce, or Pipedrive) on a schedule, pulls pipeline data, and feeds it into OpenAI for anomaly detection (e.g., stalled deals). Summaries and alerts appear in Slack, while daily snapshots are archived in Google Sheets for trend analysis. Tools Used n8n** – Pipeline orchestration CRM API** – Connects to your chosen CRM OpenAI** – Detects anomalies and highlights risks Slack** – Notifies reps and managers in real time Google Sheets** – Stores historical pipeline data How to Install Import the Workflow into n8n. Connect Your CRM: Provide API credentials in the HTTP Request node. Set Up OpenAI: Add your API key. Authorize Slack & Google Sheets. Customize Thresholds: Adjust what constitutes a stalled deal or low conversion. Use Cases Sales Management**: Monitor pipeline health without dashboards. Revenue Operations**: Detect bottlenecks early. Forecasting**: Use historical snapshots to improve predictions. Rep Coaching**: Alert reps when deals stagnate. Connect with Me Website**: https://www.nofluff.online YouTube**: https://www.youtube.com/@YaronBeen/videos LinkedIn**: https://www.linkedin.com/in/yaronbeen/ Get Bright Data**: https://get.brightdata.com/1tndi4600b25 (Using this link supports my free workflows with a small commission) #n8n #automation #salespipeline #crm #openai #slackalerts #n8nworkflow #nocode #revenueops

This workflow is a supporting automation to a common Airtable situation, that as of this writing, has no direct solution but has great demand. Interfaces are your secret weapon for managing a variety of tasks – from sales funnels and task tracking to creating dynamic dashboards. But here's a common situation: how do you efficiently bulk upload records (like contacts, leads, or clients) from an interface with just a click? Once set up, you'll be able to upload CSV files directly to your tables from the Interfaces with ease. Workflow Key Points: 1. Bulk Upload Functionality: Say goodbye to the limitations of standard Airtable interfaces. Now, you can upload multiple leads or contacts simultaneously, making your work swift and efficient. 2. Customizable Fields: Tailor the base to meet your specific data needs. This ensures seamless integration with your existing systems and simplifies data management. ​ Perfect for teams in e-commerce, CRM, or any sector where managing a high volume of leads or contacts is key. Our Airtable Base is designed to eliminate the tediousness of importing contacts. It makes large-scale data management straightforward, saving you precious time and hassle. ​ Get ready to streamline your operations and boost your productivity! 🚀💡

This workflow allows you to trigger a build in Travis CI when code changes are pushed to a GitHub repo or a pull request gets opened. GitHub Trigger node: This node will trigger the workflow when changes are pushed or when a pull request is created, updated, or deleted. IF node: This node checks for the action type. We want to trigger a build when code changes are pushed or when a pull request is opened. We don't want to build the project when a PR is closed or updated. TravisCI node: This node will trigger the build in Travis CI. If you're using CircleCI in your pipeline, replace the node with the CircleCI node. NoOp node: Adding this node is optional.

This comprehensive n8n workflow automates the entire travel business call management process, from initial customer inquiries to trip bookings and marketing outreach. The system handles incoming calls, validates trip details, processes bookings, captures leads, and manages outbound marketing campaigns to promote trip organizer services. It streamlines the complete sales cycle while maintaining organized data records for business intelligence. Essential Information The system operates across four distinct workflows to handle different aspects of travel call management. All call data is automatically captured and stored in organized spreadsheets for analysis and follow-up. The workflow validates trip details before processing to ensure data accuracy and prevent booking errors. Outbound marketing campaigns are automatically triggered based on lead detection and formatting. System Architecture Call Handling Pipeline**: The Detect Incoming Call node captures all incoming customer calls, followed by the Validate Trip Details node which verifies and processes trip information, and the Deliver Organizer Info node that provides relevant trip organizer details to callers. Booking Management Flow**: The Capture Voice Input node records customer booking requests, the Update Booking Record node processes and stores booking information, and the Send Booking Confirmation node delivers confirmation details to customers. Lead Generation Process**: The Detect New Lead node identifies potential customers from call data, the Format Lead Information node structures the lead data for marketing use, and the Initiate Marketing Outreach node launches targeted marketing campaigns. Data Management System**: The Receive Call Response node collects call interaction data, the Log User Input node records customer information in spreadsheets, and the Relay Response to System node ensures data synchronization across all components. Implementation Guide Import the workflow into n8n and configure phone system integration for call detection and voice capture. Set up spreadsheet connections for booking records, lead management, and call logging. Configure marketing automation tools for outbound campaign management. Test each workflow section independently before enabling the complete system. Monitor call handling accuracy and adjust validation rules as needed. Technical Dependencies Phone system API or telephony service for call detection and voice processing Spreadsheet service (Google Sheets, Excel Online) for data storage and management Marketing automation platform for outbound campaign execution Voice recognition service for capturing and processing customer input CRM integration for lead management and customer tracking Database & Sheet Structure Call Tracking Sheet**: Columns should include Call_ID, Customer_Phone, Call_Time, Call_Duration, Call_Status, Trip_Interest, Organizer_Assigned Booking Records Sheet**: Required columns are Booking_ID, Customer_Name, Customer_Phone, Destination, Travel_Dates, Group_Size, Booking_Status, Confirmation_Sent Lead Management Sheet**: Essential columns include Lead_ID, Customer_Name, Phone_Number, Email, Trip_Preference, Lead_Source, Lead_Status, Marketing_Campaign_Sent Trip Organizer Database**: Contains Organizer_ID, Organizer_Name, Specialization, Contact_Info, Availability_Status, Performance_Rating Marketing Outreach Log**: Tracks Campaign_ID, Lead_ID, Campaign_Type, Send_Date, Response_Status, Follow_up_Required Customization Possibilities Adjust the Validate Trip Details node to include specific travel validation rules or partner requirements. Modify the Format Lead Information node to match your CRM system's data structure and marketing campaign formats. Configure the Initiate Marketing Outreach node to integrate with your preferred marketing platforms and campaign templates. Customize the data logging structure in the Log User Input node to capture additional customer information or booking details. Add additional validation steps or approval workflows between booking capture and confirmation sending.

This workflow synchronizes data both ways between Pipedrive and HubSpot. Cron node** schedules the workflow to run every minute. Pipedrive* and *Hubspot nodes** pull in both lists of persons from Pipedrive and contacts from HubSpot. Merge1* and *Merge2 nodes** with the option Remove Key Matches identify the items that uniquely exist in HubSpot and Pipedrive, respectively. Update Pipedrive* and *Update HubSpot nodes** take those unique items and add them in Pipedrive and HubSpot, respectively.

Drive-to-Store is a multi-channel marketing strategy that includes both the web and the physical context, with the aim of increasing the number of customers and sales in physical stores. This strategy guides potential customers from the online world to the physical point of sale through the provision of a coupon that can be spent in the store or on an e-commerce site. The basic idea is to have a landing page with a form and a series of unique coupons to assign to leads as a "reward" for filling out the form. This workflow is ideal for businesses looking to automate lead generation and management, especially when integrating with CRM systems like SuiteCRM and using Google Sheets for data tracking. How It Works Form Submission: The workflow starts with the On form submission node, which triggers when a user submits a form on a landing page. The form collects the user's name, surname, email, and phone number. Form Data Processing: The Form Fields node extracts and sets the form data (name, surname, email, and phone) for use in subsequent steps. Duplicate Lead Check: The Duplicate Lead? node checks if the submitted email already exists in a Google Sheets document. If the email is found, the workflow responds with a "duplicate lead" message (Respond KO node) and stops further processing. Coupon Retrieval: If the email is not a duplicate, the Get Coupon node retrieves a coupon code from the Google Sheets document based on the lead's email. Lead Creation in SuiteCRM: The Create Lead SuiteCRM node creates a new lead in SuiteCRM using the form data and the retrieved coupon code. The lead includes: First name, last name, email, phone number, and coupon code. Google Sheets Update: The Update Sheet node updates the Google Sheets document with the newly created lead's details, including: Name, surname, email, phone, coupon code, lead ID, and the current date and time. Response to Webhook: The Respond OK node sends a success response back to the webhook, indicating that the lead was created successfully. Set Up Steps Configure Form Trigger: Set up the On form submission node to collect user data (name, surname, email, and phone) via a web form. Set Up Google Sheets Integration: Configure the Duplicate Lead?, Get Coupon, and Update Sheet nodes to interact with the Google Sheets document. Ensure the document contains columns for email, coupon, lead ID, and other relevant fields. Set Up SuiteCRM Authentication: Configure the Token SuiteCRM node with the appropriate client credentials (client ID and client secret) to obtain an access token from SuiteCRM. Set Up Lead Creation in SuiteCRM: Configure the Create Lead SuiteCRM node to send a POST request to SuiteCRM's API to create a new lead. Include the form data and coupon code in the request body. Set Up Webhook Responses: Configure the Respond OK and Respond KO nodes to send appropriate JSON responses back to the webhook based on whether the lead was created or if it was a duplicate. Test the Workflow: Submit a test form to ensure the workflow correctly checks for duplicates, retrieves a coupon, creates a lead in SuiteCRM, and updates the Google Sheets document. Activate the Workflow: Once tested, activate the workflow to automate the process of handling form submissions and lead creation. Key Features Duplicate Lead Check**: Prevents duplicate leads by checking if the email already exists in the Google Sheets document. Coupon Assignment**: Retrieves a coupon code from Google Sheets and assigns it to the new lead. SuiteCRM Integration**: Automatically creates a new lead in SuiteCRM with the form data and coupon code. Data Logging**: Logs all lead details in a Google Sheets document for tracking and analysis. Webhook Responses**: Provides immediate feedback on whether the lead was created successfully or if it was a duplicate.

Overview This n8n template monitors specified GitHub repositories. When a new release is published, it automatically fetches the information, uses AI (Google Gemini by default) to summarize and translate it into Chinese, and sends a formatted notification to a designated Slack channel. Core Features: Automated Monitoring**: Checks for updates on a predefined schedule. Intelligent Processing**: Uses AI to extract key information and translate. Error Handling**: Sends an error notification if fetching RSS for a single repository fails, without affecting others. Duplicate Prevention**: Remembers the last processed release ID using Redis to ensure only new content is pushed. Prerequisites Slack**: Configure your Slack app credentials in n8n. Redis**: Have an available Redis service and configure its credentials in n8n. AI Provider (Gemini)**: Configure credentials for Google Gemini (or your chosen AI model) in n8n. Configuration Instructions After importing the template, you need to modify the following key nodes: Cron Trigger: Adjust the Rule setting to change the update check frequency (default is 0 */10 9-23 * * *, checking every 10 minutes between 9 AM and 11 PM daily). GitHub Config (Repository List - Code Node): Edit the JavaScript array within this node's code area. Modify or add the repositories you want to follow. Each repository object needs a name (custom display name) and github (format: owner/repo). Example: { "name": "n8n", // Custom display name "github": "n8n-io/n8n" // GitHub path }, { "name": "LobeChat", "github": "lobehub/lobe-chat" } // ... add more repositories Redis and Redis2 (Redis Connection): Select your configured Redis credentials in both nodes. Gemini (AI Model): Select your configured Google Gemini credentials. (Optional) Replace with a different supported AI model node and select its credentials. Information Extractor (AI Processing & Translation): Main Configuration: Review the System Prompt. By default, it asks the AI to extract information and translate it into Chinese. Modify this prompt if you need a different language or summary style. Send Message and Send Error (Slack Notifications): Select your configured Slack credentials in both Slack nodes. Set the target Channel ID for notifications. Workflow Overview Start: Cron Trigger initiates the workflow on schedule. Load Config: GitHub Config provides the list of repositories to monitor. Loop: The Loop node iterates through each repository. Fetch & Check: The RSS node attempts to fetch the repository's releases feed. If No Error checks for success: Failure: Send Error posts an error to Slack, skips this repository. Success: Continues. Check for New Release: The Redis node retrieves the last recorded Release ID for this repository. The If New node compares the latest Release ID with the recorded ID: Different IDs (New Release): Proceeds to processing. Same ID (Already Processed): Skips this repository. Process & Notify (Only for New Releases): Information Extractor (with Gemini) extracts, summarizes, and translates the content. The Code node formats the information into Slack Block Kit. Send Message sends the formatted message to Slack. The Redis2 node stores the current Release ID in Redis. End: The workflow finishes after processing all repositories. Conclusion Once configured, this template automates GitHub release monitoring, uses AI to distill key information, and delivers it efficiently to your Slack workspace.

About The ICP Company Scoring Automation Sorting through lists of potential leads manually to determine who's truly worth your sales team's time isn't just tedious, it's incredibly inefficient. Without proper qualification, your team might spend hours pursuing prospects who aren't the right fit for your product, while ideal customers slip through the cracks. How to Automate Identifying Your Ideal Customers With this automation, you'll learn how to automatically score and prioritize leads using data extracted directly from LinkedIn profiles via Airtop's integration with n8n. By the end, you'll have a fully automated workflow that analyzes prospects and calculates an Ideal Customer Profile (ICP) score, helping your sales team focus on high-potential opportunities. What You'll Need A free Airtop API key A copy of this Google Sheets Understanding the Process This automation transforms how you qualify and prioritize leads by extracting real-time, accurate information directly from LinkedIn profiles. Unlike static databases that quickly become outdated, this workflow taps into the most current professional information available. The workflow in this template: Uses Airtop to extract comprehensive LinkedIn profile data Analyzes the data to calculate an ICP score based on AI interest, technical depth, and seniority Updates your Google Sheet with the enriched data and the ICP Company score Company ICP Scoring Workflow Our company-focused workflow analyzes company LinkedIn profiles with a comprehensive set of criteria: Company Identity Extraction Company Scale Assessment Business Classification Technical Sophistication Assessment Investment Profile To then calculate the ICP Scoring, it will focus on: AI Implementation Level: Low-5 pts, Medium-10 pts, High-25 pts Technical Sophistication: Basic-5 pts, Intermediate-15 pts, Advanced-25 pts, Expert-35 pts Employee Count: 0-9 employees-5 pts, 10-150 employees-25 pts, 150+ employees-30 pts Automation Agency Status: True-20 pts, False-0 pts Geography: US/Europe Based-10 pts, Other-0 pts Setting Up Your Automation We've created ready-to-use templates for both person and company ICP scoring. Here's how to get started: Configure your connections Connect your Google Sheets account Add your Airtop API key (obtain from the Airtop dashboard) Set up your Google Sheet Ensure your Google Sheet has the necessary columns for input data and result fields Ensure that columns Linkedin_URL_Company and ICP_Score_Company exist at least Configure the Airtop module Set up the Airtop module to use the appropriate LinkedIn extraction prompt Use our provided prompt that extracts company profile data Customization Options While our templates work out of the box, you might want to customize them for your specific needs: Modify the ICP scoring criteria: Adjust the point values or add additional criteria specific to your business Add notification triggers: Set up Slack or email notifications for high-value leads that exceed a certain ICP threshold Implement batch processing: Modify the workflow to process leads in batches to optimize performance Add conditional logic: Create different scoring models for different industries or product lines Integrate with your CRM: Integrate this automation with your preferred CRM to get the details added automatically for you Real-World Applications Here's how businesses are using this automation: AI Sales Platform: A B2B AI company could implement this workflow to process their trade show lead list of contacts. Within hours, they can identify the top 50 prospects based on ICP score. SaaS Analytics Tool: A SaaS company could implement LinkedIn enrichment to identify which companies fit best. The automation processes weekly leads and categorizes them into high, medium, and low priority tiers, allowing their sales team to focus on the most promising opportunities first. Best Practices To get the most out of this automation: Review and refine your ICP criteria quarterly: What constitutes an ideal customer may evolve as your product and market develop Create tiered follow-up processes: Develop different outreach strategies based on ICP score ranges Perform regular data validation: Periodically check the accuracy of the automated scoring against your actual sales results What's Next? Now that you've automated your ICP scoring with LinkedIn data, you might be interested in: Setting up automated outreach sequences based on ICP score thresholds Creating custom reporting dashboards to track conversion rates by ICP segment Expanding your scoring model to include additional data sources Implementing lead assignment automation based on ICP scores Happy automating!

About The ICP Person Scoring Automation Sorting through lists of potential leads manually to determine who's truly worth your sales team's time isn't just tedious, it's incredibly inefficient. Without proper qualification, your team might spend hours pursuing prospects who aren't the right fit for your product, while ideal customers slip through the cracks. How to Automate Identifying Your Ideal Customers With this automation, you'll learn how to automatically score and prioritize leads using data extracted directly from LinkedIn profiles via Airtop's built-in integration with n8n. By the end, you'll have a fully automated workflow that analyzes prospects and calculates an Ideal Customer Profile (ICP) score, helping your sales team focus on high-potential opportunities. What You'll Need A free Airtop API key A copy of this Google Sheets Understanding the Process This automation transforms how you qualify and prioritize leads by extracting real-time, accurate information directly from LinkedIn profiles. Unlike static databases that quickly become outdated, this workflow taps into the most current professional information available. The workflow in this template: Uses Airtop to extract comprehensive LinkedIn profile data Analyzes the data to calculate an ICP score based on AI interest, technical depth, and seniority Updates your Google Sheet with the enriched data and the ICP score Person ICP Scoring Workflow Our person-focused workflow evaluates individual LinkedIn profiles to determine how well they match your ideal customer profile by: Extracting data for each individual Analyzing their profile to determine seniority and technical depth The system then automatically calculates an ICP score based on the following criteria: AI Interest: beginner-5 pts, intermediate-10 pts, advanced-25 pts, expert-35 pts Technical Depth: basic-5 pts, intermediate-15 pts, advanced-25 pts, expert-35 pts Seniority Level: junior-5 pts, mid-level-15 pts, senior-25 pts, executive-30 pts Setting Up Your Automation Here's how to get started: Configure your connections Connect your Google Sheets account Add your Airtop API key (obtain from the Airtop dashboard) Set up your Google Sheet Ensure your Google Sheet has the necessary columns for input data and result fields Ensure that columns Linkedin_URL_Person and ICP_Score_Person exist at least Configure the Airtop module Set up the Airtop module to use the appropriate LinkedIn extraction prompt Use our provided prompt that extracts individual profile data Customization Options While our templates work out of the box, you might want to customize them for your specific needs: Modify the ICP scoring criteria: Adjust the point values or add additional criteria specific to your business Add notification triggers: Set up Slack or email notifications for high-value leads that exceed a certain ICP threshold Implement batch processing: Modify the workflow to process leads in batches to optimize performance Add conditional logic: Create different scoring models for different industries or product lines Integrate with your CRM: Integrate this automation with your preferred CRM to get the details added automatically for you Real-World Applications Here's how businesses are using this automation: AI Sales Platform: A B2B AI company could implement this workflow to process their trade show lead list of contacts. Within hours, they can identify the top 50 prospects based on ICP score. SaaS Analytics Tool: A SaaS company could implement LinkedIn enrichment to identify which companies fit best. The automation processes weekly leads and categorizes them into high, medium, and low priority tiers, allowing their sales team to focus on the most promising opportunities first. Best Practices To get the most out of this automation: Review and refine your ICP criteria quarterly: What constitutes an ideal customer may evolve as your product and market develop Create tiered follow-up processes: Develop different outreach strategies based on ICP score ranges Perform regular data validation: Periodically check the accuracy of the automated scoring against your actual sales results What's Next? Now that you've automated your ICP scoring with LinkedIn data, you might be interested in: Setting up automated outreach sequences based on ICP score thresholds Creating custom reporting dashboards to track conversion rates by ICP segment Expanding your scoring model to include additional data sources Implementing lead assignment automation based on ICP scores Happy automating!

How It Works This workflow automates the entire property lead generation process in a few simple steps: Property Search: Connects to BatchData's Property Search API with customizable parameters (location, property type, value range, equity percentage, etc.) Lead Filtering & Scoring: Processes results to identify the most promising leads based on criteria like absentee ownership, years owned, equity percentage, and tax status. Each property receives a lead score to prioritize follow-up. Skip Tracing: Automatically retrieves owner contact information (phone, email, mailing address) for each qualified property. Data Formatting: Structures all property and owner data into a clean, organized format ready for your systems. Multi-Channel Output: Generates an Excel spreadsheet with all lead details Pushes leads directly to your CRM (configurable for HubSpot, Salesforce, etc.) Sends a summary email with the spreadsheet attached The workflow can run on a daily schedule or be triggered manually as needed. All parameters are easily configurable through dedicated nodes, requiring no coding knowledge. Who's It For This workflow is perfect for: Real Estate Investors looking to find off-market properties with motivated sellers Real Estate Agents who want to generate listing leads from distressed or high-equity properties Investment Companies that need regular lead flow for acquisitions Real Estate Marketers who run targeted campaigns to property owners Wholesalers seeking to build a pipeline of potential deals Property Service Providers (roof repair, renovation contractors, etc.) who target specific property types Anyone who needs reliable, consistent lead generation for real estate without the manual work of searching, filtering, and organizing property data will benefit from this automation. About BatchData BatchData is a comprehensive property data provider that offers access to nationwide property information, owner details, and skip tracing services. Key features include: Extensive Database: Covers 150+ million properties across all 50 states Rich Property Data: Includes ownership information, tax records, sales history, valuation estimates, equity positions, and more Skip Tracing Services: Provides owner contact information including phone numbers, email addresses, and mailing addresses Distressed Property Indicators: Flags for pre-foreclosure, tax delinquency, vacancy, and other motivation factors RESTful API: Professional API for programmatic access to all property data services Regular Updates: Continuously refreshed data for accurate information BatchData's services are designed for real estate professionals who need reliable property and owner information to power their marketing and acquisition strategies. Their API-first approach makes it ideal for workflow automation tools like N8N.