Workflow Templates

🧩 Zoho CRM MCP Server Integration (n8n Workflow) 🧠 Overview This n8n flow integrates Zoho CRM with an MCP (Model Context Protocol) Server and OpenAI Chat Model, enabling AI-driven automation for CRM lead management. It allows an AI Agent to create, update, delete, and fetch leads in Zoho CRM through natural language instructions. ▶️ Demo Video Watch the full demo here: 👉 YouTube Demo Video ⚙️ Core Components | Component | Purpose | | ---------------------- | -------------------------------------------------------------------------------------------------- | | MCP Server Trigger | Acts as the entry point for requests sent to the MCP Server (external systems or chat interfaces). | | Zoho CRM Nodes | Handle CRUD operations for leads (create, update, delete, get, getAll). | | AI Agent | Uses the OpenAI Chat Model and Memory to interpret and respond to incoming chat messages. | | OpenAI Chat Model | Provides the LLM (Large Language Model) intelligence for the AI Agent. | | Simple Memory | Stores short-term memory context for chat continuity. | | MCP Client | Bridges communication between the AI Agent and the MCP Server for bi-directional message handling. | 🧭 Flow Description 1. Left Section (MCP Server + Zoho CRM Integration) Trigger:** MCP Server Trigger — receives API requests or chat events. Zoho CRM Actions:** 🟢 Create a lead in Zoho CRM 🔵 Update a lead in Zoho CRM 🟣 Get a lead in Zoho CRM 🟠 Get all leads in Zoho CRM 🔴 Delete a lead in Zoho CRM Each of these nodes connects to the Zoho CRM credentials and performs the respective operation on Zoho CRM’s “Leads” module. 2. Right Section (AI Agent + Chat Flow) Trigger:** When chat message received — initiates flow when a message is received. AI Agent Node:** Uses: OpenAI Chat Model → for natural language understanding and generation. Simple Memory → to maintain context between interactions. MCP Client → to call MCP actions (which include Zoho CRM operations). This creates a conversational interface allowing users to type things like: > “Add a new lead named John Doe with email john@acme.com” The AI agent interprets this and routes the request to the proper Zoho CRM action node automatically. ⚙️ Step-by-Step Configuration Guide 🧩 1. Import the Flow In n8n, go to Workflows → Import. Upload the JSON file of this workflow (or paste the JSON code). Once imported, you’ll see the structure as in the image. 🔐 2. Configure Zoho CRM Credentials You must connect Zoho CRM API to n8n. Go to Credentials → New → Zoho OAuth2 API. Follow Zoho’s official n8n documentation. Provide the following: Environment: Production Data Center: e.g., zoho.in or zoho.com depending on your region Client ID and Client Secret — from Zoho API Console (https://api-console.zoho.com/) Scope: ZohoCRM.modules.leads.ALL Redirect URL: Use the callback URL shown in n8n (copy it before saving credentials) Click Connect and complete the OAuth consent. ✅ Once authenticated, all Zoho CRM nodes (Create, Update, Delete, etc.) will be ready. 🔑 3. Configure OpenAI API Key In n8n, go to Credentials → New → OpenAI API. Enter: API Key: from https://platform.openai.com/account/api-keys Save credentials. In the AI Agent node, select this OpenAI credential under Model. 🧠 4. Configure the AI Agent Open the AI Agent node. Choose: Chat Model: Select your configured OpenAI Chat Model. Memory: Select Simple Memory. Tools: Add MCP Client as the tool. Configure AI instructions (System Prompt) — for example: You are an AI assistant that helps manage leads in Zoho CRM. When the user asks to create, update, or delete a lead, use the appropriate tool. Provide confirmations in natural language. 🧩 5. Configure MCP Server A. MCP Server Trigger Open the MCP Server Trigger node. Note down the endpoint URL — this acts as the API entry point for external requests. It listens for incoming POST requests from your MCP client or chat interface. B. MCP Client Node In the AI Agent, link the MCP Client node. Configure it to send requests back to your MCP Server endpoint (for 2-way communication). > 🔄 This enables a continuous conversation loop between external clients and the AI-powered CRM automation system. 🧪 6. Test the Flow Once everything is connected: Activate the workflow. From your chat interface or Postman, send a message to the MCP Server endpoint: { "message": "Create a new lead named Alice Johnson with email alice@zoho.com" } Observe: The AI Agent interprets the intent. Calls Zoho CRM Create Lead node. Returns a success message with lead ID. 🧰 Example Use Cases | User Query | Action Triggered | | ------------------------------------------------- | ----------------------- | | “Add John as a lead with phone number 9876543210” | Create lead in Zoho CRM | | “Update John’s company to Acme Inc.” | Update lead in Zoho CRM | | “Show me all leads from last week” | Get All Leads | | “Delete lead John Doe” | Delete lead | 🧱 Tech Stack Summary | Layer | Technology | | ---------------------- | ---------------------------- | | Automation Engine | n8n | | AI Layer | OpenAI GPT Chat Model | | CRM | Zoho CRM | | Communication Protocol | MCP (Model Context Protocol) | | Memory | Simple Memory | | Trigger | HTTP-based MCP Server | ✅ Best Practices 🔄 Refresh Tokens Regularly — Zoho tokens expire; ensure auto-refresh setup. 🧹 Use Environment Variables for API keys instead of hardcoding. 🧠 Fine-tune System Prompts for better AI understanding. 📊 Enable Logging for request/response tracking. 🔐 Restrict MCP Server Access with an API key or JWT token.

Your Personal RSS Feed of YouTube Videos! This workflow creates an RSS feed containing the most recent videos published by your favorite channels. Use it in combination with your favorite RSS reader and don't miss out on any of your favorite creators' content without all the distractions of YouTube. You can even play the video right from your RSS reader without ever having to visit YouTube itself! Who's it for This workflow is for everyone who likes to keep updated about videos from their favorite creator through their preferred RSS app. How it works The RSS client triggers the webhook of this workflow The RSS feeds from your selected channels are pulled from YouTube The resulting feeds are filtered so only the normal videos (no shorts), posted in the last week, remain For each video, the video player and the full video description are pulled from the YouTube API For each video, an RSS item is created containing this video player and the video description as the content The RSS items are cached in a Redis database to prevent pulling the same information from the YouTube API on each webhook call A full RSS feed is built and returned to the calling webhook How to set up Follow the steps in the red notes (from 1 to 4) to configure the workflow: Set the IDs of the channels you want to watch Configure your Redis credentials Configure your Google/YouTube API credentials Copy the webhook URL and paste it into your RSS reader Don't forget to activate the workflow! Only the nodes inside a red node need configuration; all other nodes are good to go. You are, however, free to change those nodes to your liking! Requirements This workflow has 2 requirements: A Redis database used to cache the RSS items (see the blue note on how to set up a Redis database yourself) Google API credentials to access the YouTube API Customizing this workflow Add any YouTube channel you want by adding their channel ID in the "Set Channels" node at the start of this workflow. If you aren't afraid of some XML RSS code, you can dive into the code blocks and change the resulting RSS feed. You can change the feed's title, description, or image. Or go all in on text processing and process the video description before it is added to the RSS items (such as removing sponsors or links to social media). You can also extend this workflow by adding RSS items from other feeds or sources.

Use this template if you’re collecting leads in Google Sheets manually or automatically and need to send them emails daily using any personal or professional email provider. It’s simple yet effective. I’ve kept it easy so that anyone without technical or coding knowledge can still automate their emails and achieve excellent ROI. Setting up the workflow takes only 15 minutes. How it works: We connect Google Sheets with n8n to automatically fetch lead data. Google Sheets is used because it’s easy and widely accessible. Then, n8n sends emails daily at your scheduled times to the respective email addresses, using the subject lines and body text you've configured. It also verifies emails before sending. It checks email availability, deliverability, and updates the Google Sheet/CRM with the respective fields. Requirements: A Google Sheet/Excel/CRM tools with leads (A sample Google Sheet link is provided in the template) A working email account with SMTP information (SMTP info for the top 10 email providers is provided in the template) API key from any email verification tool (We use the Hunter API key in our use case. You can find the link in the template.) Setup Steps: You need a Google Sheet where you're collecting leads. You can replace Google Sheets with your CRM tool. Connect it using your credentials. Replace the manual trigger with a scheduled trigger to automate emails at your preferred time. Replace the email verification tool/Hunter API with your own API key. Add your SMTP credentials to connect the template with your preferred email provider. Using SMTP, you can send emails through Gmail, Outlook, Zoho, or any similar provider. This makes sending emails simple and cost-efficient. Note: SMTP, which stands for Simple Mail Transfer Protocol, is a communication protocol used to send email messages between mail servers. After sending the email, we update the Google Sheet with “Sent”; hence, the email is not sent again the next day.

Automated Certificate Generator with Google Sheets, Slides, and Gmail Delivery 🎓 This workflow is designed for educators, trainers, and event organizers who want to automatically generate and send digital certificates. It takes participant data from Google Sheets, personalizes a Google Slides certificate template, converts it into PDF, saves it in Google Drive, and emails it directly to participants using Gmail. ✅ Setup Instructions Prepare Google Sheets Create a sheet with these required columns: Name → Participant’s full name Email → Recipient email address Score (optional) → For filtering or record keeping Add at least one row of test data. Create Google Slides Template Design your certificate (branding, colors, etc.). Add a placeholder [NAME] where the participant’s name should appear. Set up Google Drive Create a folder to store generated PDF certificates. Copy the folder URL for use in the workflow. Connect Google Services in n8n Add credentials for Google Sheets, Google Slides, Google Drive, and Gmail. Replace placeholders (Sheet ID, Slides template ID, Destination folder ID) in the workflow. Customize Gmail Delivery Update the subject and body of the Gmail node. The certificate PDF will be automatically attached to each email. 🎨 Customization Options Certificate Design**: Modify your Slides template (logos, colors, extra fields). Dynamic Fields**: Add placeholders like [COURSE] or [DATE] and map them from your sheet. Email Body**: Personalize with variables such as {{$json["Name"]}}. File Naming**: Adjust file naming in the "Copy File" and "Download File" nodes. This template streamlines certificate distribution, making it ideal for schools, universities, training programs, and webinars.

How it works This template is an end-to-end demo of an in-house AI agent that can answer a wide range of questions by retrieving information from the Uniconta ERP system. For example users can ask questions related to products, stock, accounting or any other type of information contained in Uniconta. Peliqan.io is used as a "cache" of all Uniconta data. Peliqan uses one-click ELT to sync all data from Uniconta to the built-in data warehouse, allowing for fast & accurate queries. The AI agent uses Text-to-SQL to answer questions. Text-to-SQL is performed via the Peliqan node, added as a tool to the AI Agent. The question of the user - in natural language - is converted to an SQL query by the AI Agent. The query is executed by Peliqan.io on the source Uniconta data and the result is interpreted by the AI Agent. Preconditions You signed up for a Peliqan.io free trial account You have a Uniconta ERP system Set up steps Sign up for a free trial on peliqan.io Add Uniconta as a connection in Peliqan (using an API key from Uniconta) Copy your Peliqan API key (in Peliqan go to Settings > API key) and use it in n8n to add a Peliqan connection Select your data warehouse in the Peliqan node "Execute an SQL query via Peliqan" in the drop-down field "Data warehouse name or id" Optional: run the template script in Peliqan that outputs your specific Uniconta datamodel (tables & columns). Copy your datamodel and paste it in the System Message of the AI Agent (replace the standard Uniconta model already present in this workflow) Visit peliqan.io/n8n for more information. Need help ? Contact Peliqan at support@peliqan.io Disclaimer: This template contains a community node and therefore only works for n8n self-hosted users.

This n8n template from Intuz provides a complete solution to automate your order creation process. It seamlessly syncs order data from an Airtable base directly to your Shopify store, creates the official order, and automatically sends a beautiful confirmation email to the customer, closing the loop by updating the status in Airtable. Who's this workflow for? E-commerce Managers Operations Teams Businesses with Custom Order Processes (e.g., B2B, phone orders, quotes) Shopify Store Owners using Airtable as a CRM How it works 1. Triggered from Airtable: The workflow starts instantly when an Airtable Automation sends a signal via a webhook. This happens when you mark an order as ready to be processed in your Airtable base. 2. Fetch Order Details: n8n receives the record ID from Airtable and fetches the complete order details, including customer information and the specific line items for that order. 3. Create Order in Shopify: All the gathered information is used to create a new, official order directly in your Shopify store. 4. Send Confirmation Email: Once the order is successfully created in Shopify, a professionally formatted HTML order confirmation email is sent to the customer via Gmail. 5. Update Airtable Status: Finally, the workflow updates the original order record in Airtable, marking its status as "Done" to prevent duplicate processing and keep your records in sync. 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 (required for Airtable Automations). It should contain tables for Orders and Order Line Items. 3. Shopify Store: An active Shopify store with API access permissions. 4. Gmail Account: A Gmail account to send confirmation emails. Setup Instructions 1. Configure the n8n Workflow: Webhook Node: Activate the workflow to get the Production URL from the "Webhook" node. Copy this URL. Airtable Nodes: In the Get a record and Update record nodes, connect your Airtable credentials and select the correct Base and Table IDs. Shopify Node: In the Create an order node, connect your Shopify store using OAuth2 credentials. Gmail Node: In the Send a message node, connect your Gmail account. 2. Set Up the Airtable Automation (Crucial Step): Go to your Airtable base and click on "Automations". Create a new automation. For the trigger, select "When a record meets conditions". Choose your Orders table and set a condition that makes sense for you (e.g., When "Shopify Ordered" is "Pending"). For the action, choose "Run a script". Paste the code below into the script editor: JavaScript const inputConfig = input.config(); const recordId = inputConfig.recordId; const webhookUrl = 'PASTE_YOUR_N8N_PRODUCTION_URL_HERE'; await fetch(webhookUrl, { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ recordId: recordId }), }); ReplacePASTE_YOUR_N8N_PRODUCTION_URL_HERE with the Production URL you copied from n8n. Add an input variable to the script named recordId and set its value to the "Airtable record ID" from the trigger step. Test the script and turn your Airtable Automation ON. 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

Schedule appointments from phone calls with AI using Twilio and ElevenLabs This n8n template creates an intelligent phone receptionist that handles incoming calls, answers FAQs, and schedules appointments to Google Calendar. The system uses Twilio for phone handling, ElevenLabs for voice AI and basic conversations, and n8n for complex scheduling logic—keeping responses snappy by only invoking the workflow when calendar operations are needed. Who's it for Businesses that need automated phone scheduling: service companies, clinics, consultants, or any business that takes appointments by phone. Perfect for reducing administrative overhead while maintaining a professional caller experience. Good to know Redis memory is essential—without it, the AI must reparse entire conversations causing severe lag in voice responses Claude 3.5 Sonnet is recommended for best scheduling results Typical response times: ElevenLabs-only responses <1s, n8n tool calls 2-4s All placeholder values must be customized or scheduling will fail How it works Twilio receives incoming calls and forwards to ElevenLabs voice AI ElevenLabs handles casual conversation and FAQ responses instantly When calendar operations are needed, ElevenLabs calls your n8n webhook n8n checks Google Calendar availability using your business rules Claude AI agent processes the request, collects required information, and schedules appointments Redis maintains conversation context across the call Calendar invites are automatically sent to customers How to set up Connect Twilio to ElevenLabs: In Twilio Console, set your phone number webhook to your ElevenLabs agent URL Configure ElevenLabs tools: Add "Client Tools" in ElevenLabs that point to your n8n webhook for checking availability, creating appointments, and updating appointments Set n8n webhook path: Replace REPLACE ME in the "Webhook: Receive User Request" node with a secure endpoint (e.g., /elevenlabs-voice-scheduler) Configure Google Calendar: Replace all REPLACE ME instances with your Calendar ID in the three calendar nodes (Check Availability, Create Appointment, Update Event) Set up Redis: Configure connection details in the "Redis Chat Memory" node Customize scheduling prompt: In the "Voice AI Agent" node, replace all bracketed placeholders with your business details: [TIMEZONE], [START_TIME], [END_TIME], [OPERATING_DAYS], [BLOCKED_DAYS] [MINIMUM_LEAD_TIME], [APPOINTMENT_DURATION], [SERVICE_TYPE] [REQUIRED_FIELDS], [REQUIRED_NOTES_FIELDS] Test: Make a test call to verify availability checking, information collection, and appointment creation Requirements Twilio account with phone number ElevenLabs Conversational AI account Google Calendar with OAuth2 credentials Redis instance (for session management) Anthropic API key (for Claude AI)

Overview Businesses and freelancers often struggle with the tedious task of manually processing receipts for expense tracking and tax purposes. This workflow automates the entire receipt processing pipeline, extracting detailed information from receipts (including scanned images, photos, PDFs, JPGs, and PNGs) and intelligently categorizing them for tax deductions. What You Can Do Automatically process receipts from various formats (PDFs, JPGs, PNGs, scanned images) Extract detailed expense information with OCR technology Intelligently categorize expenses for tax deductions Maintain compliance with accounting standards and tax regulations Track expenses efficiently throughout the year Who It's For Accountants, small business owners, freelancers, finance teams, and individual professionals who need to process large volumes of receipts efficiently for expense tracking and tax preparation. The Problem It Solves Manual receipt processing is time-consuming and error-prone, especially during tax season. People struggle to organize receipts, extract accurate data from various formats, and categorize expenses properly for tax deductions. This template automates the entire process while ensuring compliance with accounting standards and tax regulations. Setup Instructions: Configure Google Drive credentials for receipt storage access Install the PDF Vector community node from the n8n marketplace Configure PDF Vector API credentials Set up tax category definitions based on your jurisdiction Configure accounting software integration (QuickBooks, Xero, etc.) Set up validation rules for expense categories Configure reporting and export formats Key Features: Automatic retrieval of receipts from Google Drive folders OCR support for photos and scanned receipts Intelligent tax category assignment based on merchant and expense type Multi-currency support for international transactions Automatic detection of meal expenses with deduction percentages Financial validation to catch calculation errors Audit trail maintenance for compliance Integration with popular accounting software Customization Options: Define custom tax categories specific to your business type Set up automated rules for recurring merchants Configure expense approval workflows for team members Add mileage tracking integration for travel expenses Set up automated notifications for high-value expenses Customize export formats for different accounting systems Add multi-language support for international receipts Implementation Details: The workflow uses advanced OCR technology to extract information from various receipt formats, including handwritten receipts and low-quality scans. It applies intelligent categorization rules based on merchant type, expense amount, and business context. The system includes built-in validation to ensure data accuracy and tax compliance. Note: This workflow uses the PDF Vector community node. Make sure to install it from the n8n community nodes collection before using this template.

Automatic Clean Up Expired AWS ACM Certificates with Human Approval > Automate the cleanup of expired AWS ACM certificates with Slack-based approval. This workflow helps maintain a secure and tidy AWS environment by detecting expired SSL certs, sending detailed Slack notifications to admins, and deleting them upon approval, ensuring full visibility and control over certificate lifecycle management. 🧑‍💼 Who’s it for This workflow is designed for: AWS administrators** who want to keep their environment clean and secure DevOps teams** managing SSL lifecycle in AWS ACM IT Admins** needing visibility and control over expired cert removal Teams that use Slack for collaboration and approvals ⚙️ How it works / What it does This automated workflow performs the following tasks on a daily schedule: Fetch all ACM certificates in your AWS account. Filter out the expired ones by comparing expiration date and status. Send a Slack approval message with certificate details to the admin team. Wait for approval response directly in Slack (✅ to approve deletion). If approved, it deletes the expired certificate using AWS ACM. Finally, it notifies the IT admin about the action taken. 🔧 How to set up Create the Workflow Add the nodes as shown: Schedule Trigger AWS - ACM: listCertificates AWS - ACM: describeCertificate (loop per cert) IF Node to filter expired certs Slack - Send & Wait for Reaction AWS - ACM: deleteCertificate Slack - Post Message to notify Configure Slack Create a Slack Bot Token with: chat:write reactions:read channels:read Connect it in your Slack nodes. Configure AWS Credentials Use IAM User or Role with: acm:ListCertificates acm:DescribeCertificate acm:DeleteCertificate Set schedule Daily, Weekly, or custom cron expression. 📋 Requirements | Component | Description | |------------------|--------------------------------------| | AWS ACM Access | IAM permissions for ACM actions | | Slack Bot Token | With chat:write & reactions:read | | n8n Environment | Self-hosted or n8n Cloud | | Slack Channel | Where approval messages will be sent | 🛠️ How to customize the workflow 🕒 Change waiting time Adjust the wait time before checking Slack reactions in the sendAndWait node (default 1 hour). 👥 Change Slack target Change the Slack channel or tag specific people (<@U123456>). 📓 Add logging Add Google Sheets, Notion, or DynamoDB to log certificate details and approval decisions. 🧪 Add dry-run/test mode Use an IF node before deletion to simulate removal when ENV === dry-run.

🤖 Instagram DM Automation Workflow Category: Marketing & Lead Engagement Tags: Instagram, Puppeteer, Automation, Google Sheets, Lead Nurturing 🧠 Overview This workflow automates Instagram DMs, engagement, and story interactions using Puppeteer in the backend. It connects to Google Sheets to fetch leads (usernames and messages) and sends personalized DMs one by one — while also mimicking human behavior by scrolling, liking posts, and viewing stories. It’s designed to help marketers and businesses capture, nurture, and convert leads on Instagram — fully automated and AI-assisted. ⚙️ How It Works 1. Fetch Leads from Google Sheets 2. Send Instagram DMs via Puppeteer Backend 3. Simulate Human Actions 4. Update Lead Status 5. Rate Limit Handling 🧭 Setup Steps > ⏱️ Estimated setup time: ~10–15 minutes 1. Prerequisites Active Google Sheets API connection with OAuth2 credentials. Puppeteer-based backend running locally or remotely. Node.js-based service handling: /login /instagram /viewstory /logthis 2. Connect Google Sheets Use your Google account to authorize Google Sheets access. Add your Sheet ID in: leads → for usernames & messages. acc → for active accounts tracking. 3. Configure Webhook Copy your Webhook URL from n8n. Use it to trigger the workflow manually or via external API. 4. Adjust Timing Edit Code in JavaScript nodes if you want to: Change DM delay (20–30s default) Adjust story viewing delay (4.5–5.5 minutes) 5. Test Before Deploy Run in test mode with 1–2 sample leads. Check that: DM is sent. Google Sheet updates status. Backend logs actions. 🧾 Notes Inside the Workflow You’ll find Sticky Notes within the workflow for detailed guidance, covering: ✅ Setup sequence 💬 Message sending logic ⏳ Delay handling 📊 Google Sheets updates ⚠️ Rate-limit prevention 🔁 Loop control and retry mechanism 🚀 Use Cases — ⚙️ Automate lead nurturing via Instagram DMs. 🤖 Send AI-personalized messages to prospects. 👥 Simulate real human actions (scroll, like, view stories). 🔥 Safely warm up new accounts with timed delays. 📊 Auto-update Google Sheets with DM status & timestamps. 💬 Run outbound messaging campaigns hands-free. 🧱 Handle rate limits smartly and continue smoothly. 🚀 Boost engagement, replies, and conversions with automation.

This n8n template implements a Chatbot with Google Gemini to Check Domain Name Availability using the WHMCS API Who's it for This template is designed for domain registrars, web hosting companies, and IT service providers who use WHMCS (Web Host Manager Complete Solution) and want to offer automated domain availability checking to their customers. It's perfect for businesses looking to enhance their customer support with AI-powered domain search assistance. How it works / What it does This workflow creates an AI-powered customer support chatbot that automatically checks domain name availability using WHMCS API integration. When customers ask about domain availability, the AI agent: Receives customer queries through a webhook endpoint Processes natural language requests using Google Gemini AI Automatically checks domain availability via WHMCS DomainWhois API Provides verified, accurate responses with available alternatives Maintains conversation context throughout the session The system ensures 100% accuracy by only suggesting domains that have been verified as available, eliminating guesswork and improving customer trust. How to set up 1. Configure WHMCS API Credentials Replace Your_WHMCS_Identifier with your actual WHMCS API identifier Replace Your_WHMCS_Secret with your actual WHMCS API secret Update https://your_whmcs_url.com/includes/api.php with your WHMCS domain 2. Set up Google Gemini API Configure your Google Gemini API credentials in the Google Gemini Chat Model node Ensure you have sufficient API quota for your expected usage 3. Deploy the Webhook The workflow creates a unique webhook endpoint for receiving customer queries Use this endpoint URL in your customer-facing application or chat interface 4. Test the Integration Send a test query to verify domain checking functionality Ensure proper error handling and response formatting Requirements WHMCS installation** with API access enabled Google Gemini API account** with appropriate credentials n8n instance** (self-hosted or cloud) Domain registrar business** or similar service offering How to customize the workflow Modify AI Agent Behavior Edit the system message in the AI Agent node to change the bot's personality and response style Adjust response length and tone to match your brand voice Add Additional Tools Integrate with other WHMCS APIs for pricing, registration, or management Add notification systems (email, Slack, SMS) for high-value domain inquiries Implement rate limiting or usage tracking Enhance Customer Experience Add domain suggestion algorithms based on customer input Integrate with your existing customer database for personalized recommendations Add multi-language support for international customers Security Enhancements Implement API key rotation and monitoring Add request validation and sanitization Set up usage analytics and abuse prevention Key Features Real-time domain availability checking** via WHMCS API AI-powered natural language processing** for customer queries Session-based memory** for contextual conversations Automatic alternative domain suggestions** when requested domains are unavailable Professional, customer-focused responses** that maintain brand standards Scalable webhook architecture** for high-volume usage Use Cases Customer support automation** for domain registrars Sales team assistance** with real-time domain availability Customer self-service portals** with intelligent domain search Lead generation** through proactive domain suggestions Customer retention** via improved support experience This template transforms your domain business by providing instant, accurate domain availability information while maintaining the personal touch that customers expect from professional service providers.

This workflow automatically backs up all public Postgres tables into a GitHub repository as CSV files every 24 hours. It ensures your database snapshots are always up to date updating existing files if data changes, or creating new backups for new tables. How it works: Schedule Trigger – Runs daily to start the backup process. GitHub Integration – Lists existing files in the target repo to avoid duplicates. Postgres Query – Fetches all table names from the public schema. Data Extraction – Selects all rows from each table. Convert to CSV – Saves table data as CSV files. Conditional Upload – If the table already exists in GitHub → Update the file. If new → Upload a new file. Postgres Tables Preview GitHub Backup Preview Use case: Perfect for developers, analysts, or data engineers who want daily automated backups of Postgres data without manual exports keeping both history and version control in GitHub. Requirements: Postgres credentials with read access. GitHub repository (OAuth2 connected in n8n).