AI automation using n8n, Jotform, Attio CRM and Slack
Description
Categories
⚙️ Automation
Nodes Used
n8n-nodes-base.ifn8n-nodes-base.setn8n-nodes-base.coden8n-nodes-base.switchn8n-nodes-base.webhookn8n-nodes-base.dataTablen8n-nodes-base.dataTablen8n-nodes-base.dataTablen8n-nodes-base.dataTablen8n-nodes-base.dataTable
PriceGratis
Views0
Last Updated11/28/2025
workflow.json
{
"id": "iZSCJlsspoezZxqm",
"meta": {
"instanceId": "3549451ca835035557d5dc1c3d9e6ba924e7314534a74c901f66b91f9ef6023e",
"templateCredsSetupCompleted": true
},
"name": "AI automation using n8n, Jotform, Attio CRM and Slack",
"tags": [],
"nodes": [
{
"id": "fe880e8e-e413-4a51-9457-fe93ecc5a367",
"name": "Switch",
"type": "n8n-nodes-base.switch",
"position": [
2208,
192
],
"parameters": {
"rules": {
"values": [
{
"outputKey": "Deal exists",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "3bc17a85-d99b-4c90-b0fe-d1e3774a819e",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $json.deal.exists }}",
"rightValue": 1
}
]
},
"renameOutput": true
},
{
"outputKey": "Deal doesn't exist",
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "7801af09-9bdb-40b6-a8ec-58bce6403236",
"operator": {
"type": "boolean",
"operation": "false",
"singleValue": true
},
"leftValue": "={{ $json.deal.exists }}",
"rightValue": ""
}
]
},
"renameOutput": true
}
]
},
"options": {}
},
"typeVersion": 3.3
},
{
"id": "e0e20813-87ca-44fe-820c-a3d49d700fdb",
"name": "Edit Fields",
"type": "n8n-nodes-base.set",
"position": [
384,
240
],
"parameters": {
"mode": "raw",
"options": {},
"jsonOutput": "={\n \"data_tables_id\": \"\",\n \"statuses\": {\n \"pending\": {\n \"key\": \"PENDING_STATUS\",\n \"value\": \"Pending\"\n },\n \"urgent\": {\n \"key\": \"URGENT_STATUS\",\n \"value\": \"Urgent\"\n }\n },\n \"columns\": {\n \"message\": {\n \"key\": \"MESSAGE_COLUMN\",\n \"value\": \"Message\",\n \"slug\": \"message\",\n \"description\": \"the customer message\",\n \"type\": \"text\",\n \"is_required\": false,\n \"is_unique\": false,\n \"is_multiselect\": false\n }\n },\n \"customer\": {\n \"name\": \"{{ $json.body.name }}\",\n \"email\": \"{{ $json.body.email }}\",\n \"message\": \"{{ $json.body.message }}\"\n },\n \"owner_email\": \"\"\n}"
},
"typeVersion": 3.4
},
{
"id": "04af19f6-8344-4422-b171-f6b4975200f5",
"name": "If pending status does not exist",
"type": "n8n-nodes-base.dataTable",
"position": [
656,
-624
],
"parameters": {
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "={{ $json.statuses.pending.key }}"
}
]
},
"matchType": "allConditions",
"operation": "rowNotExists",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "fc8dcff2-b4a6-4893-94a2-6eece20be089",
"name": "If urgent status does not exist",
"type": "n8n-nodes-base.dataTable",
"position": [
656,
-448
],
"parameters": {
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "={{ $json.statuses.urgent.key }}"
}
]
},
"matchType": "allConditions",
"operation": "rowNotExists",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "67b00378-756b-4526-afe7-d56f70baa91d",
"name": "If message column does not exist",
"type": "n8n-nodes-base.dataTable",
"position": [
656,
80
],
"parameters": {
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "={{ $json.columns.message.key }}"
}
]
},
"matchType": "allConditions",
"operation": "rowNotExists",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "b19143b9-02c1-4a21-9b17-7735ef5d0917",
"name": "If deals id does not exist",
"type": "n8n-nodes-base.dataTable",
"position": [
656,
-784
],
"parameters": {
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "=DEALS_ID"
}
]
},
"matchType": "allConditions",
"operation": "rowNotExists",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "69cd3188-c2af-4de4-9a24-9ce71954c54c",
"name": "Get the deals id",
"type": "n8n-nodes-base.dataTable",
"position": [
864,
-624
],
"parameters": {
"limit": 1,
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "DEALS_ID"
}
]
},
"matchType": "allConditions",
"operation": "get",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "47d07c63-dbea-4bfe-9c25-de118e480d72",
"name": "Get the deals id1",
"type": "n8n-nodes-base.dataTable",
"position": [
864,
-448
],
"parameters": {
"limit": 1,
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "DEALS_ID"
}
]
},
"matchType": "allConditions",
"operation": "get",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "873afc25-057d-4028-896d-b5bfdc37ddc6",
"name": "If people id does not exist",
"type": "n8n-nodes-base.dataTable",
"position": [
656,
-96
],
"parameters": {
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "=PEOPLE_ID"
}
]
},
"matchType": "allConditions",
"operation": "rowNotExists",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "d2a32e66-d436-4614-931c-939263fe2217",
"name": "Get the people id",
"type": "n8n-nodes-base.dataTable",
"position": [
864,
80
],
"parameters": {
"limit": 1,
"filters": {
"conditions": [
{
"keyName": "key",
"keyValue": "PEOPLE_ID"
}
]
},
"matchType": "allConditions",
"operation": "get",
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "3cd05fbc-8b71-43f8-a920-046602451f40",
"name": "Get the deals id (CRM)",
"type": "n8n-nodes-base.httpRequest",
"position": [
864,
-784
],
"parameters": {
"url": "https://api.attio.com/v2/objects/deals",
"options": {},
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "7694da54-260a-4804-9da4-7469f700945b",
"name": "Add deals id to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
1072,
-784
],
"parameters": {
"columns": {
"value": {
"key": "DEALS_ID",
"value": "={{ $json.data.id.object_id }}",
"is_done": true
},
"schema": [
{
"id": "key",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "key",
"defaultMatch": false
},
{
"id": "value",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "value",
"defaultMatch": false
},
{
"id": "is_done",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "is_done",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "ed38bef7-fe3e-43d1-8dde-2a9d96569898",
"name": "Add pending status to CRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
1072,
-624
],
"parameters": {
"url": "=https://api.attio.com/v2/objects/{{ $json.value }}/attributes/stage/statuses",
"method": "POST",
"options": {},
"jsonBody": "={\n \"data\": {\n \"title\": \"{{ $('Edit Fields').item.json.statuses.pending.value }}\"\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "5161a0fb-4f9c-4af1-9d1b-de4ca1fdab99",
"name": "Add pending status to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
1264,
-624
],
"parameters": {
"columns": {
"value": {
"key": "={{ $('Edit Fields').item.json.statuses.pending.key }}",
"value": "={{ $('Edit Fields').item.json.statuses.pending.value }}",
"is_done": true
},
"schema": [
{
"id": "key",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "key",
"defaultMatch": false
},
{
"id": "value",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "value",
"defaultMatch": false
},
{
"id": "is_done",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "is_done",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "7e17c9b2-f94e-463d-b912-759fa36730cf",
"name": "Add urgent status to CRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
1072,
-448
],
"parameters": {
"url": "=https://api.attio.com/v2/objects/{{ $json.value }}/attributes/stage/statuses",
"method": "POST",
"options": {},
"jsonBody": "={\n \"data\": {\n \"title\": \"{{ $('Edit Fields').item.json.statuses.urgent.value }}\"\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "bff00017-a618-4d68-8aad-c449a8f90828",
"name": "Add urgent status to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
1264,
-448
],
"parameters": {
"columns": {
"value": {
"key": "={{ $('Edit Fields').item.json.statuses.urgent.key }}",
"value": "={{ $('Edit Fields').item.json.statuses.urgent.value }}",
"is_done": true
},
"schema": [
{
"id": "key",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "key",
"defaultMatch": false
},
{
"id": "value",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "value",
"defaultMatch": false
},
{
"id": "is_done",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "is_done",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "f73ab352-1baa-46ae-b26a-738e12f89ef5",
"name": "Get the people id (CRM)",
"type": "n8n-nodes-base.httpRequest",
"position": [
864,
-96
],
"parameters": {
"url": "https://api.attio.com/v2/objects/people",
"options": {},
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "c2753928-4722-45a5-914f-5424858c81dd",
"name": "Add people id to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
1072,
-96
],
"parameters": {
"columns": {
"value": {
"key": "PEOPLE_ID",
"value": "={{ $json.data.id.object_id }}",
"is_done": true
},
"schema": [
{
"id": "key",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "key",
"defaultMatch": false
},
{
"id": "value",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "value",
"defaultMatch": false
},
{
"id": "is_done",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "is_done",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "30783791-940a-4042-922c-5b98741c7622",
"name": "Add message column to CRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
1072,
80
],
"parameters": {
"url": "=https://api.attio.com/v2/objects/{{ $json.value }}/attributes",
"method": "POST",
"options": {},
"jsonBody": "={\n \"data\": {\n \"title\": \"{{ $('Edit Fields').item.json.columns.message.value }}\",\n \"description\": \"{{ $('Edit Fields').item.json.columns.message.description }}\",\n \"api_slug\": \"{{ $('Edit Fields').item.json.columns.message.slug }}\",\n \"type\": \"{{ $('Edit Fields').item.json.columns.message.type }}\",\n \"is_required\": {{ $('Edit Fields').item.json.columns.message.is_required }},\n \"is_unique\": {{ $('Edit Fields').item.json.columns.message.is_unique }},\n \"is_multiselect\": {{ $('Edit Fields').item.json.columns.message.is_multiselect }},\n \"config\": {}\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "b31c71a2-820c-47d3-95a7-146fb2abb6f3",
"name": "Add message column to DB",
"type": "n8n-nodes-base.dataTable",
"position": [
1264,
80
],
"parameters": {
"columns": {
"value": {
"key": "={{ $('Edit Fields').item.json.columns.message.key }}",
"value": "={{ $('Edit Fields').item.json.columns.message.value }}",
"is_done": true
},
"schema": [
{
"id": "key",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "key",
"defaultMatch": false
},
{
"id": "value",
"type": "string",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "value",
"defaultMatch": false
},
{
"id": "is_done",
"type": "boolean",
"display": true,
"removed": false,
"readOnly": false,
"required": false,
"displayName": "is_done",
"defaultMatch": false
}
],
"mappingMode": "defineBelow",
"matchingColumns": [],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {},
"dataTableId": {
"__rl": true,
"mode": "id",
"value": "={{ $('Edit Fields').item.json.data_tables_id }}"
}
},
"typeVersion": 1
},
{
"id": "c57c56c7-4cd7-47d8-9eed-b50c8d5a2353",
"name": "Get customer by email",
"type": "n8n-nodes-base.httpRequest",
"position": [
1584,
368
],
"parameters": {
"url": "https://api.attio.com/v2/objects/people/records/query",
"method": "POST",
"options": {},
"jsonBody": "={\n \"filter\": {\n \"email_addresses\": \"{{ $('Edit Fields').item.json.customer.email }}\"\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "f8a86ea0-cc20-43d9-b399-e6dc518fadad",
"name": "Prepare customer data",
"type": "n8n-nodes-base.code",
"position": [
1792,
368
],
"parameters": {
"jsCode": "let customer = {\n exists: $input.first().json.data.length > 0,\n name: \"\",\n email: \"\",\n deal: {\n exists: false,\n details: {}\n }\n}\n\nif (customer.exists) {\n customer = {\n ...customer,\n name: $input.first().json.data[0].values.name[0].full_name,\n email: $input.first().json.data[0].values.email_addresses[0].email_address,\n }\n\n if ($input.first().json.data[0].values.associated_deals.length > 0) {\n customer = {\n ...customer,\n deal: {\n exists: true,\n details: $input.first().json.data[0].values.associated_deals[0]\n }\n }\n }\n}\n\nreturn customer;"
},
"typeVersion": 2
},
{
"id": "a5ff511b-3fa9-4ad3-bfb7-d30fdcde9250",
"name": "Check if the customer is in the CRM",
"type": "n8n-nodes-base.if",
"position": [
2000,
368
],
"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "or",
"conditions": [
{
"id": "2e5c01e8-6cad-4f20-866b-303a1c102357",
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"leftValue": "={{ $json.exists }}",
"rightValue": 0
}
]
}
},
"typeVersion": 2.2
},
{
"id": "75c2705a-fcac-423a-8672-feab8f746e8a",
"name": "Update the deal",
"type": "n8n-nodes-base.httpRequest",
"position": [
2432,
96
],
"parameters": {
"url": "=https://api.attio.com/v2/objects/deals/records/{{ $json.deal.details.target_record_id }}",
"method": "PATCH",
"options": {},
"jsonBody": "={\n \"data\": {\n \"values\": {\n \"stage\": \"{{ $('Edit Fields').item.json.statuses.urgent.value }}\"\n }\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "716adc16-bb05-432d-9a7d-daa7ee6f6280",
"name": "Create a new deal",
"type": "n8n-nodes-base.httpRequest",
"position": [
2432,
336
],
"parameters": {
"url": "https://api.attio.com/v2/objects/deals/records",
"method": "POST",
"options": {},
"jsonBody": "={\n \"data\": {\n \"values\": {\n \"name\": \"Deal for {{ $('Edit Fields').item.json.customer.name }}\",\n \"stage\": \"{{ $('Edit Fields').item.json.statuses.pending.value }}\",\n \"owner\": \"{{ $('Edit Fields').item.json.owner_email }}\",\n \"associated_people\": [\n {\n \"target_object\": \"people\",\n \"email_addresses\": [{ \"email_address\": \"{{ $('Edit Fields').item.json.customer.email }}\" }]\n }\n ]\n }\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "63822a02-c29e-477e-a6e7-e38da9081613",
"name": "Send slack message",
"type": "n8n-nodes-base.httpRequest",
"position": [
2624,
208
],
"parameters": {
"method": "POST",
"options": {},
"jsonBody": "={\n \"text\": \"<!channel> Data has been {{ $('Prepare customer data').item.json.deal.exists ? \"updated\": \"created\" }} for this <{{ $json.data.web_url }}|deal>\"\n}",
"sendBody": true,
"specifyBody": "json"
},
"typeVersion": 4.2
},
{
"id": "f7b22128-bdc9-49c2-9971-129096648e79",
"name": "Add the customer to the CRM",
"type": "n8n-nodes-base.httpRequest",
"position": [
2208,
512
],
"parameters": {
"url": "https://api.attio.com/v2/objects/people/records",
"method": "POST",
"options": {},
"jsonBody": "={\n \"data\": {\n \"values\": {\n \"name\": \"{{ $('Edit Fields').item.json.customer.name }}\",\n \"email_addresses\": [{ \"email_address\": \"{{ $('Edit Fields').item.json.customer.email }}\" }],\n \"{{ $('Edit Fields').item.json.columns.message.slug }}\": \"{{ $('Edit Fields').item.json.customer.message }}\"\n }\n }\n}",
"sendBody": true,
"specifyBody": "json",
"authentication": "genericCredentialType",
"genericAuthType": "httpBearerAuth"
},
"credentials": {
"httpBearerAuth": {
"id": "uKJuCeJVKdLmBykS",
"name": "Attio Access Token"
}
},
"typeVersion": 4.2
},
{
"id": "179b8917-24a8-487c-9bdf-b745f21d51fe",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
592,
-912
],
"parameters": {
"width": 880,
"height": 640,
"content": "## Step 1\nMake sure that **Pending** and **Urgent** stages are correctly added to the **Deals**"
},
"typeVersion": 1
},
{
"id": "a5aa04ae-42c0-4060-aae9-c53fa075fb00",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
608,
-224
],
"parameters": {
"width": 864,
"height": 464,
"content": "## Step 2\nMake sure that **Message** attribute column is correctly added to the **People**"
},
"typeVersion": 1
},
{
"id": "0638fa28-110a-4bc1-8a2a-08ea9267e658",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
1536,
-96
],
"parameters": {
"width": 1328,
"height": 800,
"content": "## Step 3\n* Make sure that the **customer is added** if not in the CRM and **add a deal** for the customer\n* If the customer is already in the CRM and doesn't have a deal, **Create a deal for the customer**\n* If the customer is already in the CRM and does have a deal, Change the stage for that deal and make it in the **Urgent** stage\n* If any of the above happens, a **Slack message** will be sent, so **sales team for example** will be **notified**\n\n"
},
"typeVersion": 1
},
{
"id": "e30d3a87-d21c-481a-831f-f248f0477d78",
"name": "Sticky Note3",
"type": "n8n-nodes-base.stickyNote",
"position": [
1536,
-912
],
"parameters": {
"color": 4,
"width": 1328,
"height": 800,
"content": "## [Video: How to use the template](https://www.youtube.com/watch?v=FCGmVZsGYWk)\n@[youtube](FCGmVZsGYWk)"
},
"typeVersion": 1
},
{
"id": "6b9d9817-ba3a-4973-8e5d-d41b54c9c77f",
"name": "Receive form submissions",
"type": "n8n-nodes-base.webhook",
"position": [
128,
240
],
"webhookId": "be4f4224-34e7-4534-a6d9-716f5808dc91",
"parameters": {
"path": "events",
"options": {},
"httpMethod": "POST"
},
"typeVersion": 2.1
},
{
"id": "957bc517-d047-40da-b5bf-b5f29acb1b62",
"name": "Sticky Note4",
"type": "n8n-nodes-base.stickyNote",
"position": [
-256,
-912
],
"parameters": {
"color": 2,
"width": 768,
"height": 1040,
"content": "This workflow streamlines your lead management process by automatically capturing form submissions from **Jotform**, updating **Attio CRM**, and notifying your **team (sales team for example) via Slack** — all without manual work.\n\n## How it works\n### Receive Lead:\n- A new submission is captured from Jotform (name, email, message).\n\n### Prepare CRM:\n- Checks if the `Pending` and `Urgent` deal stages exist in Attio CRM and creates them if they don’t exist (refer to **Step 1**).\n- Checks if the `Message` column exists in Attio CRM and creates it if it doesn't exist (refer to **Step 2**).\n\n### Lead Handling (refer to Step 3):\n- If the lead **doesn't exist** in Attio CRM, the contact is created, a new deal is added to the `Pending` stage, and a Slack notification is sent.\n- If the lead **exists but has no deal**, a new deal is added to `Pending`, and Slack is notified.\n- If the **lead exists with a deal**, the deal is moved to the `Urgent` stage, and Slack is notified.\n\n### Slack Notification:\n- Your team (sales team for example) receives an instant Slack message whenever a new or existing lead is processed, so they can act fast (this is the last node in **Step 3** which has this title: `Send slack message`).\n\n## [Video: Demo video showing the whole workflow in action](https://www.youtube.com/watch?v=uccGQWvLhkA)\n@[youtube](uccGQWvLhkA)"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "e914c08f-39d7-433e-a24b-84add6bb8f5d",
"connections": {
"Switch": {
"main": [
[
{
"node": "Update the deal",
"type": "main",
"index": 0
}
],
[
{
"node": "Create a new deal",
"type": "main",
"index": 0
}
]
]
},
"Edit Fields": {
"main": [
[
{
"node": "If pending status does not exist",
"type": "main",
"index": 0
},
{
"node": "If urgent status does not exist",
"type": "main",
"index": 0
},
{
"node": "If message column does not exist",
"type": "main",
"index": 0
},
{
"node": "If deals id does not exist",
"type": "main",
"index": 0
},
{
"node": "If people id does not exist",
"type": "main",
"index": 0
},
{
"node": "Get customer by email",
"type": "main",
"index": 0
}
]
]
},
"Update the deal": {
"main": [
[
{
"node": "Send slack message",
"type": "main",
"index": 0
}
]
]
},
"Get the deals id": {
"main": [
[
{
"node": "Add pending status to CRM",
"type": "main",
"index": 0
}
]
]
},
"Create a new deal": {
"main": [
[
{
"node": "Send slack message",
"type": "main",
"index": 0
}
]
]
},
"Get the deals id1": {
"main": [
[
{
"node": "Add urgent status to CRM",
"type": "main",
"index": 0
}
]
]
},
"Get the people id": {
"main": [
[
{
"node": "Add message column to CRM",
"type": "main",
"index": 0
}
]
]
},
"Get customer by email": {
"main": [
[
{
"node": "Prepare customer data",
"type": "main",
"index": 0
}
]
]
},
"Prepare customer data": {
"main": [
[
{
"node": "Check if the customer is in the CRM",
"type": "main",
"index": 0
}
]
]
},
"Get the deals id (CRM)": {
"main": [
[
{
"node": "Add deals id to DB",
"type": "main",
"index": 0
}
]
]
},
"Add urgent status to DB": {
"main": [
[]
]
},
"Get the people id (CRM)": {
"main": [
[
{
"node": "Add people id to DB",
"type": "main",
"index": 0
}
]
]
},
"Add message column to DB": {
"main": [
[]
]
},
"Add pending status to DB": {
"main": [
[]
]
},
"Add urgent status to CRM": {
"main": [
[
{
"node": "Add urgent status to DB",
"type": "main",
"index": 0
}
]
]
},
"Receive form submissions": {
"main": [
[
{
"node": "Edit Fields",
"type": "main",
"index": 0
}
]
]
},
"Add message column to CRM": {
"main": [
[
{
"node": "Add message column to DB",
"type": "main",
"index": 0
}
]
]
},
"Add pending status to CRM": {
"main": [
[
{
"node": "Add pending status to DB",
"type": "main",
"index": 0
}
]
]
},
"If deals id does not exist": {
"main": [
[
{
"node": "Get the deals id (CRM)",
"type": "main",
"index": 0
}
]
]
},
"Add the customer to the CRM": {
"main": [
[
{
"node": "Create a new deal",
"type": "main",
"index": 0
}
]
]
},
"If people id does not exist": {
"main": [
[
{
"node": "Get the people id (CRM)",
"type": "main",
"index": 0
}
]
]
},
"If urgent status does not exist": {
"main": [
[
{
"node": "Get the deals id1",
"type": "main",
"index": 0
}
]
]
},
"If message column does not exist": {
"main": [
[
{
"node": "Get the people id",
"type": "main",
"index": 0
}
]
]
},
"If pending status does not exist": {
"main": [
[
{
"node": "Get the deals id",
"type": "main",
"index": 0
}
]
]
},
"Check if the customer is in the CRM": {
"main": [
[
{
"node": "Switch",
"type": "main",
"index": 0
}
],
[
{
"node": "Add the customer to the CRM",
"type": "main",
"index": 0
}
]
]
}
}
}