{ "id": "ahbColdLeadFormPartB", "name": "AHB \u2014 Part B: Cold-lead form \u2192 FUB", "nodes": [ { "parameters": { "content": "## \ud83d\udcdd PART B \u2014 Cold-lead form \u2192 Follow Up Boss\nThe SMS agency submits leads via a **Google Form \u2192 linked Sheet**. Each new row creates (or updates) a FUB person at stage **Lead**, tagged **Cold Lead - SMS**, deduped by phone/email.\n\nNo Slack here \u2014 the created person triggers **Part A\u2019s Route 1** notification.", "height": 120, "width": 1800, "color": 7 }, "id": "node-0011-0000-4000-8000-000000000000", "name": "doc-overview", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 200, 20 ] }, { "parameters": { "content": "### \u2460 Intake & normalize\n**Form Responses Trigger** \u2014 polls the linked Google Sheet (\u201cForm Responses 1\u201d) for new rows.\n\n**Normalize form row** (Code) \u2014 splits name, normalizes phone to **E.164**, maps Market/State \u2192 `customMarketState`, hardcodes stage **Lead** + tag **Cold Lead - SMS**, and builds the note body.", "height": 380, "width": 440, "color": 5 }, "id": "node-0012-0000-4000-8000-000000000000", "name": "doc-1-intake", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 200, 160 ] }, { "parameters": { "content": "### \u2461 Dedupe lookup (no duplicates)\n**Search by phone** \u2014 FUB `/people?phone=` (E.164, exact match).\n\n**Search by email** \u2014 FUB `/people?email=` (uses a sentinel when email is blank so it can\u2019t false-match).\n\n**Decide match** (Code) \u2014 picks the matched person id (phone first, then email), or empty if none.", "height": 380, "width": 640, "color": 6 }, "id": "node-0013-0000-4000-8000-000000000000", "name": "doc-2-dedupe", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 660, 160 ] }, { "parameters": { "content": "### \u2462 Create or update + note\n**Existing?** (IF) \u2014 is there a matched person id?\n\n\u2022 **Yes \u2192** **Note (existing)**: adds the cold-lead note to the existing record (no duplicate created).\n\n\u2022 **No \u2192** **Create FUB person** (stage Lead, source = campaign, tag Cold Lead - SMS, Market/State), then **Note (new)** adds the note.", "height": 380, "width": 680, "color": 4 }, "id": "node-0014-0000-4000-8000-000000000000", "name": "doc-3-write", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 1320, 160 ] }, { "parameters": { "pollTimes": { "item": [ { "mode": "everyMinute" } ] }, "documentId": { "__rl": true, "value": "REPLACE_SHEET_ID", "mode": "id" }, "sheetName": { "__rl": true, "value": "gid=0", "mode": "list", "cachedResultName": "Form Responses 1" }, "event": "rowAdded", "options": {} }, "id": "node-0001-0000-4000-8000-000000000000", "name": "Form Responses Trigger", "type": "n8n-nodes-base.googleSheetsTrigger", "typeVersion": 1, "position": [ 240, 300 ], "credentials": { "googleSheetsTriggerOAuth2Api": { "name": "" } } }, { "parameters": { "mode": "runOnceForEachItem", "language": "javaScript", "jsCode": "/**\n * config.js \u2014 SINGLE SOURCE OF TRUTH for the AHB FUB \u2192 Slack notification system.\n *\n * Both implementations (n8n and Make.com) are built FROM this file so they can\n * never drift apart. The tested logic in routing.js / phone.js / format.js\n * consumes these tables. The n8n Code nodes embed copies of the tested functions;\n * the Make build mirrors the same tables in its modules.\n *\n * Anything marked `CONFIRM:` is a reconciliation decision we made to unblock the\n * build \u2014 it MUST be verified with Marco / against the live FUB account before\n * acceptance. See docs/architecture.md \u00a7\"Ambiguities\".\n */\n\n// \u2500\u2500 FUB account-specific values Alexey must fill once (run shared/fub-scripts) \u2500\u2500\nconst FUB = {\n // GET /v1/people/view link base. UNVERIFIED in FUB docs \u2014 confirm by opening a\n // real record in the browser and copying the URL. (Research flagged this.)\n PERSON_URL_BASE: 'https://app.followupboss.com/2/people/view/', // + personId\n\n // The \"Lead Manager\" custom field. CONFIRMED 2026-06-14 via GET /v1/customFields\n // (label \"Lead Manager\", type dropdown).\n LEAD_MANAGER_FIELD: 'customLeadManager',\n\n // Market/State custom field (dropdown) \u2014 CONFIRMED present. Part B can write\n // the form's Market/State here (values must match the dropdown's options).\n MARKET_STATE_FIELD: 'customMarketState',\n\n API_BASE: 'https://api.followupboss.com/v1',\n};\n\n// \u2500\u2500 Slack channel registry (STAGING + PROD) \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\n// Two environments because the team already created `staging-*` channels for\n// testing (confirmed live 2026-06-14). Test against STAGING, then flip\n// CHANNEL_ENV to 'prod' at cutover. Post by immutable ID (names rename \u2192 silent\n// breakage); staging IDs are real (fetched), prod IDs are filled as channels are\n// created / the bot is invited. `''` id \u2192 the Slack node posts by name instead.\nconst CHANNEL_ENV = 'staging'; // 'staging' | 'prod' \u2190 flip to 'prod' for go-live\n\n// Prod IDs fetched live 2026-06-14 after the bot was invited (most are PRIVATE).\nconst CHANNELS = {\n newLeads: { prod: { name: 'all-ahb-new-leads', id: 'C0PORTFOL01' }, staging: { name: 'staging-ahb-new-leads', id: 'C0PORTFOL11' } },\n underwriter: { prod: { name: 'underwriter-to-dos', id: 'C0PORTFOL02' }, staging: { name: 'staging-underwriter-to-dos', id: 'C0PORTFOL12' } },\n closersChat: { prod: { name: 'closers-chat', id: 'C0PORTFOL03' }, staging: { name: 'staging-closers-chat', id: 'C0PORTFOL13' } },\n tc: { prod: { name: 'tc-to-dos', id: 'C0PORTFOL04' }, staging: { name: 'staging-tc-to-dos', id: 'C0PORTFOL14' } },\n dispo: { prod: { name: 'dispo-external-chat', id: 'C0PORTFOL05' }, staging: { name: 'staging-internal-dispo-chat', id: 'C0PORTFOL15' } }, // prod = dispo-EXTERNAL (SOW template was right)\n teamWins: { prod: { name: 'team-wins', id: 'C0PORTFOL06' }, staging: { name: 'team-wins', id: 'C0PORTFOL06' } }, // no staging variant\n leadManagers: { prod: { name: 'lead-managers', id: 'C0PORTFOL07' }, staging: { name: '', id: '' } },\n closerReyes: { prod: { name: 'closer-deals-reyes', id: 'C0PORTFOL08' }, staging: { name: '', id: '' } },\n closerFlora: { prod: { name: 'closer-deals-flora', id: 'C0PORTFOL09' }, staging: { name: '', id: '' } },\n closerMarco: { prod: { name: 'closer-deals-marco', id: 'C0PORTFOL10' }, staging: { name: '', id: '' } },\n // (closer-deals-nick removed 2026-06-14 \u2014 Ned no longer with the team)\n};\n\n// Resolve a channel for the active env; fall back to prod if no staging variant.\nfunction chan(key) {\n const c = CHANNELS[key];\n if (!c) return { name: key, id: '' };\n const e = c[CHANNEL_ENV] || {};\n if (e.name) return e;\n return c.prod || { name: key, id: '' };\n}\n\n// \u2500\u2500 Closer routing: match on the FUB `assignedTo` display name (case-insensitive\n// \"contains\"). Order matters only if names overlap (they don't here). \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\nconst CLOSER_ROUTING = [\n { contains: 'reyes', channelKey: 'closerReyes' },\n { contains: 'flora', channelKey: 'closerFlora' },\n { contains: 'marco', channelKey: 'closerMarco' },\n];\n// If assignedTo is set but matches none of the above \u2192 ADDED SAFETY (not in SOW):\n// route to leadManagers with an \"unmapped closer\" note instead of dropping it.\nconst CLOSER_FALLBACK_CHANNEL = 'leadManagers';\n\n// \u2500\u2500 Stage routes. `key` is an internal id; `stage` is the EXACT FUB stage string\n// (CONFIRM every one against GET /v1/stages \u2014 filters must match exactly). \u2500\u2500\u2500\n// trigger: 'created' \u2192 fires on contact-created webhook (peopleCreated)\n// 'stage' \u2192 fires on stage-changed webhook (peopleStageUpdated)\n// channel: a CHANNELS key, OR 'BY_CLOSER' to route via CLOSER_ROUTING.\nconst ROUTES = [\n {\n key: 'route1_new_lead',\n trigger: 'created',\n stage: 'Lead',\n channel: 'newLeads',\n template: 'newLead',\n requiresCloser: false,\n },\n {\n key: 'route2_pending_closer',\n trigger: 'stage',\n stage: 'Pending Closer Contact',\n channel: 'BY_CLOSER',\n template: 'prequalified',\n requiresCloser: true, // missing assignedTo \u2192 catch-all warning\n },\n {\n key: 'route3_needs_uw',\n trigger: 'stage',\n stage: 'Needs Underwriting',\n channel: 'underwriter',\n template: 'underwritingRequest',\n requiresCloser: false,\n },\n {\n key: 'route4_make_offer',\n trigger: 'stage',\n // CONFIRM: routes table calls the STAGE \"Closer Needs To Make Offer\"; the\n // message template titles it \"OFFER PROVIDED BY UW!\". We treat the table as\n // the trigger stage and the template title as the heading. Verify the real\n // stage name + intent with Marco.\n stage: 'Closer Needs To Make Offer',\n channel: 'BY_CLOSER',\n template: 'offerProvidedByUw',\n requiresCloser: true,\n },\n {\n key: 'route5_offer_made_submitted',\n trigger: 'stage',\n stage: 'Offer Submitted - Waiting to Hear Back', // CONFIRMED stage id=41\n channel: 'closersChat',\n template: 'offerMade',\n requiresCloser: false,\n },\n // 2026-06-16: Marco CONFIRMED \"Offer Rejected - Future Follow Up\" (id=40) should\n // ALSO notify #closers-chat (distinct \"OFFER REJECTED\" message). Moved out of\n // NO_NOTIFY_STAGES; this is the second Route-5 stage.\n {\n key: 'route5b_offer_rejected',\n trigger: 'stage',\n stage: 'Offer Rejected - Future Follow Up',\n channel: 'closersChat',\n template: 'offerRejected',\n requiresCloser: false,\n },\n {\n key: 'route6_needs_contract',\n trigger: 'stage',\n stage: 'Needs Contract (Automatically Requested To TC)',\n channel: 'tc',\n template: 'contractRequest',\n requiresCloser: false,\n },\n {\n key: 'route7_contract_sent',\n trigger: 'stage',\n stage: 'Contract Sent',\n // 2026-06-16: Marco CONFIRMED \u2192 #closers-chat (was tc-to-dos in the SOW table).\n channel: 'closersChat',\n template: 'contractSent',\n requiresCloser: false,\n },\n {\n key: 'route8_under_contract',\n trigger: 'stage',\n stage: 'Under Contract',\n channel: 'dispo',\n template: 'underContract',\n requiresCloser: false,\n },\n {\n key: 'route9_closed',\n trigger: 'stage',\n stage: 'Closed',\n channel: 'teamWins',\n template: 'closed',\n requiresCloser: false,\n },\n];\n\n// Stages that EXPLICITLY get no notification (fall through silently by design).\nconst NO_NOTIFY_STAGES = [\n 'No Contact Made',\n 'Cold - Follow Up',\n // 'Offer Rejected - Future Follow Up' \u2014 MOVED to a notifying route (Marco 2026-06-16).\n 'Hot Leads',\n 'Dead (Previous Deal)',\n 'Dead/Already Sold',\n 'Other Contacts',\n 'Title Companies',\n 'Lawyers',\n 'Buyers List',\n 'Buyers List (Real Estate Broker)',\n 'Trash',\n];\n\n// \u2500\u2500 Part B (cold-lead intake form) constants \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\nconst INTAKE = {\n HARDCODED_STAGE: 'Lead', // set in the automation, never on the form\n HARDCODED_TAG: 'Cold Lead - SMS', // tag every form lead so managers can spot it\n // Dropdown values for the form (edit to the agency's real campaigns / roster).\n MARKETS: ['PA', 'NJ', 'IN', 'TN', 'NC', 'Other'],\n PROPERTY_TYPES: ['SFH', 'Condo', 'Multi', 'Land', 'Other'],\n // Placeholders \u2014 REPLACE with the agency's real campaign + agent names:\n CAMPAIGNS: ['Spring Absentee PA', 'Probate NJ Q2', 'High-Equity IN', 'Tired Landlord TN', 'Pre-Foreclosure NC'],\n SMS_AGENTS: ['Agent A', 'Agent B', 'Agent C'],\n};\n\n// Export for Node (tests) and ignore in n8n (n8n Code nodes embed copies).\nif (typeof module !== 'undefined' && module.exports) {\n module.exports = {\n FUB, CHANNELS, CHANNEL_ENV, chan, CLOSER_ROUTING, CLOSER_FALLBACK_CHANNEL,\n ROUTES, NO_NOTIFY_STAGES, INTAKE,\n };\n}\n\n\n// ----------------------------------------\n\n/**\n * phone.js \u2014 normalize a free-text US phone into E.164 (+1XXXXXXXXXX).\n *\n * Why: FUB phone/email search is EXACT-match with no documented normalization\n * (research gotcha). If the form gives \"(215) 555 1234\" and FUB stores\n * \"+12155551234\", a naive search misses the dupe and creates a second record.\n * Canonicalize on BOTH the write and the search so dedupe actually works.\n */\n\nfunction normalizeToE164(raw) {\n if (raw == null) return { e164: null, valid: false, reason: 'empty' };\n const hadPlus = String(raw).trim().startsWith('+');\n const digits = String(raw).replace(/\\D/g, '');\n\n if (digits.length === 10) {\n return { e164: '+1' + digits, valid: true };\n }\n if (digits.length === 11 && digits.startsWith('1')) {\n return { e164: '+' + digits, valid: true };\n }\n // Already international (kept +) or longer than NANP \u2014 best-effort passthrough.\n if (hadPlus && digits.length >= 11 && digits.length <= 15) {\n return { e164: '+' + digits, valid: true };\n }\n return { e164: null, valid: false, reason: `unexpected length ${digits.length}` };\n}\n\nif (typeof module !== 'undefined' && module.exports) {\n module.exports = { normalizeToE164 };\n}\n\n\n// ----------------------------------------\n\n/**\n * fields.js \u2014 pull the notification fields out of a raw FUB person record\n * (the object returned by GET /v1/people/{id}?fields=allFields).\n *\n * Reflects the REAL FUB schema confirmed in research:\n * - names: firstName / lastName (or `name`)\n * - addresses: ARRAY of { street, city, state, code(=ZIP), ... } (NOT flat)\n * - source: string (immutable after create)\n * - assignedTo: display name string\n * - custom fields: top-level `custom` key, only present with ?fields=allFields\n */\n\n\nfunction fullName(p) {\n if (p && p.name && String(p.name).trim()) return String(p.name).trim();\n const fn = (p && p.firstName) || '';\n const ln = (p && p.lastName) || '';\n return `${fn} ${ln}`.trim();\n}\n\nfunction primaryAddress(p) {\n const arr = (p && Array.isArray(p.addresses)) ? p.addresses : [];\n const a = arr[0];\n if (!a) return '';\n const line = [a.street, a.city, a.state].filter(Boolean).join(', ');\n return [line, a.code].filter(Boolean).join(' ').trim();\n}\n\nfunction fubLink(p) {\n const id = p && (p.id != null ? p.id : '');\n return id === '' ? '' : `${FUB.PERSON_URL_BASE}${id}`;\n}\n\n/** Build the field bag the message templates consume. */\nfunction extractFields(p) {\n return {\n sellerName: fullName(p),\n address: primaryAddress(p),\n source: (p && p.source) || '',\n closer: (p && p.assignedTo) || '',\n leadManager: (p && p[FUB.LEAD_MANAGER_FIELD]) || '',\n fubLink: fubLink(p),\n stage: (p && p.stage) || '',\n personId: (p && p.id) || '',\n };\n}\n\nif (typeof module !== 'undefined' && module.exports) {\n module.exports = { extractFields, fullName, primaryAddress, fubLink };\n}\n\n\n// ----------------------------------------\n\n/**\n * format.js \u2014 build the Slack message (mrkdwn text + Block Kit blocks) for each\n * route, verbatim from the SOW \u00a75 templates.\n *\n * Slack formatting rules baked in (research gotchas):\n * - bold is *single* asterisks (NOT **double**)\n * - links are (NOT [text](url))\n * - always set a plain-text `text` fallback even when using blocks\n */\n\n// Template registry: heading + ordered [label, fieldKey] rows.\n// fieldKey maps into the bag from fields.extractFields().\nconst TEMPLATES = {\n newLead: {\n heading: 'New Seller Lead :rocket:',\n rows: [\n ['Marketing Campaign', 'source'],\n ['Seller Name', 'sellerName'],\n ['Address', 'address'],\n ['Lead Manager', 'leadManager'],\n ],\n },\n prequalified: {\n heading: ':telephone_receiver: PREQUALIFIED LEAD ASSIGNED TO YOU',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Address', 'address'],\n ['Source', 'source'],\n ['Lead Manager', 'leadManager'],\n ],\n },\n underwritingRequest: {\n heading: 'UNDERWRITING REQUEST',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Closer', 'closer'],\n ['Address', 'address'],\n ['Source', 'source'],\n ],\n },\n offerProvidedByUw: {\n heading: 'OFFER PROVIDED BY UW!',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Closer', 'closer'],\n ['Address', 'address'],\n ['Source', 'source'],\n ],\n },\n offerMade: {\n heading: ':envelope_with_arrow: OFFER MADE',\n rows: [\n ['Closer', 'closer'],\n ['Seller Name', 'sellerName'],\n ['Address', 'address'],\n ],\n },\n offerRejected: {\n heading: 'OFFER REJECTED',\n rows: [\n ['Closer', 'closer'],\n ['Seller Name', 'sellerName'],\n ['Address', 'address'],\n ],\n },\n contractRequest: {\n heading: ':memo: CONTRACT REQUEST',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Closer', 'closer'],\n ['Address', 'address'],\n ],\n },\n contractSent: {\n heading: ':white_check_mark: CONTRACT SENT',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Closer', 'closer'],\n ['Address', 'address'],\n ],\n },\n underContract: {\n heading: 'NEW DEAL UNDER CONTRACT!',\n rows: [\n ['Seller Name', 'sellerName'],\n ['Closer', 'closer'],\n ['Address', 'address'],\n ['Source', 'source'],\n ],\n },\n closed: {\n heading: ':tada: Congrats to the closer!',\n rows: [\n ['Closer', 'closer'],\n ['Property', 'address'],\n ['Source', 'source'],\n ],\n },\n};\n\nconst FUB_LINK_LABEL = 'Open in FUB';\n\nfunction fubLinkMrkdwn(url) {\n return url ? `<${url}|${FUB_LINK_LABEL}>` : '_(no FUB link)_';\n}\n\n/** The catch-all warning for a closer-routed stage with no Assigned To. */\nfunction buildCatchall(stage, fields) {\n const text =\n `:warning: Lead moved to *${stage}* with no closer assigned\\n` +\n `*Seller Name:* ${fields.sellerName || '\u2014'}\\n` +\n `*FUB Link:* ${fubLinkMrkdwn(fields.fubLink)}`;\n const blocks = [\n { type: 'section', text: { type: 'mrkdwn', text: `:warning: *Lead moved to ${stage} with no closer assigned*` } },\n { type: 'section', fields: [\n { type: 'mrkdwn', text: `*Seller Name:*\\n${fields.sellerName || '\u2014'}` },\n { type: 'mrkdwn', text: `*FUB Link:*\\n${fubLinkMrkdwn(fields.fubLink)}` },\n ] },\n ];\n return { text, blocks };\n}\n\n/** Build a normal route message. templateKey \u2208 keys of TEMPLATES. */\nfunction buildMessage(templateKey, fields) {\n if (templateKey === 'catchall') return buildCatchall(fields.stage, fields);\n const tpl = TEMPLATES[templateKey];\n if (!tpl) throw new Error(`unknown template \"${templateKey}\"`);\n\n // mrkdwn text (fallback + simple clients)\n const lines = [`*${tpl.heading}*`];\n for (const [label, key] of tpl.rows) lines.push(`*${label}:* ${fields[key] || '\u2014'}`);\n lines.push(`*FUB Link:* ${fubLinkMrkdwn(fields.fubLink)}`);\n const text = lines.join('\\n');\n\n // Block Kit: heading section + two-column fields + link section\n const fieldBlocks = tpl.rows.map(([label, key]) => ({\n type: 'mrkdwn',\n text: `*${label}:*\\n${fields[key] || '\u2014'}`,\n }));\n const blocks = [\n { type: 'section', text: { type: 'mrkdwn', text: `*${tpl.heading}*` } },\n { type: 'section', fields: fieldBlocks },\n { type: 'section', text: { type: 'mrkdwn', text: `*FUB Link:* ${fubLinkMrkdwn(fields.fubLink)}` } },\n ];\n return { text, blocks };\n}\n\nif (typeof module !== 'undefined' && module.exports) {\n module.exports = { buildMessage, buildCatchall, TEMPLATES };\n}\n\n\n// ----------------------------------------\n\n/**\n * routing.js \u2014 decide where (if anywhere) a FUB event should notify.\n *\n * Pure, testable. The n8n Switch/Code nodes and the Make Router filters both\n * mirror this logic. Input is the normalized event; output is a decision the\n * caller turns into a Slack post.\n */\n\n\nconst norm = (s) => String(s == null ? '' : s).trim();\nconst lc = (s) => norm(s).toLowerCase();\n\n/** Resolve a closer's channel from the FUB assignedTo display name. */\nfunction resolveCloserChannel(assignedTo) {\n const a = lc(assignedTo);\n if (!a) return { channelKey: null, isFallback: false, missing: true };\n for (const r of CLOSER_ROUTING) {\n if (a.includes(r.contains)) return { channelKey: r.channelKey, isFallback: false, missing: false };\n }\n // assignedTo is set but matches no known closer \u2192 safety net, never drop it.\n return { channelKey: CLOSER_FALLBACK_CHANNEL, isFallback: true, missing: false };\n}\n\nfunction isNoNotify(stage) {\n const s = lc(stage);\n return NO_NOTIFY_STAGES.some((x) => lc(x) === s);\n}\n\nfunction findRoute(triggerType, stage) {\n const s = lc(stage);\n return ROUTES.find((r) => r.trigger === triggerType && lc(r.stage) === s) || null;\n}\n\n/**\n * decide(event) \u2192 decision\n * event = { type: 'created'|'stage', stage, assignedTo }\n * decision = {\n * action: 'notify' | 'catchall' | 'skip',\n * routeKey, template, channelKey, channelName,\n * warnUnmappedCloser (bool), reason\n * }\n */\nfunction decide(event) {\n const type = event && event.type;\n const stage = norm(event && event.stage);\n const assignedTo = norm(event && event.assignedTo);\n\n if (type === 'stage' && isNoNotify(stage)) {\n return { action: 'skip', reason: `no-notify stage \"${stage}\"` };\n }\n\n const route = findRoute(type, stage);\n if (!route) {\n return { action: 'skip', reason: `no route for trigger=${type} stage=\"${stage}\" (unknown/future stage falls through by design)` };\n }\n\n // Catch-all: closer-routed stage with no Assigned To \u2192 warn lead-managers.\n if (route.requiresCloser && !assignedTo) {\n return {\n action: 'catchall',\n routeKey: route.key,\n template: 'catchall',\n channelKey: 'leadManagers',\n channelName: chan('leadManagers').name,\n reason: `${route.stage} with no closer assigned`,\n };\n }\n\n let channelKey = route.channel;\n let warnUnmappedCloser = false;\n if (route.channel === 'BY_CLOSER') {\n const c = resolveCloserChannel(assignedTo);\n channelKey = c.channelKey;\n warnUnmappedCloser = c.isFallback;\n }\n\n return {\n action: 'notify',\n routeKey: route.key,\n template: route.template,\n channelKey,\n channelName: chan(channelKey).name,\n warnUnmappedCloser,\n reason: 'routed',\n };\n}\n\nif (typeof module !== 'undefined' && module.exports) {\n module.exports = { decide, resolveCloserChannel, isNoNotify, findRoute };\n}\n\n\n// ===== n8n entrypoint (Part B \u2014 normalize form row) =====\nconst row = $json; // Google Sheets Trigger row (keyed by header)\nconst g = (k) => (row[k] == null ? '' : String(row[k])).trim();\nconst name = g('Seller Full Name');\nconst parts = name.split(/\\s+/).filter(Boolean);\nconst firstName = parts.shift() || '';\nconst lastName = parts.join(' ');\nconst ph = normalizeToE164(g('Seller Phone Number'));\nconst email = g('Seller Email Address');\nconst source = g('Lead Source / Campaign');\nconst market = g('Market / State');\nconst address = g('Property Address(es)');\nconst propertyType = g('Property Type');\nconst notes = g('Notes / Motivation / Reason for Selling');\nconst submittedBy = g('Submitted By');\nconst noteBody = [\n 'Cold SMS lead via Google Form',\n submittedBy ? 'Submitted By: ' + submittedBy : '',\n market ? 'Market: ' + market : '',\n propertyType ? 'Property Type: ' + propertyType : '',\n address ? 'Address(es): ' + address : '',\n notes ? 'Notes: ' + notes : '',\n].filter(Boolean).join('\\n');\nreturn { json: {\n firstName: firstName, lastName: lastName, name: name,\n phone_e164: ph.e164 || '', phone_valid: ph.valid,\n email: email, source: source, market: market, address: address,\n propertyType: propertyType, submittedBy: submittedBy, noteBody: noteBody,\n stage: INTAKE.HARDCODED_STAGE, tag: INTAKE.HARDCODED_TAG,\n} };\n" }, "id": "node-0002-0000-4000-8000-000000000000", "name": "Normalize form row", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 460, 300 ] }, { "parameters": { "method": "GET", "url": "https://api.followupboss.com/v1/people", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "phone", "value": "={{ $json.phone_e164 }}" }, { "name": "fields", "value": "allFields" } ] }, "options": {} }, "id": "node-0003-0000-4000-8000-000000000000", "name": "Search by phone", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 680, 300 ], "credentials": { "httpBasicAuth": { "name": "" } }, "onError": "continueRegularOutput", "retryOnFail": true, "maxTries": 2 }, { "parameters": { "method": "GET", "url": "https://api.followupboss.com/v1/people", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendQuery": true, "queryParameters": { "parameters": [ { "name": "email", "value": "={{ $('Normalize form row').item.json.email || 'no-match-sentinel@example.invalid' }}" }, { "name": "fields", "value": "allFields" } ] }, "options": {} }, "id": "node-0004-0000-4000-8000-000000000000", "name": "Search by email", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 900, 300 ], "credentials": { "httpBasicAuth": { "name": "" } }, "onError": "continueRegularOutput", "retryOnFail": true, "maxTries": 2 }, { "parameters": { "mode": "runOnceForEachItem", "language": "javaScript", "jsCode": "\n// ===== n8n entrypoint (Part B \u2014 decide match) =====\nfunction firstId(r) { const a = r && r.people; return (Array.isArray(a) && a.length) ? a[0].id : null; }\nconst byPhone = $('Search by phone').item.json;\nconst byEmail = $('Search by email').item.json;\nconst matchedId = firstId(byPhone) || firstId(byEmail) || '';\nconst data = $('Normalize form row').item.json;\nreturn { json: Object.assign({}, data, { matchedId: matchedId }) };\n" }, "id": "node-0005-0000-4000-8000-000000000000", "name": "Decide match", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1120, 300 ] }, { "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "node-0006-0000-4000-8000-000000000000", "leftValue": "={{ $json.matchedId }}", "rightValue": "", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true } } ] } }, "id": "node-0007-0000-4000-8000-000000000000", "name": "Existing?", "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 1340, 300 ] }, { "parameters": { "method": "POST", "url": "https://api.followupboss.com/v1/people", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ firstName: $json.firstName, lastName: $json.lastName, stage: $json.stage, source: $json.source, tags: [$json.tag], customMarketState: ($json.market && $json.market !== \"Other\" ? $json.market : undefined), emails: ($json.email ? [{ value: $json.email }] : []), phones: ($json.phone_e164 ? [{ value: $json.phone_e164 }] : []) }) }}", "options": {} }, "id": "node-0008-0000-4000-8000-000000000000", "name": "Create FUB person", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1560, 400 ], "credentials": { "httpBasicAuth": { "name": "" } }, "retryOnFail": true, "maxTries": 3, "waitBetweenTries": 2000 }, { "parameters": { "method": "POST", "url": "https://api.followupboss.com/v1/notes", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ personId: $json.id, subject: 'Cold SMS Lead', body: $('Decide match').item.json.noteBody }) }}", "options": {} }, "id": "node-0009-0000-4000-8000-000000000000", "name": "Note (new)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1780, 400 ], "credentials": { "httpBasicAuth": { "name": "" } }, "retryOnFail": true, "maxTries": 3 }, { "parameters": { "method": "POST", "url": "https://api.followupboss.com/v1/notes", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ personId: $json.matchedId, subject: 'Cold SMS Lead (dup \u2014 updated)', body: $json.noteBody }) }}", "options": {} }, "id": "node-0010-0000-4000-8000-000000000000", "name": "Note (existing)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1560, 200 ], "credentials": { "httpBasicAuth": { "name": "" } }, "retryOnFail": true, "maxTries": 3 } ], "connections": { "Form Responses Trigger": { "main": [ [ { "node": "Normalize form row", "type": "main", "index": 0 } ] ] }, "Normalize form row": { "main": [ [ { "node": "Search by phone", "type": "main", "index": 0 } ] ] }, "Search by phone": { "main": [ [ { "node": "Search by email", "type": "main", "index": 0 } ] ] }, "Search by email": { "main": [ [ { "node": "Decide match", "type": "main", "index": 0 } ] ] }, "Decide match": { "main": [ [ { "node": "Existing?", "type": "main", "index": 0 } ] ] }, "Existing?": { "main": [ [ { "node": "Note (existing)", "type": "main", "index": 0 } ], [ { "node": "Create FUB person", "type": "main", "index": 0 } ] ] }, "Create FUB person": { "main": [ [ { "node": "Note (new)", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1", "saveDataErrorExecution": "all", "saveDataSuccessExecution": "all" }, "active": false, "meta": { "templateId": "ahb-fub-slack" } }