{ "name": "Ghost Rider CRM Import (Lead Processor)", "nodes": [ { "parameters": { "rule": { "interval": [ { "field": "cronExpression", "expression": "0 6 * * 0" } ] } }, "id": "trigger-weekly", "name": "Weekly Sunday 6AM", "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.3, "position": [ -768, 400 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/leads-for-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "{\n \"limit\": 200\n}", "options": { "timeout": 30000 } }, "id": "fetch-tier-configs", "name": "Fetch Pending Leads", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ -560, 400 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "// Extract Ghost Rider leads from Convex response\nvar response = $input.first().json;\nvar leads = response.leads || [];\n\nif (leads.length === 0) {\n return [{ json: { noLeads: true, message: 'No Ghost Rider leads ready for CRM' } }];\n}\n\nfunction titleCase(s) {\n if (!s) return '';\n return s.split(' ').map(function(word) {\n if (!word) return '';\n // Keep numbers and short words like 'AVE', 'ST' properly cased\n if (/^\\d/.test(word)) return word; // starts with number, keep as-is\n return word.charAt(0).toUpperCase() + word.slice(1).toLowerCase();\n }).join(' ');\n}\n\nconsole.log('Found ' + leads.length + ' Ghost Rider leads to process');\n\nreturn leads.map(function(lead) {\n return {\n json: {\n _id: lead.parcelId,\n parcelId: lead.parcelId,\n firstName: titleCase(lead.firstName),\n lastName: titleCase(lead.lastName),\n phone: lead.phone,\n address: titleCase(lead.street),\n city: titleCase(lead.city || 'Cleveland'),\n state: lead.state || 'OH',\n zip: lead.zip || '',\n county: 'Cuyahoga',\n distressScore: lead.distressScore || 0,\n primaryDistress: (lead.primaryDistress || '').toLowerCase().replace(/\\s+/g, '_'),\n listingType: 'BRRRR',\n tier: 'Ghost Rider',\n tierName: 'Ghost Rider',\n action: lead.action || 'call',\n email: null\n }\n };\n});" }, "id": "prepare-tiers", "name": "Extract Leads Array", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -384, 400 ] }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-has-leads", "operator": { "type": "boolean", "operation": "false", "singleValue": true }, "leftValue": "={{ $json.noLeads }}" } ] }, "options": {} }, "id": "check-has-leads", "name": "Has Leads?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 144, 432 ] }, { "parameters": { "url": "=https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/dnc-check?phone={{ encodeURIComponent($('Has Leads?').item.json.phone) }}", "options": { "response": { "response": {} }, "timeout": 10000 } }, "id": "dnc-check", "name": "DNC Check", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 320, 432 ], "onError": "continueRegularOutput" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-not-dnc", "operator": { "type": "boolean", "operation": "false", "singleValue": true }, "leftValue": "={{ $json.isDnc }}" } ] }, "options": {} }, "id": "check-has-phones", "name": "Not on DNC?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 496, 432 ] }, { "parameters": { "method": "POST", "url": "https://api.close.com/api/v1/lead/", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"name\": \"{{ $('Prepare Lead Data').item.json._closeCRM.name }}\",\n \"status_id\": \"stat_jvO29nNSfLjAGfLvZmMRGKYheyxjjHoMha0R0RyJdEX\",\n \"contacts\": [{\n \"name\": \"{{ $('Prepare Lead Data').item.json._closeCRM.name }}\",\n \"phones\": [{\"phone\": \"{{ $('Prepare Lead Data').item.json.phone }}\", \"type\": \"mobile\"}],\n \"emails\": {{ $('Prepare Lead Data').item.json.email ? '[{\"email\": \"' + $('Prepare Lead Data').item.json.email + '\", \"type\": \"office\"}]' : '[]' }}\n }],\n \"custom.cf_oYpMjF2AbqjJ9TTnn3BZgCNlductY17okbScR0MvrhD\": {{ $('Prepare Lead Data').item.json._closeCRM.address ? '\"' + $('Prepare Lead Data').item.json._closeCRM.address + '\"' : 'null' }},\n \"custom.cf_V5lJPTCII754eYehZUytaQVlT2AhErHmoNfCRTLrBYp\": {{ $('Prepare Lead Data').item.json._closeCRM.city ? '\"' + $('Prepare Lead Data').item.json._closeCRM.city + '\"' : 'null' }},\n \"custom.cf_saFSzrigpdmJraiY8Tj6PC2HYnieWXrxvlZ8ycUd3gp\": \"{{ $('Prepare Lead Data').item.json._closeCRM.state }}\",\n \"custom.cf_BT2tCruHpFRG8IyUXao1H5EcTMTpAYKVJHM3eTcSG7j\": \"{{ $('Prepare Lead Data').item.json._closeCRM.county }}\",\n \"custom.cf_ckQ2OJQdAlFvlSLw15sdQWaJEEUahGFoHSIrqQpn2FV\": {{ $('Prepare Lead Data').item.json._closeCRM.distressScore }},\n \"custom.cf_12xW1CjB254VZJlmVtb98gmE7WbhjoGBLOAht3D2iRA\": {{ $('Prepare Lead Data').item.json._closeCRM.primaryDistress ? '\"' + $('Prepare Lead Data').item.json._closeCRM.primaryDistress + '\"' : 'null' }},\n \"custom.cf_YmhOs0uDToP5c6cb2n5UNGu0NfOOaLSuANmpDe1gdS7\": \"BatchLeads\",\n \"custom.cf_4Ijque0ihbMXlzeS4bqWU8QR1vSW9Xw0RA4ZJJadCHL\": \"Seller\",\n \"custom.cf_2h4TV44lPusp8OneeqElCTYJfSJAvPDyrUQlv5Tk0Uu\": \"{{ $('Prepare Lead Data').item.json._closeCRM.listingType }}\",\n \"custom.cf_cbbW5VEBpOx8PTGcaYyFTxOd7vT47tjG4iFYq6VtrEe\": {{ $('Prepare Lead Data').item.json._closeCRM.tierName ? '\"' + $('Prepare Lead Data').item.json._closeCRM.tierName + '\"' : 'null' }},\n \"custom.cf_POWtXhMQwwrBsrlkocDvtA5Fs57DvdKjwomTTgTP5vW\": \"Blitz\",\n \"custom.cf_cu1deNsnBPkD3h2sdAnxJbFcuXOX6zyCD4JEsEuVF7B\": \"GR\",\n \"custom.cf_4k0rrTQ6pQUytyLp3T0lAthZ7AEFUKyRbndn59Hsu8U\": 1,\n \"custom.cf_dNr5LbxwChSGZCGIH01fjAQxQ88Vk0CXhSuEQaLMF7h\": 8,\n \"custom.cf_QgUEmGIweiQG45RF5GD09JJNCyhcIZf2uNqOL8zT0sl\": \"Blitz\",\n \"custom.cf_IKdTtpAgEVychlXXkpLx9xVhd2wVAIrZN8bcw67AbiA\": {{ $('Prepare Lead Data').item.json._closeCRM.distressScore >= 80 ? '\"Urgent Call\"' : ($('Prepare Lead Data').item.json._closeCRM.distressScore >= 60 ? '\"Call\"' : ($('Prepare Lead Data').item.json._closeCRM.distressScore >= 50 ? '\"Text\"' : 'null')) }}\n}", "options": { "batching": { "batch": { "batchSize": 10 } }, "timeout": 30000 } }, "id": "create-close-lead", "name": "Create Close CRM Lead", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 1424, 448 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/mark-in-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"parcelId\": \"{{ $('Has Leads?').item.json.parcelId || '' }}\",\n \"closeLeadId\": \"{{ $json.closeLeadId || $('Log SMS & Mark Processed').item.json.closeLeadId || '' }}\"\n}", "options": { "timeout": 30000 } }, "id": "log-to-convex", "name": "Lead Processed", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 2864, 448 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "return [{\n json: {\n status: 'no_leads',\n message: 'No pending leads in Convex staging',\n processed: 0\n }\n}];" }, "id": "handle-no-leads", "name": "Handle No Leads", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 208, 112 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/mark-in-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"parcelId\": \"{{ $('Has Leads?').item.json.parcelId || '' }}\"\n}", "options": { "timeout": 10000 } }, "id": "handle-dnc-filtered", "name": "Mark as DNC Skipped", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ -48, 112 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "const allItems = $input.all().map(item => item.json);\n\nconst stats = {\n date: new Date().toISOString().split('T')[0],\n processed: 0,\n skippedDnc: 0,\n failed: 0,\n noLeads: false\n};\n\nfor (const item of allItems) {\n if (item.noLeads) {\n stats.noLeads = true;\n } else if (item.status === 'skipped_dnc') {\n stats.skippedDnc++;\n } else if (item.status === 'failed') {\n stats.failed++;\n } else if (item.success || item.smsSent) {\n stats.processed++;\n }\n}\n\nstats.total = stats.processed + stats.skippedDnc + stats.failed;\nstats.successRate = stats.total > 0 ? ((stats.processed / stats.total) * 100).toFixed(1) + '%' : '0%';\n\nreturn [{ json: stats }];" }, "id": "aggregate-stats", "name": "Aggregate Daily Stats", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -64, -48 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/staged-leads-stats", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"date\": \"{{ $json.date }}\",\n \"processed\": {{ $json.processed }},\n \"skippedDnc\": {{ $json.skippedDnc }},\n \"failed\": {{ $json.failed }},\n \"total\": {{ $json.total }}\n}", "options": {} }, "id": "log-import-stats", "name": "Log Daily Stats", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 112, -48 ], "onError": "continueRegularOutput" }, { "parameters": { "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "check-lead-created", "operator": { "type": "string", "operation": "exists" }, "leftValue": "={{ $json.id }}" } ], "combinator": "and" }, "options": {} }, "id": "check-create-success", "name": "Lead Created?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 1600, 448 ] }, { "parameters": { "jsCode": "// Ghost Rider - Fixed phone, Thompson Sampling templates\nvar CONVEX_URL = 'https://YOUR_CONVEX_DEPLOYMENT.convex.site';\nvar lead = $('Has Leads?').item.json;\nvar closeResponse = $('Create Close CRM Lead').item.json;\nvar assigned_phone_number = { phone: '+15555550100' };\nvar phone_source = 'ghost_rider_fixed';\nvar DISTRESS_MAP = {'pre_foreclosure':'Preforeclosure','preforeclosure':'Preforeclosure','probate':'Probate','inherited':'Probate','vacant':'Vacant','tax_delinquent':'Tax_Delinquent','tax_default':'Tax_Delinquent','lien':'Tax_Delinquent','absentee_owner':'Absentee','absentee':'Absentee','out_of_state':'Absentee','tired_landlord':'Absentee','high_equity':'High_Equity','senior_owner':'High_Equity','code_violation':'Code_Violation','code_violations':'Code_Violation'};\nvar listingType = 'BRRRR';\nvar distressType = null;\nvar distressSource = 'none';\nif (lead.primaryDistress && DISTRESS_MAP[lead.primaryDistress.toLowerCase()]) {\n distressType = DISTRESS_MAP[lead.primaryDistress.toLowerCase()];\n distressSource = 'primaryDistress';\n}\nvar template1_id = null;\nvar template1_variant = 'fallback';\nvar template1_source = 'fallback';\nvar templateBody = null;\nvar fallbackTemplates = ['Hey, got your message about {street_name}. What did you mean?','Hey, someone gave me this number for {street_name}. That you?','Hey, {street_name} - call me back when you get this','Hey, {street_name} came up. You still have it?'];\ntry {\n var apiUrl = CONVEX_URL + '/api/template-select-thompson?position=1&listing_type=' + encodeURIComponent(listingType);\n if (distressType) apiUrl += '&distress_type=' + encodeURIComponent(distressType);\n var templateResp = await this.helpers.httpRequest({ method: 'GET', url: apiUrl, returnFullResponse: false });\n if (templateResp && templateResp.selected && templateResp.selected.body) {\n templateBody = templateResp.selected.body;\n template1_id = templateResp.selected._id;\n template1_variant = templateResp.selected.variant_name || 'thompson';\n template1_source = 'thompson_sampling';\n } else { throw new Error('No template returned'); }\n} catch (e) {\n templateBody = fallbackTemplates[Math.floor(Math.random() * fallbackTemplates.length)];\n template1_id = 'fallback_curiosity';\n}\nvar address = lead.address || 'your property';\nvar streetName = address.replace(/^\\d+\\s+/, '').split(',')[0].trim();\nvar sms_text = templateBody.replace(/\\{street_name\\}/gi, streetName).replace(/\\{street\\}/gi, streetName).replace(/\\{address\\}/gi, address).replace(/\\{city\\}/gi, lead.city || '').replace(/\\{firstName\\}/gi, lead.firstName || '').replace(/\\{first_name\\}/gi, lead.firstName || '').replace(/\\{\\{street_name\\}\\}/gi, streetName).replace(/\\{\\{street\\}\\}/gi, streetName).replace(/\\{\\{address\\}\\}/gi, address);\nvar now = new Date();\nvar tomorrow = new Date(now);\ntomorrow.setDate(tomorrow.getDate() + 1);\ntomorrow.setHours(9, 0, 0, 0);\nreturn [{json: {_id: lead._id, parcelId: lead.parcelId, stagedLeadId: lead._id, tier: lead.tier, tierName: lead.tierName, listingType: listingType, distressType: distressType, distressSource: distressSource, primaryDistress: lead.primaryDistress || 'none', closeLeadId: closeResponse.id, contactId: closeResponse.contacts && closeResponse.contacts[0] ? closeResponse.contacts[0].id : null, firstName: lead.firstName, lastName: lead.lastName, phone: lead.phone, address: lead.address, city: lead.city, state: lead.state || 'OH', zip: lead.zip, assigned_phone_number: assigned_phone_number, phone_source: phone_source, template1_id: template1_id, template1_variant: template1_variant, template1_source: template1_source, sms_text: sms_text, text1_sent: now.toISOString(), text2_scheduled: tomorrow.toISOString()}}];" }, "id": "select-phone-template", "name": "Select Phone & Template", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1792, 432 ] }, { "parameters": { "method": "POST", "url": "https://api.close.com/api/v1/activity/sms/", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"lead_id\": \"{{ $('Select Phone & Template').item.json.closeLeadId }}\",\n \"contact_id\": \"{{ $('Select Phone & Template').item.json.contactId }}\",\n \"local_phone\": \"{{ $('Select Phone & Template').item.json.assigned_phone_number.phone }}\",\n \"remote_phone\": \"{{ $('Select Phone & Template').item.json.phone }}\",\n \"text\": {{ JSON.stringify($('Select Phone & Template').item.json.sms_text) }},\n \"direction\": \"outbound\",\n \"status\": \"outbox\"\n}", "options": { "timeout": 30000 } }, "id": "send-sms", "name": "Send Text 1", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 2208, 272 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "PUT", "url": "=https://api.close.com/api/v1/lead/{{ $('Select Phone & Template').item.json.closeLeadId }}/", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"custom.cf_sEleJ5F3wkFxcVRQTN8Rvjn98wC5TRf3IbKeekHC2Zx\": \"{{ $('Select Phone & Template').item.json.assigned_phone_number.phone }}\",\n \"custom.cf_hZRaLyj0UmOrFbgNbWN2lKMkpzRTrNAIcIzySHw18af\": \"{{ $('Select Phone & Template').item.json.text1_sent }}\",\n \"custom.cf_yScuWVXn4Xs6JOSrzFSQQy279bmkgttywJ0P4ub8NeV\": \"{{ $('Select Phone & Template').item.json.text2_scheduled }}\",\n \"custom.cf_mLLAy4ctJLqn2zhjECML593u8vs4lsIDtMjTQpHudtf\": \"{{ $('Select Phone & Template').item.json.text1_sent }}\",\n \"custom.cf_d8OZm5MmRSchNbeJF4KXmrAm3JpjVscpyMKrAQ6ek9r\": \"{{ $('Select Phone & Template').item.json.text2_scheduled }}\",\n \"custom.cf_vrVajMz5zvcWRSxoflOq1AbfxWT12lVCvQZD04hIPvG\": \"outbound\",\n \"custom.cf_POWtXhMQwwrBsrlkocDvtA5Fs57DvdKjwomTTgTP5vW\": \"Blitz\",\n \"custom.cf_QgUEmGIweiQG45RF5GD09JJNCyhcIZf2uNqOL8zT0sl\": \"Blitz\"\n}", "options": { "timeout": 30000 } }, "id": "update-lead-fields", "name": "Update Lead Fields", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 2432, 272 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "// Log SMS to Convex - Ghost Rider (no phone pool rotation)\nvar CONVEX_URL = 'https://YOUR_CONVEX_DEPLOYMENT.convex.site';\nvar selectData = $('Select Phone & Template').item.json;\nvar smsResponse = $('Send Text 1').item.json;\ntry {\n await this.helpers.httpRequest({method: 'POST', url: CONVEX_URL + '/api/conversation-log', body: {lead_id: selectData.closeLeadId, phone: selectData.phone, direction: 'outbound', message_text: selectData.sms_text, template_id: selectData.template1_id || null, close_activity_id: smsResponse.id || null}, json: true, returnFullResponse: false});\n} catch (e) { console.log('Failed to log SMS:', e.message); }\nreturn [{json: {success: true, closeLeadId: selectData.closeLeadId, stagedLeadId: selectData.stagedLeadId, parcelId: selectData.parcelId, tier: selectData.tier, phone: selectData.phone, firstName: selectData.firstName, address: selectData.address, city: selectData.city, zip: selectData.zip, listingType: selectData.listingType, assigned_phone_number: selectData.assigned_phone_number, template1_id: selectData.template1_id, template1_variant: selectData.template1_variant, template1_source: selectData.template1_source, text2_scheduled: selectData.text2_scheduled, smsSent: true}}];" }, "id": "log-sms-convex", "name": "Log SMS & Mark Processed", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2624, 272 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/mark-in-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"parcelId\": \"{{ $('Has Leads?').item.json.parcelId || '' }}\"\n}", "options": { "timeout": 10000 } }, "id": "handle-create-failed", "name": "Mark as Failed", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 1408, 640 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/follow-up-queue-add", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"lead_id\": \"{{ $json.closeLeadId }}\",\n \"phone\": \"{{ $json.phone }}\",\n \"first_name\": \"{{ $json.firstName }}\",\n \"address\": \"{{ $json.address }}\",\n \"city\": \"{{ $json.city }}\",\n \"zip\": \"{{ $json.zip }}\",\n \"next_send_date\": {{ new Date($json.text2_scheduled).getTime() }},\n \"sequence_position\": 2,\n \"lead_type\": \"Seller\",\n \"listing_type\": \"{{ $json.listingType || 'BRRRR' }}\",\n \"tier\": \"{{ $json.tier }}\",\n \"assigned_phone\": \"{{ $json.assigned_phone_number.phone }}\",\n \"template_id\": \"{{ $json.template1_id || '' }}\",\n \"status\": \"pending\"\n}", "options": { "timeout": 10000 } }, "id": "add-follow-up-queue", "name": "Add to Follow-Up Queue", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 3072, 272 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "const input = $input.first().json;\nconst now = new Date();\nconst estString = now.toLocaleString('en-US', { timeZone: 'America/New_York' });\nconst estDate = new Date(estString);\nconst currentHourEST = estDate.getHours();\nconst dayOfWeekEST = estDate.getDay();\n\nlet canSend = true;\nlet skipReason = '';\n\nif (dayOfWeekEST === 0) {\n canSend = false;\n skipReason = 'Sunday - no SMS allowed';\n} else if (dayOfWeekEST === 6) {\n if (currentHourEST < 10 || currentHourEST >= 18) {\n canSend = false;\n skipReason = 'Saturday outside 10AM-6PM EST';\n }\n} else {\n if (currentHourEST < 9 || currentHourEST >= 20) {\n canSend = false;\n skipReason = 'Outside 9AM-8PM EST window';\n }\n}\n\nreturn [{\n json: {\n ...input,\n tcpaCheck: { canSend, skipReason, checkedAt: now.toISOString(), currentHourEST, dayOfWeekEST }\n }\n}];" }, "id": "tcpa-check-daily", "name": "TCPA Time Check", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2000, 432 ] }, { "parameters": { "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "conditions": [ { "id": "tcpa-ok", "leftValue": "={{ $json.tcpaCheck.canSend }}", "rightValue": true, "operator": { "type": "boolean", "operation": "equals" } } ], "combinator": "and" }, "options": {} }, "id": "tcpa-branch-daily", "name": "Within Send Window?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 2192, 432 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/follow-up-queue-add", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"lead_id\": \"{{ $json.closeLeadId }}\",\n \"phone\": \"{{ $json.phone }}\",\n \"first_name\": \"{{ $json.firstName }}\",\n \"address\": \"{{ $json.address }}\",\n \"city\": \"{{ $json.city }}\",\n \"zip\": \"{{ $json.zip }}\",\n \"next_send_date\": {{ Date.now() + 3600000 }},\n \"sequence_position\": 1,\n \"lead_type\": \"Seller\",\n \"listing_type\": \"{{ $json.listingType || 'BRRRR' }}\",\n \"tier\": \"{{ $json.tier }}\",\n \"status\": \"pending\"\n}", "options": { "timeout": 10000 } }, "id": "queue-for-later-daily", "name": "Queue for Later (TCPA)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 2432, 448 ], "onError": "continueRegularOutput" }, { "parameters": { "jsCode": "const input = $('TCPA Time Check').item.json;\n\nreturn [{\n json: {\n success: true,\n closeLeadId: input.closeLeadId,\n stagedLeadId: input.stagedLeadId,\n tier: input.tier,\n smsSent: false,\n tcpaDeferred: true,\n reason: input.tcpaCheck?.skipReason || 'Outside TCPA window'\n }\n}];" }, "id": "log-tcpa-skip-daily", "name": "Log TCPA Skip", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 2640, 448 ] }, { "parameters": { "maxItems": 200 }, "type": "n8n-nodes-base.limit", "typeVersion": 1, "position": [ -384, 224 ], "id": "limit-node", "name": "Limit" }, { "parameters": { "url": "=https://api.close.com/api/v1/lead/?query=phone%3A{{ encodeURIComponent($('Has Leads?').item.json.phone) }}", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "options": { "timeout": 15000 } }, "id": "check-close-dup", "name": "Check Close Duplicate", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 1072, 432 ], "onError": "continueRegularOutput" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-no-results", "operator": { "type": "number", "operation": "equals" }, "leftValue": "={{ $json.data ? $json.data.length : 0 }}", "rightValue": 0 } ] }, "options": {} }, "id": "if-not-duplicate", "name": "Not Duplicate?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 1072, 272 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/mark-in-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"parcelId\": \"{{ $('Has Leads?').item.json.parcelId || '' }}\"\n}", "options": { "timeout": 10000 } }, "id": "mark-duplicate", "name": "Mark as Duplicate", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 1600, 640 ], "onError": "continueRegularOutput" }, { "parameters": { "options": {} }, "id": "loop-leads", "name": "Loop Each Lead", "type": "n8n-nodes-base.splitInBatches", "typeVersion": 3, "position": [ -48, 416 ] }, { "parameters": { "url": "=https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/dedup-check?address={{ encodeURIComponent($('Has Leads?').item.json.address) }}&zip={{ encodeURIComponent($('Has Leads?').item.json.zip) }}&days=90", "options": { "timeout": 10000 } }, "id": "address-dedup-check", "name": "Address Dedup Check", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 736, 416 ], "onError": "continueRegularOutput" }, { "parameters": { "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "check-not-address-dup", "operator": { "type": "boolean", "operation": "false", "singleValue": true }, "leftValue": "={{ $json.isDuplicate }}" } ] }, "options": {} }, "id": "not-address-dup", "name": "Not Address Duplicate?", "type": "n8n-nodes-base.if", "typeVersion": 2.3, "position": [ 864, 432 ] }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/ghost-rider/mark-in-crm", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"parcelId\": \"{{ $('Has Leads?').item.json.parcelId || '' }}\"\n}", "options": { "timeout": 10000 } }, "id": "mark-address-dup", "name": "Mark as Address Duplicate", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.1, "position": [ 864, 592 ], "onError": "continueRegularOutput" }, { "parameters": { "content": "## BatchData Import (Weekly Lead Processor)\n\n**Purpose:** Process new seller leads from Convex staging into Close CRM and send initial Text 1 (Curiosity Message)\n\n**Schedule:** Weekly on Sunday at 6AM EST\n- Allows leads to accumulate during the week\n- Processes up to 750 leads per run\n- Manual trigger available for testing\n\n**Data Flow:**\n```\nConvex Staging \u2192 DNC Check \u2192 Address Dedup \u2192 Close Dedup \u2192 Create Lead \u2192 Send SMS \u2192 Follow-Up Queue\n```\n\n**Key Features:**\n- \u2705 DNC Registry compliance\n- \u2705 90-day address deduplication\n- \u2705 Close CRM duplicate detection\n- \u2705 Thompson Sampling for template selection\n- \u2705 TCPA time window enforcement\n- \u2705 Distress-aware template matching\n\n**Convex Base URL:** `https://YOUR_CONVEX_DEPLOYMENT.convex.site`", "height": 480, "width": 380, "color": 4 }, "id": "sticky-overview", "name": "\ud83d\udccb Workflow Overview", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ -576, -352 ] }, { "parameters": { "content": "## Lead Validation Pipeline\n\n**Step 1: DNC Check**\n`GET /api/dnc-check?phone={phone}`\n- Checks Convex DNC registry\n- Returns `{ isDnc: true/false }`\n- If DNC \u2192 Mark as skipped, return to loop\n\n**Step 2: Address Deduplication**\n`GET /api/dedup-check?address={addr}&zip={zip}&days=90`\n- Prevents re-contacting same property within 90 days\n- Returns `{ isDuplicate: true/false }`\n\n**Step 3: Close CRM Duplicate Check**\n`GET /api/v1/lead/?query=phone:{phone}`\n- Queries Close CRM for existing lead with same phone\n- If found \u2192 Mark as duplicate, skip creation\n\n**Skip Reasons Logged:**\n- `dnc` - Phone on Do Not Call list\n- `address_duplicate` - Property contacted in last 90 days\n- `duplicate` - Lead already exists in Close CRM\n- `error` - Failed to create lead", "height": 480, "width": 380, "color": 2 }, "id": "sticky-validation", "name": "\ud83d\udd0d Lead Validation Pipeline", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 944, -432 ] }, { "parameters": { "content": "## Close CRM Integration\n\n**Create Lead with Custom Fields:**\n- Pipeline: `Seller`\n- Stage: `Blitz`\n- Phase: `Blitz`\n- Position: `1` (of 8-touch sequence)\n- Market Type: `BRRRR` or `ARV`\n- Source: `BatchLeads`\n\n**Phone Selection (Thompson Sampling):**\n`GET /api/phone-select`\n- Weighted random selection from phone pool\n- Fallback: `+15555550100`, `+15555550100`\n\n**Template Selection:**\n`GET /api/template-select-thompson?position=1&listing_type={type}`\n- Thompson Sampling (Multi-Armed Bandit)\n- Distress-aware: Preforeclosure, Vacant, Tax_Delinquent, etc.\n- Text 1 = Curiosity message with `{street_name}`\n\n**SMS via Close CRM:**\n`POST /api/v1/activity/sms/`\n- Direction: outbound\n- Status: outbox (queued for sending)\n\n**After SMS:**\n- Update lead: Stage=Blitz, Status=Text 1 Sent\n- Log to Convex conversation_history\n- Add to follow-up queue for Text 2-8", "height": 520, "width": 400, "color": 5 }, "id": "sticky-close-crm", "name": "\ud83d\udcf1 Close CRM & SMS Flow", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 1408, -448 ] }, { "parameters": { "content": "## TCPA Time Windows (EST)\n\n**Weekdays (Mon-Fri):**\n- \u2705 9:00 AM - 8:00 PM EST\n\n**Saturday:**\n- \u2705 10:00 AM - 6:00 PM EST\n\n**Sunday:**\n- \u274c NO SMS ALLOWED\n\n**If Outside Window:**\n- SMS queued for later via `/api/follow-up-queue-add`\n- Lead marked as `tcpaDeferred: true`\n- Will be processed by Follow-Up Engine\n\n---\n\n## Follow-Up Queue\n\n`POST /api/follow-up-queue-add`\n- Schedules Text 2 for next day 9AM\n- Tracks: position, listing_type, assigned_phone\n- Processed by separate Follow-Up Engine workflow\n\n---\n\n## Slack Report\n\nChannel: `#test` (C0ABWBR67JL)\n- Total processed with Text 1 sent\n- Skipped (DNC count)\n- Failed count\n- Success rate percentage", "height": 540, "width": 340, "color": 6 }, "id": "sticky-tcpa", "name": "\u23f0 TCPA Compliance & Reporting", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 1904, -448 ] }, { "parameters": { "amount": 7 }, "type": "n8n-nodes-base.wait", "typeVersion": 1.1, "position": [ 3072, 448 ], "id": "7e6fe925-d881-4501-8ed2-394bf2941f66", "name": "Wait" }, { "parameters": { "jsCode": "// PREPARE LEAD DATA - Tier lookup + null handling for Close CRM\nvar CONVEX_URL = 'https://YOUR_CONVEX_DEPLOYMENT.convex.site';\nvar lead = $('Has Leads?').item.json;\n\n// Get current tier info\nvar tier = lead.tier || '';\nvar tierName = lead.tierName || '';\nvar listingType = lead.listingType || '';\n\n// If tier is empty and we have a ZIP, try to lookup from tier_configs\nif (!tier && lead.zip) {\n try {\n var tierResp = await this.helpers.httpRequest({\n method: 'GET',\n url: CONVEX_URL + '/api/tier-configs/by-zip?zip=' + encodeURIComponent(lead.zip),\n returnFullResponse: false\n });\n \n if (tierResp && tierResp.tier) {\n tier = tierResp.tier;\n tierName = tierResp.name || tierResp.tierName || tier;\n listingType = tierResp.listing_type || tierResp.listingType || 'BRRRR';\n console.log('Tier lookup success: ' + tier + ' (' + tierName + ') for ZIP ' + lead.zip);\n }\n } catch (e) {\n console.log('Tier lookup failed:', e.message);\n }\n}\n\n// Default tier if still empty\nif (!tier) {\n tier = 'General';\n tierName = 'General Leads';\n listingType = 'BRRRR';\n console.log('Using default tier: General');\n}\n\n// Default listing type\nif (!listingType) {\n listingType = 'BRRRR';\n}\n\n// Helper to convert empty strings to null for Close CRM\nvar nullIfEmpty = function(val) { return (val && val.trim && val.trim() !== '') ? val : null; };\n\n// Normalize distress type for Close CRM\nvar DISTRESS_NORMALIZE = {\n 'code_violations': 'code_violation',\n 'code_violation': 'code_violation',\n 'tax_delinquent': 'tax_delinquent',\n 'tax_default': 'tax_delinquent',\n 'vacant': 'vacant',\n 'pre_foreclosure': 'pre_foreclosure',\n 'preforeclosure': 'pre_foreclosure',\n 'probate': 'probate',\n 'inherited': 'probate',\n 'absentee_owner': 'absentee_owner',\n 'absentee': 'absentee_owner',\n 'out_of_state': 'out_of_state',\n 'tired_landlord': 'absentee_owner',\n 'lien': 'lien',\n 'high_equity': 'high_equity',\n 'senior_owner': 'senior_owner'\n};\nvar rawDistress = (lead.primaryDistress || '').toLowerCase().replace(/\\s+/g, '_');\nvar normalizedDistress = DISTRESS_NORMALIZE[rawDistress] || rawDistress || null;\n// Only null out if truly empty\nif (normalizedDistress === '') normalizedDistress = null;\n\n// Prepare the lead data with null handling\nreturn [{\n json: {\n // Original lead data\n ...lead,\n // Override with resolved tier info\n tier: tier,\n tierName: tierName,\n listingType: listingType,\n // Prepared Close CRM fields (null if empty)\n _closeCRM: {\n name: ((lead.firstName || '') + ' ' + (lead.lastName || '')).trim() || 'Unknown',\n address: nullIfEmpty(lead.address),\n city: nullIfEmpty(lead.city),\n state: lead.state || 'OH',\n county: nullIfEmpty(lead.county) || 'Cuyahoga',\n tierName: nullIfEmpty(tierName),\n listingType: listingType === 'HIGH_ARV' || listingType === 'High_ARV' ? 'ARV' : 'BRRRR',\n primaryDistress: normalizedDistress,\n distressScore: lead.distressScore || 0\n }\n }\n}];" }, "id": "prepare-lead-data", "name": "Prepare Lead Data", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1424, 272 ] }, { "parameters": { "method": "POST", "url": "=https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/financial-event", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"event_type\": \"sms_cost\",\n \"amount\": 0.02,\n \"currency\": \"USD\",\n \"lead_id\": \"{{ $json.lead_id || $json.leadId || '' }}\",\n \"description\": \"SMS sent via Instantly\",\n \"metadata\": {\n \"workflow\": \"BatchData Import\",\n \"phone\": \"{{ $json.phone || '' }}\",\n \"template_id\": \"{{ $json.template_id || '' }}\"\n }\n}", "options": {} }, "id": "log-sms-cost", "name": "Log SMS Cost", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 2432, 112 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/log-lead-event", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"event_type\": \"live\",\n \"workflow\": \"batchdata_import\",\n \"lead_id\": \"{{ $('Log SMS & Mark Processed').item.json.closeLeadId || '' }}\",\n \"phone\": \"{{ $('Log SMS & Mark Processed').item.json.phone || '' }}\",\n \"address\": \"{{ $('Log SMS & Mark Processed').item.json.address || '' }}\",\n \"tier\": \"{{ $('Log SMS & Mark Processed').item.json.tier || '' }}\"\n}", "options": {} }, "id": "log-pipeline-live", "name": "Log Pipeline: Live", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 3056, 80 ], "onError": "continueRegularOutput" }, { "parameters": { "method": "POST", "url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/api/log-sms-sent", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"workflow\": \"batchdata_import\",\n \"text_position\": 1,\n \"lead_id\": \"{{ $('Create Close CRM Lead').item.json.id || '' }}\",\n \"phone\": \"{{ $('Select Phone & Template').item.json.phone || '' }}\",\n \"address\": \"{{ $('Select Phone & Template').item.json.address || '' }}\",\n \"template_id\": \"{{ $('Select Phone & Template').item.json.template1_id || '' }}\"\n}", "options": {} }, "id": "log-sms-sent-text1", "name": "Log SMS Sent (Text 1)", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 2144, 128 ], "onError": "continueRegularOutput" } ], "connections": { "Weekly Sunday 6AM": { "main": [ [] ] }, "Fetch Pending Leads": { "main": [ [ { "node": "Extract Leads Array", "type": "main", "index": 0 } ] ] }, "Extract Leads Array": { "main": [ [ { "node": "Limit", "type": "main", "index": 0 } ] ] }, "Limit": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Has Leads?": { "main": [ [ { "node": "DNC Check", "type": "main", "index": 0 } ], [ { "node": "Handle No Leads", "type": "main", "index": 0 } ] ] }, "DNC Check": { "main": [ [ { "node": "Not on DNC?", "type": "main", "index": 0 } ] ] }, "Not on DNC?": { "main": [ [ { "node": "Address Dedup Check", "type": "main", "index": 0 } ], [ { "node": "Mark as DNC Skipped", "type": "main", "index": 0 } ] ] }, "Lead Created?": { "main": [ [ { "node": "Select Phone & Template", "type": "main", "index": 0 } ], [ { "node": "Mark as Failed", "type": "main", "index": 0 } ] ] }, "Select Phone & Template": { "main": [ [ { "node": "TCPA Time Check", "type": "main", "index": 0 } ] ] }, "TCPA Time Check": { "main": [ [ { "node": "Within Send Window?", "type": "main", "index": 0 } ] ] }, "Within Send Window?": { "main": [ [ { "node": "Send Text 1", "type": "main", "index": 0 } ], [ { "node": "Queue for Later (TCPA)", "type": "main", "index": 0 } ] ] }, "Send Text 1": { "main": [ [ { "node": "Update Lead Fields", "type": "main", "index": 0 }, { "node": "Log SMS Cost", "type": "main", "index": 0 }, { "node": "Log SMS Sent (Text 1)", "type": "main", "index": 0 } ] ] }, "Update Lead Fields": { "main": [ [ { "node": "Log SMS & Mark Processed", "type": "main", "index": 0 } ] ] }, "Log SMS & Mark Processed": { "main": [ [ { "node": "Add to Follow-Up Queue", "type": "main", "index": 0 } ] ] }, "Add to Follow-Up Queue": { "main": [ [ { "node": "Lead Processed", "type": "main", "index": 0 }, { "node": "Log Pipeline: Live", "type": "main", "index": 0 } ] ] }, "Lead Processed": { "main": [ [ { "node": "Wait", "type": "main", "index": 0 } ] ] }, "Queue for Later (TCPA)": { "main": [ [ { "node": "Log TCPA Skip", "type": "main", "index": 0 } ] ] }, "Log TCPA Skip": { "main": [ [ { "node": "Lead Processed", "type": "main", "index": 0 } ] ] }, "Handle No Leads": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Mark as DNC Skipped": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Mark as Failed": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Aggregate Daily Stats": { "main": [ [ { "node": "Log Daily Stats", "type": "main", "index": 0 } ] ] }, "Log Daily Stats": { "main": [ [] ] }, "Create Close CRM Lead": { "main": [ [ { "node": "Lead Created?", "type": "main", "index": 0 } ] ] }, "Check Close Duplicate": { "main": [ [ { "node": "Not Duplicate?", "type": "main", "index": 0 } ] ] }, "Not Duplicate?": { "main": [ [ { "node": "Prepare Lead Data", "type": "main", "index": 0 } ], [ { "node": "Mark as Duplicate", "type": "main", "index": 0 } ] ] }, "Mark as Duplicate": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Loop Each Lead": { "main": [ [ { "node": "Aggregate Daily Stats", "type": "main", "index": 0 } ], [ { "node": "Has Leads?", "type": "main", "index": 0 } ] ] }, "Address Dedup Check": { "main": [ [ { "node": "Not Address Duplicate?", "type": "main", "index": 0 } ] ] }, "Not Address Duplicate?": { "main": [ [ { "node": "Check Close Duplicate", "type": "main", "index": 0 } ], [ { "node": "Mark as Address Duplicate", "type": "main", "index": 0 } ] ] }, "Mark as Address Duplicate": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Wait": { "main": [ [ { "node": "Loop Each Lead", "type": "main", "index": 0 } ] ] }, "Prepare Lead Data": { "main": [ [ { "node": "Create Close CRM Lead", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1", "saveManualExecutions": true, "callerPolicy": "workflowsFromSameOwner", "availableInMCP": false, "binaryMode": "separate" }, "active": false }