Wf-rev-06 — Intake Activity Check-in

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "name": "WF-REV-06 \u2014 Intake Activity Check-in",
  "nodes": [
    {
      "id": "1",
      "name": "Daily 10AM ET",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1.3,
      "position": [
        240,
        300
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 10 * * *"
            }
          ]
        }
      },
      "notes": "Daily 10AM ET \u2014 catches inactive clients before they churn"
    },
    {
      "id": "2",
      "name": "GET Inactive Clients",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        460,
        300
      ],
      "parameters": {
        "url": "https://YOUR_CONVEX_DEPLOYMENT/reviews/inactive-clients?daysInactive=7",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "httpHeaderAuth"
      },
      "notes": "Returns clients where lastIntakeAt > 7 days AND not snoozed",
      "onError": "continueRegularOutput",
      "retryOnFail": true,
      "maxTries": 3
    },
    {
      "id": "3",
      "name": "Split to Items",
      "type": "n8n-nodes-base.splitOut",
      "typeVersion": 1,
      "position": [
        680,
        300
      ],
      "parameters": {
        "fieldToSplitOut": "clients",
        "options": {}
      }
    },
    {
      "id": "4",
      "name": "Loop Batches (5)",
      "type": "n8n-nodes-base.splitInBatches",
      "typeVersion": 3,
      "position": [
        900,
        300
      ],
      "parameters": {
        "batchSize": 5,
        "options": {}
      }
    },
    {
      "id": "5",
      "name": "Build Alert SMS",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1120,
        300
      ],
      "parameters": {
        "language": "javaScript",
        "jsCode": "// H2 fix: null-guard ownerPhone / ownerFirstName. Skip items missing either field\n// so we never SMS to null and never send a garbled '${undefined}' body.\nconst results = [];\nfor (const it of $input.all()) {\n  const c = it.json || {};\n  const phone = (c.ownerPhone || '').trim();\n  const first = (c.ownerFirstName || '').trim();\n  if (!phone || !first) continue; // silently skip incomplete records\n  const text = `Hey ${first}, haven't heard from you in a week. Everything OK with Review Engine? Reply YES to snooze this alert, HELP for support.`;\n  results.push({ json: { ...c, ownerPhone: phone, ownerFirstName: first, text } });\n}\nreturn results;"
      }
    },
    {
      "id": "6",
      "name": "Close SMS Send to Owner",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        1340,
        300
      ],
      "parameters": {
        "method": "POST",
        "url": "https://api.close.com/api/v1/activity/sms/",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBasicAuth",
        "sendBody": true,
        "bodyContentType": "json",
        "jsonBody": "={{ JSON.stringify({ direction: 'outbound', status: 'outbox', local_phone: $json.intakePhone, remote_phone: $json.ownerPhone, text: $json.text }) }}",
        "options": {}
      },
      "onError": "continueRegularOutput",
      "retryOnFail": true,
      "maxTries": 3
    },
    {
      "id": "7",
      "name": "Mark Alert Sent",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.4,
      "position": [
        1560,
        300
      ],
      "parameters": {
        "method": "POST",
        "url": "https://YOUR_CONVEX_DEPLOYMENT/reviews/intake-alert-sent",
        "sendBody": true,
        "bodyContentType": "json",
        "jsonBody": "={{ JSON.stringify({ clientId: $json.id }) }}",
        "options": {},
        "authentication": "predefinedCredentialType",
        "nodeCredentialType": "httpHeaderAuth"
      },
      "onError": "continueRegularOutput",
      "retryOnFail": true,
      "maxTries": 3
    },
    {
      "id": "8",
      "name": "Wait 1.5s",
      "type": "n8n-nodes-base.wait",
      "typeVersion": 1.1,
      "position": [
        1780,
        300
      ],
      "parameters": {
        "amount": 1.5,
        "unit": "seconds"
      }
    },
    {
      "id": "3b8234a8-53e4-424f-9fd5-b05d26ebf4b4",
      "name": "Close Send OK?",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2.3,
      "position": [
        1450,
        300
      ],
      "parameters": {
        "conditions": {
          "combinator": "and",
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "loose"
          },
          "conditions": [
            {
              "leftValue": "={{ Boolean($json.id) }}",
              "rightValue": true,
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "id": "condition-close-send-ok"
            }
          ]
        }
      },
      "notes": "Guard: only proceed to Mark Alert Sent if the Close SMS send succeeded (response has an id). Prevents false 'sent' state on failure."
    }
  ],
  "connections": {
    "Daily 10AM ET": {
      "main": [
        [
          {
            "node": "GET Inactive Clients",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GET Inactive Clients": {
      "main": [
        [
          {
            "node": "Split to Items",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Split to Items": {
      "main": [
        [
          {
            "node": "Loop Batches (5)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Loop Batches (5)": {
      "main": [
        [],
        [
          {
            "node": "Build Alert SMS",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build Alert SMS": {
      "main": [
        [
          {
            "node": "Close SMS Send to Owner",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Mark Alert Sent": {
      "main": [
        [
          {
            "node": "Wait 1.5s",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 1.5s": {
      "main": [
        [
          {
            "node": "Loop Batches (5)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Close SMS Send to Owner": {
      "main": [
        [
          {
            "node": "Close Send OK?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Close Send OK?": {
      "main": [
        [
          {
            "node": "Mark Alert Sent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1",
    "timezone": "America/New_York",
    "saveDataSuccessExecution": "none",
    "callerPolicy": "workflowsFromSameOwner",
    "availableInMCP": false
  },
  "active": false
}

About this workflow

WF-REV-06 — Intake Activity Check-in. Uses httpRequest. Scheduled trigger; 9 nodes.

Source: https://github.com/rafiulislam4246/review-engine/blob/main/workflows/06-intake-activity-checkin.json — original creator credit. Request a take-down →

More Web Scraping workflows → · Browse all categories →

Related workflows

Workflows that share integrations, category, or trigger type with this one. All free to copy and import.