The workflow JSON
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{
"name": "WF-REV-INTAKE \u2014 Owner Text \u2192 Customer",
"nodes": [
{
"id": "1",
"name": "Webhook (Close Inbound)",
"type": "n8n-nodes-base.webhook",
"typeVersion": 2.1,
"position": [
240,
300
],
"parameters": {
"httpMethod": "POST",
"path": "wf-rev-intake",
"responseMode": "onReceived",
"options": {}
},
"notes": "Trigger: Close CRM inbound SMS webhook to client's dedicated intake number",
"onError": "continueRegularOutput"
},
{
"id": "2",
"name": "Parse Owner Text",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
460,
300
],
"parameters": {
"language": "javaScript",
"jsCode": "// Parse 'FirstName +1XXXXXXXXXX' or 'FirstName XXX-XXX-XXXX'\nconst text = $input.first().json.body?.event?.data?.text || '';\nconst intakePhone = $input.first().json.body?.event?.data?.local_phone || '';\nconst ownerPhone = $input.first().json.body?.event?.data?.remote_phone || '';\nconst match = text.match(/^([A-Za-z]+(?:\\s+[A-Za-z]+)?)\\s+(\\+?1?\\s*\\(?\\d{3}\\)?[\\s-]?\\d{3}[\\s-]?\\d{4})$/);\nif (!match) { return [{ json: { parseError: true, text, ownerPhone, intakePhone } }]; }\nconst firstName = match[1].trim();\nconst rawPhone = match[2].replace(/[^0-9]/g, '');\nconst phone = rawPhone.length === 10 ? `+1${rawPhone}` : `+${rawPhone}`;\nreturn [{ json: { parseError: false, firstName, phone, ownerPhone, intakePhone } }];"
}
},
{
"id": "3",
"name": "Lookup Client by Intake Phone",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
680,
300
],
"parameters": {
"url": "=https://YOUR_CONVEX_DEPLOYMENT/reviews/client-by-intake-phone?intakePhone={{ encodeURIComponent($json.intakePhone) }}",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "httpHeaderAuth"
},
"notes": "Get clientId from intake phone number",
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "4",
"name": "POST Customer Add",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
900,
300
],
"parameters": {
"method": "POST",
"url": "https://YOUR_CONVEX_DEPLOYMENT/reviews/customer-add-via-text",
"sendBody": true,
"bodyContentType": "json",
"jsonBody": "={{ JSON.stringify({ clientId: $('Lookup Client by Intake Phone').item.json.clientId, firstName: $('Parse Owner Text').item.json.firstName, phone: $('Parse Owner Text').item.json.phone, intakedFromOwnerPhone: $('Parse Owner Text').item.json.ownerPhone }) }}",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "httpHeaderAuth"
},
"notes": "Create customer, kick off drip",
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "ad5d35d0-4122-45b8-9cdf-be5b5a94e66c",
"name": "Parse Error?",
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
660,
480
],
"parameters": {
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"conditions": [
{
"leftValue": "={{ $json.parseError }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"id": "condition-1783697634651-ltjeh9fes"
}
],
"combinator": "and"
}
}
},
{
"id": "d33f0ad0-c5f2-497f-8cb9-fa8ea758c930",
"name": "SMS Owner: Parse Error",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
880,
580
],
"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: $json.ownerPhone, text: 'Couldn\\'t read that. Format: FirstName +1234567890 (or) FirstName 415-555-1234. Try again.' }) }}",
"options": {}
},
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "760268a0-2712-4ed9-94ab-03e1b359196d",
"name": "Check Global Opt-Out",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1100,
300
],
"parameters": {
"method": "GET",
"url": "=https://YOUR_CONVEX_DEPLOYMENT/reviews/opt-out-check?phone={{ encodeURIComponent($node['Parse Owner Text'].json.phone) }}",
"options": {},
"authentication": "predefinedCredentialType",
"nodeCredentialType": "httpHeaderAuth"
},
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "a4ea3b17-3a02-4018-a22c-d009bb7735e5",
"name": "Is Opted Out?",
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
1320,
300
],
"parameters": {
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"conditions": [
{
"leftValue": "={{ $json.optedOut }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"id": "condition-1783701081725-bln2hufww"
}
],
"combinator": "and"
}
}
},
{
"id": "cb81e966-1796-453e-9156-5991fd0cafe4",
"name": "SMS Owner: Opt-Out Warning",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1540,
200
],
"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: $node['Webhook (Close Inbound)'].json.body.event.data.local_phone, remote_phone: $node['Webhook (Close Inbound)'].json.body.event.data.remote_phone, text: 'Heads up: ' + $node['Parse Owner Text'].json.firstName + ' has opted out of review texts. Not adding to drip.' }) }}",
"options": {}
},
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "c5617a0e-7225-40d7-b68e-7ec9dacb49e9",
"name": "SMS Owner: Confirm Added",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1980,
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: $node['Webhook (Close Inbound)'].json.body.event.data.local_phone, remote_phone: $node['Webhook (Close Inbound)'].json.body.event.data.remote_phone, text: 'Got it \u2014 ' + $node['Parse Owner Text'].json.firstName + ' added. Check-in text goes out in 2 hours.' }) }}",
"options": {}
},
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "04df5a42-00b6-450a-b385-784a1ad730f5",
"name": "Lookup Found?",
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
800,
300
],
"parameters": {
"conditions": {
"combinator": "and",
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"conditions": [
{
"leftValue": "={{ Boolean($json.clientId) }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"id": "condition-lookup-found"
}
]
}
},
"notes": "H4: gate downstream on client lookup success."
},
{
"id": "77fffc48-63f3-4830-a02a-2ccba5650521",
"name": "SMS Owner: Not Registered",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1020,
460
],
"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: $node['Webhook (Close Inbound)'].json.body.event.data.local_phone, remote_phone: $node['Webhook (Close Inbound)'].json.body.event.data.remote_phone, text: \"This number isn't registered for Review Engine \u2014 contact support.\" }) }}",
"options": {}
},
"notes": "H4: sent when intake phone lookup returns no client.",
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "e8783c03-0379-407e-a275-6269944dc4de",
"name": "Customer Add OK?",
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
1120,
300
],
"parameters": {
"conditions": {
"combinator": "and",
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"conditions": [
{
"leftValue": "={{ $json.ok }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"id": "condition-customer-ok"
}
]
}
},
"notes": "H5: branch on POST Customer Add response \u2014 success / duplicate / opted-out."
},
{
"id": "78b8b652-bc00-4cb6-b023-2df1c2cbab52",
"name": "Duplicate?",
"type": "n8n-nodes-base.if",
"typeVersion": 2.3,
"position": [
1340,
460
],
"parameters": {
"conditions": {
"combinator": "and",
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "loose"
},
"conditions": [
{
"leftValue": "={{ ($json.reason || '') === 'duplicate' }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "true",
"singleValue": true
},
"id": "condition-duplicate"
}
]
}
},
"notes": "H5: dupe branch vs opt-out branch."
},
{
"id": "261ec2da-3459-4870-b963-607ca5cd3320",
"name": "SMS Owner: Duplicate",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1560,
380
],
"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: $node['Webhook (Close Inbound)'].json.body.event.data.local_phone, remote_phone: $node['Webhook (Close Inbound)'].json.body.event.data.remote_phone, text: $node['Parse Owner Text'].json.firstName + ' already in your list.' }) }}",
"options": {}
},
"notes": "H5: honest response when customer already exists.",
"onError": "continueRegularOutput",
"retryOnFail": true
},
{
"id": "831e5ac2-0d61-47c3-9dae-6c62ddab7570",
"name": "SMS Owner: Opt-Out (Add)",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.4,
"position": [
1560,
540
],
"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: $node['Webhook (Close Inbound)'].json.body.event.data.local_phone, remote_phone: $node['Webhook (Close Inbound)'].json.body.event.data.remote_phone, text: $node['Parse Owner Text'].json.firstName + ' has opted out \u2014 not added.' }) }}",
"options": {}
},
"notes": "H5: honest response when target is on the global opt-out list.",
"onError": "continueRegularOutput",
"retryOnFail": true
}
],
"connections": {
"Webhook (Close Inbound)": {
"main": [
[
{
"node": "Parse Owner Text",
"type": "main",
"index": 0
}
]
]
},
"Parse Owner Text": {
"main": [
[
{
"node": "Parse Error?",
"type": "main",
"index": 0
}
]
]
},
"Parse Error?": {
"main": [
[
{
"node": "SMS Owner: Parse Error",
"type": "main",
"index": 0
}
],
[
{
"node": "Lookup Client by Intake Phone",
"type": "main",
"index": 0
}
]
]
},
"Check Global Opt-Out": {
"main": [
[
{
"node": "Is Opted Out?",
"type": "main",
"index": 0
}
]
]
},
"Is Opted Out?": {
"main": [
[
{
"node": "SMS Owner: Opt-Out Warning",
"type": "main",
"index": 0
}
],
[
{
"node": "POST Customer Add",
"type": "main",
"index": 0
}
]
]
},
"Lookup Client by Intake Phone": {
"main": [
[
{
"node": "Lookup Found?",
"type": "main",
"index": 0
}
]
]
},
"Lookup Found?": {
"main": [
[
{
"node": "Check Global Opt-Out",
"type": "main",
"index": 0
}
],
[
{
"node": "SMS Owner: Not Registered",
"type": "main",
"index": 0
}
]
]
},
"POST Customer Add": {
"main": [
[
{
"node": "Customer Add OK?",
"type": "main",
"index": 0
}
]
]
},
"Customer Add OK?": {
"main": [
[
{
"node": "SMS Owner: Confirm Added",
"type": "main",
"index": 0
}
],
[
{
"node": "Duplicate?",
"type": "main",
"index": 0
}
]
]
},
"Duplicate?": {
"main": [
[
{
"node": "SMS Owner: Duplicate",
"type": "main",
"index": 0
}
],
[
{
"node": "SMS Owner: Opt-Out (Add)",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1",
"timezone": "America/New_York",
"saveDataSuccessExecution": "none",
"callerPolicy": "workflowsFromSameOwner",
"availableInMCP": false
},
"active": false
}
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About this workflow
WF-REV-INTAKE — Owner Text → Customer. Uses httpRequest. Webhook trigger; 16 nodes.
Source: https://github.com/rafiulislam4246/review-engine/blob/main/workflows/01-intake-owner-text-to-customer.json — original creator credit. Request a take-down →
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