The workflow JSON
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{
"name": "WholeStack WF-005: Buyer Onboarding",
"nodes": [
{
"id": "webhook",
"name": "Buyer Onboarding Webhook",
"type": "n8n-nodes-base.webhook",
"typeVersion": 2,
"position": [
250,
300
],
"parameters": {
"httpMethod": "POST",
"path": "wholestack-buyer-onboard-v2",
"responseMode": "responseNode",
"options": {}
},
"onError": "continueRegularOutput"
},
{
"id": "validate",
"name": "Validate Buyer Input",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
470,
300
],
"parameters": {
"jsCode": "var buyer = $input.first().json;\nvar errors = [];\n\nif (!buyer.name || buyer.name.trim() === '') {\n errors.push('name is required');\n}\nif (!buyer.phone) {\n errors.push('phone is required');\n}\n\nif (!buyer.criteria) {\n errors.push('criteria object is required');\n} else {\n if (!buyer.criteria.markets || buyer.criteria.markets.length === 0) {\n errors.push('criteria.markets must have at least 1 market');\n }\n if (!buyer.criteria.propertyTypes || buyer.criteria.propertyTypes.length === 0) {\n errors.push('criteria.propertyTypes must have at least 1 type');\n }\n if (!buyer.criteria.strategies || buyer.criteria.strategies.length === 0) {\n errors.push('criteria.strategies must have at least 1 strategy');\n }\n if (!buyer.criteria.priceMin || buyer.criteria.priceMin <= 0) {\n errors.push('criteria.priceMin must be > 0');\n }\n if (!buyer.criteria.priceMax || buyer.criteria.priceMax <= buyer.criteria.priceMin) {\n errors.push('criteria.priceMax must be > priceMin');\n }\n if (!buyer.criteria.monthlyCapacity || buyer.criteria.monthlyCapacity <= 0) {\n errors.push('criteria.monthlyCapacity must be > 0');\n }\n \n var validStrategies = ['Flip', 'BRRRR', 'Rental', 'Wholesale'];\n if (buyer.criteria.strategies) {\n for (var i = 0; i < buyer.criteria.strategies.length; i++) {\n if (validStrategies.indexOf(buyer.criteria.strategies[i]) === -1) {\n errors.push('Invalid strategy: ' + buyer.criteria.strategies[i]);\n }\n }\n }\n \n var validPropertyTypes = ['SFR', 'Duplex', 'Multi', 'Land', 'Commercial'];\n if (buyer.criteria.propertyTypes) {\n for (var i = 0; i < buyer.criteria.propertyTypes.length; i++) {\n if (validPropertyTypes.indexOf(buyer.criteria.propertyTypes[i]) === -1) {\n errors.push('Invalid propertyType: ' + buyer.criteria.propertyTypes[i]);\n }\n }\n }\n}\n\nreturn {\n json: {\n valid: errors.length === 0,\n errors: errors,\n buyer: buyer\n }\n};"
}
},
{
"id": "ifValid",
"name": "IF Valid Input",
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
690,
300
],
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"combinator": "and",
"conditions": [
{
"id": "cond1",
"leftValue": "={{ $json.valid }}",
"rightValue": true,
"operator": {
"type": "boolean",
"operation": "equals"
}
}
]
}
}
},
{
"id": "respond400",
"name": "Respond 400 Validation Error",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
910,
450
],
"parameters": {
"respondWith": "json",
"responseCode": 400,
"responseBody": "={{ JSON.stringify({ success: false, errors: $json.errors }) }}"
}
},
{
"id": "normalizePhone",
"name": "Normalize Phone to E164",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
910,
150
],
"parameters": {
"jsCode": "var buyer = $input.first().json.buyer;\nvar phone = buyer.phone;\n\nvar digits = phone.replace(/\\D/g, '');\n\nif (digits.length === 10) {\n digits = '1' + digits;\n}\n\nif (digits.length === 11 && digits[0] === '1') {\n phone = '+' + digits;\n} else {\n phone = '+' + digits;\n}\n\nreturn {\n json: {\n buyer: buyer,\n normalizedPhone: phone\n }\n};"
}
},
{
"id": "checkDupe",
"name": "Check Duplicate Buyer",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1130,
150
],
"parameters": {
"method": "POST",
"url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/getBuyerByPhone",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ phone: $json.normalizedPhone }) }}"
}
},
{
"id": "ifDupe",
"name": "IF Buyer Exists",
"type": "n8n-nodes-base.if",
"typeVersion": 2.2,
"position": [
1350,
150
],
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict",
"version": 2
},
"combinator": "and",
"conditions": [
{
"id": "cond2",
"leftValue": "={{ $json.data }}",
"rightValue": "",
"operator": {
"type": "object",
"operation": "notEmpty",
"singleValue": true
}
}
]
}
}
},
{
"id": "handleExisting",
"name": "Handle Existing Buyer",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1570,
0
],
"parameters": {
"jsCode": "var existingBuyer = $input.first().json.data;\nvar response = null;\n\nswitch (existingBuyer.status) {\n case 'dnc':\n response = {\n statusCode: 403,\n body: { success: false, error: 'Buyer is on DNC list. They must text START to reactivate.', buyerId: existingBuyer._id, status: 'dnc' }\n };\n break;\n case 'pending_optin':\n response = {\n statusCode: 200,\n body: { success: true, buyerId: existingBuyer._id, status: 'pending_optin', note: 'Opt-in SMS resent. Buyer must reply YES.' },\n resendOptin: true,\n closeLeadId: existingBuyer.closeLeadId\n };\n break;\n case 'inactive':\n case 'dormant':\n response = {\n statusCode: 200,\n body: { success: true, buyerId: existingBuyer._id, status: 'pending_optin', note: 'Buyer reactivated. Opt-in SMS sent.' },\n resendOptin: true,\n closeLeadId: existingBuyer.closeLeadId\n };\n break;\n default:\n response = {\n statusCode: 200,\n body: { success: true, buyerId: existingBuyer._id, status: existingBuyer.status, note: 'Criteria updated for existing buyer.' }\n };\n}\n\nreturn { json: response };"
}
},
{
"id": "respondExisting",
"name": "Respond Existing Buyer",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
1790,
0
],
"parameters": {
"respondWith": "json",
"responseCode": "={{ $json.statusCode }}",
"responseBody": "={{ JSON.stringify($json.body) }}"
}
},
{
"id": "createBuyer",
"name": "Create Buyer in Convex",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1570,
300
],
"parameters": {
"method": "POST",
"url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/createBuyer",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ name: $('Normalize Phone to E164').first().json.buyer.name, phone: $('Normalize Phone to E164').first().json.normalizedPhone, email: $('Normalize Phone to E164').first().json.buyer.email || null, company: $('Normalize Phone to E164').first().json.buyer.company || null, source: $('Normalize Phone to E164').first().json.buyer.source || 'website', referredBy: $('Normalize Phone to E164').first().json.buyer.referredBy || null, criteria: { markets: $('Normalize Phone to E164').first().json.buyer.criteria.markets, propertyTypes: $('Normalize Phone to E164').first().json.buyer.criteria.propertyTypes, priceMin: $('Normalize Phone to E164').first().json.buyer.criteria.priceMin, priceMax: $('Normalize Phone to E164').first().json.buyer.criteria.priceMax, arvMin: $('Normalize Phone to E164').first().json.buyer.criteria.arvMin || null, strategies: $('Normalize Phone to E164').first().json.buyer.criteria.strategies, fundingType: $('Normalize Phone to E164').first().json.buyer.criteria.fundingType || 'Cash', monthlyCapacity: $('Normalize Phone to E164').first().json.buyer.criteria.monthlyCapacity, conditionAccepted: $('Normalize Phone to E164').first().json.buyer.criteria.conditionAccepted || ['Light', 'Medium', 'Heavy'] }, preferences: { preferredChannel: 'sms', bestContactTime: null, bestContactDays: ['Mon', 'Tue', 'Wed', 'Thu', 'Fri'], timezone: $('Normalize Phone to E164').first().json.buyer.preferences?.timezone || 'America/New_York', voiceOptIn: $('Normalize Phone to E164').first().json.buyer.voiceOptIn || false } }) }}"
}
},
{
"id": "createCloseLead",
"name": "Create Close CRM Lead",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
1790,
300
],
"parameters": {
"method": "POST",
"url": "https://api.close.com/api/v1/lead/",
"authentication": "genericCredentialType",
"genericAuthType": "httpBasicAuth",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ name: '[WholeStack] ' + $('Normalize Phone to E164').first().json.buyer.name, status_label: 'Potential', contacts: [{ name: $('Normalize Phone to E164').first().json.buyer.name, phones: [{ phone: $('Normalize Phone to E164').first().json.normalizedPhone, type: 'mobile' }], emails: $('Normalize Phone to E164').first().json.buyer.email ? [{ email: $('Normalize Phone to E164').first().json.buyer.email, type: 'work' }] : [] }], custom: { cf_QaXxtdAmTEByJ8SOBFk4wizgJwrwZF7XtSufDkTCP2x: $('Create Buyer in Convex').first().json.data._id, cf_tNLNi0SXrw5kMhnWilHLQWkerkx6gGMwpuTH9p1j2XL: $('Normalize Phone to E164').first().json.buyer.criteria.markets.join(','), cf_OKjNsqdbMxMcThu43cIhnhwFoLeYs7iigX8Pqz6Y1ma: 'warm', cf_VFuXiSLbhAQIp4448PknymYFsHUx6P1rJpcvMimLz3j: $('Normalize Phone to E164').first().json.buyer.source || 'website', cf_JmA0rE8IcwtfXnpqV42YC3JTD7JAe7UczFCLxwcE8sK: String($('Normalize Phone to E164').first().json.buyer.criteria.priceMin), cf_0WXJcdwa56nB9MdVCvImVIUqpfU5VUmRjVxzKypGWy5: String($('Normalize Phone to E164').first().json.buyer.criteria.priceMax), cf_XXsQomvB9JAtMWCmCW5v9bOf0iZyM356VWWI4DGp5kr: $('Normalize Phone to E164').first().json.buyer.criteria.strategies.join(','), cf_kz6C7hpyZZRheIPhCqDXGnR8fZ9cRJ7RuqJtJs8jfOy: $('Normalize Phone to E164').first().json.buyer.criteria.propertyTypes.join(','), cf_q1eGMfEgIdfL0zulAlCZ1GpeKIjkgM6gN1EaLfOn3LS: ($('Normalize Phone to E164').first().json.buyer.criteria.conditionAccepted || ['Light', 'Medium', 'Heavy']).join(',') } }) }}"
}
},
{
"id": "linkCloseId",
"name": "Link Close Lead to Convex",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2010,
300
],
"parameters": {
"method": "POST",
"url": "https://YOUR_CONVEX_DEPLOYMENT.convex.site/updateBuyerStatus",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ buyerId: $('Create Buyer in Convex').first().json.data._id, closeLeadId: $('Create Close CRM Lead').first().json.id }) }}"
}
},
{
"id": "sendOptinSms",
"name": "Send Opt-In SMS",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2230,
300
],
"parameters": {
"method": "POST",
"url": "https://api.close.com/api/v1/activity/sms/",
"authentication": "genericCredentialType",
"genericAuthType": "httpBasicAuth",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ lead_id: $('Create Close CRM Lead').first().json.id, local_phone: '+15555550100', remote_phone: $('Normalize Phone to E164').first().json.normalizedPhone, text: 'You have been added to PropOps deal alerts. Msg frequency varies. Msg & data rates may apply.\\n\\nReply YES to start getting deals.\\nReply STOP anytime to opt out.', direction: 'outbound', status: 'outbox' }) }}"
}
},
{
"id": "slackNotify",
"name": "Slack New Buyer",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.2,
"position": [
2450,
300
],
"continueOnFail": true,
"parameters": {
"method": "POST",
"url": "={{ $env.SLACK_WEBHOOK_WholeStack }}",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={{ JSON.stringify({ text: '\ud83d\udc64 *New Buyer Registered*\\n\\n' + $('Normalize Phone to E164').first().json.buyer.name + '\\nMarkets: ' + $('Normalize Phone to E164').first().json.buyer.criteria.markets.join(', ') + '\\nPrice Range: $' + $('Normalize Phone to E164').first().json.buyer.criteria.priceMin.toLocaleString() + ' - $' + $('Normalize Phone to E164').first().json.buyer.criteria.priceMax.toLocaleString() + '\\nStrategies: ' + $('Normalize Phone to E164').first().json.buyer.criteria.strategies.join(', ') + '\\nSource: ' + ($('Normalize Phone to E164').first().json.buyer.source || 'website') + '\\n\\nStatus: pending_optin (awaiting YES)' }) }}"
}
},
{
"id": "respond201",
"name": "Respond 201 Success",
"type": "n8n-nodes-base.respondToWebhook",
"typeVersion": 1.1,
"position": [
2670,
300
],
"parameters": {
"respondWith": "json",
"responseCode": 201,
"responseBody": "={{ JSON.stringify({ success: true, buyerId: $('Create Buyer in Convex').first().json.data._id, closeLeadId: $('Create Close CRM Lead').first().json.id, status: 'pending_optin', tier: 'warm', note: 'Opt-in SMS sent. Buyer must reply YES before receiving deals.' }) }}"
}
}
],
"connections": {
"Buyer Onboarding Webhook": {
"main": [
[
{
"node": "Validate Buyer Input",
"type": "main",
"index": 0
}
]
]
},
"Validate Buyer Input": {
"main": [
[
{
"node": "IF Valid Input",
"type": "main",
"index": 0
}
]
]
},
"IF Valid Input": {
"main": [
[
{
"node": "Normalize Phone to E164",
"type": "main",
"index": 0
}
],
[
{
"node": "Respond 400 Validation Error",
"type": "main",
"index": 0
}
]
]
},
"Normalize Phone to E164": {
"main": [
[
{
"node": "Check Duplicate Buyer",
"type": "main",
"index": 0
}
]
]
},
"Check Duplicate Buyer": {
"main": [
[
{
"node": "IF Buyer Exists",
"type": "main",
"index": 0
}
]
]
},
"IF Buyer Exists": {
"main": [
[
{
"node": "Handle Existing Buyer",
"type": "main",
"index": 0
}
],
[
{
"node": "Create Buyer in Convex",
"type": "main",
"index": 0
}
]
]
},
"Handle Existing Buyer": {
"main": [
[
{
"node": "Respond Existing Buyer",
"type": "main",
"index": 0
}
]
]
},
"Create Buyer in Convex": {
"main": [
[
{
"node": "Create Close CRM Lead",
"type": "main",
"index": 0
}
]
]
},
"Create Close CRM Lead": {
"main": [
[
{
"node": "Link Close Lead to Convex",
"type": "main",
"index": 0
}
]
]
},
"Link Close Lead to Convex": {
"main": [
[
{
"node": "Send Opt-In SMS",
"type": "main",
"index": 0
}
]
]
},
"Send Opt-In SMS": {
"main": [
[
{
"node": "Slack New Buyer",
"type": "main",
"index": 0
}
]
]
},
"Slack New Buyer": {
"main": [
[
{
"node": "Respond 201 Success",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1",
"saveDataErrorExecution": "all",
"saveDataSuccessExecution": "all",
"saveManualExecutions": true,
"saveExecutionProgress": true,
"callerPolicy": "workflowsFromSameOwner",
"availableInMCP": false
},
"active": false
}
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About this workflow
WholeStack WF-005: Buyer Onboarding. Uses httpRequest. Webhook trigger; 15 nodes.
Source: https://github.com/rafiulislam4246/real-estate-disposition-workflows/blob/main/workflows/05-buyer-onboarding.json — original creator credit. Request a take-down →
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