8a43037668
Add lead-actions-example.json — reference workflow demonstrating four optional action patterns (HubSpot upsert, Slack notification, welcome email, audit log) routed by profile grade from Workflow 1 output. Uses HTTP Request nodes for Slack (no credential dependency), Set node for audit log (template buyers wire their own sink), continueOnFail on all action nodes, and an Error Trigger + email alert pair for runtime visibility. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
332 lines
10 KiB
JSON
332 lines
10 KiB
JSON
{
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"name": "Lead Actions Example",
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"nodes": [
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{
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"id": "f1a2b3c4-d5e6-7890-abcd-ef1234567890",
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"name": "Execute Workflow Trigger",
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"type": "n8n-nodes-base.executeWorkflowTrigger",
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"typeVersion": 1.1,
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"position": [0, 300],
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"parameters": {}
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},
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{
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"id": "a2b3c4d5-e6f7-8901-bcde-f23456789012",
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"name": "Grade Router",
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"type": "n8n-nodes-base.switch",
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"typeVersion": 3.2,
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"position": [300, 300],
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"parameters": {
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"rules": {
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"values": [
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{
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"conditions": {
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"conditions": [
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{
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"id": "c3d4e5f6-a7b8-9012-cdef-345678901234",
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"leftValue": "={{ $json.grading.profile_grade }}",
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"rightValue": "Full Profile",
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"operator": {
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"type": "string",
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"operation": "equals"
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}
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}
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]
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}
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},
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{
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"conditions": {
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"conditions": [
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{
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"id": "d4e5f6a7-b8c9-0123-defa-456789012345",
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"leftValue": "={{ $json.grading.profile_grade }}",
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"rightValue": "Partial Profile",
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"operator": {
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"type": "string",
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"operation": "equals"
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}
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}
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]
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}
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},
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{
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"conditions": {
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"conditions": [
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{
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"id": "e5f6a7b8-c9d0-1234-efab-567890123456",
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"leftValue": "={{ $json.grading.profile_grade }}",
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"rightValue": "Limited",
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"operator": {
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"type": "string",
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"operation": "equals"
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}
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}
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]
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}
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}
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]
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},
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"options": {
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"fallbackOutput": "extra"
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}
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}
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},
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{
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"id": "b3c4d5e6-f7a8-9012-bcde-678901234567",
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"name": "HubSpot Upsert",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [600, 100],
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"continueOnFail": true,
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"parameters": {
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"method": "POST",
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"url": "https://api.hubapi.com/crm/v3/objects/contacts/batch/upsert",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Content-Type",
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"value": "application/json"
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},
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{
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"name": "Authorization",
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"value": "=Bearer {{ $env.HUBSPOT_PRIVATE_APP_TOKEN }}"
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}
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]
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},
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={{ JSON.stringify({ inputs: [{ idProperty: \"email\", id: $json.lead.email, properties: { firstname: $json.lead.first_name, lastname: $json.lead.last_name, company: $json.enrichment.organisation.name || \"\", jobtitle: $json.enrichment.person.title || \"\", website: $json.enrichment.organisation.website_url || \"\", city: $json.enrichment.person.city || \"\", country: $json.enrichment.person.country || \"\", lifecyclestage: \"lead\" } }] }) }}"
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}
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},
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{
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"id": "c4d5e6f7-a8b9-0123-cdef-789012345678",
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"name": "Slack Notification",
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"type": "n8n-nodes-base.httpRequest",
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"typeVersion": 4.2,
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"position": [600, 300],
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"continueOnFail": true,
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"parameters": {
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"method": "POST",
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"url": "https://slack.com/api/chat.postMessage",
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"sendHeaders": true,
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"headerParameters": {
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"parameters": [
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{
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"name": "Content-Type",
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"value": "application/json"
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},
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{
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"name": "Authorization",
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"value": "=Bearer {{ $env.SLACK_BOT_TOKEN }}"
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}
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]
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},
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"sendBody": true,
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"specifyBody": "json",
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"jsonBody": "={{ JSON.stringify({ channel: \"#leads\", text: \"*New Lead \\u2014 \" + $json.grading.profile_grade + \"*\\nName: \" + ($json.lead.first_name || \"\") + \" \" + ($json.lead.last_name || \"\") + \"\\nEmail: \" + $json.lead.email + \"\\nCompany: \" + ($json.enrichment.organisation.name || \"Unknown\") + \"\\nTitle: \" + ($json.enrichment.person.title || \"Unknown\") + \"\\nSource: \" + ($json.lead.source || \"unknown\") + ($json.enrichment.credits_low ? \"\\n\\u26a0\\ufe0f Apollo credits running low!\" : \"\") }) }}"
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}
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},
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{
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"id": "d5e6f7a8-b9c0-1234-defa-890123456789",
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"name": "Welcome Email",
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"type": "n8n-nodes-base.emailSend",
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"typeVersion": 2.1,
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"position": [600, 500],
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"continueOnFail": true,
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"credentials": {
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"smtp": {
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"id": "XU85XBahrbhS0122",
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"name": "CORBEL Email SMTP"
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}
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},
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"parameters": {
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"fromEmail": "jake@corbel.consulting",
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"toEmail": "={{ $json.lead.email }}",
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"subject": "Thanks for getting in touch",
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"emailFormat": "html",
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"html": "<div style=\"font-family:system-ui,sans-serif;max-width:520px;margin:0 auto;padding:2rem\">\n <p style=\"font-size:1.1rem;color:#2D3748\">Hi {{ $json.lead.first_name || 'there' }},</p>\n <p style=\"color:#64748B;line-height:1.7\">Thanks for getting in touch. We have received your details and will be in contact shortly.</p>\n <p style=\"color:#64748B;line-height:1.7\">If you have any questions in the meantime, just reply to this email.</p>\n <p style=\"color:#2D3748;margin-top:1.5rem\">Best regards,<br><span style=\"color:#64748B\">The Team</span></p>\n</div>"
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}
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},
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{
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"id": "e6f7a8b9-c0d1-2345-efab-901234567890",
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"name": "Sheets Audit Log",
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"type": "n8n-nodes-base.set",
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"typeVersion": 3.3,
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"position": [600, 700],
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"continueOnFail": true,
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"parameters": {
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"mode": "manual",
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"duplicateItem": false,
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"assignments": {
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"assignments": [
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{
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"id": "f7a8b9c0-d1e2-3456-fabc-012345678901",
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"name": "timestamp",
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"value": "={{ $json.grading.graded_at }}",
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"type": "string"
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},
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{
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"id": "a8b9c0d1-e2f3-4567-abcd-123456789012",
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"name": "email",
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"value": "={{ $json.lead.email }}",
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"type": "string"
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},
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{
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"id": "b9c0d1e2-f3a4-5678-bcde-234567890123",
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"name": "name",
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"value": "={{ ($json.lead.first_name || \"\") + \" \" + ($json.lead.last_name || \"\") }}",
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"type": "string"
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},
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{
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"id": "c0d1e2f3-a4b5-6789-cdef-345678901234",
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"name": "company",
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"value": "={{ $json.enrichment.organisation.name || \"\" }}",
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"type": "string"
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},
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{
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"id": "d1e2f3a4-b5c6-7890-defa-456789012345",
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"name": "profile_grade",
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"value": "={{ $json.grading.profile_grade }}",
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"type": "string"
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},
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{
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"id": "e2f3a4b5-c6d7-8901-efab-567890123456",
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"name": "source",
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"value": "={{ $json.lead.source || \"\" }}",
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"type": "string"
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},
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{
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"id": "f3a4b5c6-d7e8-9012-fabc-678901234567",
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"name": "provider",
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"value": "={{ $json.enrichment.provider }}",
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"type": "string"
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},
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{
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"id": "a4b5c6d7-e8f9-0123-abcd-789012345678",
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"name": "credits_consumed",
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"value": "={{ $json.enrichment.credits_consumed }}",
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"type": "number"
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},
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{
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"id": "b5c6d7e8-f9a0-1234-bcde-890123456789",
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"name": "credits_low",
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"value": "={{ $json.enrichment.credits_low }}",
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"type": "boolean"
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}
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]
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},
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"options": {
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"includeOtherFields": false
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}
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}
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},
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{
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"id": "c6d7e8f9-a0b1-2345-cdef-901234567890",
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"name": "Error Trigger",
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"type": "n8n-nodes-base.errorTrigger",
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"typeVersion": 1,
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"position": [0, 700],
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"parameters": {}
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},
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{
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"id": "d7e8f9a0-b1c2-3456-defa-012345678901",
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"name": "Error Notification Email",
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"type": "n8n-nodes-base.emailSend",
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"typeVersion": 2.1,
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"position": [300, 700],
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"credentials": {
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"smtp": {
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"id": "XU85XBahrbhS0122",
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"name": "CORBEL Email SMTP"
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}
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},
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"parameters": {
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"fromEmail": "jake@corbel.consulting",
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"toEmail": "jake@corbel.consulting",
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"subject": "Lead Actions workflow error",
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"emailFormat": "html",
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"html": "=<p>The Lead Actions Example workflow encountered an error.</p><pre>{{ JSON.stringify($json, null, 2) }}</pre>"
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}
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}
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],
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"connections": {
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"Execute Workflow Trigger": {
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"main": [
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[
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{
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"node": "Grade Router",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"Grade Router": {
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"main": [
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[
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{
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"node": "HubSpot Upsert",
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"type": "main",
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"index": 0
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},
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{
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"node": "Slack Notification",
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"type": "main",
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"index": 0
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},
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{
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"node": "Welcome Email",
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"type": "main",
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"index": 0
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},
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{
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"node": "Sheets Audit Log",
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"type": "main",
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"index": 0
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}
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],
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[
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{
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"node": "HubSpot Upsert",
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"type": "main",
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"index": 0
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},
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{
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"node": "Sheets Audit Log",
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"type": "main",
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"index": 0
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}
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],
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[
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{
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"node": "Sheets Audit Log",
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"type": "main",
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"index": 0
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}
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],
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[
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{
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"node": "Sheets Audit Log",
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"type": "main",
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"index": 0
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}
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]
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]
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},
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"Error Trigger": {
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"main": [
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[
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{
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"node": "Error Notification Email",
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"type": "main",
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"index": 0
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}
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]
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]
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}
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},
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"settings": {
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"executionOrder": "v1"
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}
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}
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