The flow
Starts it 2Logic 6Service 6
The steps in the order they run, from what starts it.
- 1Salesforce WebhookWebhookStarts it
- 2Respond to WebhookRespond To WebhookStarts it
- 3WaitWaitLogic
- 4Get Work Order detailsSalesforceService
- 5Extract required fieldsSetLogic
- 6If has locationIfLogic
- 7Prepare data for GeoTabSetLogic
- 8Email notification - errorMicrosoft OutlookService
- 9Calculate pointsCodeLogic
- 10GeoTab authenticationHttp RequestService
- 11Calculate zone's active datesCodeLogic
- 12Create zone in GeoTabHttp RequestService
- 13Update Salesforce with zone detailsSalesforceService
- 14Email notification - successMicrosoft OutlookService
How it's built
- Starts on
- Another system calling it
- Steps
- 14, with 1 branch, 1 loop or waits
- Size
- Medium: a working afternoon
- Connects to
- Outlook, Salesforce
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Outlook and Salesforce accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on another system calling it.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 14 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.