The flow
Starts it 1Model 1Logic 11Service 8
The steps in the order they run, from what starts it.
- 1Tally - New InquiryTally triggerStarts it
- 2Form Mapping and SettingsSetLogic
- 3Validate InquiryCodeLogic
- 4Claim Submission in SalesforceSalesforceService
- 5Read Submission ReceiptSalesforceService
- 6Stop Replays - Accept New ClaimCodeLogic
- 7Find Salesforce LeadsSalesforceService
- 8Find Salesforce ContactSalesforceService
- 9Resolve Lead or ContactCodeLogic
- 10Create a New Lead?IfLogic
- 11Create Salesforce LeadSalesforceService
- 12Prepare CRM AssociationCodeLogic
- 13Consent and Valid Phone?IfLogic
- 14AI Internal Sales BriefOpen AiModel
- 15Record Skip or ReviewCodeLogic
- 16Prepare Internal BriefCodeLogic
- 17Save Final Salesforce ResultSalesforceService
- 18Save Brief Before SendingSalesforceService
- 19Finish or Request ReviewCodeLogic
- 20Send Approved Sent TemplateSentService
- 21Prepare Send ResultCodeLogic
How it's built
- Starts on
- An event in a connected app
- Steps
- 21, with 2 branches
- Size
- Large: read it before trusting it with anything live
- Connects to
- Salesforce
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Salesforce account, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on an event in a connected app.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Take your time. At 21 steps it is large: read it before trusting it with anything live.
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 21 steps before you point it at anything that matters.