Automation library · CRM

LoneScale - Tracking contacts' job changes to Salesforce

Started by another system calling it, and works across Salesforce and Slack. 26 steps, 9 branches: large, and worth reading before you trust it with anything live.

Large

26 stepsLarge: read it before trusting it with anything live
9Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Logic 10Service 15

The steps in the order they run, from what starts it.

  1. 1LoneScale - GetJobChangesWebhookStarts it
  2. 2createCustomObjectSalesforceService
  3. 3IFPersonCRMIdIfLogic
  4. 4searchAccountSalesforceService
  5. 5searchContactSalesforceService
  6. 6checkAccountExistIfLogic
  7. 7IF_LinkedIn_url_contactIfLogic
  8. 8check_companyIfLogic
  9. 9updateContactSalesforceService
  10. 10updateContact1SalesforceService
  11. 11createAccountSalesforceService
  12. 12IF_LinkedIn_url_contact1IfLogic
  13. 13routeJobChangeTypeSwitchLogic
  14. 14routeJobChangeType1SwitchLogic
  15. 15updateContact2SalesforceService
  16. 16updateContact3SalesforceService
  17. 17createTaskSalesforceService
  18. 18createTask1SalesforceService
  19. 19createTask2SalesforceService
  20. 20No Operation, do nothingNo OpLogic
  21. 21routeJobChangeType2SwitchLogic
  22. 22routeJobChangeType3SwitchLogic
  23. 23postNotifSlackSlackService
  24. 24createTask3SalesforceService
  25. 25createTask4SalesforceService
  26. 26createTask5SalesforceService

How it's built

Starts on
Another system calling it
Steps
26, with 9 branches
Size
Large: read it before trusting it with anything live
Connects to
Salesforce, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Salesforce and Slack 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?

Take your time. At 26 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.

Before you run it

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 26 steps before you point it at anything that matters.