# Sync Attio CRM with Jotform and Slack: n8n workflow template

> Started by another system calling it, and works across n8n data table. 28 steps, 2 branches: large, and worth reading before you trust it with anything live.

Source: https://millionrounds.com/workflow/sync-attio-crm-with-jotform-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Alerts and monitoring](https://millionrounds.com/workflows?category=Alerts+and+monitoring#library)

# Sync Attio CRM with Jotform and Slack

Started by another system calling it, and works across n8n data table. 28 steps, 2 branches: large, and worth reading before you trust it with anything live.

Large

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-attio-crm-with-jotform-and-slack)

**28 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 4 Service 23

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

- 1 **Receive form submissions** Webhook *Starts it*
- 2 **Edit Fields** Set *Logic*
- 3 **If pending status does not exist** Data Table *Service*
- 4 **If urgent status does not exist** Data Table *Service*
- 5 **If message column does not exist** Data Table *Service*
- 6 **If deals id does not exist** Data Table *Service*
- 7 **If people id does not exist** Data Table *Service*
- 8 **Get customer by email** Http Request *Service*
- 9 **Get the deals id** Data Table *Service*
- 10 **Get the deals id1** Data Table *Service*
- 11 **Get the people id** Data Table *Service*
- 12 **Get the deals id (CRM)** Http Request *Service*
- 13 **Get the people id (CRM)** Http Request *Service*
- 14 **Prepare customer data** Code *Logic*
- 15 **Add pending status to CRM** Http Request *Service*
- 16 **Add urgent status to CRM** Http Request *Service*
- 17 **Add message column to CRM** Http Request *Service*
- 18 **Add deals id to DB** Data Table *Service*
- 19 **Add people id to DB** Data Table *Service*
- 20 **Check if the customer is in the CRM** If *Logic*
- 21 **Add pending status to DB** Data Table *Service*
- 22 **Add urgent status to DB** Data Table *Service*
- 23 **Add message column to DB** Data Table *Service*
- 24 **Switch** Switch *Logic*
- 25 **Add the customer to the CRM** Http Request *Service*
- 26 **Update the deal** Http Request *Service*
- 27 **Create a new deal** Http Request *Service*
- 28 **Send slack message** Http Request *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 28, with 2 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** n8n data table
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account. 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 28 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 28 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsync-attio-crm-with-jotform-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

Also alerts and monitoring, with the same services where possible, closest in size first.

- [**Process Telegram image albums with Data Tables Cache** 28 steps · Telegram, n8n data table](https://millionrounds.com/workflow/process-telegram-image-albums-with-data-tables-cache)
- [**Monitor Facebook post safety with Apify and Gemini** 28 steps · calls a model · Apify, Telegram](https://millionrounds.com/workflow/monitor-facebook-post-safety-with-apify-and-gemini)
- [**Create and manage ERC-20 tokens with Telegram and 1Shot API** 29 steps · Telegram, n8n data table](https://millionrounds.com/workflow/create-and-manage-erc-20-tokens-with-telegram-and-1shot-api)
- [**Detect procurement fraud and monitor supplier compliance** 29 steps · calls a model · Email, Slack](https://millionrounds.com/workflow/detect-procurement-fraud-and-monitor-supplier-compliance)
- [**Monitor semiconductor board reliability with OpenAI and Slack** 29 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/monitor-semiconductor-board-reliability-with-openai-and-slac)
- [**Monitor Truth Social posts for Iran-Israel risk and alert Discord** 26 steps · calls a model · Discord, n8n data table](https://millionrounds.com/workflow/monitor-truth-social-posts-for-iran-israel-risk-and-alert-di)