n8n Whatsapp Message Auto-Logger for vTiger CRM

This n8n workflow acts as a flexible receiver for incoming data, specifically designed to process and potentially route information based on a simple condition. While the provided JSON is a basic template, it lays the groundwork for more complex integrations, such as logging WhatsApp messages into a CRM like vTiger.

What it does

This workflow currently performs the following steps:

1. Receives Data: It starts by listening for incoming data via a Webhook. This Webhook acts as the entry point for any external system to send information to this workflow.
2. Sets Initial Fields: It then uses an "Edit Fields (Set)" node to define or modify data fields. This is useful for standardizing incoming data or adding new properties.
3. Conditional Routing: An "If" node evaluates a condition based on the processed data.
   • If the condition evaluates to TRUE, the data is passed to a "No Operation, do nothing" node (which can be replaced with a specific action like logging to vTiger).
   • If the condition evaluates to FALSE, the data is also passed to a "No Operation, do nothing" node (which can be replaced with an alternative action or error handling).
4. Provides Context: A "Sticky Note" is included for documentation, allowing users to add explanations or instructions directly within the workflow canvas.

Prerequisites/Requirements

• n8n Instance: A running n8n instance (cloud or self-hosted).
• Webhook Source: An external system or application configured to send data to the n8n Webhook URL.

Setup/Usage

1. Import the Workflow: Import this JSON definition into your n8n instance.
2. Activate the Webhook: The "Webhook" node will generate a unique URL. This is the endpoint where your external system (e.g., a WhatsApp integration platform) should send its data.
3. Configure "Edit Fields":
   • Open the "Edit Fields" node.
   • Define the fields you expect to receive or want to create. For example, if you're receiving WhatsApp messages, you might extract senderPhoneNumber, messageContent, timestamp, etc.
4. Configure the "If" Node:
   • Open the "If" node.
   • Set up the condition(s) that determine how the incoming data should be routed. For instance, you might check if messageContent contains specific keywords or if senderPhoneNumber is from a known lead.
5. Replace "No Operation" Nodes:
   • The "No Operation, do nothing" nodes are placeholders. Replace them with the actual actions you want to perform:
     • For the TRUE branch (e.g., if a lead is identified), add a vTiger node to create or update a record, log the message, or link it to a lead.
     • For the FALSE branch (e.g., if no lead is found or the message is irrelevant), you might send a notification, log it to a different system, or simply discard it.
6. Save and Activate: Save the workflow and activate it to start processing incoming data.

Example Use Case (as hinted by directory name):

To implement "Whatsapp Message Auto-Logger for vTiger CRM with Lead Relation":

• The Webhook would receive messages from a WhatsApp API (e.g., Twilio, MessageBird, or a custom integration).
• The Edit Fields node would extract relevant message details like sender, message body, and timestamp.
• The If node would check if the sender's phone number already exists as a lead in vTiger.
  • If TRUE, the workflow would use a vTiger node (not included in this basic template) to log the message as an activity or comment on the existing lead.
  • If FALSE, the workflow might create a new lead in vTiger or route the message for manual review.