Auto-Tag High-Value Sales Orders in Zoho CRM with VIP Alert

This n8n workflow automates the process of identifying and tagging high-value sales orders in Zoho CRM. When a new sales order is received via a webhook, the workflow checks if its total value exceeds a predefined threshold. If it does, the order is automatically tagged as "VIP Alert" in Zoho CRM, ensuring that high-priority deals receive immediate attention.

What it does

1. Listens for New Sales Orders: The workflow is triggered by an incoming webhook, typically configured to receive data from a sales order system or another platform when a new order is created.
2. Filters High-Value Orders: It evaluates the total value of the incoming sales order.
3. Tags as "VIP Alert" in Zoho CRM: If the sales order's total value meets or exceeds a specified threshold, the workflow updates the corresponding record in Zoho CRM, adding a "VIP Alert" tag.

Prerequisites/Requirements

• n8n Instance: A running n8n instance (cloud or self-hosted).
• Zoho CRM Account: An active Zoho CRM account with appropriate API access.
• Webhook Source: A system or application capable of sending sales order data to a webhook URL (e.g., your e-commerce platform, another CRM, or a custom application).

Setup/Usage

1. Import the Workflow: Import this JSON workflow into your n8n instance.
2. Configure Webhook:
   • Locate the "Webhook" node.
   • Copy the generated webhook URL.
   • Configure your external system (e.g., e-commerce platform, custom script) to send sales order data (preferably in JSON format, including the total value) to this URL whenever a new sales order is created.
3. Configure Zoho CRM Credentials:
   • Locate the "Zoho CRM" node.
   • Click on "Credentials" and add or select your Zoho CRM API credentials. Ensure these credentials have the necessary permissions to update sales order records and manage tags.
4. Configure the "If" Node (High-Value Threshold):
   • Locate the "If" node.
   • Configure the condition to check the sales order's total value. For example, you might set a condition like {{ $json.total_amount >= 1000 }} to tag orders over $1000. Adjust the field name (total_amount) and the threshold (1000) according to your incoming webhook data structure and business needs.
5. Activate the Workflow: Save and activate the workflow.

Once activated, the workflow will automatically process incoming sales orders, identify high-value ones, and tag them in Zoho CRM for immediate follow-up.