Webhook and Monday.com integration

How it works This workflow lets you search for leads using FullEnrich's People Search API directly from Monday.com, then auto-fills the results as new items on your board. A Monday.com automation sends a webhook when a new item is created on your "search criteria" board The workflow responds to Monday.com's challenge handshake, then calls FullEnrich's People Search API with the criteria from your Monday.com columns (job title, industry, location, company size, number of results) The search results are split into individual people and each one is created as a new item on your Monday.com "results" board with their name, title, company, domain, LinkedIn URL, and location Set up steps Setup takes about 15 minutes: Monday.com "Search Criteria" board — Create a board with these columns: Job Title (text), Industry (text), Location (text), Company Size (text), Number of Results (number). Note down the column IDs Monday.com "Results" board — Create a board with columns for: First Name, Last Name, Job Title, Company Name, Company Domain, LinkedIn URL, Location. Note down the board ID, group ID, and column IDs Monday.com automation — On your search criteria board, create an automation: When item created → send webhook to the production URL from the "Monday.com Webhook" node FullEnrich — Connect your FullEnrich API credentials Monday.com — Connect your Monday.com API credentials Column mapping — Update the column IDs in the HTTP Request body and in the Monday.com node to match your boards Activate the workflow

Description: Bridge the gap between Monday.com and Jira with this intelligent n8n automation template. The workflow listens for new or updated Monday.com items, normalizes data fields, and syncs them with your Jira backlog—automatically detecting duplicates using fuzzy matching logic. It then creates or updates Jira issues accordingly and logs the results back into Monday.com, ensuring your product and engineering teams stay aligned in real time. Ideal for project managers, product ops, and agile teams who manage intake in Monday.com but execute tasks in Jira. ✅ What This Template Does (Step-by-Step) 🌐 Webhook Trigger from Monday.com: Starts automatically whenever a new task or update occurs in Monday.com. 🔄 Normalize Monday.com Data: Extracts and cleans key data fields such as summary, component, severity, and description for consistent formatting before sending to Jira. 📊 Query Jira Backlog: Fetches all existing issues from Jira to establish a baseline for duplicate detection. 🔍 Detect Duplicates with Fuzzy Matching: Compares Monday item titles with Jira summaries using character-level similarity (>80% threshold) to detect potential duplicates even with minor variations. ⚖️ Decision Gate: Duplicate or New: If duplicate found: updates the existing Jira issue with new data. If no match: creates a new Jira task in the appropriate project and issue type. 🔧 Update Existing Jira Issues: Automatically enhances Jira tickets with latest information from Monday.com including updated priority, description, and reference links. ✨ Create New Jira Issues: For new requests, generates a Jira task with details mapped from Monday—complete with severity, component, and description. 📝 Log Actions Back to Monday.com: Posts an update back to the originating Monday item confirming whether the action created or updated a Jira issue, including timestamp and Jira key link. 📋 (Optional) Create New Monday Board: Can also auto-create a private board in Monday.com for project-specific task organization. 🧠 Key Features 🔍 Smart fuzzy duplicate detection (>80% match threshold) ⚙️ Full bidirectional visibility between Monday.com and Jira 📢 Automatic task creation and update logic 🧾 Real-time status logging and audit trail in Monday.com 🔐 Secure API-based connections for both platforms 💼 Use Cases 💡 Sync product feedback and feature requests from Monday to Jira 🎯 Centralize intake forms and align engineering backlogs 🤝 Eliminate duplicate Jira issues from multiple product submissions 📈 Maintain transparent traceability across tools 📦 Required Integrations Monday.com API – for item intake and updates Jira Software Cloud API – for issue creation and modification 🎯 Why Use This Template? ✅ Eliminates duplicate Jira issues automatically ✅ Keeps Monday.Com and Jira perfectly aligned ✅ Saves hours of manual task reconciliation ✅ Ideal for agile and cross-functional collaboration

SignSnapHome to Multi-CRM Auto Follow-up: Complete Real Estate Open House Automation Transform Your Open House Leads into Clients with Zero Manual Work Are you tired of manually entering open house visitor information into your CRM? Losing hot leads because you didn't follow up fast enough? This powerful n8n workflow automatically syncs every SignSnapHome open house sign-in to three major real estate CRMs and executes a customizeable 7-day follow-up sequence via email and SMS. Setup Video Here 🎯 What This Workflow Does This automation creates a complete, hands-free lead nurturing system for real estate agents using SignSnap Home for open house visitor management. Every time someone signs in at your open house, this workflow: Instantly captures all visitor data from SignSnap Home via webhook Intelligently scores each lead based on agent status and property interest Automatically syncs contact information to three CRMs simultaneously: HubSpot - For marketing automation and pipeline management Follow Up Boss - For real estate-specific lead management Monday.com - For team collaboration and task tracking Logs everything to Google Sheets for complete audit trail and reporting Sends personalized follow-ups over 7 days for qualified leads: Day 0: Immediate thank you email Day 2: SMS text message check-in Day 5: Market update email with consultation offer Day 7: Automatic task created in HubSpot for agent to call 🔥 Key Features Smart Lead Qualification Not all open house visitors are equal. This workflow automatically identifies qualified leads who receive the full follow-up sequence: ✅ Visitors who don't currently have a real estate agent ✅ Visitors who have an agent but haven't signed a buyer agreement Leads who already have representation get the basic treatment (thank you email + CRM sync) to respect existing relationships while still capturing their information for future opportunities. Multi-CRM Distribution Why limit yourself to one CRM? This workflow syncs to three platforms simultaneously: HubSpot**: Creates/updates contacts with full lead scoring and property visit history Follow Up Boss**: Adds leads with source attribution and detailed notes Monday.com**: Creates board items for team visibility and collaboration Complete Activity Tracking Every touchpoint is logged to Google Sheets across three tabs: Lead Master Log**: Complete record of every visitor with lead scores and qualification status Follow-up Activity**: Timestamp of every email, SMS, and task created Errors**: Captures any visitors without email addresses for manual follow-up TCPA-Compliant SMS Follow-up Automated SMS messaging via Twilio includes: Proper consent tracking (via open house sign-in) "Reply STOP to unsubscribe" compliance footer Personalized messaging based on agent status Complete activity logging for audit trail 💼 Perfect For Real Estate Agents** using SignSnap Home for open house management Real Estate Teams** who need centralized lead tracking across multiple CRMs Brokerages** wanting to standardize follow-up processes across agents Property Marketing Teams** managing multiple open houses simultaneously 🛠️ What You'll Need Required Accounts & Credentials: SignSnapHome account with webhook integration enabled HubSpot account (Free or paid tier) with API access Follow Up Boss account with API key Monday.com account with API token Twilio account with SMS-enabled phone number SMTP Email service (Gmail, SendGrid, etc.) Google Sheets with OAuth2 access Technical Requirements: Active n8n instance (cloud or self-hosted) Basic familiarity with n8n workflows 30 minutes for initial setup and credential configuration 📊 Lead Scoring Algorithm This workflow includes intelligent lead scoring to help you prioritize follow-up: Base Score: 50 points Scoring Adjustments: No real estate agent: +30 points (HOT lead!) Property rating 4-5 stars: +20 points Property rating 1-2 stars: -20 points No buyer agreement signed: +10 points Lead Status Categories: 70-100 points**: HOT 🔥 50-69 points**: WARM 40-49 points**: OPEN 0-39 points**: COLD The Day 7 follow-up task is automatically prioritized as HIGH for leads scoring 70+ points. 🚀 Setup Overview Step 1: Import Workflow Download this workflow JSON and import it into your n8n instance. Step 2: Configure Credentials Set up authentication for all seven services: HubSpot OAuth2 or API Token Follow Up Boss HTTP Basic Auth (API key as username) Monday.com API Token Twilio API credentials SMTP email settings Google Sheets OAuth2 Step 3: Create Google Sheets Structure Create one Google Sheet with three tabs: Tab 1: "Lead Master Log" Timestamp First Name Last Name Email Phone Property Lead Score Lead Status Has Agent Buyer Agreement Qualifies for Follow-up Source Tab 2: "Follow-up Activity" Timestamp Contact Email Contact Name Activity Type Message Property Success Notes Tab 3: "Errors" Timestamp Guest Name Property Phone Error Reason Step 4: Update Placeholders Replace these values in the workflow nodes: YOUR_GOOGLE_SHEET_ID_HERE - Your Google Sheet ID (or select manually) [email protected] - Your from email address YOUR_TWILIO_PHONE_NUMBER - Your Twilio phone number (format: +15551234567) YOUR_MONDAY_BOARD_ID - Your Monday.com board ID Step 5: Configure SignSnap Home Activate the workflow in n8n Copy the webhook URL Go to SignSnapHome.com → Settings → Integrations Paste webhook URL and enable "Send on each submission" Step 6: Test! Have someone sign in at your next open house (or use test mode) and watch the magic happen! 📈 Expected Results Time Savings: 15-20 minutes per open house visitor (data entry, CRM updates, follow-up scheduling) Response Rate Improvements: Immediate thank you email: Builds rapport instantly Day 2 SMS: 98% open rate (vs 20-30% for email) Day 5 market update: Re-engages interested prospects Day 7 agent call task: Ensures no lead falls through cracks, make sure you set up your crm or change this to a simple notification node. Conversion Rate Impact: Many agents report 2-3x increase in open house visitor conversions with automated follow-up vs manual processes. 🎨 Customization Ideas This workflow is designed to be easily customizable: Adjust Follow-up Timing Change Wait node durations (Day 2 → Day 1, Day 5 → Day 3, etc.) Add more touchpoints (Day 10, Day 30, Day 90) Remove SMS and use email-only sequence Modify Lead Scoring Edit the JavaScript code in "Parse SignSnap Data" node Add new scoring criteria (property price range, visit duration, etc.) Change threshold values for HOT/WARM/COLD status Expand CRM Coverage Add Salesforce using HTTP Request node Include Pipedrive (native node available) Connect Zoho CRM (native node available) Add your brokerage's proprietary CRM via API Enhance Email Content Add property photos and listing details Include market statistics and neighborhood data Embed video tours or agent introduction videos Add social proof (testimonials, recent sales) Create Property-Specific Sequences Use IF nodes to branch by property address Send different messaging per listing Customize follow-up based on price range Include neighborhood-specific content 🔐 Compliance & Privacy This workflow is designed with real estate compliance in mind: TCPA Compliance (SMS): Consent established via open house sign-in "Reply STOP to unsubscribe" included in all messages Complete activity logging for audit trail Business relationship already established CAN-SPAM Compliance (Email): Easy unsubscribe mechanism Clear sender identification Accurate subject lines Business address included Data Privacy: No data stored in n8n workflow memory All data passed through encrypted connections CRM platforms handle data retention per their policies Google Sheets can be restricted to specific users 🆘 Troubleshooting "No email address" errors Make email required in SignSnap Home form settings Check "Errors" tab in Google Sheet for missed leads Follow up manually via phone using logged information CRM sync failures Verify all API credentials are current and not expired Check API rate limits (especially HubSpot free tier) Review execution logs in n8n for specific error messages SMS not sending Confirm Twilio account has sufficient balance Verify phone number format: +1XXXXXXXXXX (E.164 format) Check that recipient's country allows SMS from your Twilio number Ensure phone number was captured in SignSnap Home Wait nodes not resuming Confirm workflow is ACTIVE (not just saved) Check n8n queue system is running properly Verify execution mode settings allow waiting executions 📚 Additional Resources SignSnap Home: Website: https://signsnaphome.com Documentation: Contact SignSnap Home support Webhook setup guide: Available in app settings n8n Documentation: Webhook nodes: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.webhook/ Wait node: https://docs.n8n.io/integrations/builtin/core-nodes/n8n-nodes-base.wait/ Code node: https://docs.n8n.io/code-examples/ CRM API Documentation: HubSpot: https://developers.hubspot.com/ Follow Up Boss: https://docs.followupboss.com/ Monday.com: https://developer.monday.com/ 🌟 Success Story "Before this automation, I was spending 30+ minutes after every open house manually entering contacts into HubSpot, then setting reminders to follow up. Now it's completely hands-free. The SMS follow-up on Day 2 alone has doubled my response rate. Best workflow I've ever implemented!" 🚦 Next Steps Download this workflow from the n8n Creator Hub Import into your n8n instance Follow the setup guide in the sticky notes Test with a sample submission before your next open house Monitor results in your Google Sheets activity log Customize and optimize based on your response rates 💡 Pro Tips A/B test your messaging**: Duplicate the workflow and test different email subject lines or SMS wording Track conversion rates**: Add a "Converted" column to your Google Sheet and update it when leads become clients Segment by property**: Use IF nodes to send different follow-up sequences for luxury vs starter homes Add social media enrichment**: Connect Clearbit or Hunter.io to automatically find LinkedIn profiles Create dashboard reports**: Connect Google Sheets to Data Studio for visual analytics 📞 Support For workflow-specific questions, please comment on this workflow in the n8n Creator Hub. For SignSnap Home account issues, contact SignSnap Home support directly. For CRM-specific questions, consult each platform's documentation linked above. 🏷️ Tags real-estate open-house crm-automation lead-nurturing sms-marketing email-automation hubspot follow-up-boss monday.com twilio google-sheets webhook multi-crm lead-scoring signsnap-home Version: 1.0 Last Updated: January 2025 Compatibility: n8n v1.0+ License: MIT Built with ❤️ for the real estate community. Questions or improvements? Drop a comment below!

Enrich Monday.com leads with AI-powered company research and personalized email drafts using Explorium MCP and GPT-4.1 AI-Powered Lead Enrichment & Email Writer for Monday.com 🚀 Overview Stop losing deals to slow response times! Transform your inbound leads into qualified opportunities with this intelligent workflow that automates lead enrichment and personalized outreach. When a new lead drops into your Monday.com board, magic happens: 🔍 Deep-dives into company data using Explorium MCP's advanced intelligence engine 🧠 Analyzes business priorities, pain points, and growth opportunities 💡 Identifies specific AI automation use cases tailored to each company ✉️ Crafts hyper-personalized email drafts with GPT-4.1 (under 120 words!) 📊 Enriches your CRM with actionable insights and AI solution recommendations 📧 Saves draft emails directly to Gmail for your review 🔄 Updates Monday.com automatically with all the juicy insights Perfect for sales teams, growth marketers, and BizDev pros who want to turn every lead into a conversation starter that actually converts! 👥 Who's it for? B2B sales teams drowning in inbound leads Growth teams needing lightning-fast lead qualification BizDev professionals seeking that personal touch at scale Companies rocking Monday.com as their CRM ⚡ How it works Webhook triggers when fresh lead hits Monday.com Company Researcher agent unleashes Explorium MCP for company intel Email Writer agent crafts personalized outreach that doesn't sound like a robot CRM Enrichment agent adds golden nuggets of AI recommendations Gmail integration parks the draft in your inbox Monday.com updates with all the enriched goodness 🛠️ Setup Instructions Time to magic: 20 minutes You'll need: OpenAI API Key (for GPT-4.1) Explorium MCP API Key Monday.com API Token Gmail OAuth credentials Monday.com webhook setup Step-by-step: Import this template into your n8n instance Hook up Monday.com webhook via "Respond to Webhook" node Deactivate that "Respond to Webhook" node (important!) Plug in your API credentials Customize agent prompts with YOUR company's secret sauce Match your Monday.com columns to the workflow Test drive with a dummy lead Hit activate and watch the magic! ✨ 📋 Requirements Monday.com board with these columns: Company Name, Contact Name, Email, Comments Explorium MCP access (for that company intelligence gold) OpenAI API (GPT-4.1 model ready) Gmail account (where drafts go to shine) 🎨 Make it yours Tweak email tone - formal, casual, or somewhere in between Adjust research depth in Company Researcher Add your unique value props to agent prompts Connect more data sources for extra enrichment Hook up other CRMs (HubSpot, Salesforce, Pipedrive) Add Slack alerts for hot leads 🔥 💪 Why this rocks Real talk: Manual lead research is SO 2023. While your competitors are still googling companies, you're already in their inbox with an email that mentions their latest funding round, understands their tech stack, and offers solutions to problems they didn't even know you could solve. This isn't just another "Hi {{first_name}}" template. It's AI that actually gets context, writes like a human, and makes your prospects think "How did they know exactly what we need?" Results you can expect: Faster lead response time Higher email open rates Actually useful CRM data (not just "interested in our product") Your sales team thanking you (seriously) Built with ❤️ by: Elay Guez Pro tip: The more context you feed the AI agents about your business, the scarier-good the personalization gets. Don't hold back on those System Message customizations!