{ "name": "REVOPS-LI-007 | 04 | Revalidated SMTP sender and CRM logger", "nodes": [ { "parameters": { "rule": { "interval": [ { "field": "minutes", "minutesInterval": 2 } ] } }, "id": "d6a314ff-0e57-455a-ada1-af1972460bbb", "name": "Send Queue Every Two Minutes", "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ 0, 0 ] }, { "parameters": {}, "id": "d7166f76-1a99-44e5-8aba-1026aee340f8", "name": "Run Sender Manually", "type": "n8n-nodes-base.manualTrigger", "typeVersion": 1, "position": [ 270, 0 ] }, { "parameters": { "mode": "runOnceForAllItems", "jsCode": "const config={send_enabled:false,proposal_stage_ids:['REPLACE_PROPOSAL_STAGE_INTERNAL_ID'],min_age_days:5,max_age_days:7,from_email:'REPLACE_VERIFIED_FROM_EMAIL',from_name:'REPLACE_SALES_TEAM_NAME',review_after_days:3};if(config.proposal_stage_ids.some(x=>x.includes('REPLACE_')))throw new Error('Set proposal stage IDs');return [{json:{config}}];" }, "id": "cf6c073f-56ab-4599-bd9c-e5d98816e2b5", "name": "Sender Configuration", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 540, 0 ] }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "5e7b8bb1-0277-415b-9025-5a8958d3090a", "leftValue": "={{ $json.config.send_enabled === true }}", "rightValue": true, "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "id": "92e40cfb-42fd-4883-9a31-a13a7bc04a5c", "name": "Sending Enabled?", "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 810, 0 ] }, { "parameters": { "operation": "executeQuery", "query": "SELECT ghosted_proposal.claim_send($1::text) AS case;", "options": { "queryReplacement": "={{ [String($execution.id)] }}" } }, "id": "7fd3a066-c16b-4273-b49f-b278a41d79b0", "name": "Claim Send-Ready Case", "type": "n8n-nodes-base.postgres", "typeVersion": 2.6, "position": [ 1080, 0 ], "credentials": { "postgres": { "id": "REPLACE_POSTGRES_CREDENTIAL", "name": "ATTRIBUTION Postgres" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "0fae91a5-d311-452e-b349-da26d0dfdaa6", "leftValue": "={{ $json.case !== null }}", "rightValue": true, "operator": { "type": "boolean", "operation": "true", "singleValue": true } } ], "combinator": "and" }, "options": {} }, "id": "17997b32-4b6e-491c-9006-c1d2508516bd", "name": "Send Case Found?", "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 1350, 0 ] }, { "parameters": { "mode": "runOnceForAllItems", "jsCode": "const c=$('Claim Send-Ready Case').first().json.case;return [{json:{kind:'deal',id:c.deal_id,case:c}},{json:{kind:'contact',id:String(c.contact.id),case:c}}];" }, "id": "b8af5176-a6e0-43de-9fc1-b654830ebe26", "name": "Build Fresh Deal and Contact Reads", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1620, 0 ] }, { "parameters": { "method": "GET", "url": "={{ 'https://api.hubapi.com/crm/v3/objects/'+($json.kind==='deal'?'deals':'contacts')+'/'+$json.id+'?properties='+encodeURIComponent(($json.kind==='deal'?[\"dealname\",\"dealstage\",\"pipeline\",\"amount\",\"hs_is_closed\",\"hubspot_owner_id\",\"hs_last_activity_date\",\"hs_last_sales_activity_timestamp\",\"notes_last_updated\",\"hs_last_contacted\",\"lastmodifieddate\",\"revops_proposal_sent_at\",\"revops_proposal_status\",\"revops_proposal_link\",\"revops_proposal_value\",\"revops_proposal_summary\",\"revops_service_proposed\",\"revops_main_pain_point\",\"revops_expected_next_step\",\"revops_salesperson_notes\",\"revops_previous_objections\",\"revops_past_communication_summary\",\"revops_proposal_channel\",\"revops_ghosting_status\",\"revops_followup_sent_at\",\"revops_next_review_at\",\"revops_last_reply_at\",\"revops_salesperson_name\"]:[\"firstname\",\"lastname\",\"email\",\"phone\",\"hubspot_owner_id\",\"hs_email_optout\",\"revops_do_not_contact\"]).join(','))+'&associations=contacts,companies' }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "options": { "timeout": 30000, "response": { "response": { "fullResponse": true, "neverError": true, "responseFormat": "json" } } } }, "id": "d9f7bb2e-0c99-413d-aee8-782df1a4dd3e", "name": "Read Fresh Send Context", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1890, 0 ], "credentials": { "httpHeaderAuth": { "id": "REPLACE_HUBSPOT_CREDENTIAL", "name": "ATTRIBUTION HubSpot" } } }, { "parameters": { "mode": "runOnceForAllItems", "jsCode": "const G = (function ghostedLibrary(){\n const text=v=>String(v??'').trim();\n const bool=v=>['true','1','yes','on'].includes(text(v).toLowerCase());\n const ms=v=>{if(v==null||v==='')return null;const n=Number(v);if(Number.isFinite(n)&&n>100000000000)return n;const d=Date.parse(v);return Number.isFinite(d)?d:null};\n const iso=v=>{const n=ms(v);return n?new Date(n).toISOString():null};\n const latest=(...values)=>values.map(ms).filter(Boolean).sort((a,b)=>b-a)[0]||null;\n const assoc=(record,type)=>(record.associations?.[type]?.results||[]).map(x=>String(x.id));\n function classify(deal,config,now=Date.now()){\n const p=deal.properties||{},proposal=ms(p.revops_proposal_sent_at),reasons=[];\n if(!proposal)return {action:'MANUAL',status:'MISSING_PROPOSAL_DATE',reasons:['MISSING_PROPOSAL_DATE']};\n const age=(now-proposal)/86400000;if(ageconfig.max_age_days)return {action:'SKIP',status:'OUTSIDE_FOLLOWUP_WINDOW',age_days:age,reasons:[]};\n if(!config.proposal_stage_ids.includes(text(p.dealstage))||bool(p.hs_is_closed))return {action:'SKIP',status:'DEAL_NO_LONGER_ELIGIBLE',age_days:age,reasons:[]};\n const activity=latest(p.hs_last_activity_date,p.hs_last_sales_activity_timestamp,p.notes_last_updated,p.hs_last_contacted,p.revops_last_reply_at);\n const meaningful=activity;\n const grace=Number(config.activity_grace_minutes||15)*60000;if(meaningful&&meaningful>proposal+grace)return {action:'SKIP',status:'RECENT_ACTIVITY_FOUND',age_days:age,last_activity_at:new Date(meaningful).toISOString(),reasons:[]};\n if(['FOLLOWED_UP','RE_ENGAGED','MANUAL_REVIEW','APPROVAL_PENDING','SENDING'].includes(text(p.revops_ghosting_status)))return {action:'SKIP',status:'ALREADY_HANDLED',age_days:age,reasons:[]};\n const contacts=assoc(deal,'contacts'),companies=assoc(deal,'companies');\n if(contacts.length!==1)reasons.push(contacts.length?'MULTIPLE_CONTACTS':'MISSING_CONTACT');if(companies.length>1)reasons.push('MULTIPLE_COMPANIES');\n return {action:reasons.length?'MANUAL':'CONTEXT',status:reasons.length?'ASSOCIATION_REVIEW_REQUIRED':'CONTEXT_REQUIRED',age_days:age,proposal_sent_at:new Date(proposal).toISOString(),contacts,companies,last_activity_at:activity?new Date(activity).toISOString():null,reasons};\n }\n function finalize(deal,contact,company,openCompanyDeals,config,pre){\n const reasons=[...(pre.reasons||[])],p=deal.properties||{},cp=contact?.properties||{},channel=text(p.revops_proposal_channel||'email').toLowerCase();\n if(company&&openCompanyDeals>1)reasons.push('MULTIPLE_ACTIVE_COMPANY_DEALS');\n if(channel==='email'&&!text(cp.email))reasons.push('MISSING_CONTACT_EMAIL');\n if(channel==='email'&&(bool(cp.hs_email_optout)||bool(cp.revops_do_not_contact)))reasons.push('CONTACT_SUPPRESSED');\n if(!['email','crm email'].includes(channel))reasons.push('CHANNEL_REQUIRES_MANUAL_SEND');\n const amount=Number(p.amount||p.revops_proposal_value||0);if(!Number.isFinite(amount))reasons.push('INVALID_DEAL_VALUE');\n const highValue=Number.isFinite(amount)&&amount>=config.high_value_threshold;\n return {deal_id:String(deal.id),deal,contact:contact||null,company:company||null,proposal_sent_at:pre.proposal_sent_at,channel,amount:Number.isFinite(amount)?amount:0,high_value:highValue,requires_approval:highValue&&!reasons.length,action:reasons.length?'MANUAL':'READY',status:reasons.length?'MANUAL_REVIEW_REQUIRED':highValue?'APPROVAL_REQUIRED':'READY_TO_DRAFT',reasons};\n }\n function draft(c){const d=c.deal.properties||{},p=c.contact?.properties||{};const first=text(p.firstname)||'there';const proposal=text(d.revops_service_proposed||d.dealname||'proposal');const pain=text(d.revops_main_pain_point);const next=text(d.revops_expected_next_step)||'review any questions together';const objection=text(d.revops_previous_objections);let body=`Hi ${first},\\n\\nI wanted to follow up on the ${proposal} I sent over last week.`;if(pain)body+=` Based on our conversation about ${pain}, I wanted to make sure the proposal covers the priorities we discussed.`;if(objection)body+=` I’m also happy to clarify the points around ${objection}.`;body+=`\\n\\nWould it be helpful to ${next}? If priorities have changed, just let me know and I can adjust the direction.\\n\\nBest,\\n${text(d.revops_salesperson_name)||'Your sales representative'}`;return {subject:`Quick follow-up on ${text(d.dealname)||'the proposal'}`,body};}\n function revalidate(c,deal,contact,config){const current=classify(deal,config,Date.now()),reasons=[];if(!['CONTEXT','READY'].includes(current.action)&¤t.status!=='CONTEXT_REQUIRED')reasons.push('DEAL_CHANGED_OR_ACTIVITY_FOUND');if(iso(deal.properties?.revops_proposal_sent_at)!==iso(c.proposal_sent_at))reasons.push('PROPOSAL_DATE_CHANGED');if(text(deal.properties?.revops_followup_sent_at))reasons.push('FOLLOWUP_ALREADY_SENT');if(!contact||text(contact.properties?.email).toLowerCase()!==text(c.contact?.properties?.email).toLowerCase())reasons.push('CONTACT_EMAIL_CHANGED_OR_MISSING');if(bool(contact?.properties?.hs_email_optout)||bool(contact?.properties?.revops_do_not_contact))reasons.push('CONTACT_SUPPRESSED');return {safe:!reasons.length,reasons};}\n return {text,bool,ms,iso,latest,assoc,classify,finalize,draft,revalidate};\n})();\nconst req=$('Build Fresh Deal and Contact Reads').all(),res=$input.all(),c=req[0].json.case;let deal=null,contact=null;for(let i=0;i' }}", "toEmail": "={{ $('Final Send Safety Check').first().json.contact.properties.email }}", "subject": "={{ $('Final Send Safety Check').first().json.case.draft.subject }}", "emailFormat": "text", "text": "={{ $('Final Send Safety Check').first().json.case.draft.body }}", "options": { "appendAttribution": false } }, "id": "d29e9768-887b-47d4-ab81-fedb91932e8f", "name": "Send Follow-Up Email", "type": "n8n-nodes-base.emailSend", "typeVersion": 2.1, "position": [ 810, 300 ], "credentials": { "smtp": { "id": "REPLACE_SMTP_CREDENTIAL", "name": "Proposal Follow-Up SMTP" } } }, { "parameters": { "mode": "runOnceForAllItems", "jsCode": "const c=$('Final Send Safety Check').first().json.case,cfg=$('Sender Configuration').first().json.config,now=new Date(),next=new Date(now.getTime()+cfg.review_after_days*86400000);const esc=s=>String(s||'').replace(/[&<>]/g,ch=>({'&':'&','<':'<','>':'>'}[ch]));const note={properties:{hs_timestamp:now.toISOString(),hs_note_body:'Automated proposal follow-up sent.\\n\\nSubject: '+esc(c.draft.subject)+'\\n\\n'+esc(c.draft.body)},associations:[{to:{id:c.deal_id},types:[{associationCategory:'HUBSPOT_DEFINED',associationTypeId:214}]},{to:{id:String(c.contact.id)},types:[{associationCategory:'HUBSPOT_DEFINED',associationTypeId:202}]}]};const patch={properties:{revops_ghosting_status:'FOLLOWED_UP',revops_followup_status:'SENT',revops_followup_sent_at:now.toISOString(),revops_last_automated_followup_at:now.toISOString(),revops_followup_channel:'EMAIL',revops_followup_message:c.draft.body.slice(0,65000),revops_next_review_at:next.toISOString(),revops_followup_run_id:String($execution.id)}};return [{json:{case:c,note,patch,sent_at:now.toISOString()}}];" }, "id": "b91f379a-a03d-4281-b8b5-9bbe59c5671a", "name": "Build CRM Log After Send", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1080, 300 ] }, { "parameters": { "method": "PATCH", "url": "={{ 'https://api.hubapi.com/crm/v3/objects/deals/'+$json.case.deal_id }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ $json.patch }}", "options": { "timeout": 30000 } }, "id": "eb523d43-a3d8-43dd-a1e8-194341aca231", "name": "Update HubSpot Deal", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1350, 300 ], "credentials": { "httpHeaderAuth": { "id": "REPLACE_HUBSPOT_CREDENTIAL", "name": "ATTRIBUTION HubSpot" } }, "retryOnFail": true, "maxTries": 3, "waitBetweenTries": 2000 }, { "parameters": { "method": "POST", "url": "https://api.hubapi.com/crm/v3/objects/notes", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ $('Build CRM Log After Send').first().json.note }}", "options": { "timeout": 30000 } }, "id": "31ead06a-13b1-4f10-ab54-1a461c1b3efc", "name": "Log Exact Message as Note", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1620, 300 ], "credentials": { "httpHeaderAuth": { "id": "REPLACE_HUBSPOT_CREDENTIAL", "name": "ATTRIBUTION HubSpot" } }, "retryOnFail": true, "maxTries": 3, "waitBetweenTries": 2000 }, { "parameters": { "operation": "executeQuery", "query": "SELECT ghosted_proposal.complete_send($1::uuid,$2::timestamptz,$3::jsonb);", "options": { "queryReplacement": "={{ [$('Build CRM Log After Send').first().json.case.case_id,$('Build CRM Log After Send').first().json.sent_at,JSON.stringify($('Build CRM Log After Send').first().json.patch)] }}" } }, "id": "a784be73-0512-4f63-8f7c-71e19700f80d", "name": "Complete Send Audit", "type": "n8n-nodes-base.postgres", "typeVersion": 2.6, "position": [ 1890, 300 ], "credentials": { "postgres": { "id": "REPLACE_POSTGRES_CREDENTIAL", "name": "ATTRIBUTION Postgres" } } }, { "parameters": { "content": "## Outbound sender — OFF by default\nSet send_enabled=true only after sandbox/UAT. The sender claims once, fetches fresh deal/contact data, and blocks if activity, stage, date, email, or suppression changed.\nThe SMTP send node has no automatic retry. A failure after claim becomes manual reconciliation so a network ambiguity cannot create a duplicate email.", "width": 700, "height": 220 }, "id": "cde694c3-cc07-41b2-bcf4-c30493e309e9", "name": "Workflow Guide", "type": "n8n-nodes-base.stickyNote", "typeVersion": 1, "position": [ 0, -270 ] } ], "connections": { "Send Queue Every Two Minutes": { "main": [ [ { "node": "Sender Configuration", "type": "main", "index": 0 } ] ] }, "Run Sender Manually": { "main": [ [ { "node": "Sender Configuration", "type": "main", "index": 0 } ] ] }, "Sender Configuration": { "main": [ [ { "node": "Sending Enabled?", "type": "main", "index": 0 } ] ] }, "Sending Enabled?": { "main": [ [ { "node": "Claim Send-Ready Case", "type": "main", "index": 0 } ] ] }, "Claim Send-Ready Case": { "main": [ [ { "node": "Send Case Found?", "type": "main", "index": 0 } ] ] }, "Send Case Found?": { "main": [ [ { "node": "Build Fresh Deal and Contact Reads", "type": "main", "index": 0 } ] ] }, "Build Fresh Deal and Contact Reads": { "main": [ [ { "node": "Read Fresh Send Context", "type": "main", "index": 0 } ] ] }, "Read Fresh Send Context": { "main": [ [ { "node": "Final Send Safety Check", "type": "main", "index": 0 } ] ] }, "Final Send Safety Check": { "main": [ [ { "node": "Still Safe To Send?", "type": "main", "index": 0 } ] ] }, "Still Safe To Send?": { "main": [ [ { "node": "Send Follow-Up Email", "type": "main", "index": 0 } ], [ { "node": "Block Changed Case", "type": "main", "index": 0 } ] ] }, "Send Follow-Up Email": { "main": [ [ { "node": "Build CRM Log After Send", "type": "main", "index": 0 } ] ] }, "Build CRM Log After Send": { "main": [ [ { "node": "Update HubSpot Deal", "type": "main", "index": 0 } ] ] }, "Update HubSpot Deal": { "main": [ [ { "node": "Log Exact Message as Note", "type": "main", "index": 0 } ] ] }, "Log Exact Message as Note": { "main": [ [ { "node": "Complete Send Audit", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1", "timezone": "Asia/Tbilisi", "saveExecutionProgress": true }, "active": false, "pinData": {}, "tags": [] }