1  ---
 2  type: make-scenario-migration
 3  status: pending
 4  make-id: 2669763
 5  active: true
 6  invalid: false
 7  trigger: jotform
 8  apps: [jotform, close-crm, slack, google-sheets]
 9  executions: ~high
10  last-edit: 2026-04-05
11  ---
12  
13  # 4- Align Well | Demo Taken / No Show Form
14  
15  **Status:** Active
16  **Make ID:** 2669763
17  **Trigger:** Jotform → Watch for Submissions
18  
19  ---
20  
21  ## Module Sequence
22  
23  ### Shared Entry
24  1. **Jotform — Watch for Submissions** → receives form submission (Demo Taken or No Show)
25  2. **BasicRouter** → branches on form answer (Demo Taken vs No Show)
26  
27  ### Route A: Demo Taken
28  3. **Close CRM — Search Lead** → find lead by email from form
29  4. **Close CRM — Update Lead** → set status = Demo Taken
30  5. **Close CRM — List Opportunities** → get existing opps for lead
31  6. **BasicRouter** → branch: opp exists vs no opp
32     - **Branch A1 (opp exists):** Close CRM — Update Opportunity → set stage = Demo Taken
33     - **Branch A2 (no opp):** Close CRM — Create Opportunity → new opp at Demo Taken stage
34  7. **Close CRM — Create Custom Activity** → log "Demo Taken" activity
35  8. **Close CRM — Create Note** → attach demo notes from form
36  9. **Slack — Create Message** → post to #aw-demos or similar channel
37  10. **Google Sheets — Add Row** → log demo to tracking sheet
38  11. **util:SetVariable** → set variable for downstream logic
39  12. **Close CRM — Update Lead** → secondary update (e.g., custom fields)
40  
41  ### Route B: No Show
42  3. **Close CRM — Search Lead** → find lead by email
43  4. **Close CRM — Update Lead** → set status = No Show
44  5. **Close CRM — List Opportunities** → get existing opps
45  6. **BasicRouter** → branch: opp exists vs no opp
46     - **Branch B1 (opp exists):** Close CRM — Update Opportunity → set stage = No Show
47     - **Branch B2 (no opp):** Close CRM — Create Opportunity → new opp at No Show stage
48  7. **Close CRM — Create Custom Activity** → log "No Show" activity
49  8. **Slack — Create Message** → post no-show alert
50  9. **Google Sheets — Add Row** → log no-show to tracking sheet
51  
52  ---
53  
54  ## n8n Node Mapping
55  
56  | Make Module | n8n Node | Notes |
57  |---|---|---|
58  | Jotform Watch Submissions | Webhook | Set up Jotform to POST to n8n webhook URL |
59  | BasicRouter | Switch node | Route on form field value |
60  | Close CRM Search Lead | HTTP Request | GET `https://api.close.com/api/v1/lead/?query=email:{email}` |
61  | Close CRM Update Lead | HTTP Request | PUT `https://api.close.com/api/v1/lead/{id}/` |
62  | Close CRM List Opportunities | HTTP Request | GET `https://api.close.com/api/v1/opportunity/?lead_id={id}` |
63  | Close CRM Update Opportunity | HTTP Request | PUT `https://api.close.com/api/v1/opportunity/{id}/` |
64  | Close CRM Create Opportunity | HTTP Request | POST `https://api.close.com/api/v1/opportunity/` |
65  | Close CRM Create Custom Activity | HTTP Request | POST `https://api.close.com/api/v1/activity/custom/` |
66  | Close CRM Create Note | HTTP Request | POST `https://api.close.com/api/v1/activity/note/` |
67  | Slack Create Message | Slack node | Send Message action |
68  | Google Sheets Add Row | Google Sheets | Append Row action |
69  | util:SetVariable | Set node | Map fields |
70  
71  ---
72  
73  ## Migration Checklist
74  
75  - [ ] Map all Jotform field names from Make blueprint to n8n webhook body
76  - [ ] Recreate Close CRM API credential in n8n
77  - [ ] Recreate Slack credential in n8n
78  - [ ] Recreate Google Sheets credential in n8n
79  - [ ] Rebuild workflow on n8n canvas
80  - [ ] Test with Demo Taken form submission
81  - [ ] Test with No Show form submission
82  - [ ] Update Jotform webhook URL to n8n endpoint
83  - [ ] Confirm output matches Make behavior
84  - [ ] Mark active in n8n, deactivate Make scenario