1  ---
 2  type: make-scenario-migration
 3  status: pending
 4  make-id: 2680715
 5  active: true
 6  invalid: false
 7  trigger: jotform
 8  apps: [jotform, close-crm, google-sheets, slack]
 9  executions: ~high
10  last-edit: 2026-04-05
11  ---
12  
13  # 6 - Calivus Labs | Deal
14  
15  **Status:** Active
16  **Make ID:** 2680715
17  **Trigger:** Jotform → Watch for Submissions
18  
19  ---
20  
21  ## Module Sequence
22  
23  ### Shared Entry
24  1. **Jotform — Watch for Submissions** → receives deal form submission
25  2. **BasicRouter** → branches on deal type (Deposit vs Deal Won)
26  
27  ### Route A: Deposit
28  3. **Close CRM — Search Lead** → find lead by email
29  4. **Close CRM — Update Lead** → set status = Deposit
30  5. **Close CRM — List Opportunities** → get existing opps
31  6. **BasicRouter** → branch: opp exists vs no opp
32     - Update or Create Opportunity → set stage = Deposit
33  7. **Close CRM — Create Custom Activity** → log "Deposit Received" activity
34  8. **Google Sheets — Add Row** → log deal to sheet
35  9. **Slack — Create Message** → post deposit alert
36  
37  ### Route B: Deal Won
38  3. **Google Sheets — Filter Rows** → look up client row (pre-existing data)
39  4. **Close CRM — Search Lead** → find lead by email
40  5. **Close CRM — List Opportunities** → get existing opps
41  6. **util:SetVariable** → store opp ID / lead data
42  7. **Close CRM — Update Lead** → set status = Won / Customer
43  8. **Close CRM — Update Opportunity** → set stage = Won, value = deal amount
44  9. **Close CRM — Create Custom Activity** → log "Deal Won" activity
45  10. **Google Sheets — Add Row / Update Row** → update deal tracking sheet
46  11. **Slack — Create Message** → post deal won celebration alert
47  12. **util:SetVariable** → set CCC (contract/client creation) variable
48  13. **Close CRM — Update Lead** → secondary update (tags, custom fields)
49  14. **Google Sheets — Update Row** → update onboarding sheet
50  15. **util:SetVariable** → set Call-to-Deal variable
51  16. **Close CRM — Update Lead** → tertiary update (call-to-deal date)
52  
53  ---
54  
55  ## n8n Node Mapping
56  
57  | Make Module | n8n Node | Notes |
58  |---|---|---|
59  | Jotform Watch Submissions | Webhook | Set up Jotform to POST to n8n webhook URL |
60  | BasicRouter | Switch node | Route on deal type field |
61  | Close CRM Search Lead | HTTP Request | GET Close API /lead/ with email query |
62  | Close CRM Update Lead | HTTP Request | PUT Close API /lead/{id}/ |
63  | Close CRM List Opportunities | HTTP Request | GET Close API /opportunity/?lead_id= |
64  | Close CRM Update Opportunity | HTTP Request | PUT Close API /opportunity/{id}/ |
65  | Close CRM Create Opportunity | HTTP Request | POST Close API /opportunity/ |
66  | Close CRM Create Custom Activity | HTTP Request | POST Close API /activity/custom/ |
67  | Google Sheets Filter Rows | Google Sheets | Get Many Rows with filter |
68  | Google Sheets Add Row | Google Sheets | Append Row |
69  | Google Sheets Update Row | Google Sheets | Update Row |
70  | Slack Create Message | Slack node | Send Message |
71  | util:SetVariable | Set node | Map/store variables |
72  
73  ---
74  
75  ## Migration Checklist
76  
77  - [ ] Map all Jotform field names from Make blueprint to n8n webhook body
78  - [ ] Identify exact Google Sheets spreadsheet IDs and sheet names
79  - [ ] Recreate Close CRM API credential in n8n
80  - [ ] Recreate Slack credential in n8n
81  - [ ] Recreate Google Sheets credential in n8n
82  - [ ] Rebuild workflow on n8n canvas
83  - [ ] Test with Deposit form submission
84  - [ ] Test with Deal Won form submission
85  - [ ] Update Jotform webhook URL to n8n endpoint
86  - [ ] Confirm output matches Make behavior
87  - [ ] Mark active in n8n, deactivate Make scenario