/ AW - EBP - Onboarding and Integration.md
AW - EBP - Onboarding and Integration.md
1 --- 2 type: make-scenario-migration 3 status: pending 4 make-id: 4265634 5 active: false 6 invalid: false 7 trigger: webhook 8 apps: [gateway, slack, close-crm] 9 executions: ~low 10 last-edit: 2026-04-05 11 --- 12 13 # AW | EBP - Onboarding & Integration 14 15 **Status:** INACTIVE 16 **Make ID:** 4265634 17 **Trigger:** Custom Webhook 18 19 --- 20 21 ## Module Sequence 22 23 Identical structure to [[AW - Affiliate]]: 24 25 1. **Custom Webhook** → receives POST from "Calivus Labs | 2b - Demo Booked (Clean)" routing 26 2. **Slack — Create Message** → post EBP Onboarding notification 27 3. **Close CRM — Search Lead** → find lead by email 28 4. **BasicRouter** → branch: lead exists vs not found 29 - **Branch A (not found):** Close CRM — Create Lead → create with status = EBP-Onboarding 30 - **Branch B (found):** Close CRM — Update Lead → update status = EBP-Onboarding 31 32 --- 33 34 ## n8n Node Mapping 35 36 | Make Module | n8n Node | Notes | 37 |---|---|---| 38 | Custom Webhook | Webhook node | Receives POST from 2b routing scenario | 39 | Slack Create Message | Slack node | EBP Onboarding notification | 40 | Close CRM Search Lead | HTTP Request | GET Close API /lead/ with email | 41 | Switch node | Switch node | Route on search result | 42 | Close CRM Create Lead | HTTP Request | POST Close API /lead/ | 43 | Close CRM Update Lead | HTTP Request | PUT Close API /lead/{id}/ | 44 45 --- 46 47 ## Key Details 48 49 - Sub-webhook target for "Calivus Labs | 2b - Demo Booked (Clean)" (scenario 4265378) 50 - EBP = "Evidence-Based Practice" program track (Align Well) 51 - Consolidation candidate: all 5 AW sub-webhook scenarios share identical structure 52 53 --- 54 55 ## Migration Checklist 56 57 - [ ] Confirm if EBP Onboarding funnel is currently active 58 - [ ] Decide: separate workflow or consolidate all 5 AW funnel branches 59 - [ ] Recreate Close CRM credential + Slack credential in n8n 60 - [ ] Build workflow and register webhook URL 61 - [ ] Update 2b routing to new n8n URL 62 - [ ] Test end-to-end 63 - [ ] Mark active when ready