/ Calivus Labs - 1 - Application Form.md
Calivus Labs - 1 - Application Form.md
1 --- 2 type: make-scenario-migration 3 status: pending 4 make-id: 2621073 5 active: true 6 invalid: false 7 trigger: jotform 8 apps: [jotform, close-crm, slack, facebook-conversions-api] 9 executions: ~high 10 blueprint-on-disk: true 11 last-edit: 2026-04-05 12 --- 13 14 # Calivus Labs | 1 - Application Form 15 16 **Status:** Active 17 **Make ID:** 2621073 18 **Trigger:** Jotform → Watch for Submissions 19 20 > **Note:** Blueprint was too large to fetch inline. Exact module configuration is on the Make server disk. Module sequence is derived from `usedPackages` analysis. 21 22 --- 23 24 ## Module Sequence 25 26 1. **Jotform — Watch for Submissions** → receives application form submission 27 2. **Close CRM — Search Lead** → search for existing lead by email 28 3. **BasicRouter** → branch: lead exists vs new lead 29 - **Branch A (exists):** Close CRM — Update Lead → update existing record 30 - **Branch B (new):** Close CRM — Create Lead → create new record 31 4. **Close CRM — [Router or additional step]** → handle opportunity logic 32 5. **Slack — Create Message** → post new application alert 33 6. **Facebook Conversions API — Send Event** → fire Lead event to Facebook CAPI 34 35 --- 36 37 ## n8n Node Mapping 38 39 | Make Module | n8n Node | Notes | 40 |---|---|---| 41 | Jotform Watch Submissions | Webhook | Configure Jotform to POST to n8n webhook URL | 42 | Close CRM Search Lead | HTTP Request | GET Close API /lead/ with email query | 43 | BasicRouter | Switch node | Route on whether lead was found | 44 | Close CRM Update Lead | HTTP Request | PUT Close API /lead/{id}/ | 45 | Close CRM Create Lead | HTTP Request | POST Close API /lead/ | 46 | Slack Create Message | Slack node | Send Message | 47 | Facebook Conversions API | HTTP Request | POST to `https://graph.facebook.com/v18.0/{pixel_id}/events` with event_name=Lead | 48 49 --- 50 51 ## Key Details 52 53 - This is the primary Calivus Labs application funnel entry point 54 - Facebook CAPI integration for ad attribution — requires `event_id`, `event_time`, `user_data` (hashed email/phone) 55 - Blueprint is large; review the on-disk blueprint file on the Make server before rebuilding in n8n 56 - Likely has UTM parameter capture and lead scoring logic 57 58 --- 59 60 ## Migration Checklist 61 62 - [ ] Export/review full blueprint from Make (3-dot menu → Export Blueprint) 63 - [ ] Map all Jotform field names to Close CRM lead fields 64 - [ ] Identify Facebook Pixel ID and access token 65 - [ ] Recreate Close CRM API credential in n8n 66 - [ ] Recreate Slack credential in n8n 67 - [ ] Set up Facebook CAPI HTTP Request with proper hashing (SHA-256 for email/phone) 68 - [ ] Rebuild workflow on n8n canvas 69 - [ ] Test with sample application submission 70 - [ ] Verify Facebook test event received in Events Manager 71 - [ ] Update Jotform webhook URL to n8n endpoint 72 - [ ] Confirm lead appears in Close and Slack fires 73 - [ ] Mark active in n8n, deactivate Make scenario