/ Calivus Labs - 3 - Demo Canceled.md
Calivus Labs - 3 - Demo Canceled.md
1 --- 2 type: make-scenario-migration 3 status: pending 4 make-id: 2667569 5 active: true 6 invalid: false 7 trigger: calendly 8 apps: [calendly, close-crm, slack] 9 executions: ~medium 10 blueprint-on-disk: true 11 last-edit: 2026-04-05 12 --- 13 14 # Calivus Labs | 3 - Demo Canceled 15 16 **Status:** Active 17 **Make ID:** 2667569 18 **Trigger:** Calendly → Watch Invitees (cancellation event) 19 20 > **Note:** Blueprint was too large to fetch inline. A partial preview was seen showing Calendly trigger and initial routing. Module sequence derived from `usedPackages` and preview. 21 22 --- 23 24 ## Module Sequence 25 26 1. **Calendly — Watch Invitees** → triggers on cancellation event (filter: `event.status = canceled`) 27 2. **BasicRouter** → branch logic (likely: check if lead exists in Close) 28 3. **Slack — Create Message** → post cancellation alert to channel 29 4. **Close CRM — Update Lead** → update lead status = Demo Canceled / No Show (pending) 30 5. **Close CRM — List Opportunities** → get existing opps for lead 31 6. **BasicRouter** → branch: opp exists vs no opp 32 - **Branch A (opp exists):** Close CRM — Update Opportunity → set stage = Canceled / Rescheduled 33 - **Branch B (no opp):** Close CRM — Create Opportunity → create at Canceled stage 34 7. **Close CRM — Create Custom Activity** → log "Demo Canceled" activity 35 36 --- 37 38 ## n8n Node Mapping 39 40 | Make Module | n8n Node | Notes | 41 |---|---|---| 42 | Calendly Watch Invitees | Webhook | Same webhook URL as Demo Booked, filter on cancellation in n8n | 43 | BasicRouter | Switch node | Route on lead lookup result | 44 | Slack Create Message | Slack node | Send cancellation alert | 45 | Close CRM Search Lead | HTTP Request | GET Close API /lead/ with email | 46 | Close CRM Update Lead | HTTP Request | PUT Close API /lead/{id}/ | 47 | Close CRM List Opportunities | HTTP Request | GET Close API /opportunity/?lead_id= | 48 | Close CRM Update Opportunity | HTTP Request | PUT Close API /opportunity/{id}/ | 49 | Close CRM Create Opportunity | HTTP Request | POST Close API /opportunity/ | 50 | Close CRM Create Custom Activity | HTTP Request | POST Close API /activity/custom/ | 51 52 --- 53 54 ## Key Details 55 56 - Calendly sends one webhook URL but can differentiate event types via `event.status` or `event_type` 57 - In n8n, you can use a single Webhook node and route based on `body.event` field (`invitee.canceled` vs `invitee.created`) 58 - Consider combining with scenario 2659057 (Demo Booked) into one n8n workflow with a Switch at the top 59 60 --- 61 62 ## Migration Checklist 63 64 - [ ] Export/review full blueprint from Make 65 - [ ] Confirm Calendly webhook payload format for cancellations 66 - [ ] Decide: separate n8n workflow or merge with Demo Booked workflow 67 - [ ] Recreate Close CRM API credential in n8n 68 - [ ] Recreate Slack credential in n8n 69 - [ ] Rebuild workflow on n8n canvas 70 - [ ] Test with Calendly cancellation event 71 - [ ] Confirm Close CRM lead/opp updated correctly 72 - [ ] Confirm Slack alert fires 73 - [ ] Mark active in n8n, deactivate Make scenario