1  ---
 2  type: make-scenario-migration
 3  status: pending
 4  make-id: 3212472
 5  active: true
 6  invalid: false
 7  trigger: jotform
 8  apps: [jotform, close-crm, slack]
 9  executions: ~low
10  last-edit: 2026-04-05
11  ---
12  
13  # Onboarding Post-Purchase
14  
15  **Status:** Active
16  **Make ID:** 3212472
17  **Trigger:** Jotform → Watch for Submissions
18  
19  ---
20  
21  ## Module Sequence
22  
23  1. **Jotform — Watch for Submissions** → receives post-purchase onboarding form submission
24  2. **Close CRM — Search Lead** → search for lead by email from form
25  3. **BasicRouter** → branch: lead found vs not found
26     - **Route A (not found):** Slack — Create Message → post warning alert ("Lead not found in Close for onboarding form")
27     - **Route B (found):** Close CRM — Create Custom Activity → log "Onboarding Post-Purchase Call" activity on the lead
28  
29  ---
30  
31  ## n8n Node Mapping
32  
33  | Make Module | n8n Node | Notes |
34  |---|---|---|
35  | Jotform Watch Submissions | Webhook | Configure Jotform to POST to n8n webhook URL |
36  | Close CRM Search Lead | HTTP Request | GET Close API /lead/ with email query |
37  | BasicRouter | Switch node | Route on whether lead was found (array length > 0) |
38  | Slack Create Message (Route A) | Slack node | Warning message to ops channel |
39  | Close CRM Create Custom Activity (Route B) | HTTP Request | POST Close API /activity/custom/ with activity type "Onboarding Post-Purchase Call" |
40  
41  ---
42  
43  ## Key Details
44  
45  - Simple 5-node workflow
46  - Jotform form is the post-purchase onboarding intake
47  - Custom activity type ID in Close — retrieve from Close API or blueprint before building
48  - Route A warning gives visibility into mismatched form submissions
49  
50  ---
51  
52  ## Migration Checklist
53  
54  - [ ] Identify Jotform form ID and field names
55  - [ ] Identify Close CRM custom activity type ID for "Onboarding Post-Purchase Call"
56  - [ ] Recreate Close CRM API credential in n8n
57  - [ ] Recreate Slack credential in n8n
58  - [ ] Build workflow: Webhook → HTTP Request (search) → Switch → [Slack warning | HTTP Request (activity)]
59  - [ ] Test with form submission where lead exists
60  - [ ] Test with form submission where lead does NOT exist (warning should fire)
61  - [ ] Update Jotform webhook URL to n8n endpoint
62  - [ ] Mark active in n8n, deactivate Make scenario