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Unique QRcode coupon assignment and validation for Lead Generation with SuiteCRM

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Created by: Davide || n3witalia

Davide

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Last update 4 months ago

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This workflow is designed to manage the assignment and validation of unique QR code coupons within a lead generation system with SuiteCRM.

How it Works

This workflow automates the process of assigning unique QR code coupons to leads generated through a form submission, ensuring no duplicates are created, and validating the usage of coupons. Here's how it operates:

  1. Webhook Trigger:

    • The workflow starts with a Webhook node that listens for incoming requests containing QR code data.
    • A Set coupon node extracts the QR code value from the request parameters.

  2. Validation of QR Code:

    • An If node checks if the QR code exists in the incoming data. If it does, the process proceeds; otherwise, a "No coupon" response is sent back.

  3. Coupon Lookup:

    • The Get Lead node queries a Google Sheets document to check if the QR code corresponds to an existing lead.
    • A subsequent Not used? node verifies whether the coupon has already been used by checking the "USED COUPON?" field in the sheet.

  4. Lead Duplication Check:

    • When a new lead submits the form (On form submission), the Duplicate Lead? node checks if the email already exists in the system to prevent duplicates.

  5. Coupon Assignment:

    • If the lead is not a duplicate, the Get Coupon node retrieves an available unassigned coupon from the Google Sheets document.
    • The Token SuiteCRM node generates an access token for SuiteCRM, and the Create Lead SuiteCRM node creates a new lead entry in SuiteCRM, associating it with the assigned coupon.

  6. QR Code Generation and Email Notification:

    • The Get QR node generates a QR code image URL for the assigned coupon.
    • The Send Email node sends an email to the lead with the QR code attached.

  7. Response Handling:

    • Depending on the validation results, the workflow responds with appropriate messages:
      • "Coupon OK" if the coupon is valid and unused.
      • "Coupon KO" if the coupon has already been used.
      • "Coupon not valid" if the QR code does not exist.

Set Up Steps

To replicate this workflow in your own n8n environment, follow these steps:

  1. Configuration:

    • Set up an n8n instance either locally or via cloud services.
    • Import the provided JSON configuration file into your workspace.
    • Configure all required credentials, such as:
      • Google Sheets OAuth2 API for accessing the spreadsheet.
      • SuiteCRM API credentials (e.g., SUITECRMURL, CLIENTID, CLIENTSECRET).
      • SMTP credentials for sending emails.

  2. Customization:

    • Adjust the Webhook URL to match your deployment environment.
    • Modify the Google Sheets document ID and sheet name in nodes like Duplicate Lead?, Get Coupon, Update Sheet, and Update coupon used.
    • Update the SuiteCRM API endpoint and credentials in nodes like Token SuiteCRM and Create Lead SuiteCRM.
    • Customize the email template in the Send Email node to match your branding and messaging requirements.
    • Ensure the QR code generation URL in the Get QR node points to a valid QR code generator service.

By following these steps, you can effectively implement and customize this workflow to manage lead generation and coupon assignments in your organization.