{
  "workflow": {
    "id": 10328,
    "name": "Personalized cold lead re-engagement with Zoho CRM and GPT-4o-mini",
    "views": 83,
    "recentViews": 0,
    "totalViews": 83,
    "createdAt": "2025-10-30T11:16:37.311Z",
    "description": "## Description:\nReignite cold leads automatically with this intelligent n8n automation template that integrates Zoho CRM, Azure OpenAI (GPT-4o-mini), and Email.\nThis workflow identifies leads that haven’t been contacted in the last 30 days, generates personalized AI-written emails based on lead data, sends them directly, and updates the CRM—all without manual follow-up.\nPerfect for sales teams, marketing managers, and business development professionals who want to recover lost opportunities, boost engagement rates, and maintain an active sales pipeline with minimal effort.\n\n## ✅ What This Template Does (Step-by-Step)\n\n⏰ Daily Trigger\n Automatically runs on a set schedule (daily or weekly) to check for inactive leads.\n\n📅 Calculate 30 Days Ago\n Computes the exact date threshold (today − 30 days) to filter stale leads from Zoho CRM.\n\n🔍 Fetch Cold Leads from Zoho\n Searches Zoho CRM for leads whose Last Activity occurred before the calculated date—returning only those needing re-engagement.\n\n🤖 AI Email Generation\n Uses Azure OpenAI (GPT-4o-mini) to analyze each lead’s data and craft a personalized re-engagement email that reflects their previous interactions, interests, or stage in the funnel.\n\n📧 Send Personalized Email\n Delivers the custom AI-generated email directly to each lead.\n Subject: “Let’s Reconnect!”\n Body: Tailored, human-like message written by AI.\n\n✅ Update CRM Record\n After each email is sent, the workflow updates the lead in Zoho CRM—marking them as contacted, refreshing the Last Activity timestamp, and maintaining accurate engagement history.\n\n## 🧠 Key Features\n ✔️ Smart lead filtering based on inactivity window\n ✔️ AI-crafted, context-aware personalized emails\n ✔️ Seamless Zoho CRM integration for tracking and updates\n ✔️ Fully automated daily execution\n ✔️ Customizable for different CRMs or intervals\n\n## 💼 Use Cases\n 💡 Re-engage leads who’ve gone silent for 30+ days\n 📈 Improve conversion and response rates automatically\n 🤝 Maintain continuous pipeline nurturing\n 🔁 Save hours of manual email follow-up\n\n## 📦 Required Integrations\n • Zoho CRM API – for fetching and updating lead data\n • Azure OpenAI API (GPT-4o-mini) – for email personalization\n • SMTP / Email API – for sending re-engagement emails\n\n## 🎯 Why Use This Template?\n ✅ Automates your entire cold-lead revival process\n ✅ Saves manual outreach time for sales reps\n ✅ Increases lead conversion through personalized AI communication\n ✅ Keeps CRM data fresh and accurate\n",
    "workflow": {
      "id": "OHtPYvGCUxM8yM6T",
      "meta": {
        "instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
        "templateCredsSetupCompleted": true
      },
      "name": "Cold Lead Reviver",
      "tags": [],
      "nodes": [
        {
          "id": "b20b9460-99c7-42c0-b7c3-506838d45b1c",
          "name": "Note1",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            -720,
            2384
          ],
          "parameters": {
            "color": 7,
            "content": "## Data Retrieval\nFetches leads from Zoho CRM that haven't been contacted in 30+ days. Returns lead details including contact info, scores, and activity history."
          },
          "typeVersion": 1
        },
        {
          "id": "056fe6ef-df40-417e-96f9-ed2a930e3da8",
          "name": "Note2",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            -336,
            2272
          ],
          "parameters": {
            "color": 7,
            "height": 192,
            "content": "## Lead Scoring & Filtering\nCalculates engagement scores and priority tiers (HOT/WARM/COLD) based on inactivity. Filters out low-value leads (score <60)."
          },
          "typeVersion": 1
        },
        {
          "id": "7c25f3fd-7bad-444a-9c28-219f9102828e",
          "name": "Note3",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            80,
            2224
          ],
          "parameters": {
            "color": 7,
            "height": 176,
            "content": "## Industry Segmentation\nRoutes leads to Tech, Healthcare, or General segments for tailored messaging."
          },
          "typeVersion": 1
        },
        {
          "id": "7067df96-8ada-41bd-ba59-271872500621",
          "name": "Note4",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            496,
            2176
          ],
          "parameters": {
            "color": 7,
            "width": 280,
            "content": "## AI Personalization\nGenerates custom email content using GPT-4o based on lead profile, industry, and inactivity period. Sets up A/B test variants for subject lines."
          },
          "typeVersion": 1
        },
        {
          "id": "0870ba0d-c6f4-45e1-b5f4-1f309697d0a7",
          "name": "Note5",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            1104,
            2320
          ],
          "parameters": {
            "color": 7,
            "width": 280,
            "height": 176,
            "content": "## Multi-Channel Outreach\nSends personalized emails to all qualified leads. HOT priority leads with phone numbers also receive SMS follow-ups via Twilio."
          },
          "typeVersion": 1
        },
        {
          "id": "af94d270-7c04-48b4-98f4-f09cd94134b1",
          "name": "Note6",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            1536,
            2224
          ],
          "parameters": {
            "color": 7,
            "width": 280,
            "height": 192,
            "content": "## CRM Update & Analytics\nUpdates lead records in Zoho with outreach status and aggregates campaign metrics (segment performance, A/B results, priority breakdown)."
          },
          "typeVersion": 1
        },
        {
          "id": "77e8c5ca-9b9e-4bc9-bf07-aeb1db8e82dd",
          "name": "Schedule: Mon/Wed/Fri 9AM1",
          "type": "n8n-nodes-base.scheduleTrigger",
          "position": [
            -880,
            2576
          ],
          "parameters": {
            "rule": {
              "interval": [
                {
                  "field": "cronExpression"
                }
              ]
            }
          },
          "typeVersion": 1.1
        },
        {
          "id": "732e237d-57ad-4612-badb-2423e4659786",
          "name": "Calculate Date Ranges1",
          "type": "n8n-nodes-base.function",
          "position": [
            -672,
            2576
          ],
          "parameters": {
            "functionCode": "const today = new Date();\nconst date30 = new Date(today);\ndate30.setDate(today.getDate() - 30);\nconst date60 = new Date(today);\ndate60.setDate(today.getDate() - 60);\nconst date90 = new Date(today);\ndate90.setDate(today.getDate() - 90);\n\nreturn [{ \n  json: { \n    dateMinus30: date30.toISOString().split('T')[0],\n    dateMinus60: date60.toISOString().split('T')[0],\n    dateMinus90: date90.toISOString().split('T')[0],\n    today: today.toISOString().split('T')[0],\n    batchId: `BATCH_${Date.now()}`\n  } \n}];"
          },
          "typeVersion": 1
        },
        {
          "id": "a06dd10c-da43-424e-a025-2b79d4d41248",
          "name": "Process & Score Leads1",
          "type": "n8n-nodes-base.function",
          "position": [
            -256,
            2576
          ],
          "parameters": {
            "functionCode": "// Extract leads from response and add metadata\nconst leads = $input.all()[0].json.data || [];\n\nconst processedLeads = leads.map(lead => {\n  const lastActivity = new Date(lead.Last_Activity_Time);\n  const daysSinceContact = Math.floor((new Date() - lastActivity) / (1000 * 60 * 60 * 24));\n  \n  // Calculate priority tier\n  let priorityTier;\n  if (daysSinceContact >= 90) priorityTier = 'HOT';\n  else if (daysSinceContact >= 60) priorityTier = 'WARM';\n  else priorityTier = 'COLD';\n  \n  // Calculate engagement score\n  const baseScore = lead.Lead_Score || 50;\n  const timeDecay = Math.min(daysSinceContact / 30, 3) * 10;\n  const engagementScore = Math.max(baseScore - timeDecay, 0);\n  \n  return {\n    ...lead,\n    daysSinceContact,\n    priorityTier,\n    engagementScore: Math.round(engagementScore),\n    batchId: $('Calculate Date Ranges').item.json.batchId\n  };\n});\n\nreturn processedLeads.map(lead => ({ json: lead }));"
          },
          "typeVersion": 1
        },
        {
          "id": "af19df2d-7acc-49fa-9211-1db264f5b6ee",
          "name": "Filter High-Value Leads1",
          "type": "n8n-nodes-base.if",
          "position": [
            -64,
            2576
          ],
          "parameters": {
            "conditions": {
              "number": [
                {
                  "value1": "={{ $json.engagementScore }}",
                  "value2": 60,
                  "operation": "largerEqual"
                }
              ],
              "string": [
                {
                  "value1": "={{ $json.Email }}",
                  "operation": "isNotEmpty"
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "632af03e-8298-4881-8b11-9ee3cb864edd",
          "name": "Tech Segment?1",
          "type": "n8n-nodes-base.if",
          "position": [
            144,
            2448
          ],
          "parameters": {
            "conditions": {
              "string": [
                {
                  "value1": "={{ $json.Industry }}",
                  "value2": "Technology|Software|IT Services",
                  "operation": "regex"
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "6fd53516-c2b7-48ee-8163-6c2b0e4f7163",
          "name": "Healthcare Segment?1",
          "type": "n8n-nodes-base.if",
          "position": [
            128,
            2688
          ],
          "parameters": {
            "conditions": {
              "string": [
                {
                  "value1": "={{ $json.Industry }}",
                  "value2": "Healthcare|Medical|Pharma",
                  "operation": "regex"
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "400488a2-746e-4915-856c-b09defafadb5",
          "name": "Set Tech Segment1",
          "type": "n8n-nodes-base.set",
          "position": [
            352,
            2368
          ],
          "parameters": {
            "values": {
              "string": [
                {
                  "name": "segment",
                  "value": "tech"
                },
                {
                  "name": "segmentName",
                  "value": "Technology"
                }
              ]
            },
            "options": {}
          },
          "typeVersion": 1
        },
        {
          "id": "307163e1-b1ca-4d22-9fc4-625f5a8af44f",
          "name": "Set Healthcare Segment1",
          "type": "n8n-nodes-base.set",
          "position": [
            352,
            2576
          ],
          "parameters": {
            "values": {
              "string": [
                {
                  "name": "segment",
                  "value": "healthcare"
                },
                {
                  "name": "segmentName",
                  "value": "Healthcare"
                }
              ]
            },
            "options": {}
          },
          "typeVersion": 1
        },
        {
          "id": "6026ad91-9495-496d-b5fb-769eb67eb59e",
          "name": "Set General Segment1",
          "type": "n8n-nodes-base.set",
          "position": [
            352,
            2784
          ],
          "parameters": {
            "values": {
              "string": [
                {
                  "name": "segment",
                  "value": "general"
                },
                {
                  "name": "segmentName",
                  "value": "General"
                }
              ]
            },
            "options": {}
          },
          "typeVersion": 1
        },
        {
          "id": "951fbe0b-e930-45dc-b895-bb3eb87f591d",
          "name": "A/B Test Setup1",
          "type": "n8n-nodes-base.set",
          "position": [
            544,
            2576
          ],
          "parameters": {
            "values": {
              "string": [
                {
                  "name": "subjectLineVariant",
                  "value": "={{ Math.random() > 0.5 ? 'A' : 'B' }}"
                },
                {
                  "name": "subjectA",
                  "value": "Quick question about {{ $json.Company }}"
                },
                {
                  "name": "subjectB",
                  "value": "Let's reconnect - exciting update for {{ $json.Industry }}"
                }
              ]
            },
            "options": {}
          },
          "typeVersion": 1
        },
        {
          "id": "48ac77d4-d57d-4edd-b623-7bae1023d427",
          "name": "Prepare Email Data1",
          "type": "n8n-nodes-base.set",
          "position": [
            944,
            2576
          ],
          "parameters": {
            "values": {
              "string": [
                {
                  "name": "emailBody",
                  "value": "={{ $json.text }}"
                },
                {
                  "name": "finalSubject",
                  "value": "={{ $json.subjectLineVariant === 'A' ? $json.subjectA : $json.subjectB }}"
                },
                {
                  "name": "sentAt",
                  "value": "={{ $now.toISO() }}"
                }
              ]
            },
            "options": {}
          },
          "typeVersion": 1
        },
        {
          "id": "2f8fc308-c67f-4731-a0c0-2c57abd99fff",
          "name": "Send Email1",
          "type": "n8n-nodes-base.emailSend",
          "position": [
            1152,
            2576
          ],
          "webhookId": "f7c375c0-1040-4ee3-8ae0-b6d1a4d10d58",
          "parameters": {
            "options": {},
            "subject": "={{ $json.finalSubject }}",
            "toEmail": "={{ $json.Email }}",
            "fromEmail": "={{ $json.email }}"
          },
          "credentials": {
            "smtp": {
              "id": "credential-id",
              "name": "smtp Credential"
            }
          },
          "typeVersion": 2
        },
        {
          "id": "1c9e4e6c-771e-4c0d-ac6d-64eb235ccc7c",
          "name": "Check If SMS Needed1",
          "type": "n8n-nodes-base.if",
          "position": [
            1344,
            2576
          ],
          "parameters": {
            "conditions": {
              "string": [
                {
                  "value1": "={{ $json.Phone }}",
                  "operation": "isNotEmpty"
                },
                {
                  "value1": "={{ $json.priorityTier }}",
                  "value2": "HOT",
                  "operation": "equals"
                }
              ]
            }
          },
          "typeVersion": 1
        },
        {
          "id": "6fc77d02-2bdf-4df1-8357-f83d57bfcee5",
          "name": "Send SMS (HOT Leads)1",
          "type": "n8n-nodes-base.httpRequest",
          "position": [
            1552,
            2448
          ],
          "parameters": {
            "url": "https://api.twilio.com/2010-04-01/Accounts/YOUR_ACCOUNT_SID/Messages.json",
            "method": "POST",
            "options": {},
            "sendBody": true,
            "bodyParameters": {
              "parameters": [
                {}
              ]
            }
          },
          "typeVersion": 3
        },
        {
          "id": "4361c66e-ed0e-424f-997c-9c7f95323422",
          "name": "Update CRM Record1",
          "type": "n8n-nodes-base.httpRequest",
          "position": [
            1552,
            2672
          ],
          "parameters": {
            "url": "https://www.zohoapis.in/crm/v2/Leads/{{ $json.id }}",
            "method": "PUT",
            "options": {},
            "sendBody": true,
            "bodyParameters": {
              "parameters": [
                {}
              ]
            }
          },
          "typeVersion": 3
        },
        {
          "id": "2af48046-d40b-49c8-8653-79d128015d8c",
          "name": "Aggregate Campaign Stats1",
          "type": "n8n-nodes-base.function",
          "position": [
            1744,
            2576
          ],
          "parameters": {
            "functionCode": "// Aggregate campaign results\nconst items = $input.all();\nconst totalProcessed = items.length;\nconst bySegment = {};\nconst byPriority = {};\nconst byVariant = { A: 0, B: 0 };\n\nitems.forEach(item => {\n  const data = item.json;\n  \n  // Count by segment\n  bySegment[data.segment] = (bySegment[data.segment] || 0) + 1;\n  \n  // Count by priority\n  byPriority[data.priorityTier] = (byPriority[data.priorityTier] || 0) + 1;\n  \n  // Count by A/B variant\n  byVariant[data.subjectLineVariant]++;\n});\n\nconst avgEngagementScore = items.reduce((sum, item) => sum + (item.json.engagementScore || 0), 0) / totalProcessed;\n\nreturn [{\n  json: {\n    batchId: items[0].json.batchId,\n    completedAt: new Date().toISOString(),\n    totalLeadsProcessed: totalProcessed,\n    segmentBreakdown: bySegment,\n    priorityBreakdown: byPriority,\n    abTestSplit: byVariant,\n    averageEngagementScore: Math.round(avgEngagementScore),\n    campaignType: 'Cold Lead Revival'\n  }\n}];"
          },
          "typeVersion": 1
        },
        {
          "id": "78b152cd-ed0a-4e25-abb4-3a0f03240d11",
          "name": "Fetch Cold Leads from Zoho",
          "type": "n8n-nodes-base.httpRequest",
          "position": [
            -480,
            2576
          ],
          "parameters": {
            "url": "https://www.zohoapis.in/crm/v2/Leads/search?criteria=((Last_Activity_Time:before:{{$json[\"dateMinus30\"]}}))&fields=First_Name,Last_Name,Email,Phone,Company,Industry,Lead_Score,Lead_Status,Last_Activity_Time,Notes,Lead_Source&per_page=200",
            "options": {}
          },
          "typeVersion": 3
        },
        {
          "id": "8f6e2db6-ab4a-4e37-be3d-d0eec739afe0",
          "name": "AI Email Composer",
          "type": "@n8n/n8n-nodes-langchain.agent",
          "position": [
            688,
            2368
          ],
          "parameters": {
            "text": "=You are a sales expert crafting a re-engagement email.\n\nLead Information:\n- Name: {{ $json.First_Name }} {{ $json.Last_Name }}\n- Company: {{ $json.Company }}\n- Industry: {{ $json.segmentName }}\n- Days since contact: {{ $json.daysSinceContact }}\n- Lead Score: {{ $json.engagementScore }}\n- Priority: {{ $json.priorityTier }}\n- Last Status: {{ $json.Lead_Status }}\n- Lead Source: {{ $json.Lead_Source }}\n- Previous Notes: {{ $json.Notes || 'None' }}\n\nTask: Write a personalized, warm re-engagement email (150-200 words) that:\n1. References their industry ({{ $json.segmentName }}) with relevant insights\n2. Acknowledges the time gap naturally\n3. Provides value (industry trend, solution, or opportunity)\n4. Includes a soft, specific call-to-action\n5. Maintains a conversational, helpful tone\n\nDo NOT use generic templates. Make it feel like a genuine, personalized message from a human who remembers them.\n\nReturn ONLY the email body text, no subject line.",
            "options": {
              "systemMessage": "You are an expert sales copywriter specializing in authentic, personalized B2B outreach."
            },
            "promptType": "define"
          },
          "typeVersion": 1.6
        },
        {
          "id": "1750d75b-87bb-46d8-9361-28ec81c75c78",
          "name": "GPT-4o Mini Model",
          "type": "@n8n/n8n-nodes-langchain.lmChatAzureOpenAi",
          "position": [
            752,
            2768
          ],
          "parameters": {
            "model": "gpt-4o-mini",
            "options": {
              "maxTokens": 500,
              "temperature": 0.7
            }
          },
          "credentials": {
            "azureOpenAiApi": {
              "id": "credential-id",
              "name": "azureOpenAiApi Credential"
            }
          },
          "typeVersion": 1
        },
        {
          "id": "7e1a64b8-3c5c-4910-93d4-83113da5f242",
          "name": "Overview",
          "type": "n8n-nodes-base.stickyNote",
          "position": [
            -1376,
            2336
          ],
          "parameters": {
            "width": 420,
            "height": 476,
            "content": "## Overview: Cold Lead Reviver\n\n**How it works:**\nThis workflow automatically re-engages cold leads from your Zoho CRM on a set schedule. It fetches leads inactive for 30+ days, scores them based on engagement history, segments by industry, and sends personalized AI-generated emails. High-priority leads (90+ days inactive) also receive SMS follow-ups. The workflow includes A/B testing for subject lines and tracks campaign performance.\n\n**Setup steps:**\n1. Configure Zoho CRM credentials in \"Fetch Cold Leads\" node\n2. Set up Azure OpenAI credentials in \"GPT-4o Mini Model\" node\n3. Add SMTP credentials in \"Send Email\" node\n4. (Optional) Configure Twilio credentials in \"Send SMS\" node for hot leads\n5. Adjust the schedule trigger to your preferred cadence\n6. Update industry segmentation rules if needed"
          },
          "typeVersion": 1
        }
      ],
      "active": false,
      "pinData": {},
      "settings": {
        "executionOrder": "v1"
      },
      "versionId": "4e9bc8b7-f0cc-409e-b075-a85ca40a91e8",
      "connections": {
        "Send Email1": {
          "main": [
            [
              {
                "node": "Check If SMS Needed1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Tech Segment?1": {
          "main": [
            [
              {
                "node": "Set Tech Segment1",
                "type": "main",
                "index": 0
              }
            ],
            [
              {
                "node": "Healthcare Segment?1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "A/B Test Setup1": {
          "main": [
            [
              {
                "node": "AI Email Composer",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "AI Email Composer": {
          "main": [
            [
              {
                "node": "Prepare Email Data1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "GPT-4o Mini Model": {
          "ai_languageModel": [
            [
              {
                "node": "AI Email Composer",
                "type": "ai_languageModel",
                "index": 0
              }
            ]
          ]
        },
        "Set Tech Segment1": {
          "main": [
            [
              {
                "node": "A/B Test Setup1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Update CRM Record1": {
          "main": [
            [
              {
                "node": "Aggregate Campaign Stats1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Prepare Email Data1": {
          "main": [
            [
              {
                "node": "Send Email1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Check If SMS Needed1": {
          "main": [
            [
              {
                "node": "Send SMS (HOT Leads)1",
                "type": "main",
                "index": 0
              }
            ],
            [
              {
                "node": "Update CRM Record1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Healthcare Segment?1": {
          "main": [
            [
              {
                "node": "Set Healthcare Segment1",
                "type": "main",
                "index": 0
              }
            ],
            [
              {
                "node": "Set General Segment1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Set General Segment1": {
          "main": [
            [
              {
                "node": "A/B Test Setup1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Send SMS (HOT Leads)1": {
          "main": [
            [
              {
                "node": "Update CRM Record1",
                "type": "main",
                "index": 0
              }
            ]
          ]
        },
        "Calculate Date Ranges1": {
          "main": [
            [
              {
                "node": "Fetch Cold Leads from Zoho",
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        "Schedule: Mon/Wed/Fri 9AM1": {
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              {
                "node": "Calculate Date Ranges1",
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        },
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                  "icon": "💡",
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                {
                  "url": "https://n8n.io/blog/automate-designs-with-bannerbear-and-n8n/",
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                {
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                {
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                  "url": "https://n8n.io/blog/creating-scheduled-text-affirmations-with-n8n/",
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                {
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                {
                  "url": "https://n8n.io/blog/aws-workflow-automation/",
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        },
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        },
        "displayName": "HTTP Request",
        "typeVersion": 4,
        "nodeCategories": [
          {
            "id": 5,
            "name": "Development"
          },
          {
            "id": 9,
            "name": "Core Nodes"
          }
        ]
      },
      {
        "id": 20,
        "icon": "fa:map-signs",
        "name": "n8n-nodes-base.if",
        "codex": {
          "data": {
            "alias": [
              "Router",
              "Filter",
              "Condition",
              "Logic",
              "Boolean",
              "Branch"
            ],
            "details": "The IF node can be used to implement binary conditional logic in your workflow. You can set up one-to-many conditions to evaluate each item of data being inputted into the node. That data will either evaluate to TRUE or FALSE and route out of the node accordingly.\n\nThis node has multiple types of conditions: Bool, String, Number, and Date & Time.",
            "resources": {
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