Unique QRcode coupon assignment and validation for lead generation with SuiteCRM

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.