{ "name": "WF-04 · Proposal-to-Payment", "nodes": [ { "parameters": { "httpMethod": "POST", "path": "call-ended", "responseMode": "onReceived", "options": {} }, "id": "n1", "name": "Call Ended Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [200, 300], "webhookId": "call-ended-trigger", "notes": "Trigger from Calendly, Zoom, or your calendar app when a discovery/sales call ends. Payload should include: contact_name, contact_email, contact_company, meeting_id, meeting_title." }, { "parameters": { "assignments": { "assignments": [ { "id": "1", "name": "contactName", "value": "={{ $json.contact_name || $json.invitee_full_name || '' }}", "type": "string" }, { "id": "2", "name": "contactEmail", "value": "={{ $json.contact_email || $json.invitee_email || '' }}", "type": "string" }, { "id": "3", "name": "contactCompany", "value": "={{ $json.contact_company || $json.company || '' }}", "type": "string" }, { "id": "4", "name": "meetingId", "value": "={{ $json.meeting_id || $json.event_id || '' }}", "type": "string" }, { "id": "5", "name": "meetingTitle", "value": "={{ $json.meeting_title || $json.event_name || 'Discovery Call' }}", "type": "string" }, { "id": "6", "name": "calledAt", "value": "={{ $now }}", "type": "string" } ] }, "options": {} }, "id": "n2", "name": "Parse Call Data", "type": "n8n-nodes-base.set", "typeVersion": 3, "position": [420, 300] }, { "parameters": { "method": "GET", "url": "=https://api.fireflies.ai/graphql", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Authorization", "value": "Bearer {{ FIREFLIES_API_KEY }}" }, { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"query\": \"{ transcript(id: \\\"{{ $json.meetingId }}\\\") { title sentences { speaker_name raw_words } summary { action_items overview } } }\"\n}", "options": {}, "notes": "Fetches the meeting transcript from Fireflies.ai. Replace with Otter.ai, Grain, or any transcription service API. Polling may be needed if transcript isn't ready instantly — add a Wait node + retry loop for production." }, "id": "n3", "name": "Fetch Transcript", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [640, 300] }, { "parameters": { "model": "gpt-4o", "messages": { "values": [ { "role": "system", "content": "You are a proposal writer for a professional services firm. Given a sales call transcript, extract the key details and draft a professional, concise proposal. Use the company's standard template tone: direct, specific, outcomes-first. No fluff." }, { "role": "user", "content": "=Draft a proposal for {{ $('Parse Call Data').item.json.contactName }} at {{ $('Parse Call Data').item.json.contactCompany }}.\n\nTranscript summary:\n{{ $json.data.transcript.summary.overview }}\n\nAction items from the call:\n{{ $json.data.transcript.summary.action_items }}\n\nProposal should include:\n- Overview (2-3 sentences)\n- What's included (bullet list of deliverables)\n- Timeline\n- Next steps\n\nKeep it under 400 words. Use plain language." } ] }, "options": {} }, "id": "n4", "name": "Draft Proposal with AI", "type": "@n8n/n8n-nodes-langchain.openAi", "typeVersion": 1, "position": [860, 300], "credentials": { "openAiApi": { "id": "openai-creds", "name": "OpenAI" } } }, { "parameters": { "sendTo": "{{ YOUR_EMAIL }}", "subject": "=Proposal draft ready — {{ $('Parse Call Data').item.json.contactCompany }}", "emailType": "html", "message": "=

Your proposal draft for {{ $('Parse Call Data').item.json.contactName }} at {{ $('Parse Call Data').item.json.contactCompany }} is ready for review.

{{ $json.message.content.replace(/\\n/g, '
') }}

Review, adjust as needed, then reply to this email with APPROVED to trigger the send. Or forward directly to the client and mark as approved manually.

", "options": {} }, "id": "n5", "name": "Email Draft for Review", "type": "n8n-nodes-base.gmail", "typeVersion": 2, "position": [1080, 300], "credentials": { "gmailOAuth2": { "id": "gmail-creds", "name": "Gmail" } } }, { "parameters": { "httpMethod": "POST", "path": "proposal-approved", "responseMode": "onReceived", "options": {} }, "id": "n6", "name": "Approval Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [1080, 480], "webhookId": "proposal-approval", "notes": "Trigger this via a 'Mark Approved' button in your email client, a simple Airtable button, or a manual HTTP call. Payload: proposal_id, contact_email, proposal_text, deal_value." }, { "parameters": { "method": "POST", "url": "https://api.docusign.com/v2.1/accounts/{{ DOCUSIGN_ACCOUNT_ID }}/envelopes", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Authorization", "value": "Bearer {{ DOCUSIGN_ACCESS_TOKEN }}" }, { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"emailSubject\": \"Please sign: {{ $('Parse Call Data').item.json.contactCompany }} engagement agreement\",\n \"status\": \"sent\",\n \"recipients\": {\n \"signers\": [{\n \"email\": \"{{ $('Parse Call Data').item.json.contactEmail }}\",\n \"name\": \"{{ $('Parse Call Data').item.json.contactName }}\",\n \"recipientId\": \"1\",\n \"routingOrder\": \"1\"\n }]\n },\n \"documents\": [{\n \"documentId\": \"1\",\n \"name\": \"Engagement Agreement\",\n \"fileExtension\": \"pdf\",\n \"documentBase64\": \"{{ PROPOSAL_PDF_BASE64 }}\"\n }]\n}", "options": {}, "notes": "Replace with your e-sign provider (PandaDoc, Dropbox Sign, or DocuSign). For PandaDoc, the endpoint and payload structure will differ — see their API docs." }, "id": "n7", "name": "Send for E-Sign", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [1300, 480] }, { "parameters": { "httpMethod": "POST", "path": "contract-signed", "responseMode": "onReceived", "options": {} }, "id": "n8", "name": "Signature Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [1300, 640], "webhookId": "contract-signed", "notes": "DocuSign/PandaDoc posts to this URL when the document is signed." }, { "parameters": { "method": "POST", "url": "https://api.stripe.com/v1/payment_links", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Authorization", "value": "Bearer {{ STRIPE_SECRET_KEY }}" } ] }, "sendBody": true, "specifyBody": "formUrlEncoded", "bodyParameters": { "parameters": [ { "name": "line_items[0][price]", "value": "{{ STRIPE_PRICE_ID }}" }, { "name": "line_items[0][quantity]", "value": "1" } ] }, "options": {}, "notes": "Creates a Stripe payment link for the deposit. Replace STRIPE_PRICE_ID with your configured price ID, or create a price dynamically using the deal amount from the proposal." }, "id": "n9", "name": "Create Invoice + Pay Link", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [1520, 640] }, { "parameters": { "sendTo": "={{ $('Parse Call Data').item.json.contactEmail }}", "subject": "=You're all set — here's your invoice", "emailType": "html", "message": "=

Hi {{ $('Parse Call Data').item.json.contactName }},

Thanks for signing — we're excited to get started.

Your deposit invoice is ready: Pay now →

Once received, I'll send over the kickoff details and calendar invite.

{{ YOUR_NAME }}
{{ YOUR_COMPANY }}

", "options": {} }, "id": "n10", "name": "Send Invoice Email", "type": "n8n-nodes-base.gmail", "typeVersion": 2, "position": [1740, 640], "credentials": { "gmailOAuth2": { "id": "gmail-creds", "name": "Gmail" } } }, { "parameters": { "calendar": "primary", "summary": "={{ $('Parse Call Data').item.json.contactCompany }} — Kickoff Call", "start": "={{ $now.plus({ days: 3 }).toISO() }}", "end": "={{ $now.plus({ days: 3, hours: 1 }).toISO() }}", "additionalFields": { "description": "=Kickoff call with {{ $('Parse Call Data').item.json.contactName }}. Contract signed and deposit received.", "attendees": [{ "email": "={{ $('Parse Call Data').item.json.contactEmail }}" }], "sendUpdates": "all" } }, "id": "n11", "name": "Schedule Kickoff", "type": "n8n-nodes-base.googleCalendar", "typeVersion": 1, "position": [1960, 640], "credentials": { "googleCalendarOAuth2Api": { "id": "gcal-creds", "name": "Google Calendar" } } } ], "connections": { "Call Ended Webhook": { "main": [[{ "node": "Parse Call Data", "type": "main", "index": 0 }]] }, "Parse Call Data": { "main": [[{ "node": "Fetch Transcript", "type": "main", "index": 0 }]] }, "Fetch Transcript": { "main": [[{ "node": "Draft Proposal with AI", "type": "main", "index": 0 }]] }, "Draft Proposal with AI":{ "main": [[{ "node": "Email Draft for Review", "type": "main", "index": 0 }]] }, "Approval Webhook": { "main": [[{ "node": "Send for E-Sign", "type": "main", "index": 0 }]] }, "Signature Webhook": { "main": [[{ "node": "Create Invoice + Pay Link","type": "main", "index": 0 }]] }, "Create Invoice + Pay Link":{ "main": [[{ "node": "Send Invoice Email", "type": "main", "index": 0 }]] }, "Send Invoice Email": { "main": [[{ "node": "Schedule Kickoff", "type": "main", "index": 0 }]] } }, "active": false, "settings": { "executionOrder": "v1" }, "id": "wf-04-proposal-to-payment", "versionId": "1.0.0" }