n8n Workflow Automation
Connect SwanDigitals with other apps using n8n workflow automation. Trigger actions based on customer conversations, sync data to your CRM, and automate repetitive tasks.
Available in: Growth Hub, Performance Pro, and Scale plans.
Pre-built Workflows
SwanDigitals includes ready-to-use workflows for common automation scenarios.
New Lead Alert
Triggers when a new conversation is labeled as hot-lead or has pricing keywords.
- • Sends Slack/email notification
- • Creates a task in your tool of choice
- • Adds to CRM automatically
Hot Lead + HubSpot Sync
Syncs qualified leads to HubSpot with full conversation context.
- • Creates contact in HubSpot
- • Adds conversation summary
- • Sets lead status
Demo Booked Alert
Notifies sales team when customer requests a demo.
- • Sends email/SMS to sales
- • Creates calendar invite
- • Adds demo-booked label
Human Handoff Alert
Triggers when customer requests human agent.
- • Notifies available agents
- • Creates escalation task
- • Logs handoff reason
Setting Up n8n
1. Connect SwanDigitals to n8n
- Navigate to Settings → Integrations → n8n
- Enter your n8n instance URL (e.g., https://n8n.swandigitals.com)
- Generate an API key for authentication
- Click Test Connection
2. Enable Webhooks in SwanDigitals
Configure which events should trigger n8n workflows. See the Integrations guide for detailed webhook setup instructions.
- Go to Settings → Developers → Webhooks
- Click Add Webhook
- Select events:
conversation.created,message.created, etc. - Enter your n8n webhook URL
- Save and enable the webhook
Common Integrations
HubSpot
Sync leads and contacts to HubSpot for a complete customer view.
- • Create/update contacts
- • Create tasks and deals
- • Log conversation notes
Slack
Get real-time notifications in Slack channels.
- • Hot lead alerts
- • Demo booking notifications
- • Support escalation alerts
Google Sheets
Log leads and conversations to spreadsheets.
- • Lead capture logging
- • Conversation metrics
- • Agent performance tracking
Google Calendar
Create calendar events for demos and follow-ups.
- • Demo scheduling
- • Follow-up reminders
- • Agent availability
Email (Gmail/SMTP)
Send automated emails based on conversation events.
- • Welcome emails
- • Follow-up sequences
- • Support confirmations
WhatsApp (via Meta)
Trigger WhatsApp messages from workflow events.
- • Appointment reminders
- • Order updates
- • Shipping notifications
Next Steps
- Automation — Learn about built-in macros and rules
- Integrations — More connection options
- Troubleshooting — Debug workflow issues