Workflows

n8n recipes

Build automation workflows in n8n that read from and write to RemixCRM — triggers, actions, and complete examples.

What you can do with n8n + RemixCRM

n8n is a self-hostable workflow automation tool — think Zapier but open-source and runs on your own server. RemixCRM works with n8n in both directions:

  • Outbound — RemixCRM events trigger n8n workflows (lead.created, etc.)
  • Inbound — n8n workflows write data into RemixCRM (create leads, post events)

Combined, you can build anything from "post new leads to Slack" to "if a deposit is paid, create a Trello card for prep, generate a Google Calendar invite, and send a welcome SMS via Twilio."

Why n8n over Zapier

Zapier n8n
Pricing $20-50+/mo per ~1k tasks Free self-hosted, ~$20/mo n8n Cloud
Complexity ceiling Limited — no real branching/loops Full code support, branches, loops
Self-host No Yes (Docker, one command)
Pre-built RemixCRM node No (use generic Webhook + HTTP) No (use generic Webhook + HTTP)
Best for Quick zaps, non-technical users Heavy automation, tinkerers

Both work great with RemixCRM via generic HTTP nodes — there's no RemixCRM-specific node yet, but you don't need one.


Outbound — n8n receives events from RemixCRM

How RemixCRM fires events

Whenever something important happens in your org (a lead is created, a payment is recorded, a lead converts), RemixCRM POSTs a JSON payload to a single URL you configure under Settings → Integrations → Workflow Automation → n8n Webhook URL.

The payload format:

{
  "event": "lead.created",
  "org_id": "uuid",
  "timestamp": "2026-05-25T20:30:00Z",
  "data": { ... }
}

See Outbound webhooks for the full list of events and their data schemas.

Setup in n8n

  1. New workflow → + → Trigger → Webhook
  2. HTTP Method: POST
  3. Path: anything memorable, e.g. remixcrm-events
  4. Authentication: None (the URL itself is the secret — keep it private)
  5. Respond: Immediately
  6. Click "Listen for test event" / activate the workflow → copy the Production URL
  7. Paste it into RemixCRM Settings → Integrations → n8n Webhook URL

n8n will receive every event for your org. Add a Switch or IF node right after the trigger to route by {{$json.event}}lead.created, payment.recorded, etc.

Outbound triggers — every event RemixCRM fires

Event When it fires Key fields in data
lead.created New lead in your org id, first_name, last_name, email, status
lead.status_changed Lead moved between statuses lead_id, status
lead.converted Lead → event conversion lead_id, event_id, client_id
payment.recorded Any payment (card, Venmo, Zelle, manual) amount, payment_type, client_email, event_id, status, receipt_url

See Outbound webhooks for full payload examples.

Recipe: New-lead Slack alert

  1. Webhook trigger (from above)
  2. IF node: {{$json.event}} equals lead.created
  3. Slack → Send Message node, channel #leads:
    🎯 New lead: {{$json.data.first_name}} {{$json.data.last_name}}
    📧 {{$json.data.email}}
    📅 Event: {{$json.data.event_date}}
    

Recipe: Payment → Slack + QuickBooks

  1. Webhook trigger
  2. IF: event = payment.recorded AND status = completed
  3. Branch A — Slack#payments: "💰 $X paid by Y for event on Z"
  4. Branch B — QuickBooks → Create Invoice node (n8n has a native QuickBooks node) → reconciles automatically

Recipe: Send SMS confirmation on lead conversion

  1. Webhook trigger
  2. IF: event = lead.converted
  3. HTTP Request node (to Twilio direct or to RemixCRM if we add a send-sms endpoint) — text the client: "Hi! We've set up your event in our system. Check your email for next steps."

Inbound — n8n writes data into RemixCRM

The Lead API

Easiest entry point: POST /api/v1/leads. Use an HTTP Request node:

  • Method: POST
  • URL: https://app.remixcrm.com/api/v1/leads
  • Authentication: Header — name Authorization, value Bearer rmx_yourkey (store the key in n8n's credentials manager)
  • Body (JSON):
    {
      "name": "{{$json.full_name}}",
      "email": "{{$json.email}}",
      "phone": "{{$json.phone}}",
      "event_date": "{{$json.event_date}}",
      "source": "n8n — {{$workflow.name}}",
      "notes": "{{$json.message}}"
    }
    

See Lead API for the full request schema. Response is 201 Created with { id, status, lead_url }.

Inbound trigger sources — what can feed RemixCRM via n8n

Source n8n node Use case
Your website form Webhook trigger Custom forms on any platform
Google Ads Lead Forms HTTP webhook trigger Google posts JSON, you transform + forward
Facebook Lead Ads Facebook Lead Ads Trigger (community node) Same for IG ads
Typeform Typeform trigger Detailed forms with logic
Airtable Airtable trigger (on create) Manually entered leads in Airtable
Google Sheets Google Sheets trigger Spreadsheet → leads
Email parsing IMAP Email trigger + extraction Forward inquiry emails → auto-create lead
Calendly (Use the built-in RemixCRM Calendly integration)
Cron Schedule trigger Daily/weekly automation

Recipe: Email → lead

Forward all inquiry emails to a dedicated address (e.g. leads@yourdomain.com):

  1. Email Trigger (IMAP) node — connects to that mailbox
  2. AI/Function node — extract name, email, phone, event date from email body using a regex or an LLM (provider nodes are built in)
  3. HTTP Request/api/v1/leads with extracted fields, source: "Email — leads@yourdomain.com"

Recipe: Cron-based weekly digest

  1. Schedule trigger — every Monday 9am
  2. HTTP Request → fetch this week's events from RemixCRM (you'd need to add a read endpoint, currently only write endpoints are public)
  3. Email/Slack the digest

Note: read-only API endpoints are on the roadmap. For now, n8n can write to RemixCRM but reads must go through Supabase directly with a service role key (advanced — not recommended for most users).


n8n in production

Hosting

Three options:

  1. n8n Cloud ($20/mo Starter, includes workflows + maintenance) — easiest, just sign up at n8n.io
  2. Self-host on Railway — one-click template, ~$5/mo
  3. Self-host on your own server (Docker on a VPS, ~$5/mo on DigitalOcean)

Security

  • Webhook URLs are unauthenticated. Anyone with the URL can POST to it. Don't share screenshots that include the URL. Rotate by regenerating the webhook trigger if a URL leaks.
  • API keys (RemixCRM Lead API key, third-party keys) belong in n8n's Credentials manager, never hard-coded in nodes.
  • Workflow logs retain the request body — be aware that PII (client names, emails) is captured in n8n's execution history. Configure retention to clear old runs.

Reliability

  • n8n retries failed HTTP calls automatically (configurable per-node)
  • Failed executions surface in the Executions panel with full stack trace
  • Hook up Slack/email alerts on workflow failure (Workflow Settings → Error Workflow)