Send Postcards to Contacts Automatically using CentralStationCRM and EchtPost

Workflow Overview

This workflow benefits anyone, who:

• wants to automate sending Postcards to tagged CentralStationCRM contacts

Tools in this Workflow

• CentralStationCRM - the simple and intuitive CRM Software for small teams.
• EchtPost - send postcards online

Workflow Screenshot

Workflow Description

This workflow consists of:

• a webhook trigger
• a set node
• an if node
• an HTTP request

The Webhook Trigger

The webhook triggers when a person is updated in CentralStationCRM.

The persons data is sent to n8n, including the company name and the address.

The Set node

This node filters the webhook data for just the data the EchtPost node needs. It also transforms the country field to the associated country code (i.e. "Deutschland" -> "DE")

The if node

This node checks if there is an "EchtPost" tag in the persons data.
-> if false: do nothing
-> if true: go to HTTP request

The HTTP Request

This node sends the persons name, address and country code alongside with the id of the EchtPost template (inserted manually in the node) to EchtPost. It also needs an E-Mail-Adress for a confirmation mail.

The data starts a "Mail in 3 days" process with the EchtPost service, which mails a postcard with that template to the person.

Preconditions

For this workflow, you need:

• a CentralStationCRM account with API access
• an EchtPost account with API access
• an EchtPost template, with a message, and the templates ID