Resources

Example Workflows

Ready-to-paste n8n workflow templates for common Invokati integrations. Copy the JSON, paste into your n8n editor with Ctrl+V, and connect to your instance.

Lead Capture from Contact Form

CRM Email Automation
Raw JSON

Capture form submissions from any website or tool, validate and normalize the data, create a lead record in the Invokati CRM, and send an automated welcome email — all in one workflow.

Workflow Nodes

  1. 1
    Invokati Dashboard Trigger Trigger

    Receives a POST from your contact form via webhook — can be triggered from any source.

  2. 2
    Extract & Validate Fields Code

    Splits the full name into first/last, trims whitespace, and normalizes the email to lowercase.

  3. 3
    Capture Lead in Invokati HTTP Request

    POSTs the cleaned data to the Invokati Leads API. Duplicate emails are detected automatically.

  4. 4
    Send Welcome Email Email

    Sends a personalized confirmation email to the lead using your configured SMTP or email node.

  5. 5
    Respond to Webhook Respond

    Returns a JSON success response to the originating form or service.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

AI Content Generator with Review Queue

AI Media Hub Human-in-the-Loop
Raw JSON

Trigger an AI content generation run from your dashboard, track token usage and cost, then queue the output in the Media Hub for human review before publishing.

Workflow Nodes

  1. 1
    Invokati Dashboard Trigger Trigger

    Fired from the workflow button in your Invokati dashboard. Passes the topic and tone as the request body.

  2. 2
    Generate Content with Claude AI / LLM

    Calls the Anthropic Claude API to generate a social media post based on the topic and tone.

  3. 3
    Log Token Usage HTTP Request

    Reports input and output tokens to the Invokati token usage API so cost is tracked per execution.

  4. 4
    Post to Media Hub for Review HTTP Request

    Stores the generated content in the Media Hub with human_interaction: true, creating a review card in the dashboard.

  5. 5
    Respond to Webhook Respond

    Returns the execution ID so the dashboard knows which run produced this content item.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

Notify External Systems on Lead Status Change

CRM Webhooks Slack Routing
Raw JSON

When a lead status changes in Invokati, this workflow fires a webhook, routes based on the new status, pushes data to an external CRM, and sends a Slack notification for high-value closes.

Workflow Nodes

  1. 1
    Receive Status Change Webhook Trigger

    Receives a POST from Invokati when a lead status changes. Payload includes lead ID, old status, new status, and full lead data.

  2. 2
    Route by New Status Switch

    Branches the workflow based on the new status value — e.g., Qualified goes to CRM sync, Closed Won goes to both CRM and Slack.

  3. 3
    Push to External CRM HTTP Request

    Syncs the status change to your external CRM or data warehouse via its webhook or REST API.

  4. 4
    Notify Slack on Closed Won Slack

    Posts a celebratory message to a #sales-wins Slack channel when a lead is marked Closed Won.

  5. 5
    Respond to Webhook Respond

    Acknowledges the status change event back to Invokati.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

Automated Media Pipeline (Generate → Store → Review)

AI Media Hub DALL·E Collections
Raw JSON

Trigger an image generation job from the dashboard, create an asset with DALL·E or another AI image API, store it in the Invokati Media Hub in the right collection, and queue it for team review.

Workflow Nodes

  1. 1
    Invokati Dashboard Trigger Trigger

    Fired from the dashboard with a prompt, collection name, and image title in the request body.

  2. 2
    Generate Image with DALL·E HTTP Request

    Calls the OpenAI Images API with the user-supplied prompt and returns a temporary URL to the generated image.

  3. 3
    Store in Invokati Media Hub HTTP Request

    POSTs the image URL to the Media API. Passes collection_name so the collection is auto-created if it does not exist. Sets human_interaction: true so a review card appears.

  4. 4
    Respond to Webhook Respond

    Returns the new media record ID so the dashboard can link directly to the review card.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

Auto-Generate Invoices on Project Completion

Invoices Human-in-the-Loop PDF
Raw JSON

When a project milestone is reached (or a form is submitted), generate an invoice record in Invokati with all line items and client details, attach a PDF link, then flag it for human review before it is sent to the client.

Workflow Nodes

  1. 1
    Webhook or Schedule Trigger Trigger

    Fires when a project is marked complete — passes client name, email, company, line items, and due date in the request body.

  2. 2
    Calculate Totals Code

    Sums line item amounts (in cents), computes tax, applies any discount, and builds a clean line_items array ready for the API.

  3. 3
    Create Invoice in Invokati Invokati Invoice Manager

    Calls Create Invoice with invoice_number, amount, tax_amount, client details, line_items, and pdf_url. Sets human_interaction: true and passes the Wait node resume_url for approval.

  4. 4
    Wait for Approval Wait

    Pauses the workflow until a team member approves or denies the invoice in the Invokati dashboard — no polling required.

  5. 5
    Route on Decision Switch

    Checks the resume payload for approved or denied and branches accordingly.

  6. 6
    Mark Invoice Sent & Notify Client HTTP Request + Email

    On approval: updates the invoice status to sent, then emails the payment link to the client.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

Post Custom Data to Dashboard on a Schedule

Scheduling Custom Payloads Data
Raw JSON

Fetch data from any external API on a schedule, aggregate and transform it with a Code node, then post it to the Invokati custom payloads endpoint to display in your dashboard.

Workflow Nodes

  1. 1
    Run Every Hour Schedule Trigger

    Fires the workflow automatically on a 1-hour interval — no manual trigger needed.

  2. 2
    Fetch Data from Source HTTP Request

    Calls your external data source (analytics platform, database API, etc.) with Bearer token authentication.

  3. 3
    Transform & Aggregate Code

    Shapes the raw response into a clean summary object: total revenue, new customers, conversion rate, top product.

  4. 4
    Post to Invokati Dashboard HTTP Request

    POSTs the aggregated payload to the Invokati payloads endpoint where it appears as a data record in your workflow dashboard.

Paste directly into your n8n workflow editor. Update the URL and API key in each node, then activate the workflow.

Connect this workflow

Already have a workflow imported? Use the Connect to n8n tab inside any workflow dashboard to grab pre-configured node snippets — with your API key and endpoint already filled in. View full API reference →

Need a custom workflow?

All the n8n node templates for Invokati APIs are available inside your workflow dashboard under the Connect to n8n tab — with your credentials pre-filled.

Import a workflow →

Where's my API key?

Your API key is in your Invokati profile. Paste it directly into the HTTP Request nodes after importing — no n8n variable setup required.

View my API key →

Don't have an account?

Start free — no credit card required. Import up to 3 workflows and connect 1 n8n instance on the free plan.

Get started free →
Powered by
n8n front-end + analytics

Help & Feedback

We'd love to hear from you

How can we improve Invokati?