Skip to content
IntermediateProfessionalLead GenerationForm trigger14 nodes

Save applications for routing

Starts when someone submits the form across Microsoft Teams, PostgreSQL and Slack, pauses on a Wait node until it is time to continue, then branches on the check before anything is written. Built for routing, around a "Stamp & Shape Lead" step, in 14 documented nodes.

Save applications with PostgreSQL and Microsoft Teams and log the results. An original, ready-to-import n8n workflow built around the 'Form Intake' pattern for sales & CRM. It starts from a form and orchestrates 14 nodes across Microsoft Teams, PostgreSQL, Slack. Retry-on-fail is enabled on external calls. Import the JSON, add your credentials, and adapt the parameters. Your team sees the right data at the right time.

Key benefits

  • Keeps Microsoft Teams and PostgreSQL in step for routing, without anyone re-typing a row
  • A failed Microsoft Teams or PostgreSQL call is retried rather than dropped, at any of the 14 nodes in this routing build
  • Branches rejoin before Microsoft Teams, so a routing run reports once rather than 14 times
  • The pause before Microsoft Teams is durable — a routing run survives a restart
  • Fans the same result out to Slack in the same run, for routing

Use cases

  • Teams keeping Microsoft Teams and PostgreSQL aligned by hand for routing
  • Routing sequences that run over days and must survive a restart before Microsoft Teams
  • Intake checked for completeness before it is stored in Microsoft Teams, for routing
  • Routing work where "Stamp & Shape Lead" is still a manual step before Microsoft Teams

Integrations

Microsoft TeamsPostgreSQLSlack

Workflow preview (14 nodes)

The template's actual node layout and connections. Node parameters and credential slots unlock with the download.

New Lead Form SubmissionForm TriggerStamp & Shape LeadSetPayload Valid?IfRecord Rejected InputPostgresPrepare Approval PacketSetRequest Approval via Sl…SlackHold for DecisionWaitApproved?IfApply Approved Change (…PostgresRecord Decline + Notify…Microsoft TeamsJoin Decision PathsMergeSend Summary to Microso…Microsoft TeamsCapture Failure ContextSetEscalate Failure to Mic…Microsoft Teams

What's inside (14 nodes)

A look at the node types this workflow uses. No purchase required — full parameters and credentials are yours after you buy.

Form TriggerIfMergeMicrosoft TeamsPostgresSetSlackWait

From download to running in 3 steps

  1. 1
    Import. In n8n, open Workflows → menu → “Import from File” and pick the downloaded JSON.
  2. 2
    Connect. Add your own credentials on the app nodes - n8n highlights exactly which ones need them.
  3. 3
    Activate. Run it once to test, then toggle Active. The automation is live.

What you'll learn

Core level

A compact production shape: validation and error handling without extra machinery.

  • Serving an n8n-hosted form and shaping each submission
  • Validating required fields before anything is written
  • Sending incomplete submissions to review instead of storing them

Every node carries its own documentation on the canvas, plus notes explaining why the architecture was built this way, a credential setup guide, troubleshooting, and three practice exercises. Sample data comes pinned to the trigger, so you can hit Execute and watch data flow before connecting a single account.

Common questions

What exactly do I get?

The complete, ready-to-import n8n workflow as a JSON file, delivered instantly after payment. Import it into your own n8n (cloud or self-hosted), add your credentials, and it runs.

How do I import it into n8n?

In n8n, open Workflows, click the three-dot menu, choose “Import from File”, and select the downloaded JSON. Then connect your own app credentials on the highlighted nodes.

Do I need anything else for it to work?

You need your own n8n instance and accounts/credentials for the apps this workflow connects to (Microsoft Teams, PostgreSQL, Slack). No coding is required.

What if it doesn't work for me?

If the file is faulty, won't import, or isn't as described, contact us within 7 days and we'll fix it or refund you - see our refund policy.

Can I modify or resell it?

You can freely adapt and use it in your own or your clients' projects. Reselling or redistributing the template file itself is not permitted.

Original n8n workflow template created and owned by WorkflowCrate. After purchase you receive the ready-to-import JSON file and a license to use and adapt it in your own projects.