{ "name": "UC_LeadQualification", "flow": [ { "id": 1, "module": "tally:watchNewResponse", "version": 1, "parameters": { "__IMTHOOK__": 5600 }, "mapper": {}, "metadata": { "designer": { "x": 0, "y": 150, "name": "LISTEN_NewForm-responses" }, "restore": { "parameters": { "__IMTHOOK__": { "data": { "editable": "false" }, "label": "LeadGen-usecase-form" } } }, "parameters": [ { "name": "__IMTHOOK__", "type": "hook:tally", "label": "Webhook", "required": true } ], "interface": [ { "name": "eventId", "type": "text", "label": "Event ID" }, { "name": "responseId", "type": "text", "label": "Response ID" }, { "name": "submissionId", "type": "text", "label": "Submission ID" }, { "name": "respondentId", "type": "text", "label": "Respondent ID" }, { "name": "formId", "type": "text", "label": "Form ID" }, { "name": "formName", "type": "text", "label": "Form Name" }, { "name": "createdAt", "type": "date", "label": "Created at" }, { "name": "fields", "spec": [ { "name": "First name", "type": "text" }, { "name": "Last name", "type": "text" }, { "name": "Email", "type": "email" }, { "name": "Job title", "type": "text" }, { "name": "Company name", "type": "text" }, { "name": "Company size", "spec": { "type": "text" }, "type": "array" }, { "name": "question_JOBZar (CHECKBOXES)", "spec": { "type": "text" }, "type": "array" }, { "name": "Checkbox (The latest news about our company in your inbox? Sign me up!)", "spec": { "type": "text" }, "type": "array" } ], "type": "collection", "label": "Fields" }, { "name": "fieldsById", "spec": [ { "name": "question_vPWv7g", "type": "text", "label": "First name" }, { "name": "question_KVRN7g", "type": "text", "label": "Last name" }, { "name": "question_LPoqAy", "type": "email", "label": "Email" }, { "name": "question_pDZ6j1", "type": "text", "label": "Job title" }, { "name": "question_19BgZg", "type": "text", "label": "Company name" }, { "name": "question_MEGQkl", "spec": { "type": "text" }, "type": "array", "label": "Company size" }, { "name": "question_JOBZar", "spec": { "type": "text" }, "type": "array", "label": "question_JOBZar (CHECKBOXES)" }, { "name": "question_JOBZar_fa2ffeb0-bcc3-43ee-9c33-d0c0be5da197", "spec": { "type": "text" }, "type": "array", "label": "Checkbox (The latest news about our company in your inbox? Sign me up!)" } ], "type": "collection", "label": "Fields by ID" } ] } }, { "id": 2, "module": "airtable:ActionSearchRecords", "version": 3, "parameters": { "__IMTCONN__": 8954 }, "mapper": { "base": "appw2K5A6LccUg24W", "table": "tbl1wyFrJjYvpuDel", "fields": [ "Email", "Status", "First Name", "Last Name", "Company Name", "Company Size", "Job Title", "Contact Type", "Lead Score", "Industry", "Assignee", "Notes" ], "formula": "{Email} = \"{{1.fields.Email}}\"", "maxRecords": "10", "useColumnId": false }, "metadata": { "designer": { "x": 300, "y": 150, "name": "SEARCH_ExistingContact" }, "restore": { "expect": { "base": { "mode": "chose", "label": "LeadQual-Use-case" }, "sort": { "mode": "chose" }, "view": { "mode": "chose", "label": "Empty" }, "table": { "mode": "chose", "label": "Table 1" }, "fields": { "mode": "chose", "label": [ "Email", "Status", "First Name", "Last Name", "Company Name", "Company Size", "Job Title", "Contact Type", "Lead Score", "Industry", "Assignee", "Notes" ] }, "useColumnId": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "airtable3" }, "label": "FC_UseCase_Make" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:airtable3,airtable2", "label": "Connection", "required": true } ], "expect": [ { "name": "base", "type": "select", "label": "Base", "required": true }, { "name": "useColumnId", "type": "boolean", "label": "Use Column ID", "required": true }, { "name": "base", "type": "select", "label": "Base", "required": true }, { "name": "useColumnId", "type": "boolean", "label": "Use Column ID", "required": true }, { "name": "table", "type": "select", "label": "Table", "required": true }, { "name": "formula", "type": "text", "label": "Formula" }, { "name": "maxRecords", "type": "integer", "label": "Limit" }, { "name": "sort", "spec": [ { "name": "field", "type": "select", "label": "Field", "dynamic": true, "options": [] }, { "name": "direction", "type": "select", "label": "Direction", "options": [ { "label": "Descending", "value": "desc" }, { "label": "Ascending", "value": "asc" } ] } ], "type": "array", "label": "Sort" }, { "name": "view", "type": "select", "label": "View" }, { "name": "fields", "type": "select", "label": "Output Fields", "multiple": true } ], "interface": [ { "name": "__IMTLENGTH__", "type": "uinteger", "label": "Total number of bundles" }, { "name": "__IMTINDEX__", "type": "uinteger", "label": "Bundle order position" }, { "name": "id", "type": "text", "label": "ID" }, { "name": "createdTime", "type": "date", "label": "Created Time" }, { "name": "Email", "type": "text", "label": "Email" }, { "name": "Status", "type": "text", "label": "Status" }, { "name": "First Name", "type": "text", "label": "First Name" }, { "name": "Last Name", "type": "text", "label": "Last Name" }, { "name": "Company Name", "type": "text", "label": "Company Name" }, { "name": "Company Size", "type": "number", "label": "Company Size" }, { "name": "Job Title", "type": "text", "label": "Job Title" }, { "name": "Contact Type", "type": "text", "label": "Contact Type" }, { "name": "Lead Score", "type": "number", "label": "Lead Score" }, { "name": "Industry", "type": "text", "label": "Industry" }, { "name": "Assignee", "spec": [ { "name": "id", "type": "text", "label": "ID" }, { "name": "email", "type": "email", "label": "Email" }, { "name": "name", "type": "text", "label": "Name" } ], "type": "collection", "label": "Assignee" }, { "name": "Notes", "type": "text", "label": "Notes", "multiline": true } ] } }, { "id": 3, "module": "builtin:BasicRouter", "version": 1, "mapper": null, "metadata": { "designer": { "x": 600, "y": 150, "name": "ALLOW_ONLY_NewLeads" } }, "routes": [ { "flow": [ { "id": 6, "module": "gemini-ai:createACompletionGeminiPro", "version": 1, "parameters": { "__IMTCONN__": 6968 }, "filter": { "name": "Contact_NOT-FOUND", "conditions": [ [ { "a": "{{2.`__IMTLENGTH__`}}", "b": "0", "o": "number:equal" } ] ] }, "mapper": { "model": "gemini-2.5-flash", "contents": [ { "role": "user", "parts": [ { "text": "Company Name: {{1.fields.`Company name`}}\nCompany size: {{1.fieldsById.question_MEGQkl[]}}", "type": "text" } ] } ], "generationConfig": { "thinkingConfig": {} }, "system_instruction": { "parts": [ { "text": "You are a Business Development Representative (BDR) specializing in lead enrichment for a B2B SaaS company. Your task is to take a lead, consisting of a company name and company size, and enrich it with additional, accurate company information.\n\nYour response must be a structured enrichment summary containing the following four data points. You must use the headings exactly as provided below:\n\n- **Industry:** The primary industry the company operates in. This must be a single value.\n- **Location:** The company's headquarters, formatted as \"City, State, Country\" (e.g., \"San Francisco, CA, USA\"). If a specific city/state is not available, provide the country.\n- **Revenue:** The most recent publicly available or estimated annual revenue. If unavailable, state \"Not Publicly Disclosed\" or \"Unavailable.\"\n- **Additional Information:** Any other relevant details that can help a sales representative, such as the company's tech stack, recent funding, or notable news (e.g., a recent product launch or acquisition).\n\nYour tone must be professional and data-driven. Do not include any conversational language or pleasantries. If a piece of information is not found, state \"Unavailable.\"" } ] }, "google_search_context": true }, "metadata": { "designer": { "x": 900, "y": 150, "name": "ENRICH_CompanyInfo" }, "restore": { "expect": { "model": { "mode": "chose", "label": "Gemini 2.5 Flash" }, "contents": { "mode": "chose", "items": [ { "role": { "mode": "chose", "label": "User" }, "parts": { "mode": "chose", "items": [ { "type": { "mode": "chose", "label": "Text" } } ] } } ] }, "url_context": { "mode": "chose" }, "code_execution": { "mode": "chose" }, "safetySettings": { "mode": "chose" }, "generationConfig": { "nested": { "stopSequences": { "mode": "chose" }, "thinkingConfig": { "nested": { "include_thoughts": { "mode": "chose" } } }, "responseMimeType": { "mode": "chose", "label": "Empty" }, "responseModalities": { "mode": "chose" } } }, "system_instruction": { "nested": { "parts": { "mode": "chose", "items": [ null ] } } }, "google_search_context": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "gemini-ai-q9zyjp" }, "label": "Gemini | 3004" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:gemini-ai-q9zyjp", "label": "Connection", "required": true } ], "expect": [ { "name": "model", "type": "select", "label": "AI Model", "required": true }, { "name": "contents", "spec": [ { "name": "role", "type": "select", "label": "Role", "options": [ { "label": "User", "value": "user" }, { "label": "Model", "value": "model" } ] }, { "name": "parts", "spec": [ { "name": "type", "type": "select", "label": "Message Type", "options": [ { "label": "Text", "value": "text", "nested": [ { "name": "text", "type": "text", "label": "Text", "required": false } ] }, { "label": "File", "value": "file", "nested": [ { "name": "file_data", "spec": [ { "name": "mime_type", "type": "text", "label": "Mime Type", "required": false }, { "help": "You get this from the 'Upload a File' module.", "name": "file_uri", "type": "text", "label": "File URI", "required": false } ], "type": "collection", "label": "File Data", "required": false } ] } ] } ], "type": "array", "label": "Parts" } ], "type": "array", "label": "Messages", "required": true }, { "name": "system_instruction", "spec": [ { "name": "parts", "spec": { "name": "value", "spec": [ { "name": "text", "type": "text", "label": "Value" } ], "type": "collection", "label": "Prompt" }, "type": "array", "label": "Prompts" } ], "type": "collection", "label": "System Instructions" }, { "name": "safetySettings", "spec": [ { "name": "category", "type": "select", "label": "Category", "options": [ { "label": "Harassment content", "value": "HARM_CATEGORY_HARASSMENT" }, { "label": "Hate speech and content", "value": "HARM_CATEGORY_HATE_SPEECH" }, { "label": "Sexually explicit content.", "value": "HARM_CATEGORY_SEXUALLY_EXPLICIT" }, { "label": "Dangerous content:", "value": "HARM_CATEGORY_DANGEROUS_CONTENT" } ] }, { "name": "threshold", "type": "select", "label": "Threshold", "options": [ { "label": "Block low and above.", "value": "BLOCK_LOW_AND_ABOVE" }, { "label": "Block medium and above.", "value": "BLOCK_MEDIUM_AND_ABOVE" }, { "label": "Block only high.", "value": "BLOCK_ONLY_HIGH" }, { "label": "Block none.", "value": "BLOCK_NONE" } ] } ], "type": "array", "label": "Safety Settings" }, { "name": "generationConfig", "spec": [ { "name": "stopSequences", "spec": { "name": "value", "type": "text", "label": "Stop Sequence" }, "type": "array", "label": "Stop Sequences" }, { "name": "responseModalities", "type": "select", "label": "Response Modalities", "multiple": true, "validate": { "enum": [ "text", "image" ] } }, { "name": "maxOutputTokens", "type": "number", "label": "Max Output Tokens" }, { "name": "temperature", "type": "number", "label": "Temperature", "validate": { "max": 1, "min": 0 } }, { "name": "topP", "type": "number", "label": "Top P", "validate": { "max": 1, "min": 0 } }, { "name": "topK", "type": "number", "label": "Top K" }, { "name": "thinkingConfig", "spec": [ { "name": "thinkingBudget", "type": "number", "label": "Thinking Budget" }, { "name": "include_thoughts", "type": "boolean", "label": "Include Thoughts" } ], "type": "collection", "label": "Thinking Config" }, { "name": "responseMimeType", "type": "select", "label": "Response Mime Type" } ], "type": "collection", "label": "Generation configurations" }, { "name": "tools", "type": "any", "label": "Tools" }, { "name": "tool_config", "type": "any", "label": "Tool Config" }, { "name": "url_context", "type": "boolean", "label": "URL Context" }, { "name": "google_search_context", "type": "boolean", "label": "Google Search Grounding" }, { "name": "code_execution", "type": "boolean", "label": "Code Execution" } ] } }, { "id": 7, "module": "ai-tools:Extract", "version": 2, "parameters": { "model": "small", "makeConnectionId": 8955 }, "mapper": { "input": "{{6.result}}", "fields": [ { "name": "Industry", "type": "string", "description": "The primary industry the company operates in" }, { "name": "Location", "type": "string", "description": "The company's headquarters, formatted as Country (e.g., USA). If a specific city/state is not available, provide the country." }, { "name": "Revenue", "type": "string", "description": "The most recent publicly available or estimated annual revenue in Million. If unavailable, state \"Not Publicly Disclosed\" or \"Unavailable.\"" }, { "name": "Additional Notes", "type": "string", "description": "Any other relevant details that can help a sales representative, such as the company's tech stack, recent funding, or notable news (e.g., a recent product launch or acquisition)" } ] }, "metadata": { "designer": { "x": 1200, "y": 150, "name": "STRUCTURE_Output" }, "restore": { "expect": { "fields": { "items": [ { "type": { "mode": "chose", "label": "Text" } }, { "type": { "mode": "chose", "label": "Text" } }, { "type": { "mode": "chose", "label": "Text" } }, { "type": { "mode": "chose", "label": "Text" } } ] } }, "parameters": { "model": { "mode": "chose", "label": "Small (GPT OSS 20B)" }, "makeConnectionId": { "data": { "scoped": "true", "connection": "ai-provider" }, "label": "Make's AI Provider connection", "nested": [ { "name": "model", "type": "select", "label": "Model", "options": { "store": "rpc://ai-tools/2/RpcGetModels?connectionId={{makeConnectionId}}&teamId=727" }, "mappable": true, "required": true } ] } } }, "parameters": [ { "name": "makeConnectionId", "type": "account:ai-provider,openai-gpt-3,anthropic-claude,gemini-ai-q9zyjp,ai-agent-foundry-openai,ai-agent-foundry-non-openai,mistral-ai,cohere,groq,ai-agent-xai,amazon-bedrock,ai-agent-openai-compatible", "label": "Connection", "required": true }, { "name": "model", "type": "select", "label": "Model", "required": true } ], "expect": [ { "name": "input", "type": "text", "label": "Text", "required": true }, { "name": "fields", "spec": { "name": "value", "spec": [ { "name": "name", "type": "text", "label": "Name", "required": true }, { "name": "description", "type": "text", "label": "Description", "required": true }, { "name": "type", "type": "select", "label": "Type", "options": [ { "label": "Text", "value": "string" }, { "label": "Number", "value": "number" }, { "label": "Boolean", "value": "boolean" } ], "required": true } ], "type": "collection", "label": "Information" }, "type": "array", "label": "Information", "required": true } ] } }, { "id": 8, "module": "gemini-ai:createACompletionGeminiPro", "version": 1, "parameters": { "__IMTCONN__": 6968 }, "mapper": { "model": "gemini-1.5-pro-latest", "contents": [ { "role": "user", "parts": [ { "text": "Company Name: {{1.fields.`Company name`}}\nCompany size: {{1.fieldsById.question_MEGQkl[]}}\nIndustry: {{7.information.Industry}}\nLocation:{{7.information.Location}}\nRevenue:{{7.information.Revenue}}\nAdditional notes:{{7.information.`Additional Notes`}}\nLead Job Role: {{1.fields.`Job title`}}", "type": "text" } ] } ], "generationConfig": { "thinkingConfig": {}, "responseMimeType": "application/json" }, "system_instruction": { "parts": [ { "text": "You are a specialized Business Development Representative (BDR) for a B2B SaaS company, focused on lead qualification. Your core task is to assess the quality of a new lead by determining how closely they align with the Ideal Customer Profile (ICP).\n\nBased on the provided information, you will assign a lead_score from 0 to 100. A higher score indicates a stronger match with the ICP.\n\nInstructions:\n\nAnalyze the Lead Information: Evaluate the provided data, which includes:\n\nCompany Name\n\nRevenue\n\nCompany Size\n\nLead Job Role\n\nAdditional Information (e.g., industry, technology stack, business model, etc.)\n\nScoring Criteria: The lead_score is a weighted combination of the criteria defined by the ICP below.\n\nGenerate the Output:\n\nThe output must contain two parts: the lead_score and a detailed Reasoning.\n\nThe lead_score is a single integer from 0 to 100.\n\nThe Reasoning should explain why the lead received that specific score, referencing how the provided information aligns with or deviates from the ICP. The reasoning should be a maximum of two paragraphs, without jargon or unnecessary words.\n\nIdeal Customer Profile (ICP)\nThis is the definitive profile for scoring. Use this information to evaluate the lead.\n\nCompany Demographics:\n\nIndustry: Technology, specifically B2B software, fintech, and digital media. Secondary industries include healthcare IT and e-commerce.\n\nCompany Size: 200 to 2,000 employees.\n\nRevenue: $20 million to $500 million in annual recurring revenue (ARR).\n\nLead Profile:\n\nJob Role: Decision-makers or key influencers in product development or engineering.\n\nTarget Titles: VP of Product, Head of Product, Director of Engineering, Chief Technology Officer (CTO), Head of Analytics or Data Science.\n\nTechnographics:\n\nTechnology Stack: Actively using modern, cloud-based technologies (e.g., AWS, Google Cloud, Microsoft Azure) and has a defined data infrastructure.\n\nBusiness Challenges:\n\nPain Points: Struggles with aggregating and analyzing data from disparate sources, inefficient reporting, a need for deeper insights into product performance or customer behavior.\n\nExample Input:\n\nCompany Name: TechSolutions Inc., Revenue: $50M, Company Size: 500 employees, Lead Job Role: Head of Product, Additional Information: A B2B software company specializing in AI-driven analytics.\n\nExample Output:\n\nLead Score: 95 Reasoning: The company is a strong match for the ICP. It is a B2B software company in the ideal revenue ($50M) and employee size (500) range. The lead's job role, Head of Product, is a perfect fit as a key decision-maker. The additional information about specializing in AI-driven analytics indicates a strong need for our data-focused solution." } ] } }, "metadata": { "designer": { "x": 1500, "y": 150, "name": "QUALIFY_ICP" }, "restore": { "expect": { "model": { "mode": "chose", "label": "Gemini 1.5 Pro Latest" }, "contents": { "mode": "chose", "items": [ { "role": { "mode": "chose", "label": "User" }, "parts": { "mode": "chose", "items": [ { "type": { "mode": "chose", "label": "Text" } } ] } } ] }, "url_context": { "mode": "chose" }, "code_execution": { "mode": "chose" }, "safetySettings": { "mode": "chose" }, "generationConfig": { "nested": { "stopSequences": { "mode": "chose" }, "thinkingConfig": { "nested": { "include_thoughts": { "mode": "chose" } } }, "responseMimeType": { "mode": "chose", "label": "JSON Output" }, "new_responseSchema": { "mode": "chose" }, "responseModalities": { "mode": "chose" } } }, "system_instruction": { "nested": { "parts": { "mode": "chose", "items": [ null ] } } }, "google_search_context": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "gemini-ai-q9zyjp" }, "label": "Gemini | 3004" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:gemini-ai-q9zyjp", "label": "Connection", "required": true } ], "expect": [ { "name": "model", "type": "select", "label": "AI Model", "required": true }, { "name": "contents", "spec": [ { "name": "role", "type": "select", "label": "Role", "options": [ { "label": "User", "value": "user" }, { "label": "Model", "value": "model" } ] }, { "name": "parts", "spec": [ { "name": "type", "type": "select", "label": "Message Type", "options": [ { "label": "Text", "value": "text", "nested": [ { "name": "text", "type": "text", "label": "Text", "required": false } ] }, { "label": "File", "value": "file", "nested": [ { "name": "file_data", "spec": [ { "name": "mime_type", "type": "text", "label": "Mime Type", "required": false }, { "help": "You get this from the 'Upload a File' module.", "name": "file_uri", "type": "text", "label": "File URI", "required": false } ], "type": "collection", "label": "File Data", "required": false } ] } ] } ], "type": "array", "label": "Parts" } ], "type": "array", "label": "Messages", "required": true }, { "name": "system_instruction", "spec": [ { "name": "parts", "spec": { "name": "value", "spec": [ { "name": "text", "type": "text", "label": "Value" } ], "type": "collection", "label": "Prompt" }, "type": "array", "label": "Prompts" } ], "type": "collection", "label": "System Instructions" }, { "name": "safetySettings", "spec": [ { "name": "category", "type": "select", "label": "Category", "options": [ { "label": "Harassment content", "value": "HARM_CATEGORY_HARASSMENT" }, { "label": "Hate speech and content", "value": "HARM_CATEGORY_HATE_SPEECH" }, { "label": "Sexually explicit content.", "value": "HARM_CATEGORY_SEXUALLY_EXPLICIT" }, { "label": "Dangerous content:", "value": "HARM_CATEGORY_DANGEROUS_CONTENT" } ] }, { "name": "threshold", "type": "select", "label": "Threshold", "options": [ { "label": "Block low and above.", "value": "BLOCK_LOW_AND_ABOVE" }, { "label": "Block medium and above.", "value": "BLOCK_MEDIUM_AND_ABOVE" }, { "label": "Block only high.", "value": "BLOCK_ONLY_HIGH" }, { "label": "Block none.", "value": "BLOCK_NONE" } ] } ], "type": "array", "label": "Safety Settings" }, { "name": "generationConfig", "spec": [ { "name": "stopSequences", "spec": { "name": "value", "type": "text", "label": "Stop Sequence" }, "type": "array", "label": "Stop Sequences" }, { "name": "responseModalities", "type": "select", "label": "Response Modalities", "multiple": true, "validate": { "enum": [ "text", "image" ] } }, { "name": "maxOutputTokens", "type": "number", "label": "Max Output Tokens" }, { "name": "temperature", "type": "number", "label": "Temperature", "validate": { "max": 1, "min": 0 } }, { "name": "topP", "type": "number", "label": "Top P", "validate": { "max": 1, "min": 0 } }, { "name": "topK", "type": "number", "label": "Top K" }, { "name": "thinkingConfig", "spec": [ { "name": "thinkingBudget", "type": "number", "label": "Thinking Budget" }, { "name": "include_thoughts", "type": "boolean", "label": "Include Thoughts" } ], "type": "collection", "label": "Thinking Config" }, { "name": "responseMimeType", "type": "select", "label": "Response Mime Type" }, { "name": "responseSchema", "type": "any", "label": "Response Schema (Deprecated)" }, { "name": "new_responseSchema", "spec": [ { "name": "type", "type": "select", "label": "Value Type", "options": [ { "label": "String", "value": "string", "nested": "rpc://gemini-ai/1/createResponseSchema?type=string" }, { "label": "Enum", "value": "enum", "nested": "rpc://gemini-ai/1/createResponseSchema?type=enum" }, { "label": "Number", "value": "number", "nested": "rpc://gemini-ai/1/createResponseSchema?type=number" }, { "label": "Integer", "value": "integer", "nested": "rpc://gemini-ai/1/createResponseSchema?type=integer" }, { "label": "Boolean", "value": "boolean", "nested": "rpc://gemini-ai/1/createResponseSchema?type=boolean" }, { "label": "Object", "value": "object", "nested": "rpc://gemini-ai/1/createResponseSchema?type=object" } ] } ], "type": "array", "label": "Response Schema" } ], "type": "collection", "label": "Generation configurations" }, { "name": "tools", "type": "any", "label": "Tools" }, { "name": "tool_config", "type": "any", "label": "Tool Config" }, { "name": "url_context", "type": "boolean", "label": "URL Context" }, { "name": "google_search_context", "type": "boolean", "label": "Google Search Grounding" }, { "name": "code_execution", "type": "boolean", "label": "Code Execution" } ], "advanced": true } }, { "id": 14, "module": "json:ParseJSON", "version": 1, "parameters": { "type": "" }, "mapper": { "json": "{{8.result}}" }, "metadata": { "designer": { "x": 1800, "y": 150 }, "restore": { "parameters": { "type": { "label": "Choose a data structure" } } }, "parameters": [ { "name": "type", "type": "udt", "label": "Data structure" } ], "expect": [ { "name": "json", "type": "text", "label": "JSON string", "required": true } ] } }, { "id": 4, "module": "airtable:ActionCreateRecord", "version": 3, "parameters": { "__IMTCONN__": 8954 }, "mapper": { "base": "appw2K5A6LccUg24W", "table": "tbl1wyFrJjYvpuDel", "record": { "fld2xs4UwDYHKkuFv": "{{14.reasoning}}", "fld4VNFKO1mMF9ksd": "{{1.fieldsById.question_vPWv7g}}", "fld61lfuLkB5vXUoK": "{{1.fieldsById.question_19BgZg}}", "fldEJaHmL4hS3IAkZ": "{{7.information.Industry}}", "fldH35gbvUqzpxhE0": {}, "fldJKQmcymRaIJSRf": "{{1.fields.`Job title`}}", "fldS2RfhQ3qeCNGXc": "{{7.information.Location}}", "fldUjNKRvSEMyeBog": "{{1.fields.Email}}", "fldYezkcwgBv4gzS5": "{{14.lead_score}}", "fldfTNiaWc8rEP77t": "Lead", "fldo7CmWM0tFcmwg8": "{{1.fields.`Company size`[]}}", "fldwVYn10wmrMHVOV": "{{7.information.`Additional Notes`}}", "fldyE7oUXCmwfZexu": "{{1.fieldsById.question_KVRN7g}}", "fldzgnX4eRFIMFplR": "{{7.information.Revenue}}" }, "typecast": false, "useColumnId": false }, "metadata": { "designer": { "x": 2100, "y": 150, "name": "ADD_NewContact" }, "restore": { "expect": { "base": { "label": "LeadQual-Use-case" }, "table": { "label": "Contacts", "nested": [ { "name": "record", "spec": [ { "name": "fldUjNKRvSEMyeBog", "type": "text", "label": "Email" }, { "name": "fld4VNFKO1mMF9ksd", "type": "text", "label": "First Name" }, { "name": "fldyE7oUXCmwfZexu", "type": "text", "label": "Last Name" }, { "name": "fld61lfuLkB5vXUoK", "type": "text", "label": "Company Name" }, { "name": "fldo7CmWM0tFcmwg8", "type": "text", "label": "Company Size" }, { "name": "fldJKQmcymRaIJSRf", "type": "text", "label": "Job Title" }, { "mode": "edit", "name": "fldfTNiaWc8rEP77t", "type": "select", "label": "Contact Type", "dynamic": true, "options": [ { "label": "Lead", "value": "Lead" }, { "label": "Customer", "value": "Customer" } ], "validate": false }, { "name": "fldEJaHmL4hS3IAkZ", "type": "text", "label": "Industry" }, { "name": "fldS2RfhQ3qeCNGXc", "type": "text", "label": "Country" }, { "name": "fldzgnX4eRFIMFplR", "type": "text", "label": "Revenue (M)" }, { "name": "fldYezkcwgBv4gzS5", "type": "number", "label": "Lead Score" }, { "name": "fld2xs4UwDYHKkuFv", "type": "text", "label": "Reasoning", "multiline": true }, { "name": "fldH35gbvUqzpxhE0", "spec": [ { "help": "Unique user id", "name": "id", "type": "text", "label": "ID" }, { "help": "User's email address", "name": "email", "type": "email", "label": "Email" } ], "type": "collection", "label": "Assignee" }, { "mode": "edit", "name": "fld0eA9JIrsLWGsWc", "type": "select", "label": "Status", "dynamic": true, "options": [ { "label": "Todo", "value": "Todo" }, { "label": "In progress", "value": "In progress" }, { "label": "Done", "value": "Done" } ], "validate": false }, { "name": "fldwVYn10wmrMHVOV", "type": "text", "label": "Notes", "multiline": true } ], "type": "collection", "label": "Record" } ] }, "record": { "nested": { "fld0eA9JIrsLWGsWc": { "mode": "edit" }, "fldfTNiaWc8rEP77t": { "mode": "edit" } } }, "typecast": { "mode": "chose" }, "useColumnId": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "airtable3" }, "label": "FC_UseCase_Make (User ID: usr5fZZMdcjkOY2U6)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:airtable3,airtable2", "label": "Connection", "required": true } ], "expect": [ { "name": "base", "type": "select", "label": "Base", "required": true }, { "name": "typecast", "type": "boolean", "label": "Smart links", "required": true }, { "name": "useColumnId", "type": "boolean", "label": "Use Column ID", "required": true }, { "name": "table", "type": "select", "label": "Table", "required": true }, { "name": "record", "spec": [ { "name": "fldUjNKRvSEMyeBog", "type": "text", "label": "Email" }, { "name": "fld4VNFKO1mMF9ksd", "type": "text", "label": "First Name" }, { "name": "fldyE7oUXCmwfZexu", "type": "text", "label": "Last Name" }, { "name": "fld61lfuLkB5vXUoK", "type": "text", "label": "Company Name" }, { "name": "fldo7CmWM0tFcmwg8", "type": "text", "label": "Company Size" }, { "name": "fldJKQmcymRaIJSRf", "type": "text", "label": "Job Title" }, { "mode": "edit", "name": "fldfTNiaWc8rEP77t", "type": "select", "label": "Contact Type" }, { "name": "fldEJaHmL4hS3IAkZ", "type": "text", "label": "Industry" }, { "name": "fldS2RfhQ3qeCNGXc", "type": "text", "label": "Country" }, { "name": "fldzgnX4eRFIMFplR", "type": "text", "label": "Revenue (M)" }, { "name": "fldYezkcwgBv4gzS5", "type": "number", "label": "Lead Score" }, { "name": "fld2xs4UwDYHKkuFv", "type": "text", "label": "Reasoning" }, { "name": "fldH35gbvUqzpxhE0", "spec": [ { "name": "id", "type": "text", "label": "ID" }, { "name": "email", "type": "email", "label": "Email" } ], "type": "collection", "label": "Assignee" }, { "mode": "edit", "name": "fld0eA9JIrsLWGsWc", "type": "select", "label": "Status" }, { "name": "fldwVYn10wmrMHVOV", "type": "text", "label": "Notes" } ], "type": "collection", "label": "Record" } ], "interface": [ { "name": "id", "type": "text", "label": "ID" }, { "name": "createdTime", "type": "date", "label": "Created Time" }, { "name": "Email", "type": "text", "label": "Email" }, { "name": "First Name", "type": "text", "label": "First Name" }, { "name": "Last Name", "type": "text", "label": "Last Name" }, { "name": "Company Name", "type": "text", "label": "Company Name" }, { "name": "Company Size", "type": "text", "label": "Company Size" }, { "name": "Job Title", "type": "text", "label": "Job Title" }, { "name": "Contact Type", "type": "text", "label": "Contact Type" }, { "name": "Industry", "type": "text", "label": "Industry" }, { "name": "Country", "type": "text", "label": "Country" }, { "name": "Revenue (M)", "type": "text", "label": "Revenue (M)" }, { "name": "Lead Score", "type": "number", "label": "Lead Score" }, { "name": "Reasoning", "type": "text", "label": "Reasoning", "multiline": true }, { "name": "Assignee", "spec": [ { "name": "id", "type": "text", "label": "ID" }, { "name": "email", "type": "email", "label": "Email" }, { "name": "name", "type": "text", "label": "Name" } ], "type": "collection", "label": "Assignee" }, { "name": "Status", "type": "text", "label": "Status" }, { "name": "Notes", "type": "text", "label": "Notes", "multiline": true } ] } }, { "id": 9, "module": "builtin:BasicRouter", "version": 1, "mapper": null, "metadata": { "designer": { "x": 2400, "y": 150, "name": "ROUTING_Leads" } }, "routes": [ { "flow": [ { "id": 10, "module": "slack:CreateMessage", "version": 4, "parameters": { "__IMTCONN__": 8240 }, "filter": { "name": "LeadScore > 70", "conditions": [ [ { "a": "{{14.lead_score}}", "b": "70", "o": "number:greater" } ] ] }, "mapper": { "text": ":fire: New Hot Lead Arrived :fire:\n\nLead Full Name: {{1.fields.`First name`}} {{1.fields.`Last name`}}\nEmail: {{1.fields.Email}}\nJob title: {{1.fields.`Job title`}}\nCompany: {{1.fields.`Company name`}}\nCompany size: {{1.fields.`Company size`[]}}\nCountry: {{7.information.Location}}\nIndustry: {{7.information.Industry}}\nLead score: {{14.lead_score}}\nReasoning: {{14.reasoning}}\n", "parse": false, "blocks": "{\n\t\"blocks\": [\n\t\t{\n\t\t\t\"type\": \"section\",\n\t\t\t\"text\": {\n\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\"text\": \":fire: *New Hot Lead Arrived* :fire:\\n*{{1.fields.`First name`}} {{1.fields.`Last name`}} - {{1.fields.`Job title`}} at {{1.fields.`Company name`}}*\"\n\t\t\t}\n\t\t},\n\t\t{\n\t\t\t\"type\": \"section\",\n\t\t\t\"fields\": [\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Email:*\\n{{1.fields.Email}}\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Company:*\\n{{1.fields.`Company name`}}\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Company Size:*\\n{{1.fields.`Company size`[]}}\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Industry:*\\n{{7.information.Industry}}\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Location:*\\n{{7.information.Location}}\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\t\"text\": \"*Lead Score:*\\n{{14.lead_score}}\"\n\t\t\t\t}\n\t\t\t]\n\t\t},\n\t\t{\n\t\t\t\"type\": \"section\",\n\t\t\t\"text\": {\n\t\t\t\t\"type\": \"mrkdwn\",\n\t\t\t\t\"text\": \"*Reasoning:*\\n{{14.reasoning}}\"\n\t\t\t}\n\t\t},\n\t\t{\n\t\t\t\"type\": \"actions\",\n\t\t\t\"elements\": [\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"button\",\n\t\t\t\t\t\"text\": {\n\t\t\t\t\t\t\"type\": \"plain_text\",\n\t\t\t\t\t\t\"emoji\": true,\n\t\t\t\t\t\t\"text\": \"Assign Lead\"\n\t\t\t\t\t},\n\t\t\t\t\t\"style\": \"primary\",\n\t\t\t\t\t\"value\": \"assign_lead\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"button\",\n\t\t\t\t\t\"text\": {\n\t\t\t\t\t\t\"type\": \"plain_text\",\n\t\t\t\t\t\t\"emoji\": true,\n\t\t\t\t\t\t\"text\": \"View Details\"\n\t\t\t\t\t},\n\t\t\t\t\t\"value\": \"view_details\"\n\t\t\t\t},\n\t\t\t\t{\n\t\t\t\t\t\"type\": \"button\",\n\t\t\t\t\t\"text\": {\n\t\t\t\t\t\t\"type\": \"plain_text\",\n\t\t\t\t\t\t\"emoji\": true,\n\t\t\t\t\t\t\"text\": \"Disqualify\"\n\t\t\t\t\t},\n\t\t\t\t\t\"style\": \"danger\",\n\t\t\t\t\t\"value\": \"disqualify_lead\"\n\t\t\t\t}\n\t\t\t]\n\t\t}\n\t]\n}", "mrkdwn": true, "channel": "C09EVTC1ECR", "channelWType": "manualy" }, "metadata": { "designer": { "x": 2700, "y": 0, "name": "NOTIFY_SalesTeam" }, "restore": { "expect": { "parse": { "mode": "chose" }, "mrkdwn": { "mode": "chose" }, "link_names": { "mode": "chose" }, "channelWType": { "label": "Enter manually" }, "unfurl_links": { "mode": "chose" }, "unfurl_media": { "mode": "chose" }, "reply_broadcast": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "slack3" }, "label": "FC bot (integromat.slack.com - make2)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:slack2,slack3", "label": "Connection", "required": true } ], "expect": [ { "name": "channelWType", "type": "select", "label": "Enter a channel ID or name", "required": true, "validate": { "enum": [ "manualy", "list" ] } }, { "name": "text", "type": "text", "label": "Text" }, { "name": "blocks", "type": "text", "label": "Blocks" }, { "name": "thread_ts", "type": "text", "label": "Thread message ID (time stamp)" }, { "name": "reply_broadcast", "type": "boolean", "label": "Reply broadcast" }, { "name": "link_names", "type": "boolean", "label": "Link names" }, { "name": "parse", "type": "boolean", "label": "Parse message text" }, { "name": "mrkdwn", "type": "boolean", "label": "Use markdown" }, { "name": "unfurl_links", "type": "boolean", "label": "Unfurl primarily text-based content" }, { "name": "unfurl_media", "type": "boolean", "label": "Unfurl media content" }, { "name": "icon_emoji", "type": "text", "label": "Icon emoji" }, { "name": "icon_url", "type": "url", "label": "Icon url" }, { "name": "username", "type": "text", "label": "User name" }, { "name": "channel", "type": "text", "label": "Channel ID or name", "required": true } ] } } ] }, { "flow": [ { "id": 11, "module": "builtin:BasicRouter", "version": 1, "filter": { "name": "LeadScore < 70", "conditions": [ [ { "a": "{{14.lead_score}}", "b": "70", "o": "number:lessorequal" } ] ] }, "mapper": null, "metadata": { "designer": { "x": 2700, "y": 300, "name": "Lead Nurturing Email Campaign" } }, "routes": [] } ] } ] } ] } ] } ], "metadata": { "instant": true, "version": 1, "scenario": { "roundtrips": 1, "maxErrors": 3, "autoCommit": true, "autoCommitTriggerLast": true, "sequential": false, "slots": null, "confidential": false, "dataloss": false, "dlq": false, "freshVariables": false }, "designer": { "orphans": [] }, "zone": "we.make.com", "notes": [] } }