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WhatsApp Trigger Workflow

This workflow processes incoming WhatsApp messages through Twilio, validates users against a PostgreSQL database, and routes authenticated users to a sales tracking agent for automated responses. It serves as the primary entry point for WhatsApp-based customer interactions.

Purpose

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This workflow appears to be designed for customer support or sales assistance through WhatsApp, allowing registered users to interact with an automated agent while filtering out unauthorized users.

How It Works

  1. Incoming Message: A WhatsApp message arrives via Twilio webhook
  2. User Validation: The workflow checks if the sender's phone number exists in the youthEntrepreneursReal database table
  3. Route Decision:
    • If user not found: Sends "Sorry, your number was not found in our database" message
    • If user found: Extracts phone number and message content, then forwards to the sales tracking agent
  4. Agent Processing: Calls the "Mark - SalesTrackingAgent" workflow with user details and message
  5. Response Delivery: Sends the agent's response back to the user via WhatsApp
  6. Data Export: A separate manual trigger allows exporting all user data to Google Sheets

Workflow Diagram

graph TD
    A[Twilio WhatsApp Webhook] --> B[Execute SQL Query - Check User]
    B --> C{User Found?}
    C -->|No| D[Send "User Not Found" Message]
    C -->|Yes| E[Set User Phone & Query]
    E --> F[Call Sales Tracking Agent]
    F --> G[Send WhatsApp Response]

    H[Manual Trigger] --> I[Execute SQL Query - Get All Users]
    I --> J[Append to Google Sheets]

Trigger

  • Primary: Webhook trigger that receives POST requests from Twilio when WhatsApp messages are received
  • Secondary: Manual trigger for data export functionality

Nodes Used

Node Type Purpose
Webhook Receives incoming WhatsApp messages from Twilio
PostgreSQL Validates user existence and retrieves user data
IF Conditional logic to route based on user validation
Set Prepares user data for the sales agent workflow
Execute Workflow Calls the "Mark - SalesTrackingAgent" workflow
Twilio Sends WhatsApp responses back to users
Google Sheets Exports user data for reporting
Manual Trigger Allows manual data export

External Services & Credentials Required

Twilio

  • Credential Name: "Twilio WhatsApp kdp"
  • Purpose: Send and receive WhatsApp messages
  • Required: Account SID, Auth Token, WhatsApp-enabled phone number

PostgreSQL

  • Credential Name: "PostgresOnSupabase"
  • Purpose: User validation and data retrieval
  • Required: Database host, username, password, database name

Google Sheets

  • Credential Name: "Google Sheets account 3"
  • Purpose: Data export functionality
  • Required: OAuth2 credentials with Sheets API access

Environment Variables

No specific environment variables are configured in this workflow. All configuration is handled through n8n credentials.

Data Flow

Input

  • WhatsApp Message: Contains sender phone number (WaId), message body (Body), and Twilio metadata
  • Manual Trigger: No input data required

Processing

  • Extracts phone number and message content
  • Validates user against database
  • Formats data for sales agent workflow

Output

  • WhatsApp Response: Automated response from sales agent or error message
  • Google Sheets: Complete user database export (manual trigger only)

Error Handling

  • User Not Found: Sends a polite rejection message to unregistered phone numbers
  • Retry Logic: The "Call Sales Tracking Agent" node has retry enabled for handling temporary failures
  • Database Errors: No explicit error handling for database connection issues

Known Limitations

  • Only processes text messages (NumMedia = 0)
  • Requires exact phone number match in database
  • No rate limiting or spam protection
  • Manual data export requires manual trigger activation
  • Mark - SalesTrackingAgent (ID: SQuf6XRV3xERKdsY): Processes validated user queries and generates responses

Setup Instructions

  1. Import Workflow: Import the JSON into your n8n instance

  2. Configure Credentials:

    • Set up Twilio API credentials with WhatsApp sandbox or production access
    • Configure PostgreSQL connection to your user database
    • Set up Google Sheets OAuth2 credentials

  3. Database Setup: Ensure your PostgreSQL database has a youthEntrepreneursReal table with at minimum:

    • id column
    • phoneNumber column (format: +[country code][number])

  4. Twilio Webhook Configuration:

    • Copy the webhook URL from the "Twilio WhatsApp" node
    • Configure this URL in your Twilio WhatsApp settings

  5. Test the Workflow:

    • Send a test message from a registered phone number
    • Verify the sales agent workflow is accessible
    • Test the manual data export functionality

  6. Activate: Enable the workflow to start processing live WhatsApp messages