What you import
Conversation or form-plus-model node, then a create-record node. Swap the question list per trade.
n8n · Make · Zapier
Ask the right questions, then write the record.
A raw form is not a qualified job. This pack asks trade-specific questions, writes a short summary, and creates the CRM row.
Before: “need service” with no budget, timing, or address. After: a record you can call.
Conversation or form-plus-model node, then a create-record node. Swap the question list per trade.
n8n · Make · Zapier
Form or chat intake, Sheets or Airtable or Notion, LLM key.
45 minutes including prompt edits.
This is a qualifier, not a licensed professional. It does not give medical, legal, or clinical advice.
Asks system age, symptom, and access. Pushes a job-ready row.
Asks job type, photos-needed flag, and timing. Writes the CRM card.
Asks patient type, insurance-on-file, and preferred hours. Does not diagnose.
Asks treatment interest, first-visit vs member, and consult window.
Asks species, reason, and last visit. Flags urgent language for a human.
Asks cut vs color, barber preference, and Saturday needs.
Asks matter type and deadline only. No advice in the model output.
Asks desired beds, move-in, pets, and income docs they can provide.
Qualify the lead and push the CRM row (import this)
Video posting soon.
START-HERE.pdf page 1. Credentials. First live node. Email hello@ if a node name moved.
Preferred implementation partner is listed on Partners. Other approved shops later. We do not hold the file hostage.