{
  "id": "c4MGMFdD3nrhySMt",
  "meta": {
    "instanceId": "3ac92fef3584b8cf9f500ec865cb5dd3ab2a3285c90c76fd93c4c042de9ba832",
    "templateCredsSetupCompleted": true
  },
  "name": "Auto-Create Geotab Zone for New Salesforce Work Order",
  "tags": [],
  "nodes": [
    {
      "id": "ccd1329c-71ad-48ac-b5cd-a09e3ee7cc22",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -500
      ],
      "parameters": {
        "color": 5,
        "width": 1020,
        "height": 260,
        "content": "## Create zone via GeoTab API"
      },
      "typeVersion": 1
    },
    {
      "id": "6284e435-3929-42c7-9712-275d9dbf9941",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -1080
      ],
      "parameters": {
        "color": 4,
        "width": 1020,
        "height": 280,
        "content": "## Prepare Data"
      },
      "typeVersion": 1
    },
    {
      "id": "bcd0e739-c12d-4713-8151-08bc4ed58ff9",
      "name": "Salesforce Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -2240,
        -1000
      ],
      "webhookId": "5e194736-f8d7-4eef-9c71-85d264168f3a",
      "parameters": {
        "path": "5e194736-f8d7-4eef-9c71-85d264168f3a",
        "options": {
          "rawBody": false
        },
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2
    },
    {
      "id": "d1769685-53ba-4817-8acb-a7ff5c62cb7d",
      "name": "Respond to Webhook",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        -2400,
        -1000
      ],
      "parameters": {
        "options": {
          "responseHeaders": {
            "entries": [
              {
                "name": "Content-Type",
                "value": "application/xml"
              }
            ]
          }
        },
        "respondWith": "text",
        "responseBody": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<soapenv:Envelope xmlns:soapenv=\"http://schemas.xmlsoap.org/soap/envelope/\">\n  <soapenv:Body>\n    <notificationsResponse xmlns=\"http://soap.sforce.com/2005/09/outbound\">\n      <Ack>true</Ack>\n    </notificationsResponse>\n  </soapenv:Body>\n</soapenv:Envelope>"
      },
      "typeVersion": 1.1
    },
    {
      "id": "565627d5-ccf9-4e74-a4be-7c7054bc0359",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "disabled": true,
      "position": [
        -2480,
        -1080
      ],
      "parameters": {
        "color": 6,
        "width": 780,
        "height": 280,
        "content": "## Salesforce Trigger"
      },
      "typeVersion": 1
    },
    {
      "id": "92d0377b-9566-47c7-ba7b-59d11af13ee7",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2480,
        -780
      ],
      "parameters": {
        "color": 7,
        "width": 780,
        "height": 540,
        "content": "## 🛰️ Auto-Create Geotab Zone for New Salesforce Work Order\n\n### 📌 What this workflow does\n\nThis automation listens for new **Work Order (Job)** records created in **Salesforce**, and—if the record meets certain conditions—creates a **geofence zone** in **Geotab** at the Work Order’s location.\n\nIt only triggers when:\n\n* The Work Order has a `New` status\n* There is **no existing Geotab Zone ID**\n* The record contains **valid latitude and longitude**\n\nAfter creating the zone, the workflow updates Salesforce with the Geotab Zone ID and sends a confirmation email. If no geo data is available, it notifies the Operations team.\n\n**You can customise this workflow to your needs; for example change Salesforce Object (Opportunity, Account etc).**\n\n### ⚙️ Required Integrations\n* ✅ Salesforce (OAuth2)\n* ✅ Microsoft Outlook (for email notifications)\n* ✅ Geotab API access\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a277490a-b777-4502-b3b1-efeb4889a31d",
      "name": "Extract required fields",
      "type": "n8n-nodes-base.set",
      "position": [
        -1620,
        -1000
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "74d77b73-9e08-4ce7-b5e2-89fff556a6c2",
              "name": "Id",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "ca06a724-d57d-4717-9495-08132fb96a8c",
              "name": "WorkOrderNumber",
              "type": "string",
              "value": "={{ $json.WorkOrderNumber }}"
            },
            {
              "id": "b381c523-da76-43c0-a43d-4f6c0e724d20",
              "name": "Job_Type__c",
              "type": "string",
              "value": "={{ $json.Job_Type__c }}"
            },
            {
              "id": "bdc4c9f0-e6ce-4408-82b5-cf79f1e37fc2",
              "name": "Job_Sub_Type__c",
              "type": "string",
              "value": "={{ $json.Job_Sub_Type__c }}"
            },
            {
              "id": "e0fcdb6d-c0af-490c-ac81-c6515c873a6d",
              "name": "Address.latitude",
              "type": "string",
              "value": "={{ $json.Address.latitude }}"
            },
            {
              "id": "92571b99-e82e-4c35-8707-baeb1d80e7b0",
              "name": "Address.longitude",
              "type": "string",
              "value": "={{ $json.Address.longitude }}"
            },
            {
              "id": "d32277a0-4e4e-48a3-9123-543b3509f177",
              "name": "CreatedDate",
              "type": "string",
              "value": "={{ $json.CreatedDate }}"
            },
            {
              "id": "318c819e-d7b1-4faf-8e7b-2907f6df0c1a",
              "name": "Last_Appointment_Date__c",
              "type": "string",
              "value": "={{ $json.Last_Appointment_Date__c }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e6bcdcc0-ebd6-423b-a6a7-59e284c38fae",
      "name": "Prepare data for GeoTab",
      "type": "n8n-nodes-base.set",
      "position": [
        -1060,
        -1000
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "c45bb0c8-1ef9-4259-b985-d28be0a43878",
              "name": "Name",
              "type": "string",
              "value": "={{ $json.WorkOrderNumber }}"
            },
            {
              "id": "adfc451e-c84e-480e-9723-312cb85a8c7d",
              "name": "Latitude",
              "type": "string",
              "value": "={{ $json.Address.latitude }}"
            },
            {
              "id": "754cc87f-7e75-4187-80fa-b74dfb91983c",
              "name": "Longitude",
              "type": "string",
              "value": "={{ $json.Address.longitude }}"
            },
            {
              "id": "727937f2-8448-46b3-b9db-9170d2547ceb",
              "name": "Reference",
              "type": "string",
              "value": "={{ $json.Job_Type__c }}"
            },
            {
              "id": "fe9ccc9d-23c9-429a-9d9b-f5445ccf55fc",
              "name": "Comment",
              "type": "string",
              "value": "={{ $json.Job_Sub_Type__c }}"
            },
            {
              "id": "0cae7115-82fb-446b-8a95-3536f926c6b9",
              "name": "ExternalReference",
              "type": "string",
              "value": "={{ $json.Id }}"
            },
            {
              "id": "de07e177-0dca-4d5e-842f-1b8233a02502",
              "name": "ActiveTo",
              "type": "string",
              "value": "={{ $json.Last_Appointment_Date__c }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dcccefd2-b65b-44ef-86a0-1403f2a8279c",
      "name": "Calculate points",
      "type": "n8n-nodes-base.code",
      "position": [
        -880,
        -1000
      ],
      "parameters": {
        "jsCode": "const inputData = items[0].json;\n\nconst centerLatitude = parseFloat(inputData.Latitude);\nconst centerLongitude = parseFloat(inputData.Longitude);\nconst radius = 200; // Radius in meters (adjust as needed) - Consider making this an input parameter\nconst numPoints = 20; // Number of points on the circle\n\nconst earthRadius = 6371000; // Earth's radius in meters\n\nlet results = [];\n\n\nfor (let i = 0; i < numPoints; i++) {\n    const angle = 2 * Math.PI * i / numPoints;\n    const lat = centerLatitude + (radius / earthRadius) * (180 / Math.PI) * Math.cos(angle);\n    const lon = centerLongitude + (radius / earthRadius) * (180 / Math.PI) * Math.sin(angle)  / Math.cos(centerLatitude * Math.PI / 180);\n    results.push({\n        ...inputData,\n        latitude: lat,\n        longitude: lon\n    })\n}\n\n\n// Create an object with a key called \"result\" to hold the results array\n// this ensure that the the json key points to a valid object in item[0]\nitems[0].json.result = results\n\n//return the updated item\nreturn items;"
      },
      "typeVersion": 2
    },
    {
      "id": "9e4b63fb-597f-448e-80b9-b1f066740a2c",
      "name": "GeoTab authentication",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1600,
        -420
      ],
      "parameters": {
        "url": "https://my.geotab.com/apiv1/Authenticate",
        "method": "POST",
        "options": {},
        "jsonBody": "{\n  \"method\": \"Authenticate\",\n  \"params\": {\n    \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n    \"userName\": \"user@example.com\",\n    \"password\": \"YOUR_GEOTAB_USER_PASSWORD\"\n  }\n}\n",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "e7b80c7d-f5ac-4085-8428-f3b4757a094d",
      "name": "Calculate zone's active dates",
      "type": "n8n-nodes-base.code",
      "position": [
        -1420,
        -420
      ],
      "parameters": {
        "jsCode": "const today = new Date();\ntoday.setUTCHours(0, 0, 0, 0);  // Ensures time is set to 00:00:00.000 UTC\nconst activeFrom = today.toISOString();  // Ensures the string format\n\nconst futureDate = new Date(today);\nfutureDate.setDate(today.getDate() + 60);\nfutureDate.setUTCHours(0, 0, 0, 0);  // Ensures time is set to 00:00:00.000 UTC\nconst activeTo = futureDate.toISOString();  // Ensures the string format\n\nreturn [\n    {\n        json: {\n            activeFrom: activeFrom.split(\".\")[0] + \"Z\",  // Removes milliseconds if necessary\n            activeTo: activeTo.split(\".\")[0] + \"Z\"  // Removes milliseconds if necessary\n        }\n    }\n];\n"
      },
      "typeVersion": 2
    },
    {
      "id": "01adf82d-0894-4f23-816f-beb236a390ef",
      "name": "Create zone in GeoTab",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        -1240,
        -420
      ],
      "parameters": {
        "url": "https://my.geotab.com/apiv1",
        "method": "POST",
        "options": {},
        "jsonBody": "={\n  \"method\": \"Add\",\n  \"params\": {\n    \"typeName\": \"Zone\",\n\n    \"entity\": {\n      \"name\": \"{{ $('Prepare data for GeoTab').item.json.Name }}\",\n      \"externalReference\": \"{{ $('Prepare data for GeoTab').item.json.ExternalReference }}\",\n      \"reference\": \"{{ $('Prepare data for GeoTab').item.json.Reference }}\",\n      \"comment\": \"{{ $('Prepare data for GeoTab').item.json.Comment }}\",\n\n      \"groups\": [\n      {\"id\": \"GroupCompanyId\"}\n      ],\n\n      \"activeFrom\": \"{{ $json.activeFrom }}\",\n      \"activeTo\": \"{{ $json.activeTo }}\",\n\n\n      \"points\": [\n        { \"x\": {{ $('Calculate points').item.json.result[0].longitude }}, \"y\": {{ $('Calculate points').item.json.result[0].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[1].longitude }}, \"y\": {{ $('Calculate points').item.json.result[1].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[2].longitude }}, \"y\": {{ $('Calculate points').item.json.result[2].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[3].longitude }}, \"y\": {{ $('Calculate points').item.json.result[3].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[4].longitude }}, \"y\": {{ $('Calculate points').item.json.result[4].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[5].longitude }}, \"y\": {{ $('Calculate points').item.json.result[5].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[6].longitude }}, \"y\": {{ $('Calculate points').item.json.result[6].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[7].longitude }}, \"y\": {{ $('Calculate points').item.json.result[7].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[8].longitude }}, \"y\": {{ $('Calculate points').item.json.result[8].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[9].longitude }}, \"y\": {{ $('Calculate points').item.json.result[9].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[10].longitude }}, \"y\": {{ $('Calculate points').item.json.result[10].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[11].longitude }}, \"y\": {{ $('Calculate points').item.json.result[11].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[12].longitude }}, \"y\": {{ $('Calculate points').item.json.result[12].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[13].longitude }}, \"y\": {{ $('Calculate points').item.json.result[13].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[14].longitude }}, \"y\": {{ $('Calculate points').item.json.result[14].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[15].longitude }}, \"y\": {{ $('Calculate points').item.json.result[15].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[16].longitude }}, \"y\": {{ $('Calculate points').item.json.result[16].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[17].longitude }}, \"y\": {{ $('Calculate points').item.json.result[17].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[18].longitude }}, \"y\": {{ $('Calculate points').item.json.result[18].latitude }}},\n        { \"x\": {{ $('Calculate points').item.json.result[19].longitude }}, \"y\": {{ $('Calculate points').item.json.result[19].latitude }}}\n      ],\n\n      \"visibleOnMap\": true,\n      \"publishToGroups\": [1],\n      \"showStopsInArea\": true\n    },\n\n    \"credentials\": {\n      \"sessionId\": \"{{ $('GeoTab authentication').item.json.result.credentials.sessionId }}\",\n      \"database\": \"YOUR_GEOTAB_DATABASE_NAME\",\n      \"userName\": \"YOUR@EMAIL.COM\"\n    }\n  }\n}",
        "sendBody": true,
        "sendHeaders": true,
        "specifyBody": "json",
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "c16af016-b846-4072-bc4a-fa99eec28e70",
      "name": "Update Salesforce with zone details",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -1040,
        -420
      ],
      "parameters": {
        "recordId": "={{ $('Get Work Order details').item.json.Id }}",
        "resource": "customObject",
        "operation": "update",
        "customObject": "=WorkOrder",
        "updateFields": {},
        "customFieldsUi": {
          "customFieldsValues": [
            {
              "value": "={{ $json.result }}",
              "fieldId": "GeoTab_ID__c"
            },
            {
              "value": "true",
              "fieldId": "GeoTab_Zone_Created__c"
            }
          ]
        }
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "credential-id",
          "name": "salesforceOAuth2Api Credential"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "3e89e6b1-7716-465f-98ba-bed15ec63b5e",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1680,
        -760
      ],
      "parameters": {
        "color": 3,
        "width": 1020,
        "height": 220,
        "content": "## ⚠️ Missing Geolocation in Salesforce\n\nThis branch sends an email notification when a Work Order is missing latitude and longitude.\nYou can delete this section alongside \"If has location node\" if your Salesforce trigger already excludes such records."
      },
      "typeVersion": 1
    },
    {
      "id": "d9490f6f-620f-4b95-b861-f74279ba4e58",
      "name": "Wait",
      "type": "n8n-nodes-base.wait",
      "position": [
        -2040,
        -1000
      ],
      "webhookId": "41f8eb49-8fe2-46c3-b38f-21b7b2b3de68",
      "parameters": {
        "amount": 30
      },
      "typeVersion": 1.1
    },
    {
      "id": "e8d8baff-0099-4540-9dea-040b82ef8496",
      "name": "If has location",
      "type": "n8n-nodes-base.if",
      "position": [
        -1400,
        -1000
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "or",
          "conditions": [
            {
              "id": "7d478faa-ef55-4f33-95db-1bb9e83437f0",
              "operator": {
                "type": "string",
                "operation": "notEmpty",
                "singleValue": true
              },
              "leftValue": "={{ $json.Address.latitude }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "cdea4264-3b0e-4f5f-b822-70b0409b5d79",
      "name": "Get Work Order details",
      "type": "n8n-nodes-base.salesforce",
      "notes": "{{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
      "position": [
        -1880,
        -1000
      ],
      "parameters": {
        "recordId": "={{ $json.body['soapenv:envelope']['soapenv:body'].notifications.notification.sobject['sf:id'] }}",
        "resource": "customObject",
        "operation": "get",
        "customObject": "=WorkOrder"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "credential-id",
          "name": "salesforceOAuth2Api Credential"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d7614077-3d8e-4a1e-b07e-778a4d058ac7",
      "name": "Email notification  - success",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
        -860,
        -420
      ],
      "webhookId": "bb379079-71c4-414f-91a0-6b22aafa2407",
      "parameters": {
        "subject": "=Job zone was created for job number {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
        "bodyContent": "=Hi Sobek,\n\nThe geofence for the job {{ $('Get Work Order details').item.json.WorkOrderNumber }}  has been successfully created in GeoTab.\n\nLink to job in Salesforce:\nhttps://idealresponse.lightning.force.com/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\nGeoTab Zone link:\nhttps://my.geotab.com/irg/#zones,edit:{{ $('Create zone in GeoTab').item.json.result }}\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\n\nJob attribiutes:\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
        "toRecipients": "=some@email.com",
        "additionalFields": {}
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "credential-id",
          "name": "microsoftOutlookOAuth2Api Credential"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "869a3860-a66b-44bb-ac64-622ac582046f",
      "name": "Email notification  - error",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
        -860,
        -720
      ],
      "webhookId": "980733cc-3bc5-430b-ba59-fa522b5bd9d1",
      "parameters": {
        "subject": "=Action Required: Missing Geo Location for Job  {{ $('Get Work Order details').item.json.WorkOrderNumber }}",
        "bodyContent": "=THIS IS AUTOMATED MESSAGE. DO NOT RESPOND.\n\nDear {{ $('Get Work Order details').item.json.Owner_name__c }},\n\nThis is an automated notification. Please do not reply to this message.\n\nWe have identified that the geo location data for Work Order #{{ $('Get Work Order details').item.json.WorkOrderNumber }} s missing in Salesforce, likely due to an incomplete or incorrect address. This data is essential for the effective management and execution of our projects.\n\nFor quick access to the job details in Salesforce, please use the following link:\nhttps://USE_YOUR_SALESFORCE_URL-DOMAIN/lightning/r/WorkOrder/{{ $('Get Work Order details').item.json.Id }}/view\n\n\n\nBest regards,\n\nIRG Ltd\nIT Department\n\n++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++\nJob details:\n\nJob ID: {{ $('Get Work Order details').item.json.Id }}\nOpportunity ID: {{ $('Get Work Order details').item.json.Opportunity__c }}\nPrimary Quote ID: {{ $('Get Work Order details').item.json.Primary_Quote_ID__c }}\nQuote Value: {{ $('Get Work Order details').item.json.Quote_value__c }}\nLead Source: {{ $('Get Work Order details').item.json.Lead_Source__c }}\nLead Source Main: {{ $('Get Work Order details').item.json.Lead_Source_Main_Type__c }}\n\nAccount: {{ $('Get Work Order details').item.json.Account_Text__c }}\nContact: {{ $('Get Work Order details').item.json.Contact_Full_Name__c }}\nContact email: {{ $('Get Work Order details').item.json.Contact_Email__c }}\n\nStreet: {{ $('Get Work Order details').item.json.Street }}\nCity: {{ $('Get Work Order details').item.json.City }}\nPostcode: {{ $('Get Work Order details').item.json.PostalCode }}\nLatitude: {{ $('Get Work Order details').item.json.Address.latitude }}\nLongitude: {{ $('Get Work Order details').item.json.Address.longitude }}\n\nSubject: {{ $('Get Work Order details').item.json.Subject }}\nJob Type: {{ $('Get Work Order details').item.json.Job_Type__c }}\nJob Sub Type: {{ $('Get Work Order details').item.json.Job_Sub_Type__c }}\nPayment Terms: {{ $('Get Work Order details').item.json.Payment_Terms_Quote__c }}\n\nOwner's name: {{ $('Get Work Order details').item.json.Owner_name__c }}\nOwner's Job Title: {{ $('Get Work Order details').item.json.Owner_s_Title__c }}\nOwner's Division: {{ $('Get Work Order details').item.json.Owner_s_Division__c }}\nOwners' Email: {{ $('Get Work Order details').item.json.Owner_Email__c }}\n\nJob Description:\n{{ $('Get Work Order details').item.json.Description }}",
        "toRecipients": "user@example.com",
        "additionalFields": {}
      },
      "credentials": {
        "microsoftOutlookOAuth2Api": {
          "id": "credential-id",
          "name": "microsoftOutlookOAuth2Api Credential"
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e4fa9f14-39b8-4b20-b288-425ceb01f51e",
      "name": "Sticky Note4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -640,
        -1080
      ],
      "parameters": {
        "height": 840,
        "content": "### 🔐 Credentials to configure\n\nYou must connect or edit the following credentials:\n\n* 🔹 **Salesforce Account**\n\n  * Nodes: `Get Work Order details`, `Update Salesforce with zone details`\n\n* 🔹 **Outlook Account**\n\n  * Nodes: `Email notification - success`, `Email notification - error`\n\n* 🔹 **Geotab API**\n\n  * Node: `GeoTab authentication`\n\n    * Replace `userName`, `password`, and `database` fields in the JSON body\n  * Node: `Create zone in GeoTab`\n\n    * Update the same values at the end of the JSON body (`database`, `userName`)\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "de984466-995e-4ea2-9a43-0d043b9fd5f0",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2740,
        -1080
      ],
      "parameters": {
        "height": 840,
        "content": "### 🧩 How the Salesforce trigger works\n\nThis workflow is triggered by **an Outbound Message from Salesforce**.\n\nIn Salesforce Setup, you can configure an **Outbound Message** tied to the **Work Order** object. When a new Work Order is created (or meets specific criteria), Salesforce sends a SOAP request to this workflow's **Webhook URL**.\n\nThe workflow starts by receiving this message and extracting the Work Order ID to retrieve full details using the Salesforce node.\n\n### ⚠️ Setup Required in Salesforce\n\n1. Go to **Setup → Outbound Messages**\n2. Create a new Outbound Message for the **Work Order** object\n3. Add fields as needed (at minimum, `Id`)\n4. Paste the Webhook URL from the **Salesforce Webhook** node in this workflow\n5. Link the Outbound Message to a Workflow Rule or Flow that fires when a **new Work Order is created**\n"
      },
      "typeVersion": 1
    },
    {
      "id": "792ffeb9-24d8-4b1a-8659-fd515c17f1f7",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1460,
        -1040
      ],
      "parameters": {
        "color": 3,
        "height": 200,
        "content": "**Check geolocation data**"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Salesforce Webhook": [
      {
        "json": {
          "body": {
            "soapenv:envelope": {
              "$": {
                "xmlns:xsd": "http://www.w3.org/2001/XMLSchema",
                "xmlns:xsi": "http://www.w3.org/2001/XMLSchema-instance",
                "xmlns:soapenv": "http://schemas.xmlsoap.org/soap/envelope/"
              },
              "soapenv:body": {
                "notifications": {
                  "$": {
                    "xmlns": "http://soap.sforce.com/2005/09/outbound"
                  },
                  "actionid": "04kTf000001BWdVIAW",
                  "sessionid": {
                    "$": {
                      "xsi:nil": "true"
                    }
                  },
                  "partnerurl": "https://idealresponse.my.salesforce.com/services/Soap/u/63.0/00D1r000002EWR8",
                  "notification": {
                    "id": "04lTf00000UTGqQIAX",
                    "sobject": {
                      "$": {
                        "xmlns:sf": "urn:sobject.enterprise.soap.sforce.com",
                        "xsi:type": "sf:WorkOrder"
                      },
                      "sf:id": "0WOTf0000041LUjOAM"
                    }
                  },
                  "enterpriseurl": "https://idealresponse.my.salesforce.com/services/Soap/c/63.0/00D1r000002EWR8",
                  "organizationid": "00D1r000002EWR8EAO"
                }
              }
            }
          },
          "query": {},
          "params": {},
          "headers": {
            "via": "1.1 Caddy",
            "host": "n8n.irgl.uk",
            "soapaction": "\"\"",
            "user-agent": "Jakarta Commons-HttpClient/3.1",
            "content-type": "text/xml; charset=utf-8",
            "content-length": "908",
            "accept-encoding": "gzip",
            "x-forwarded-for": "145.224.205.255",
            "x-forwarded-host": "n8n.irgl.uk",
            "x-forwarded-proto": "https"
          },
          "webhookUrl": "https://n8n.irgl.uk/webhook/irglsalesforcejob",
          "executionMode": "production"
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "c8533727-0485-43f8-8efa-86fe44e871e9",
  "connections": {
    "Wait": {
      "main": [
        [
          {
            "node": "Get Work Order details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If has location": {
      "main": [
        [
          {
            "node": "Prepare data for GeoTab",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Email notification  - error",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calculate points": {
      "main": [
        [
          {
            "node": "GeoTab authentication",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Salesforce Webhook": {
      "main": [
        [
          {
            "node": "Respond to Webhook",
            "type": "main",
            "index": 0
          },
          {
            "node": "Wait",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Create zone in GeoTab": {
      "main": [
        [
          {
            "node": "Update Salesforce with zone details",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GeoTab authentication": {
      "main": [
        [
          {
            "node": "Calculate zone's active dates",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Work Order details": {
      "main": [
        [
          {
            "node": "Extract required fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extract required fields": {
      "main": [
        [
          {
            "node": "If has location",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Prepare data for GeoTab": {
      "main": [
        [
          {
            "node": "Calculate points",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calculate zone's active dates": {
      "main": [
        [
          {
            "node": "Create zone in GeoTab",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update Salesforce with zone details": {
      "main": [
        [
          {
            "node": "Email notification  - success",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}