Whatsapp to Affinity Chatbot

Overview

This was primarily intended to assist with CRM input without leaving WhatsApp context. It covers four scenarios:

• Create an opportunity on Affinity
• Decline an opportunity
• Add a pitch deck to an existing opportunity (if it exists)
• Add a note to an opportunity + organization

But then an enhanced querying use case has also emerged:

• “check <company>” to look up Affinity and Dealroom and report any recent interactions, ownership, or public deal info

Access

External services

All external services credentials are managed on n8n GUI side. Services: OpenAI, Dealroom, Affinity

Internal infra and dependencies

Postgres server (the same one which n8n-1 itself uses), WAHA server

Common Tasks

New hires

When new IM hires are added to the IM Data Table on n8n, which is one of the few legitimate manual chores, their phone number as well as the lid must be added. Obtain the lid via WAHA API’s GET /api/{session}/lids/pn/{phoneNumber}. session=default.

As a pragmatic alternative to obtaining the lid, it may suffice to add their number as a contact on the phone on which the WhatsApp account is registered, though a mere confirmation that “it worked” is no guarantee that it always will. Add the lid to the table to ensure success.

Troubleshooting

WAHA Reboot

You may need to re-register the n8n workflow’s inherently present webhook with WAHA after a WAHA update, restart, or failure. Each workflow gets one webhook for testing and one for production. Achieve this via POST /api/sessions with the webhook specified in the body.