Sticky Note Automate

For Sticky Note, this automated workflow verifies mailing addresses for new contacts in HighLevel, ensuring accuracy and reducing errors. Triggered by webhooks, it checks deliverability and updates contact records accordingly, enhancing communication efficiency and team responsiveness.

7/8/2025
10 nodes
Medium
webhookmediumsticky notehighlevelintegrationapilogicrouting
Categories:
Webhook TriggeredMedium Workflow
Integrations:
Sticky NoteHighLevel

Target Audience

This workflow is ideal for:
- Marketing Teams: To ensure accurate contact information for campaigns.
- Sales Teams: To verify mailing addresses before sending out materials or communications.
- Customer Support Teams: To maintain up-to-date records of customers and avoid issues with deliveries.
- Data Analysts: To ensure data integrity in CRM systems, enhancing analysis and reporting accuracy.

Problem Solved

This workflow addresses the challenge of verifying mailing addresses for new contacts in HighLevel. It helps to:
- Eliminate errors caused by misspellings in manually entered addresses.
- Ensure that addresses are deliverable, reducing wasted resources on undeliverable mail.
- Automate the process, saving time and reducing manual verification efforts.

Workflow Steps

  • Webhook Trigger: The workflow begins when a new contact is added in HighLevel, sending a webhook with the contact's address details.
    2. Set Address Fields: The incoming data is processed to set address fields such as address, city, state, and zip code.
    3. Address Verification: The workflow sends a request to LOB.com to verify the deliverability of the address.
    4. Switch Node: Based on the verification response, the workflow routes to either:
    - Update HighLevel - Deliverable: If the address is confirmed deliverable, a tag is added in HighLevel indicating the address is valid.
    - Update HighLevel - NOT Deliverable: If the address is not deliverable, a different tag is applied, triggering a follow-up automation for manual verification.

    • Customization Guide

    To customize this workflow:
    - Webhook Path: Modify the webhook path in the CRM Webhook Trigger to match your CRM's setup.
    - Address Fields: Adjust the Set Address Fields node to include additional fields relevant to your application.
    - LOB API Key: Ensure you update the API key in the Address Verification node with your credentials from LOB.com.
    - HighLevel Tags: Change the tags in the Update HighLevel nodes to reflect your organization's tagging system or processes.
    - Notifications: Add additional nodes to notify team members via email or messaging platforms based on the verification results.