Auto-create Geotab zone for new Salesforce work order
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
Nodes used (9)
- Webhook
n8n-nodes-base.webhook - Respond to Webhook
n8n-nodes-base.respondToWebhook - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - Salesforce
n8n-nodes-base.salesforce - Wait
n8n-nodes-base.wait - If
n8n-nodes-base.if - Microsoft Outlook
n8n-nodes-base.microsoftOutlook
What it does
📝 DESCRIPTION OF THE WORKFLOW This workflow connects Salesforce and Geotab to streamline fleet tracking for field service jobs (Work Orders). When a new Work Order is created in Salesforce (with a 'New' status and valid coordinates), it creates a circular geofence zone in Geotab and updates the Work Order with the zone ID. If geolocation is missing, an alert email is sent to dedicated email. The workflow uses a Salesforce Outbound Message to trigger an n8n webhook. It includes robust credential handling and optional logic to skip or notify on bad data. Use Cases: Automating vehicle geofence setup for service visits Enhancing CRM-to-fleet system synchronisation Enforcing work orders data quality via alerts Integrations Used: Salesforce Geotab API Microsoft Outlook (or any SMTP-compatible service) Tags: geotab, salesforce, fleet management, gps tracking, field service, crm, automation, webhook, integration --- ADDITIONAL RESOURCES 🔗 Salesforce Salesforce Login \Salesforce Setup (Admin Console)\ → click “Setup” gear icon) Outbound Messages Documentation Salesforce Developer Documentation Salesforce Workbench (API Testing Tool) --- 🔗 Geotab Geotab Login (MyGeotab) Geotab Developer Portal Geotab API Explorer Geotab SDK (JavaScript Samples) Geotab Support Centre ---