Production automation built for Chris Buys Houses, a real estate wholesaling operation. Each workflow runs on a schedule, handles real data, and replaces manual work that used to happen between platforms.
Walkthrough
See It Run
A quick tour of the system in action. What the workflows actually do, where they run, and how they keep both CRMs aligned without anyone touching them.
Case Study 01
Chris Buys Houses
Industry
Real Estate Wholesaling
Stack
DataSift, GoHighLevel, Slack, Google Sheets
Scope
15 workflows, 171 nodes, full bidirectional CRM sync
Chris runs a high-volume operation across two CRMs. Sold properties weren't getting flagged consistently between systems. Call dispositions and activity counters from the dialer weren't writing back to the source records. The database needed daily organization that nobody had time for.
The source CRM doesn't expose a public API for the actions we needed to automate. Most agencies would stop there and tell the client it can't be done. We didn't accept that. We captured the actual network calls the platform makes when a user clicks through the interface, then built workflows that hit those same internal endpoints using the same auth flow a logged-in user would. Nothing crosses any line. The platform sees a real session, not a workaround.
From there we built the bridge. Fifteen workflows, all running on schedule, all logged through one Slack hub. Both CRMs stay in sync without anyone touching them. Sold status flips both directions. Call dispositions, attempts, and SMS counters all write back to the source. Properties get auto-tagged and sorted into the right lists every morning. Every system runs through a shared API helper with token refresh and 401 retry built in.
The Build
Fifteen workflows grouped by function.
Sold Status Sync · 3 workflows
Bulk Sold Status
20 nodesDaily sweep of the source CRM finds properties with new sold dates. Each one gets marked sold and pushed to the GHL sync workflow.
Sold Sync (DataSift to GHL)
16 nodesFor each newly sold property, this matches the contact in the dialer CRM by phone, finds the right opportunity, and moves it to the Sold stage. Logs unmatched records to a sheet for review.
Sold Pipeline Sync (Reverse)
21 nodesWhen an opportunity gets moved to Sold in the dialer CRM, the property record in the source CRM gets the same flag automatically. Both directions stay aligned.
GHL Activity Sync · 3 workflows
Disposition Sync
19 nodesWhen a call ends in the dialer, the disposition (correct number, wrong number, no answer, do not call) writes back to the source CRM and flags the phone status. Manual phone status updates go away.
Call Attempt Sync
21 nodesEvery call attempt logged in the dialer increments the call counter on the source record. Activity history stays accurate across both systems.
SMS Attempt Sync
21 nodesEvery SMS attempt logged in the dialer increments the SMS counter on the source record. Same pattern as call attempts, separate counter.
Auto-Tagging & List Management · 6 workflows
Add Tier 1 Tags
4 nodesRuns every morning. Tags properties Tier 1 if they meet hot criteria like out-of-state absentee, 4+ list count, or membership in priority hot lists.
Add Tier 2 Tags
3 nodesTags properties Tier 2 based on secondary criteria like 3+ list count or matching priority secondary lists. Excludes anything already tagged Tier 1.
Remove Tier 2 Overlap
2 nodesCleanup pass. If a property somehow ends up tagged both Tier 1 and Tier 2, the Tier 2 tag gets removed so the priority list stays clean.
Add to Absentee Owners List
3 nodesAuto-adds any property where the owner is absentee to the dedicated Absentee Owners list. Skips properties already on the list or marked sold.
Add to Vacants List
2 nodesAuto-adds any property flagged as vacant to the dedicated Vacants list. Same pattern as Absentee Owners but for vacancy status.
Remove from Auto-Lists
2 nodesCleanup workflow that pulls properties off platform auto-lists like Free & Clear, High Equity, and Owner Occupied so the database stays focused on the lists Chris actually works.
Infrastructure · 3 workflows
Token Manager
12 nodesCaches the active session token, decodes its expiry, and refreshes automatically before anything fails. Other workflows can also force-refresh on demand. Zero auth failures across the stack.
DataSift API Call (Helper)
20 nodesCentral API helper every other workflow calls into. Handles token retrieval, 401 retry with force-refresh, zero-match cases, and standardized Slack logging. Touch one place to fix anything.
Slack Notifier
5 nodesUniversal logging hub. Every workflow's logs and errors flow through here, get formatted into Slack Block Kit, and route to the right channel. Chris sees what ran, what didn't, and why, without digging into n8n.
Published with permission from Chris Buys Houses. New case studies are added as builds complete and clients sign off.