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Send RecordJoy Video Events to Salesforce with n8n

When you finish this guide, every RecordJoy event will find the matching Salesforce Contact by email and log a completed Task with the video link.

flowchart LR
    A[RecordJoy] -->|"event JSON"| B["n8n Webhook node"]
    B --> C["Salesforce: find contact"]
    C --> D["Salesforce: create Task"]
    D --> E[(Salesforce)]

Shortcut: RecordJoy ships an importable version — docs/recipes/n8n-salesforce.json. The steps below build it by hand with n8n's native Salesforce node (simpler than raw HTTP).

Prerequisites

• An n8n instance reachable over HTTPS
• Salesforce credentials with API access (n8n's Salesforce OAuth2 credential walks you through the connection)
• RecordJoy account (any plan)

Estimated time

25 minutes

Steps

Part A — the webhook

1. In n8n, click + Add workflow and name it RecordJoy → Salesforce.
2. Add a Webhook node: HTTP Method POST, Path recordjoy-salesforce.
3. Click Save, then switch the Active toggle on.
4. Open the Webhook node and copy the Production URL.

🖥️ What you should see: a URL like https://your-instance.app.n8n.cloud/webhook/recordjoy-salesforce.

5. In recordjoy.ai → dashboard sidebar → CRM Integration: paste the URL, tick your events, click Save, then Send test event.
6. In n8n's Executions tab, confirm an execution arrived with "event": "recording.test" under body.

Part B — find the contact

7. Add a Salesforce node connected to the Webhook node; name it Find Contact.
8. Create/select your Salesforce OAuth2 API credential and sign in when prompted.
9. Configure:
   • Resource: Search
   • Query:

=SELECT Id FROM Contact WHERE Email = '{{ $json.body.recording.sentTo || $json.body.recording.createdBy }}'

Contact rule: this maps sentTo with a createdBy fallback. For inbound recording.received events use sentBy (and consider creating a Lead when no contact matches).

10. Execute the step with a pinned test execution and confirm an Id (starting 003) is returned when the contact exists.

🖥️ What you should see: output rows with an Id field like 0035g00000XXXXX.

Part C — create the Task

11. Add another Salesforce node connected to Find Contact; name it Create Task.
12. Configure:
    • Resource: Task
    • Operation: Create
    • Status: Completed
    • Subject: =RecordJoy {{ $('Webhook').item.json.body.event }} — {{ $('Webhook').item.json.body.recording.description }}
    • Under Additional Fields, add:
      • Description: =Watch: {{ $('Webhook').item.json.body.recording.viewUrl }} (watched {{ $('Webhook').item.json.body.recording.watchedTimes }}x)
      • Who ID: ={{ $json.Id }} (the contact id from Find Contact)
13. Click Save and confirm the workflow is Active.

Verification

14. In RecordJoy → CRM Integration, click Send test event.
15. In n8n Executions, confirm a green run through all nodes.
16. In Salesforce, open the Contact matching your account email → Activity.

🖥️ What you should see: a completed Task titled RecordJoy recording.test — ... with the view link in the description.

Troubleshooting