{ "name": "Datto RMM — Prospect Agent Deployment", "nodes": [ { "parameters": { "httpMethod": "POST", "path": "datto-deploy", "responseMode": "responseNode", "options": {} }, "id": "webhook-trigger", "name": "Webhook — BDR Portal Submit", "type": "n8n-nodes-base.webhook", "typeVersion": 1, "position": [240, 300], "notes": "Receives the JSON payload from the BDR intake portal. No authentication needed — add IP allowlisting in n8n settings if deploying internally." }, { "parameters": { "jsCode": "// Validate required fields and normalize payload\nconst body = $input.first().json.body;\n\nconst required = ['company_name','contact_name','contact_email','site_type','assessment_scope','bdr_name','bdr_email'];\nfor (const f of required) {\n if (!body[f] || (Array.isArray(body[f]) && body[f].length === 0)) {\n throw new Error(`Missing required field: ${f}`);\n }\n}\n\n// Slugify company name for Datto site name (no special chars)\nconst slug = body.company_name\n .toLowerCase()\n .replace(/[^a-z0-9]+/g, '-')\n .replace(/(^-|-$)/g, '');\n\nconst siteTag = `PROSPECT-${slug.toUpperCase()}`;\n\nreturn [{\n json: {\n ...body,\n site_name: `[PROSPECT] ${body.company_name}`,\n site_description: `Prospect trial site — created by ${body.bdr_name} on ${new Date().toISOString().split('T')[0]}`,\n site_tag: siteTag,\n scope_label: body.assessment_scope.map(s => s.charAt(0).toUpperCase() + s.slice(1)).join(', '),\n expiry_days: body.agent_expiry_days || 7\n }\n}];\n" }, "id": "validate-normalize", "name": "Validate & Normalize Payload", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [460, 300], "notes": "Validates required fields, slugifies company name, and builds the Datto site name/tag." }, { "parameters": { "method": "POST", "url": "=https://{{$env.DATTO_RMM_DOMAIN}}/api/v2/site", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" }, { "name": "Accept", "value": "application/json" } ] }, "sendBody": true, "bodyParameters": { "parameters": [] }, "specifyBody": "json", "jsonBody": "={\n \"name\": \"{{ $json.site_name }}\",\n \"description\": \"{{ $json.site_description }}\",\n \"siteType\": \"{{ $json.site_type }}\",\n \"notes\": \"Prospect | BDR: {{ $json.bdr_name }} ({{ $json.bdr_email }}) | Scope: {{ $json.scope_label }} | Auto-created {{ $now.toISODate() }}\",\n \"autotaskCompanyId\": null\n}", "options": {} }, "id": "datto-create-site", "name": "Datto RMM — Create Site", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [680, 300], "credentials": { "httpBasicAuth": { "id": "datto-rmm-api", "name": "Datto RMM API" } }, "notes": "Creates the prospect site in Datto RMM. Requires DATTO_RMM_DOMAIN env var (e.g. yourcompany.centrastage.net) and httpBasicAuth credential with API key as username and secret as password." }, { "parameters": { "jsCode": "// Extract the new site UID from Datto response\nconst site = $input.first().json;\nconst prev = $('Validate & Normalize Payload').first().json;\n\nif (!site.uid) {\n throw new Error('Datto site creation failed — no UID returned. Response: ' + JSON.stringify(site));\n}\n\nreturn [{\n json: {\n ...prev,\n datto_site_uid: site.uid,\n datto_site_id: site.id\n }\n}];\n" }, "id": "extract-site-uid", "name": "Extract Site UID", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [900, 300] }, { "parameters": { "method": "GET", "url": "=https://{{$env.DATTO_RMM_DOMAIN}}/api/v2/site/{{$json.datto_site_uid}}/agents", "authentication": "genericCredentialType", "genericAuthType": "httpBasicAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Accept", "value": "application/json" } ] }, "options": {} }, "id": "datto-get-agent-url", "name": "Datto RMM — Get Agent Installer URL", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [1120, 300], "credentials": { "httpBasicAuth": { "id": "datto-rmm-api", "name": "Datto RMM API" } }, "notes": "Fetches the installer download URLs for the newly created site. Returns Windows .exe, macOS .pkg, and Linux .sh URLs." }, { "parameters": { "jsCode": "// Extract installer links from agent response\nconst agents = $input.first().json;\nconst prev = $('Extract Site UID').first().json;\n\n// Datto returns installer links under agentBrowserUrl or similar\n// Adjust key names based on your Datto API version response\nconst installers = agents.agentLinks || agents.links || agents;\n\nconst windowsUrl = (installers.windows || installers.windowsInstaller || '#WINDOWS_INSTALLER_URL');\nconst macUrl = (installers.mac || installers.macInstaller || '#MAC_INSTALLER_URL');\nconst linuxUrl = (installers.linux || installers.linuxInstaller || '#LINUX_INSTALLER_URL');\n\n// Expiry label for email\nconst expiryDate = new Date();\nexpiryDate.setDate(expiryDate.getDate() + (prev.expiry_days || 7));\nconst expiryLabel = expiryDate.toLocaleDateString('en-US', { month: 'long', day: 'numeric', year: 'numeric' });\n\nreturn [{\n json: {\n ...prev,\n installer_windows: windowsUrl,\n installer_mac: macUrl,\n installer_linux: linuxUrl,\n installer_expiry_label: expiryLabel\n }\n}];\n" }, "id": "extract-installer-links", "name": "Extract Installer Links", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [1340, 300], "notes": "Pulls Windows/Mac/Linux installer URLs from the Datto response. Adjust property names to match your Datto API version." }, { "parameters": { "fromEmail": "={{ $env.FROM_EMAIL }}", "toEmail": "={{ $json.contact_email }}", "subject": "={{ $json.company_name }} — Your IT Assessment Installer is Ready", "emailType": "html", "message": "=\n\n\n \n \n\n\n\n\n\n
\n\n\n\n \n \n \n \n\n \n \n \n \n\n \n \n \n \n\n
\n

YourMSP

\n
\n\n

Hi {{ $json.contact_name }},

\n\n

{{ $json.bdr_name }} from YourMSP has initiated a complimentary IT assessment for {{ $json.company_name }}. To get started, you’ll need to install a lightweight, read-only monitoring agent on your endpoints.

\n\n {{ $json.notes ? '

' + $json.notes + '

' : '' }}\n\n \n

Assessment scope

\n

{{ $json.scope_label }}

\n\n \n

Windows

\n \n \n \n \n
\n Download Windows Installer (.exe)\n
\n\n \n

macOS

\n \n \n \n \n
\n Download macOS Installer (.pkg)\n
\n\n

Linux installer also available — reply to this email if you need the shell script.

\n\n \n \n \n \n \n
\n

What this agent does

\n

• Collects hardware and software inventory

\n

• Checks patch and security compliance status

\n

• Maps network topology and open ports

\n

• Does not make changes to your systems — read-only audit only

\n
\n\n

This installer link expires on {{ $json.installer_expiry_label }}.

\n

Questions? Reply to this email or contact {{ $json.bdr_name }} directly at {{ $json.bdr_email }}.

\n\n
\n

YourMSP · 123 Main St, Your City · Unsubscribe

\n
\n\n
\n\n", "options": {} }, "id": "send-prospect-email", "name": "Send Email — Prospect IT Contact", "type": "n8n-nodes-base.emailSend", "typeVersion": 2, "position": [1560, 200], "credentials": { "smtp": { "id": "smtp-credential", "name": "SMTP" } }, "notes": "Sends branded HTML email to the prospect IT contact with all three installer links. Configure SMTP credentials in n8n and set FROM_EMAIL env var." }, { "parameters": { "method": "POST", "url": "={{ $env.SLACK_WEBHOOK_URL }}", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"text\": \"*New RMM deployment initiated* :rocket:\",\n \"blocks\": [\n {\n \"type\": \"header\",\n \"text\": { \"type\": \"plain_text\", \"text\": \"RMM Deployment Initiated\" }\n },\n {\n \"type\": \"section\",\n \"fields\": [\n { \"type\": \"mrkdwn\", \"text\": \"*Prospect:*\\n{{ $json.company_name }}\" },\n { \"type\": \"mrkdwn\", \"text\": \"*IT Contact:*\\n{{ $json.contact_name }}\" },\n { \"type\": \"mrkdwn\", \"text\": \"*BDR:*\\n{{ $json.bdr_name }}\" },\n { \"type\": \"mrkdwn\", \"text\": \"*Devices (est):*\\n{{ $json.estimated_devices }}\" },\n { \"type\": \"mrkdwn\", \"text\": \"*Scope:*\\n{{ $json.scope_label }}\" },\n { \"type\": \"mrkdwn\", \"text\": \"*Link expires:*\\n{{ $json.installer_expiry_label }}\" }\n ]\n },\n {\n \"type\": \"context\",\n \"elements\": [\n { \"type\": \"mrkdwn\", \"text\": \"Datto site UID: `{{ $json.datto_site_uid }}`\" }\n ]\n }\n ]\n}", "options": {} }, "id": "notify-slack", "name": "Notify Slack — BDR Channel", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4, "position": [1560, 420], "notes": "Posts a summary to your BDR Slack channel. Set SLACK_WEBHOOK_URL env var. Use n8n's Slack node instead if you want thread replies when devices check in." }, { "parameters": { "respondWith": "json", "responseBody": "={ \"status\": \"ok\", \"message\": \"Deployment initiated for {{ $('Validate & Normalize Payload').first().json.company_name }}\", \"site_uid\": \"{{ $('Extract Site UID').first().json.datto_site_uid }}\" }", "options": { "responseCode": 200 } }, "id": "webhook-response", "name": "Respond to Portal", "type": "n8n-nodes-base.respondToWebhook", "typeVersion": 1, "position": [1780, 300], "notes": "Returns a 200 OK to the BDR portal so it can show the success screen." }, { "parameters": { "conditions": { "options": { "caseSensitive": false }, "conditions": [ { "leftValue": "={{ $json.statusCode }}", "rightValue": 200, "operator": { "type": "number", "operation": "notEquals" } } ] } }, "id": "check-site-created", "name": "Site Created OK?", "type": "n8n-nodes-base.if", "typeVersion": 2, "position": [900, 160], "notes": "Branches on Datto API error. True = error, False = success." }, { "parameters": { "respondWith": "json", "responseBody": "={ \"status\": \"error\", \"message\": \"Failed to create Datto site. Check n8n logs.\" }", "options": { "responseCode": 500 } }, "id": "error-response", "name": "Error Response", "type": "n8n-nodes-base.respondToWebhook", "typeVersion": 1, "position": [1120, 100], "notes": "Returns an error to the portal if Datto site creation fails." } ], "connections": { "Webhook — BDR Portal Submit": { "main": [[ { "node": "Validate & Normalize Payload", "type": "main", "index": 0 } ]] }, "Validate & Normalize Payload": { "main": [[ { "node": "Datto RMM — Create Site", "type": "main", "index": 0 } ]] }, "Datto RMM — Create Site": { "main": [[ { "node": "Extract Site UID", "type": "main", "index": 0 } ]] }, "Extract Site UID": { "main": [[ { "node": "Datto RMM — Get Agent Installer URL", "type": "main", "index": 0 } ]] }, "Datto RMM — Get Agent Installer URL": { "main": [[ { "node": "Extract Installer Links", "type": "main", "index": 0 } ]] }, "Extract Installer Links": { "main": [ [ { "node": "Send Email — Prospect IT Contact", "type": "main", "index": 0 } ], [ { "node": "Notify Slack — BDR Channel", "type": "main", "index": 0 } ] ] }, "Send Email — Prospect IT Contact": { "main": [[ { "node": "Respond to Portal", "type": "main", "index": 0 } ]] }, "Notify Slack — BDR Channel": { "main": [[ { "node": "Respond to Portal", "type": "main", "index": 0 } ]] } }, "settings": { "executionOrder": "v1", "errorWorkflow": "", "timezone": "America/New_York" }, "meta": { "instanceId": "your-n8n-instance", "templateId": "datto-rmm-prospect-deploy-v1" }, "_setup_notes": { "credentials_required": [ "Datto RMM API — httpBasicAuth (API key as username, secret as password)", "SMTP — your outbound mail server credentials" ], "environment_variables": [ "DATTO_RMM_DOMAIN — your Datto tenant domain, e.g. yourcompany.centrastage.net", "FROM_EMAIL — sending address, e.g. noreply@yourmsp.com", "SLACK_WEBHOOK_URL — incoming webhook URL for your BDR Slack channel" ], "datto_api_notes": [ "Enable API access in Datto RMM under Setup > API Keys", "The agent installer URL endpoint may vary by Datto version — verify against your API docs at https://rmm.datto.com/help/en/Content/0GITSTARTEDGUIDE/APIv2.htm", "The 'Extract Installer Links' node may need property name adjustments depending on your Datto version's response schema" ], "optional_enhancements": [ "Add a Datto webhook listener workflow that fires when devices first check in, to send a follow-up Slack notification to the BDR", "Connect HubSpot/Salesforce node after Slack to advance deal stage automatically", "Add a scheduled cleanup workflow that deletes PROSPECT-tagged sites older than 30 days" ] } }