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Notes on the customer step
How to get information from customers into n8n, Zapier and AI agent workflows: patterns, payloads and the reasoning behind Formstep.
- Pausing an n8n workflow until the customer confirms their detailsn8n's Wait node is built for colleagues. This four-node pattern asks a customer instead, with prefilled and locked fields, reminders and expiry.
- Why not just use a form builder?A form builder is made for many anonymous people. A workflow that needs one customer to confirm their details hits six gaps. Here is each one, and the fix.