n8n Automation Engineer – Build an Advanced M&A Sourcing & Creative Financing Underwriting Engine
Worldwide
Job Title: Expert n8n Automation Engineer – Build an Advanced M&A Sourcing & Creative Financing Underwriting Engine Job Description: We are seeking a top-tier n8n Automation Engineer to build a fully autonomous, modular backend system designed to source, enrich, and structurally underwrite small business acquisitions. The heavy lifting on the system architecture and data parameters is completely mapped out. We need a specialist who can execute the technical implementation, handle complex API responses, write custom JavaScript data transformation blocks within n8n, and wire up advanced LLM analysis nodes. This system must be built with extreme modularity to prevent timeouts and handle API errors gracefully. It will connect a WordPress inbound front-door form to an array of public data APIs, document parsing layers, and our CRM. System Architecture & Scope of Work The project is split into four distinct, interconnected workflows communicating via secure webhooks: 1. Inbound WordPress & Sourcing Webhook Configure a production webhook receiver to capture data payloads from a WordPress form plugin (e.g., Fluent Forms / Gravity Forms). Normalize incoming parameters (Business Name, Street Address, Cash Flow, Asking Price) into clean JSON keys. 2. Deep Data Enrichment Engine Implement sequential HTTP Request nodes to pull and calculate data from zero-cost public sources: OpenCorporates API: Query by business name and state code; parse the JSON response to extract registration date and calculate business age relative to 2026. US Census Geocoder API: Pass raw text addresses to extract precise State, County, and Tract FIPS codes. US Census Bureau API (ACS 5-Year Dataset): Use the parsed FIPS codes to pull Median Household Income (B19013_001E) and Median Age (B01002_001E). Google Places API / SerpApi: Set up a radius query around coordinates to calculate local competitor density and fetch localized search trend vectors. 3. AI Structuring, Document Processing & Creative Finance Modeler Document AI / LLM Node (Claude 3.5 Sonnet or OpenAI): Configure structured parsing of unstructured text (broker notes, emails) to extract seller psychology metadata: estimated seller age, exit motivation, and dominant communication personality type (Analytical, Relational, Driver, Expressive). Asset Scraping Layer: Set up document parsing for equipment lists or asset ledgers to pull line-item assets and automatically calculate a discounted liquidation value. JavaScript Code Node (The Structural Underwriting Engine): Write the mathematical logic to ingest the business's cash flow, test it against a 1.35 Debt Service Coverage Ratio (DSCR), and automatically generate variables for a zero-down seller installment note and an asset-backed loan structure. Autonomous NDA Layer: Integrate DocuSign or HelloSign API to automatically generate, pre-fill, and send an NDA signature link to incoming leads. 4. CRM Routing & Contextual Outreach Strategy CRM Node (HubSpot/Pipedrive): Map all enriched variables, geographic economic baselines, and creative financing offer options straight into customized properties on an active deal card. Switch/Router Node: Direct the deal into specific automated email tracks based on the parsed Seller Personality Type. Error Handling: Implement a global n8n Error Trigger workflow that flags broken API calls or malformed payloads and pushes an alert directly to the CRM without killing the pipeline. Technical Requirements Expert-level n8n experience: Deep knowledge of expressions, sub-workflows, webhooks, and complex nested data manipulation. Advanced JavaScript: Ability to write reliable, highly optimized data parsing and financial calculations inside n8n Code nodes. API & Parsing Expert: Hands-on experience with the US Census Bureau APIs, Google Places, OpenCorporates, and OAuth2 setups for e-signature tools. AI Integration: Experience utilizing advanced LLM nodes for structured output parsing (JSON mode / function calling). Project Deliverables Four fully functional, active n8n workflows wired end-to-end. Clean documentation outlining the specific JSON paths mapped for all external APIs. A brief testing phase verifying error-catching protocols and CRM sync. CRITICAL – APPLICATION REQUIREMENTS (READ BEFORE APPLYING): BUDGET: This is a strict fixed-price project of $100 for the full initial setup. If you are going to place a placeholder bid and try to negotiate a higher rate on our first call, do not apply. You will be reported and blocked instantly. Do not waste my time or your time applying if you cannot complete this setup for the fixed price. VERIFICATION QUESTION: To prove you did not use a generic AI bot to auto-apply to this post, you must start the very first line of your cover letter with the exact phrase "DEAL FLOW 2026". Any application without this phrase at the very top will be archived automatically without being read. PRE-REQUISITE: In your application, list the exact 2 n8n expressions or JavaScript methods you plan to use inside the Code Node to calculate the 1.35 DSCR and Seller Financing principal variables. Prove you know how to map data structures.
$100.00
Fixed-price- ExpertExperience Level
- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:3 weeks ago
- Interviewing:3
- Invites sent:0
- Unanswered invites:0
About the client
- USATucson8:10 AM
- $1.4K total spent24 hires, 9 active
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by