Step 2: Connect Apify and PhantomBuster HTTP Actions

Configure the outbound API calls that fetch leads and trigger PhantomBuster.

1. Open Execute Apify Fetch and set URL to https://api.apify.com/v2/acts/jljBwyyQakqrL1wae/run-sync-get-dataset-items.
2. Set Method to POST and Specify Body to JSON.
3. Set JSON Body to ={ "getPersonalEmails": true, "getWorkEmails": true, "totalRecords": 500, "url": "{{ $json.message.content.searchUrl }}" }.
4. In Header Parameters, set Authorization to Bearer [CONFIGURE_YOUR_TOKEN] and replace with your Apify token.
5. Open Launch PhantomBuster Run and set URL to https://api.phantombuster.com/api/v2/agents/launch.
6. Set Method to POST, and in Header Parameters set X-Phantombuster-Key to [CONFIGURE_YOUR_API_KEY].
7. In Body Parameters, set id to [YOUR_ID] for the PhantomBuster agent.

Step 3: Set Up the AI Processing Nodes

Use OpenAI to generate the search URL and personalized icebreaker text.

1. Open Create Search Link and keep JSON Output enabled.
2. Ensure the user message uses the expression {{ $json['Describe your audience in plain English.'] }} to pass the form input.
3. Credential Required: Connect your openAiApi credentials.
4. Open Craft Icebreaker Text and keep JSON Output enabled.
5. Verify the final user message includes the expression ={"linkedInFields":"{{ $json.first_name }} {{ $json.last_name }}, {{ $json.city }}, {{ $json.title }} at {{ $json.employment_history[0].organization_name }}, previous experience: {{ $json.employment_history[1].title }} at {{ $json.employment_history[1].organization_name }}, {{ $json.employment_history[2].title }} at {{ $json.employment_history[2].organization_name }}"} .
6. Credential Required: Connect your openAiApi credentials.

Step 4: Configure Output and Aggregation

Limit the batch size, write lead data to Google Sheets, and aggregate items before triggering PhantomBuster.

1. Open Restrict Batch Size and set Max Items to 3.
2. Open Append Leads to Sheet and set Operation to appendOrUpdate.
3. Set Document ID to [YOUR_ID] and Sheet Name to gid=[YOUR_ID] based on your Google Sheet.
4. In Columns, map fields using expressions like ={{ $('Restrict Batch Size').item.json.id }} and ={{ $json.message.content.icebreaker }}.
5. Credential Required: Connect your googleSheetsOAuth2Api credentials.
6. Open Combine Lead Batch and set Aggregate to aggregateAllItemData.

Step 5: Test and Activate Your Workflow

Run a manual test to validate the form intake, AI output, and downstream API calls.

1. Click Execute Workflow and submit a sample form entry to Form Intake Trigger.
2. Confirm Create Search Link returns a JSON object containing searchUrl.
3. Verify Execute Apify Fetch returns lead items, then Restrict Batch Size limits to 3 records.
4. Check Craft Icebreaker Text outputs icebreaker in JSON, and Append Leads to Sheet writes new rows.
5. Confirm Launch PhantomBuster Run returns a success response from the API.
6. Once successful, toggle the workflow to Active for production use.