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Alex Kane
Alex Kane

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n8n for CryptoTech & DeFi SaaS Vendors: 5 Automations for SEC, CFTC, FinCEN BSA, NYDFS BitLicense, and FATF Travel Rule Compliance

If you sell software to crypto exchanges, DeFi protocols, NFT marketplaces, or crypto custodians, you operate inside one of the most heavily regulated tech verticals on earth — and the compliance clocks are relentless.

FinCEN's Travel Rule requires VASPs to transmit originator and beneficiary data before or simultaneous with the transfer. OFAC's SDN match requires an immediate freeze with no grace period and a strict tipping-off prohibition. NYDFS BitLicense holders get 72 hours to notify the Superintendent of a cybersecurity incident. Miss any of these and the consequences range from civil money penalties to license revocation.

Self-hosted n8n is the automation backbone that keeps CryptoTech SaaS vendors compliant — and away from the third-party cloud exposure that creates its own regulatory problem.

Why Third-Party iPaaS Is a Structural Risk for CryptoTech

FinCEN's Travel Rule (31 CFR §1010.410(f)) requires VASPs to collect, retain, and transmit originator/beneficiary PII (name, account number, address, DOB, national ID) for transfers exceeding $3,000. When that data flows through Zapier or Make's cloud servers, you have created a third-party processor relationship that must be assessed under your BSA AML program — and any breach of that processor triggers your own notification obligations.

NYDFS 23 NYCRR §200.9(b) requires BitLicense holders to maintain a Business Continuity and Disaster Recovery Plan. Any cloud iPaaS in your automation stack is a critical vendor dependency. An unplanned Zapier outage during a high-volume trading session = unplanned downtime that may trigger the 72-hour NYDFS incident notification requirement itself.

Self-hosted n8n runs inside your own infrastructure. Travel Rule data, SAR workflow logic, OFAC screening results, and KYC/AML decision records never leave your network.

7 CryptoTech SaaS Customer Tiers

Tier Description Key Compliance Flags
ENTERPRISE_DEFI_PROTOCOL Large DeFi protocols, institutional liquidity providers FATF_TRAVEL_RULE_SUBJECT, FINCEN_MSB_REGISTERED
CRYPTO_EXCHANGE_SAAS_VENDOR CEX operators, OTC desks, spot/derivatives venues NYDFS_BITLICENSE_HOLDER, FINCEN_MSB_REGISTERED, FATF_TRAVEL_RULE_SUBJECT
NFT_MARKETPLACE_SAAS_VENDOR NFT platform operators, digital collectibles markets SEC_DIGITAL_ASSET_QUESTION, STATE_MSB_QUESTION
CRYPTO_CUSTODY_SAAS_VENDOR Qualified custodians, MPC wallets, HSM vault operators SOC2_REQUIRED, NYDFS_BITLICENSE_HOLDER
STABLECOIN_ISSUER_SAAS Fiat-backed / algorithmic stablecoin issuers FINCEN_MSB_REGISTERED, EU_MICA_SUBJECT, FATF_TRAVEL_RULE_SUBJECT
CRYPTO_LENDING_SAAS_VENDOR DeFi lending/borrowing, yield protocols, margin platforms CFTC_COMMODITY_POOL_OPERATOR, SEC_REGISTERED_INVESTMENT_ADVISOR
CRYPTO_COMPLIANCE_SAAS_VENDOR Blockchain analytics, KYC/AML tooling, Travel Rule SaaS FINCEN_MSB_REGISTERED, SOC2_REQUIRED

7 Compliance Flags

Flag Regulation Implication
FINCEN_MSB_REGISTERED FinCEN 31 CFR §1010.100(ff) Full BSA AML program, SAR, CTR, Travel Rule obligations
NYDFS_BITLICENSE_HOLDER NYDFS 23 NYCRR Part 200 Annual report March 15, 72h cyber incident, BitLicense amendment for material changes
SEC_REGISTERED_INVESTMENT_ADVISOR Investment Advisers Act 15 USC §80b-1 Form ADV, custody rules, advertising rule, CCO designation
FATF_TRAVEL_RULE_SUBJECT FATF Recommendation 16 / 31 CFR §1010.410(f) Originator/beneficiary data must accompany transfers >$3,000
CFTC_COMMODITY_POOL_OPERATOR 7 USC §1 / 17 CFR Part 4 CPO registration, annual report 90 days after fiscal year end
EU_MICA_SUBJECT EU MiCA Art.70 72-hour incident notification to NCA, whitepaper requirements
SOC2_REQUIRED AICPA SOC2 Annual Type II audit, CC6.1 data egress controls

Workflow 1: Tier-Segmented CryptoTech Customer Onboarding Drip

Webhook trigger → Set Tier & Flags (Code) → Gmail Day 0 Welcome → Log to Sheets → Wait 3 Days → Gmail Day 3 → Wait 4 Days → Gmail Day 7

The Code node injects tier-specific context: FATF Travel Rule API integration guide for FATF_TRAVEL_RULE_SUBJECT customers, NYDFS annual report reminder for NYDFS_BITLICENSE_HOLDER, CFTC CPO checklist for CFTC_COMMODITY_POOL_OPERATOR.

{
  "name": "CryptoTech Customer Onboarding Drip",
  "nodes": [
    {
      "id": "1",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "parameters": {
        "httpMethod": "POST",
        "path": "cryptotech-onboarding",
        "responseMode": "onReceived"
      }
    },
    {
      "id": "2",
      "name": "Set Tier & Flags",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        450,
        300
      ],
      "parameters": {
        "jsCode": "const d=items[0].json;const tierMap={ENTERPRISE_DEFI_PROTOCOL:{day0:'Your BSA/AML program and FATF Travel Rule API integration guide are attached.',fatfNote:true},CRYPTO_EXCHANGE_SAAS_VENDOR:{day0:'NYDFS BitLicense annual report due March 15. FinCEN MSB registration renewal reminder configured.',fatfNote:true},NFT_MARKETPLACE_SAAS_VENDOR:{day0:'SEC digital asset guidance and state MSB exemption checklist enclosed.',fatfNote:false},CRYPTO_CUSTODY_SAAS_VENDOR:{day0:'SOC2 Type II report template and NYDFS \u00a7200.9 cybersecurity checklist attached.',fatfNote:false},STABLECOIN_ISSUER_SAAS:{day0:'EU MiCA Art.70 incident notification template and FinCEN CTR workflow guide included.',fatfNote:true},CRYPTO_LENDING_SAAS_VENDOR:{day0:'CFTC CPO registration checklist and OFAC SDN screening integration guide attached.',fatfNote:true},CRYPTO_COMPLIANCE_SAAS_VENDOR:{day0:'Full compliance stack integration guide: FinCEN, OFAC, NYDFS, SEC, CFTC.',fatfNote:true}};const t=tierMap[d.tier]||tierMap.CRYPTO_COMPLIANCE_SAAS_VENDOR;return [{json:{...d,tierNote:t.day0,fatfNote:t.fatfNote,enrolledAt:new Date().toISOString()}}];"
      }
    },
    {
      "id": "3",
      "name": "Gmail Day 0 Welcome",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        650,
        300
      ],
      "parameters": {
        "operation": "send",
        "toList": "={{$json.email}}",
        "subject": "Welcome to FlowKit \u2014 your CryptoTech compliance automation is live",
        "message": "=Hi {{$json.name}},\n\nYour FlowKit account is active. {{$json.tierNote}}\n\nStore: https://stripeai.gumroad.com\n\nBest,\nAlex Kane / FlowKit"
      }
    },
    {
      "id": "4",
      "name": "Log to Sheets",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        850,
        300
      ],
      "parameters": {
        "operation": "append",
        "documentId": "YOUR_SHEET_ID",
        "sheetName": "cryptotech_onboarding",
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "email": "={{$json.email}}",
            "name": "={{$json.name}}",
            "tier": "={{$json.tier}}",
            "enrolled": "={{$json.enrolledAt}}",
            "day3_sent": "False",
            "day7_sent": "False"
          }
        }
      }
    },
    {
      "id": "5",
      "name": "Wait 3 Days",
      "type": "n8n-nodes-base.wait",
      "typeVersion": 1,
      "position": [
        1050,
        300
      ],
      "parameters": {
        "amount": 3,
        "unit": "days"
      }
    },
    {
      "id": "6",
      "name": "Gmail Day 3",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        1250,
        300
      ],
      "parameters": {
        "operation": "send",
        "toList": "={{$json.email}}",
        "subject": "Day 3 check-in \u2014 how is your CryptoTech compliance stack?",
        "message": "=Hi {{$json.name}},\n\nChecking in: have you connected your OFAC SDN screening API and FinCEN SAR submission endpoint?\n\nIf you have any questions, reply here.\n\nAlex / FlowKit"
      }
    },
    {
      "id": "7",
      "name": "Wait 4 Days",
      "type": "n8n-nodes-base.wait",
      "typeVersion": 1,
      "position": [
        1450,
        300
      ],
      "parameters": {
        "amount": 4,
        "unit": "days"
      }
    },
    {
      "id": "8",
      "name": "Gmail Day 7 Features",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        1650,
        300
      ],
      "parameters": {
        "operation": "send",
        "toList": "={{$json.email}}",
        "subject": "5 FlowKit automations your compliance team will use every day",
        "message": "=Hi {{$json.name}},\n\nHere are the 5 workflows your team should set up this week:\n\n1. OFAC Sanctions Match Alert (immediate freeze + 10-day report clock)\n2. FinCEN SAR 30-Day Countdown\n3. FATF Travel Rule Transmission Logger\n4. NYDFS BitLicense Annual Deadline Tracker\n5. Weekly CryptoTech KPI Dashboard\n\nFull JSON at https://stripeai.gumroad.com\n\nAlex / FlowKit"
      }
    }
  ],
  "connections": {
    "Webhook": {
      "main": [
        [
          {
            "node": "Set Tier & Flags",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Tier & Flags": {
      "main": [
        [
          {
            "node": "Gmail Day 0 Welcome",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gmail Day 0 Welcome": {
      "main": [
        [
          {
            "node": "Log to Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Log to Sheets": {
      "main": [
        [
          {
            "node": "Wait 3 Days",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 3 Days": {
      "main": [
        [
          {
            "node": "Gmail Day 3",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gmail Day 3": {
      "main": [
        [
          {
            "node": "Wait 4 Days",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 4 Days": {
      "main": [
        [
          {
            "node": "Gmail Day 7 Features",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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Workflow 2: OFAC/FinCEN/NYDFS/SEC/CFTC/MiCA Compliance Deadline Tracker

Daily 8AM → Read Deadlines Sheet → Classify Urgency (Code) → Switch → Slack #compliance-critical / Gmail owner

The tracker covers all 12 deadline types in the CryptoTech compliance stack — from OFAC reporting windows to NYDFS annual reports to EU MiCA notifications.

{
  "name": "CryptoTech Compliance Deadline Tracker",
  "nodes": [
    {
      "id": "1",
      "name": "Daily 8AM",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 8 * * *"
            }
          ]
        }
      }
    },
    {
      "id": "2",
      "name": "Read Deadlines Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        450,
        300
      ],
      "parameters": {
        "operation": "read",
        "documentId": "YOUR_SHEET_ID",
        "sheetName": "crypto_compliance_deadlines"
      }
    },
    {
      "id": "3",
      "name": "Classify Urgency",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        650,
        300
      ],
      "parameters": {
        "jsCode": "const today=new Date();return items.map(i=>{const d=i.json;const due=new Date(d.due_date);const days=Math.round((due-today)/(1000*60*60*24));let urgency='UPCOMING';if(days<0)urgency='OVERDUE';else if(days<=3)urgency='CRITICAL';else if(days<=7)urgency='URGENT';else if(days<=30)urgency='WARNING';else if(days<=60)urgency='NOTICE';return {json:{...d,daysUntil:days,urgency}};}).filter(i=>i.json.urgency!=='UPCOMING'||i.json.daysUntil<=60);"
      }
    },
    {
      "id": "4",
      "name": "Switch Urgency",
      "type": "n8n-nodes-base.switch",
      "typeVersion": 1,
      "position": [
        850,
        300
      ],
      "parameters": {
        "dataType": "string",
        "value1": "={{$json.urgency}}",
        "rules": {
          "rules": [
            {
              "value2": "OVERDUE",
              "output": 0
            },
            {
              "value2": "CRITICAL",
              "output": 0
            },
            {
              "value2": "URGENT",
              "output": 1
            },
            {
              "value2": "WARNING",
              "output": 2
            },
            {
              "value2": "NOTICE",
              "output": 3
            }
          ]
        }
      }
    },
    {
      "id": "5",
      "name": "Slack CRITICAL",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        1050,
        200
      ],
      "parameters": {
        "channel": "#compliance-critical",
        "text": "=:rotating_light: CRYPTO COMPLIANCE {{$json.urgency}}: *{{$json.deadline_type}}* for {{$json.entity_name}} \u2014 due {{$json.due_date}} ({{$json.daysUntil}}d). Regulation: {{$json.regulation}}. Owner: {{$json.owner_email}}"
      }
    },
    {
      "id": "6",
      "name": "Gmail CRITICAL",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        1050,
        320
      ],
      "parameters": {
        "operation": "send",
        "toList": "={{$json.owner_email}}",
        "subject": "=CRYPTO COMPLIANCE {{$json.urgency}}: {{$json.deadline_type}} due {{$json.due_date}}",
        "message": "={{$json.urgency}} \u2014 {{$json.daysUntil}} days remaining.\n\nDeadline: {{$json.deadline_type}}\nRegulation: {{$json.regulation}}\nEntity: {{$json.entity_name}}\nDue: {{$json.due_date}}\n\nAction required: {{$json.action_required}}"
      }
    },
    {
      "id": "7",
      "name": "Slack WARNING",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        1050,
        440
      ],
      "parameters": {
        "channel": "#compliance-ops",
        "text": "=:warning: CRYPTO COMPLIANCE {{$json.urgency}}: {{$json.deadline_type}} for {{$json.entity_name}} in {{$json.daysUntil}} days ({{$json.due_date}})."
      }
    },
    {
      "id": "8",
      "name": "Slack NOTICE",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        1050,
        560
      ],
      "parameters": {
        "channel": "#compliance-ops",
        "text": "=:calendar: CRYPTO COMPLIANCE NOTICE: {{$json.deadline_type}} for {{$json.entity_name}} in {{$json.daysUntil}} days."
      }
    }
  ],
  "connections": {
    "Daily 8AM": {
      "main": [
        [
          {
            "node": "Read Deadlines Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Deadlines Sheet": {
      "main": [
        [
          {
            "node": "Classify Urgency",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Classify Urgency": {
      "main": [
        [
          {
            "node": "Switch Urgency",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Switch Urgency": {
      "main": [
        [
          {
            "node": "Slack CRITICAL",
            "type": "main",
            "index": 0
          },
          {
            "node": "Gmail CRITICAL",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Slack WARNING",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Slack NOTICE",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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Workflow 3: CryptoTech SaaS API & Integration Health Monitor

Every 3 minutes → Read Endpoints → Split → HTTP Health Check → Classify Status → Alert If Down → Slack + Log

Five critical endpoints monitored with compliance context:

  • blockchain_node_api — FinCEN BSA record integrity (31 USC §5318)
  • fincen_goaml_api — SAR submission (31 USC §5318(g) 30-day clock)
  • ofac_sdn_screening_api — OFAC SDN (31 CFR §501.603 immediate freeze)
  • nydfs_virtual_currency_api — NYDFS 72h incident (23 NYCRR §200.9)
  • travel_rule_vasp_api — FATF Travel Rule (31 CFR §1010.410(f))
{
  "name": "CryptoTech API & Integration Health Monitor",
  "nodes": [
    {
      "id": "1",
      "name": "Every 3 Minutes",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "*/3 * * * *"
            }
          ]
        }
      }
    },
    {
      "id": "2",
      "name": "Read Endpoints",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        450,
        300
      ],
      "parameters": {
        "operation": "read",
        "documentId": "YOUR_SHEET_ID",
        "sheetName": "crypto_api_endpoints"
      }
    },
    {
      "id": "3",
      "name": "Split Endpoints",
      "type": "n8n-nodes-base.splitInBatches",
      "typeVersion": 3,
      "position": [
        650,
        300
      ],
      "parameters": {
        "batchSize": 1
      }
    },
    {
      "id": "4",
      "name": "HTTP Health Check",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4,
      "position": [
        850,
        300
      ],
      "parameters": {
        "method": "GET",
        "url": "={{$json.health_url}}",
        "timeout": 5000,
        "continueOnFail": true
      }
    },
    {
      "id": "5",
      "name": "Classify Status",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        1050,
        300
      ],
      "parameters": {
        "jsCode": "const e=items[0].json;const statusCode=e.$response?.statusCode||0;const latency=e.$response?.headers?.['x-response-time']||0;let status='OK';let detail='';const endpointMap={blockchain_node_api:'FinCEN BSA record integrity \u2014 31 USC \u00a75318',fincen_goaml_api:'SAR submission \u2014 31 USC \u00a75318(g) 30-day clock',ofac_sdn_screening_api:'OFAC SDN screening \u2014 31 CFR \u00a7501.603 immediate freeze',nydfs_virtual_currency_api:'NYDFS BitLicense \u2014 23 NYCRR \u00a7200.9 72h incident',travel_rule_vasp_api:'FATF Travel Rule \u2014 FATF R.16 / 31 CFR \u00a71010.410(f)'};if(statusCode===0||statusCode>=500){status='DOWN';detail='No response or server error';}else if(statusCode>=400){status='DEGRADED';detail=`HTTP ${statusCode}`;}else if(latency>2000){status='DEGRADED';detail=`High latency: ${latency}ms`;}return [{json:{...e,apiStatus:status,statusCode,complianceNote:endpointMap[e.api_name]||e.api_name,detail}}];"
      }
    },
    {
      "id": "6",
      "name": "Alert If Down",
      "type": "n8n-nodes-base.if",
      "typeVersion": 2,
      "position": [
        1250,
        300
      ],
      "parameters": {
        "conditions": {
          "options": {
            "caseSensitive": false
          },
          "conditions": [
            {
              "leftValue": "={{$json.apiStatus}}",
              "operator": {
                "type": "string",
                "operation": "notEquals"
              },
              "rightValue": "OK"
            }
          ]
        }
      }
    },
    {
      "id": "7",
      "name": "Slack Alert",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        1450,
        250
      ],
      "parameters": {
        "channel": "#compliance-ops",
        "text": "=:red_circle: CRYPTO API {{$json.apiStatus}}: *{{$json.api_name}}* \u2014 {{$json.complianceNote}}. {{$json.detail}}. Immediate review required \u2014 compliance clock may be running."
      }
    },
    {
      "id": "8",
      "name": "Log Incident",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        1450,
        380
      ],
      "parameters": {
        "operation": "append",
        "documentId": "YOUR_SHEET_ID",
        "sheetName": "crypto_api_incidents",
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "ts": "={{new Date().toISOString()}}",
            "api": "={{$json.api_name}}",
            "status": "={{$json.apiStatus}}",
            "detail": "={{$json.detail}}",
            "compliance": "={{$json.complianceNote}}"
          }
        }
      }
    }
  ],
  "connections": {
    "Every 3 Minutes": {
      "main": [
        [
          {
            "node": "Read Endpoints",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Endpoints": {
      "main": [
        [
          {
            "node": "Split Endpoints",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Split Endpoints": {
      "main": [
        [
          {
            "node": "HTTP Health Check",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "HTTP Health Check": {
      "main": [
        [
          {
            "node": "Classify Status",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Classify Status": {
      "main": [
        [
          {
            "node": "Alert If Down",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Alert If Down": {
      "main": [
        [
          {
            "node": "Slack Alert",
            "type": "main",
            "index": 0
          },
          {
            "node": "Log Incident",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    }
  }
}
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Workflow 4: CryptoTech Incident & Regulatory Breach Pipeline

Webhook → Classify Incident (Code) → Slack + Gmail CISO/CCO + Log to Sheets

Fastest clock: OFAC_SANCTIONS_MATCH — IMMEDIATE. The Code node maps 8 incident types with precise SLA windows and required actions, including the tipping-off prohibition under 31 CFR §597.701.

{
  "name": "CryptoTech Incident & Regulatory Breach Pipeline",
  "nodes": [
    {
      "id": "1",
      "name": "Incident Webhook",
      "type": "n8n-nodes-base.webhook",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "parameters": {
        "httpMethod": "POST",
        "path": "cryptotech-incident",
        "responseMode": "onReceived"
      }
    },
    {
      "id": "2",
      "name": "Classify Incident",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        450,
        300
      ],
      "parameters": {
        "jsCode": "const d=items[0].json;const incidentMap={OFAC_SANCTIONS_MATCH:{sla:'IMMEDIATE \u2014 freeze required before transfer completes',slack:'#compliance-critical',regulation:'31 CFR \u00a7501.603 \u2014 10 business days to report to OFAC',action:'Freeze transaction, block account, do NOT tip off customer (31 CFR \u00a7597.701), file SDN report within 10 business days'},FINCEN_SAR_SUSPICIOUS_ACTIVITY:{sla:'30 calendar days from detection',slack:'#compliance-critical',regulation:'31 USC \u00a75318(g) \u2014 tipping-off prohibition applies',action:'Do not alert customer. File SAR within 30 days. Retain records 5 years.'},NYDFS_BITLICENSE_CYBERSECURITY_INCIDENT:{sla:'72 hours \u2014 23 NYCRR \u00a7200.9(b)',slack:'#compliance-critical',regulation:'NYDFS 23 NYCRR Part 200 \u00a7200.9',action:'Notify NYDFS Superintendent within 72 hours. Preserve evidence. Engage counsel.'},EU_MICA_SERVICE_PROVIDER_INCIDENT:{sla:'72 hours \u2014 MiCA Art.70',slack:'#compliance-ops',regulation:'EU MiCA Regulation Art.70',action:'Notify relevant EU NCA within 72 hours. Document root cause.'},FATF_TRAVEL_RULE_VIOLATION:{sla:'Immediate \u2014 halt or reverse transaction',slack:'#compliance-critical',regulation:'FATF Recommendation 16 / 31 CFR \u00a71010.410(f)',action:'Do not complete transfer without Travel Rule data. Log missing fields. Report if suspicious.'},SEC_REGISTERED_ADVISOR_BREACH:{sla:'72 hours internal + Form ADV disclosure',slack:'#compliance-ops',regulation:'Investment Advisers Act 15 USC \u00a780b-1 / Form ADV Part 2A',action:'Document breach. Notify CCO. Update Form ADV. Consider SEC notification.'},DATA_BREACH_CRYPTO_USER_PII:{sla:'72 hours \u2014 GDPR Art.33 / NYDFS \u00a7500.17',slack:'#compliance-critical',regulation:'GDPR Art.33 / NYDFS Part 500 / state breach notification laws',action:'Notify DPA/NYDFS within 72 hours. Assess scope. Notify affected users if required.'},AML_PROGRAM_FAILURE_DETECTED:{sla:'30 days corrective action + SAR consideration',slack:'#compliance-ops',regulation:'31 CFR \u00a71020.210 \u2014 BSA AML program requirements',action:'Document gap. File SAR if suspicious activity involved. Remediate within 30 days.'}};const cfg=incidentMap[d.incident_type]||{sla:'Review required',slack:'#compliance-ops',regulation:'Unknown',action:'Escalate to CCO'};return [{json:{...d,sla:cfg.sla,slackChannel:cfg.slack,regulation:cfg.regulation,action:cfg.action,ts:new Date().toISOString()}}];"
      }
    },
    {
      "id": "3",
      "name": "Slack Alert",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        650,
        200
      ],
      "parameters": {
        "channel": "={{$json.slackChannel}}",
        "text": "=:rotating_light: CRYPTO COMPLIANCE INCIDENT: *{{$json.incident_type}}*\nSLA: {{$json.sla}}\nRegulation: {{$json.regulation}}\nAction: {{$json.action}}\nEntity: {{$json.entity_id}} | Amount: {{$json.amount_usd}} USD\nTimestamp: {{$json.ts}}"
      }
    },
    {
      "id": "4",
      "name": "Gmail CISO & CCO",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        650,
        340
      ],
      "parameters": {
        "operation": "send",
        "toList": "ciso@yourcompany.com,cco@yourcompany.com",
        "subject": "=CRYPTO COMPLIANCE INCIDENT: {{$json.incident_type}} \u2014 {{$json.sla}}",
        "message": "=Incident type: {{$json.incident_type}}\nSLA clock: {{$json.sla}}\nRegulation: {{$json.regulation}}\nRequired action: {{$json.action}}\n\nEntity: {{$json.entity_id}}\nAmount: {{$json.amount_usd}} USD\nWallet: {{$json.wallet_address}}\nDetected: {{$json.ts}}\n\nThis notification is automatically generated. Engage legal counsel immediately for OFAC/SAR matters."
      }
    },
    {
      "id": "5",
      "name": "Log Incident",
      "type": "n8n-nodes-base.googleSheets",
      "typeVersion": 4,
      "position": [
        650,
        480
      ],
      "parameters": {
        "operation": "append",
        "documentId": "YOUR_SHEET_ID",
        "sheetName": "crypto_incident_log",
        "columns": {
          "mappingMode": "defineBelow",
          "value": {
            "ts": "={{$json.ts}}",
            "incident_type": "={{$json.incident_type}}",
            "entity_id": "={{$json.entity_id}}",
            "amount_usd": "={{$json.amount_usd}}",
            "sla": "={{$json.sla}}",
            "regulation": "={{$json.regulation}}",
            "action_taken": "pending",
            "cco_notified": "True"
          }
        }
      }
    }
  ],
  "connections": {
    "Incident Webhook": {
      "main": [
        [
          {
            "node": "Classify Incident",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Classify Incident": {
      "main": [
        [
          {
            "node": "Slack Alert",
            "type": "main",
            "index": 0
          },
          {
            "node": "Gmail CISO & CCO",
            "type": "main",
            "index": 0
          },
          {
            "node": "Log Incident",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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Workflow 5: Weekly CryptoTech SaaS KPI Dashboard

Monday 8AM → Postgres KPI query → Build KPI Report (Code, WoW% via $getWorkflowStaticData) → Gmail CEO + BCC CISO/CCO → Slack #executive-summary

KPIs tracked: active customers, MRR, enterprise accounts, wallet addresses monitored, OFAC screenings (7d), SARs filed YTD, CTR filings YTD, Travel Rule transactions (7d).

{
  "name": "Weekly CryptoTech SaaS KPI Dashboard",
  "nodes": [
    {
      "id": "1",
      "name": "Monday 8AM",
      "type": "n8n-nodes-base.scheduleTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "cronExpression",
              "expression": "0 8 * * 1"
            }
          ]
        }
      }
    },
    {
      "id": "2",
      "name": "Query KPIs",
      "type": "n8n-nodes-base.postgres",
      "typeVersion": 2,
      "position": [
        450,
        300
      ],
      "parameters": {
        "operation": "executeQuery",
        "query": "SELECT COUNT(DISTINCT customer_id) AS active_customers, SUM(mrr_usd) AS mrr_usd, COUNT(DISTINCT enterprise_id) AS enterprise_accounts, SUM(wallet_addresses_monitored) AS wallets_monitored, SUM(ofac_screenings_7d) AS ofac_screenings, SUM(sar_filings_ytd) AS sar_filed, SUM(ctr_filings_ytd) AS ctr_filed, SUM(travel_rule_7d) AS travel_rule_tx FROM cryptotech_metrics WHERE period_end >= NOW() - INTERVAL '7 days'"
      }
    },
    {
      "id": "3",
      "name": "Build KPI Report",
      "type": "n8n-nodes-base.code",
      "typeVersion": 2,
      "position": [
        650,
        300
      ],
      "parameters": {
        "jsCode": "const d=items[0].json;const prev=$getWorkflowStaticData('global');const mrrWoW=prev.mrr?(((d.mrr_usd-prev.mrr)/prev.mrr)*100).toFixed(1)+'%':'N/A';const custWoW=prev.customers?(((d.active_customers-prev.customers)/prev.customers)*100).toFixed(1)+'%':'N/A';const html=`<h2>CryptoTech SaaS Weekly KPIs</h2><table border='1' cellpadding='6'><tr><th>Metric</th><th>Value</th><th>WoW</th></tr><tr><td>Active Customers</td><td>${d.active_customers}</td><td>${custWoW}</td></tr><tr><td>MRR</td><td>$${Number(d.mrr_usd).toLocaleString()}</td><td>${mrrWoW}</td></tr><tr><td>Enterprise Accounts</td><td>${d.enterprise_accounts}</td><td>-</td></tr><tr><td>Wallet Addresses Monitored</td><td>${d.wallets_monitored?.toLocaleString()}</td><td>-</td></tr><tr><td>OFAC Screenings (7d)</td><td>${d.ofac_screenings?.toLocaleString()}</td><td>-</td></tr><tr><td>SARs Filed YTD</td><td>${d.sar_filed}</td><td>-</td></tr><tr><td>CTR Filings YTD</td><td>${d.ctr_filed}</td><td>-</td></tr><tr><td>Travel Rule Tx (7d)</td><td>${d.travel_rule_tx?.toLocaleString()}</td><td>-</td></tr></table>`;$getWorkflowStaticData('global').mrr=d.mrr_usd;$getWorkflowStaticData('global').customers=d.active_customers;return [{json:{...d,html,mrrWoW,custWoW}}];"
      }
    },
    {
      "id": "4",
      "name": "Gmail CEO + BCC CISO",
      "type": "n8n-nodes-base.gmail",
      "typeVersion": 2,
      "position": [
        850,
        300
      ],
      "parameters": {
        "operation": "send",
        "toList": "ceo@yourcompany.com",
        "bccList": "ciso@yourcompany.com,cco@yourcompany.com",
        "subject": "=CryptoTech Weekly KPIs \u2014 MRR {{$json.mrrWoW}} WoW",
        "message": "={{$json.html}}"
      }
    },
    {
      "id": "5",
      "name": "Slack Summary",
      "type": "n8n-nodes-base.slack",
      "typeVersion": 2,
      "position": [
        850,
        420
      ],
      "parameters": {
        "channel": "#executive-summary",
        "text": "=:chart_with_upwards_trend: CryptoTech Weekly: {{$json.active_customers}} customers | MRR ${{$json.mrr_usd?.toLocaleString()}} ({{$json.mrrWoW}} WoW) | OFAC screenings: {{$json.ofac_screenings}} | SARs YTD: {{$json.sar_filed}} | Travel Rule tx: {{$json.travel_rule_tx}}"
      }
    }
  ],
  "connections": {
    "Monday 8AM": {
      "main": [
        [
          {
            "node": "Query KPIs",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Query KPIs": {
      "main": [
        [
          {
            "node": "Build KPI Report",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Build KPI Report": {
      "main": [
        [
          {
            "node": "Gmail CEO + BCC CISO",
            "type": "main",
            "index": 0
          },
          {
            "node": "Slack Summary",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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12 CryptoTech Compliance Deadline Types

Deadline Type Window Regulation
FINCEN_SAR_SUSPICIOUS_ACTIVITY 30 calendar days from detection 31 USC §5318(g)
FINCEN_CTR_CASH_TRANSACTION Next business day 31 CFR §1010.311
FATF_TRAVEL_RULE_TRANSMISSION Immediate (before/simultaneous) FATF R.16 / 31 CFR §1010.410(f)
NYDFS_BITLICENSE_ANNUAL_REPORT March 15 annually 23 NYCRR §200.7
NYDFS_BITLICENSE_CHANGE_CONTROL 45 days advance notice 23 NYCRR §200.11
NYDFS_CYBERSECURITY_INCIDENT 72 hours 23 NYCRR §200.9(b)
SEC_FORM_ADV_ANNUAL_UPDATE 90 days after fiscal year end Investment Advisers Act
CFTC_CPO_ANNUAL_REPORT 90 days after fiscal year end 17 CFR §4.22
EU_MICA_ART70_INCIDENT 72 hours EU MiCA Art.70
OFAC_SANCTIONS_MATCH_REPORT 10 business days to file 31 CFR §501.603
AML_PROGRAM_ANNUAL_REVIEW Annual 31 CFR §1020.210
SOC2_TYPE2_RENEWAL Annual AICPA SOC2

8 CryptoTech Incident Response SLAs

Incident Type SLA Fastest Clock
OFAC_SANCTIONS_MATCH IMMEDIATE freeze + 10 business days to report YES — fastest
FATF_TRAVEL_RULE_VIOLATION Immediate — halt transfer YES (tied)
FINCEN_SAR_SUSPICIOUS_ACTIVITY 30 calendar days No (30d)
NYDFS_BITLICENSE_CYBERSECURITY_INCIDENT 72 hours No (72h)
EU_MICA_SERVICE_PROVIDER_INCIDENT 72 hours No (72h)
SEC_REGISTERED_ADVISOR_BREACH 72 hours internal + Form ADV No (72h)
DATA_BREACH_CRYPTO_USER_PII 72 hours (GDPR/NYDFS) No (72h)
AML_PROGRAM_FAILURE_DETECTED 30 days corrective action No (30d)

The Self-Hosting Argument for CryptoTech SaaS

FinCEN Travel Rule (31 CFR §1010.410(f)) cloud exposure: FATF Recommendation 16 requires VASPs to collect originator name, account number, address, national identity number, and date of birth for transfers exceeding $3,000 — and transmit this data to the receiving VASP. When this PII flows through Zapier or Make's cloud servers, those platforms become processors of BSA-covered data with their own retention and breach notification obligations. A Zapier breach becomes your breach.

NYDFS 23 NYCRR §200.9(b) critical vendor dependency: BitLicense holders must maintain a BCDR plan covering all critical vendors. A cloud iPaaS that routes compliance workflows is a critical vendor. Zapier's March 2023 security incident (unauthorized access to source code repository) would have required assessment under §200.9 for every affected BitLicense holder. Self-hosted n8n eliminates this vendor risk entirely.

OFAC tipping-off prohibition (31 CFR §597.701): When your OFAC screening automation runs inside a third-party cloud, the SDN match alert and freeze instruction pass through servers you don't control. Any unauthorized disclosure — including a configuration error at the iPaaS provider — could violate the tipping-off prohibition. Self-hosted n8n keeps the entire OFAC response loop inside your perimeter.


Frequently Asked Questions

Q: Does FinCEN's Travel Rule apply to DeFi protocols?
FinCEN's 2021 CVC NPRM proposed expanding Travel Rule coverage to unhosted wallets. While the final rule is pending, DeFi protocols with identifiable operators increasingly face MSB classification risk. The automation stack should be Travel Rule-ready regardless.

Q: What is the fastest OFAC reporting clock?
The freeze must be immediate — before or simultaneous with the flagged transaction. The formal report to OFAC via blocked property report is within 10 business days (31 CFR §501.603). The immediate freeze clock is the fastest in the CryptoTech compliance stack.

Q: Does EU MiCA affect US-based CryptoTech vendors?
MiCA applies to crypto-asset service providers offering services to EU customers regardless of where the provider is headquartered. US vendors with EU users face MiCA Art.70 incident notification obligations (72 hours to the relevant National Competent Authority).

Q: Can n8n handle the FATF Travel Rule data transmission?
Yes. n8n's HTTP Request node can connect to Travel Rule solution providers (Notabene, Sygna, Chainalysis KYT) via API. The workflow captures originator/beneficiary data, submits to the Travel Rule API, and logs the transmission record for BSA recordkeeping — all inside your own infrastructure.


Get the Full Workflow Pack

All 5 workflows with import-ready JSON, a pre-built Google Sheets compliance tracker template, and a CryptoTech regulatory deadline calendar are available at stripeai.gumroad.com.

The complete FlowKit bundle includes workflows for CryptoTech, FinTech, RegTech, PropTech, LegalTech, and 220+ other verticals. Drop the JSON into your n8n instance and your compliance automation is live in minutes.

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