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Notion + Gmail: client onboarding with confirmed consent
New client intakes create a Notion record and send a Gmail welcome email with double…
Client Onboarding & Offboarding Workflows
Browse 930 Client Onboarding & Offboarding automation workflows
n8n
Twist + Slack: consistent project channels from day one
Create Twist project channels with the right name, details, and kickoff post every time. Share…
n8n
PostgreSQL to Google Sheets, churn risk spotted early
Pull churn signals from PostgreSQL into Google Sheets, then send escalations via Gmail and Discord.…
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Easy Redmine + Lusha: enriched leads, no copy paste
New Easy Redmine leads get enriched with Lusha data automatically. Add phone, LinkedIn, and firmographics…
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Mailchimp + Gmail: welcome emails sent for every signup
New signups are added to Mailchimp and welcomed via Gmail with a discount code. No…
n8n
Google Sheets + Telegram: lead SLA alerts that stick
Get lead SLA alerts from Google Sheets in Telegram so overdue follow ups never slip.…
n8n
Zammad + Excel: clean org assignment for every user
Fix messy Zammad user records by assigning organizations from email domains. Validate emails, reduce misrouted…
n8n
WhatsApp + Postgres: bookings captured, confirmed fast
Turn WhatsApp messages into confirmed reservations and logged records in Postgres. Fewer missed replies and…
n8n
WhatsApp + Google Sheets: bookings logged, no chaos
WhatsApp messages turn into booked appointments in Google Sheets, with reminders and Stripe payment links.…
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Twilio to Google Sheets, qualified leads by text
Twilio texts new leads and captures key answers. Google Sheets logs a clean summary for…
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