n8n
Typeform to Gmail, polished onboarding emails sent
Typeform submissions log to Google Sheets and trigger a branded Gmail welcome email. Fewer bounces,…
Client Onboarding & Offboarding Workflows
Browse 62 Client Onboarding & Offboarding automation workflows
n8n
ClickSend + SMTP: cleaner 2FA signups, fewer fakes
Verify signups with a ClickSend voice code, then confirm via SMTP email. Cut fake accounts…
n8n
Postgres + Gmail: recover abandoned signups fast
Find abandoned signups in Postgres, send tailored Gmail follow ups, and alert Slack. No list…
n8n
GoHighLevel + Google Drive, client onboarding done
New client details and scope PDFs flow into GoHighLevel and Google Drive. Fewer missed steps…
n8n
Asana + Slack: client onboarding without missed steps
Kick off client onboarding in Asana and Slack with a consistent setup. Create projects, channels,…
n8n
Excel to Salesforce, cleaner Accounts and Contacts
Move Excel lists into Salesforce with cleaner Accounts and Contacts. Reduce duplicates, keep links correct,…
n8n
Gmail + Google Calendar: meetings booked from emails
Turn Gmail into a calm inbox assistant with Google Calendar. It filters approved senders, replies…
n8n
Bitrix24 + Slack: task context inside every task
Add a custom Bitrix24 task tab that shows key context and status. Fewer Slack pings,…
n8n
Gmail + Trello: beta access kits sent and tracked
Send verified beta welcome kits via Gmail and track every tester in Trello. Block disposable…
n8n
Gmail + Slack visitor passes with Google Sheets logs
Send verified visitor passes via Gmail and alert staff in Slack, while every check in…
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