n8n
Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
Client Onboarding & Offboarding Workflows
Browse 421 Client Onboarding & Offboarding automation workflows
n8n
Jotform to Attio CRM, Slack alerts for every lead
Send Jotform leads into Attio CRM with clean stages and instant Slack pings. Cut duplicates…
n8n
WhatsApp + Google Calendar: bookings handled for you
Turn WhatsApp chats into confirmed bookings in Google Calendar. Fewer back and forth messages, fewer…
n8n
GoHighLevel + Twilio: leads called, bookings logged
Twilio calls qualified leads from GoHighLevel and logs summaries, tags, and appointments back. Faster follow…
n8n
BoldSign + Google Sheets: rental tracking that updates
Send BoldSign rental agreements and track every signer in Google Sheets. No retyping or chasing…
n8n
Jotform + Gmail, duplicate-free leads and replies
Jotform catches repeat submissions and keeps your list clean, then Gmail sends the right reply.…
n8n
Google Drive + Slack: patient check in made smooth
Patient check in details verify, a QR card is created, saved in Google Drive, and…
n8n
Gmail + Google Sheets for instant trial pass PDFs
Send branded trial pass PDFs via Gmail and log every signup in Google Sheets. Block…
n8n
VerifiEmail + Gmail, admission letters sent correctly
VerifiEmail checks applicant emails, then Gmail sends a branded PDF admission letter. Cut bounce backs…
n8n
Agile CRM + INSEE, cleaner company records fast
Agile CRM records get enriched with official INSEE SIREN data. Keep addresses and identifiers consistent,…
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