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Jotform to Google Docs, proposals sent via Gmail
Turn Jotform submissions into polished Google Docs proposals, exported as PDFs and sent via Gmail.…
Client Onboarding & Offboarding Workflows
Browse 140 Client Onboarding & Offboarding automation workflows
n8n
Google Sheets to Google Drive, deal folders ready
New deals in Google Sheets create a Google Drive folder and link automatically. Keep docs…
n8n
Xero to Gmail, welcome emails sent automatically
New Xero contacts trigger a branded welcome email sent via Gmail SMTP. Keep onboarding consistent,…
n8n
Gmail + Ollama: ready to review reply drafts
Turn new Gmail messages into polished reply drafts using Ollama. Keep tone consistent and cut…
n8n
Upload-Post + Telegram, secure client social access
Send clients a branded magic link from Upload-Post in Telegram. No passwords, less back and…
n8n
Google Sheets + Twilio: booking calls done for you
Turn Google Sheets bookings into polite Twilio reminder calls. Cut no-shows and missed follow ups.…
n8n
Baserow + WhatsApp: send messages, log every send
Send WhatsApp outreach from Baserow and log every sent message back to the same table.…
n8n
WhatsApp to Vtiger, every message logged to leads
Inbound WhatsApp chats log into Vtiger automatically. Keep lead timelines complete and accurate for handoffs.…
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Dialpad to Syncro, accurate ticket timers logged
Dialpad call details log into Syncro ticket timers using a Google Sheets match. Reduce missed…
n8n
Stripe to Notion, sales logged and delivered by email
Stripe purchases send the right delivery email and log each sale in Notion. Reduce mix…
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