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Slack + Gmail: instant contact form lead follow ups
New website leads post to Slack and get a Gmail confirmation email. Faster replies, consistent…
Client Onboarding & Offboarding Workflows
Browse 551 Client Onboarding & Offboarding automation workflows
n8n
Stripe + Outlook: deliver files and log sales in Sheets
Stripe payments trigger Outlook delivery and log each sale in Google Sheets. No missed attachments…
n8n
Jotform to Google Sheets, offboarding runs itself
Jotform exits flow into Google Sheets with clear action emails. Reduce missed access removals and…
n8n
Gmail to Google Sheets, every email logged neatly
Send key Gmail emails into Google Sheets as clean rows with sender, subject, message, and…
n8n
Typeform to Airtable, leads logged without errors
Send Typeform submissions straight into Airtable as new records. Keep lead data consistent and searchable.…
n8n
Google Sheets + SendGrid: newsletters with send limits
Track newsletter sends in Google Sheets, deliver via SendGrid, and gate Demo vs Pro access…
n8n
Stripe + Gmail: payment links ready to send fast
Create Stripe Checkout payment links from a simple request, then drop the link into Gmail.…
n8n
NetSuite + Salesforce: clean customer records daily
Keep NetSuite and Salesforce customer records aligned. Reduce duplicates, update Accounts and Contacts reliably, and…
n8n
Google Slides + Gmail, proposals sent without rework
Turn each lead into a polished Google Slides proposal and send it via Gmail. Stay…
n8n
Zoom + Stripe: paid sessions with Sheets tracking
Create paid Zoom sessions with Stripe and log attendees in Google Sheets. Send confirmed access…
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