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Jotform + Asana: client onboarding without chaos
Turn Jotform intakes into ready Asana projects with a consistent proposal draft. Reduce handoffs and…
n8n Client Onboarding & Offboarding Workflows
Browse 321 Client Onboarding & Offboarding automation workflows
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Gmail + Google Sheets: AI lead follow-up that converts
Send new leads from Gmail into Google Sheets, then get smarter replies and demo scheduling.…
n8n
Google Sheets + Gmail: faster replies to new leads
New leads go into Google Sheets, get an AI summary, and receive a tailored Gmail…
n8n
WhatsApp + Google Sheets: never miss a new lead
New contact form leads trigger WhatsApp alerts and log to Google Sheets. Reply faster, avoid…
n8n
Vapi + Google Calendar: calls book appointments for you
Vapi books appointments directly in Google Calendar from phone calls. Capture name, address, and service…
n8n
WhatsApp + Google Sheets: consistent support replies
Turn WhatsApp messages into consistent support replies using Google Sheets and OpenAI. Keep FAQs updated,…
n8n
Twilio + Calendly: appointment texts sent for you
New Calendly bookings trigger personalized Twilio SMS reminders. Fewer no-shows and zero copy-paste. Messages stay…
n8n
Google Gemini website chat that captures leads, costs less
Cut wasted Google Gemini replies in website chat by filtering empty messages. Capture name and…
n8n
Odoo v15 to Odoo v18, clean contact migration
Move contacts from Odoo v15 to Odoo v18 in reliable batches. Skip CSV exports and…
n8n
Zoom to KlickTipp, tag webinar attendees automatically
Zoom webinar attendance is tagged in KlickTipp automatically. Segment full, partial, and no shows for…
n8n
Google Sheets + Gmail: influencer vetting, done
Send influencer applications into Google Sheets and Gmail. Validate emails, score Instagram and YouTube metrics,…
n8n
RocketReach to Asana, qualified leads routed fast
RocketReach enriches inbound leads, then Asana gets the best ones. Cut bounce worthy contacts and…
n8n
Web forms to Odoo CRM, clean leads every time
Web form leads land in Odoo CRM already cleaned and mapped. No copy paste, fewer…
n8n
Zoom to KlickTipp, flawless recurring webinar signups
Zoom registrants sync into KlickTipp with the right join link, next session details, and tags.…
n8n
Asana + Slack, client onboarding runs itself
Turn new client intake into a ready Asana project plus a Slack channel. Standardize tasks,…
n8n
Google Calendar to Google Drive, notes ready every call
New Google Calendar events create a fresh Google Drive notes doc from your template. Consistent…
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Airtable + Gmail: only get alerts for top hires
Screen resumes into Airtable with notes and a Drive link. Gmail alerts only for Suitable…
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Hunter + Pipedrive: clean leads, no duplicates
Form leads get verified with Hunter and enriched via Clearbit before landing in Pipedrive. Fewer…
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VAPI + PostgreSQL: bookings confirmed on every call
VAPI captures booking calls and PostgreSQL checks availability and saves reservations. Fewer missed calls and…
n8n
Google Drive + Apps Script: instant client folders
Create consistent client folder structures in Google Drive using Google Apps Script. Duplicate your template,…
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Pipedrive + Clearbit: enriched leads, Slack alerts
Enrich new Pipedrive leads with Clearbit and alert your team in Slack only when they…
n8n
Google Drive + Google Workspace, clone folders right
Duplicate Google Drive folders with every subfolder, file, and sharing rule intact. Skip missing assets…
n8n
Telegram + Gmail, pull 2FA TOTP codes on demand
Generate fresh TOTP 2FA codes without switching apps. Send the token to Telegram or Gmail…
n8n
Google Sheets + Slack: move-out tasks stay on track
Move-out tasks flow from Google Sheets to Slack with clear vendor instructions and status logging.…