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Typeform to Google Docs, contracts sent as PDFs
Turn Typeform submissions into filled Google Docs contracts, exported as PDFs and sent by Gmail.…
n8n Client Onboarding & Offboarding Workflows
Browse 81 Client Onboarding & Offboarding automation workflows
Description n8n
n8n
Telegram + OpenAI: smarter bot menus that scale
Build Telegram bot menus that do not break as options grow. Add OpenAI replies and…
n8n
Google Sheets to Gmail, instant welcome emails
New Google Sheets entries trigger a personalized Gmail welcome email. Stay consistent, avoid missed clients,…
n8n
Notion + Gmail: client onboarding with confirmed consent
New client intakes create a Notion record and send a Gmail welcome email with double…
n8n
PostgreSQL to Google Sheets, churn risk spotted early
Pull churn signals from PostgreSQL into Google Sheets, then send escalations via Gmail and Discord.…
n8n
Google Sheets to HubSpot, clean company records fast
Add a company in Google Sheets and get a complete, deduped HubSpot record with AI…
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Telegram + Gmail: AI replies that keep leads warm
New Gmail messages trigger Telegram alerts and AI acknowledgments. Filter newsletters and no-reply senders. Reply…
n8n
Jotform + Slack: urgent patient intakes flagged fast
Route Jotform patient intakes to Slack with urgency scoring and clear briefs. Cut retyping and…
n8n
Zoom to Airtable, session notes logged from Gmail
Zoom Meeting Assets emails in Gmail turn into client recaps and Airtable session logs. No…
n8n
Google Sheets to Gmail, fast lead replies + Telegram
New leads in Google Sheets trigger a ready Gmail reply and a Telegram alert to…
n8n
Gmail + Google Drive, onboarding packs sent and filed
Create a full new hire document pack with Gmail and Google Drive. Send consistent PDFs,…
n8n
OpenAI + Gmail proposals, polished PDFs sent fast
Turn client intake into a polished PDF proposal with OpenAI and Gmail. No rewriting or…
n8n
Gmail lead alerts that never miss a new inquiry
New leads trigger branded Gmail emails with a clean summary for your team and an…
n8n
Typeform to Gmail, polished onboarding emails sent
Typeform submissions log to Google Sheets and trigger a branded Gmail welcome email. Fewer bounces,…
n8n
Typeform to Google Sheets, event signups organized
Typeform registrations flow into Google Sheets and stay organized. Keep attendee lists accurate, reduce follow…
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ClickSend + SMTP: cleaner 2FA signups, fewer fakes
Verify signups with a ClickSend voice code, then confirm via SMTP email. Cut fake accounts…
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Postgres + Gmail: recover abandoned signups fast
Find abandoned signups in Postgres, send tailored Gmail follow ups, and alert Slack. No list…
n8n
Zendesk meets Jira for tickets that stay in sync
Zendesk tickets create matching Jira issues and sync every comment. Keep support and engineering aligned.…
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Zendesk + Asana: tickets that stay in sync
Turn Zendesk tickets into Asana tasks and keep comments synced automatically. Fewer missed updates and…
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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,…
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Excel to Salesforce, cleaner Accounts and Contacts
Move Excel lists into Salesforce with cleaner Accounts and Contacts. Reduce duplicates, keep links correct,…
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Excel 365 to Salesforce, cleaner accounts and contacts
Send Excel 365 rows into Salesforce as clean Accounts and Contacts. Reduce duplicates and bad…
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Google Sheets to Salesforce, clean contacts every run
Send Google Sheets rows into Salesforce with cleaner Accounts and Contacts. Cut duplicates, standardize fields,…