n8nClient Onboarding Automation — n8n Workflow
n8n Automation Template · Instant download · USD$55
Every time you land a new client, do you spend 30–60 minutes manually creating folders, adding CRM records, and sending welcome emails? This workflow does it all automatically.
The moment a client submits your intake form, this n8n automation triggers a chain of 5 actions simultaneously — creating your project workspace, updating your CRM, and welcoming your client professionally. Zero manual steps. Zero missed tasks.
✅ What's included:
- Ready-to-import n8n workflow JSON file
- Step-by-step installation guide
- Sample Typeform/Tally form field structure
- Branded HTML welcome email template (customisable)
✅ What it automates:
- Creates a Notion project page with all client details
- Creates a Google Drive folder inside your Clients directory
- Adds client to HubSpot CRM as a new contact
- Sends a branded HTML welcome email via Gmail
- Posts a full summary alert to your Slack channel
🔧 Requirements: n8n instance, Notion, Google Drive, Gmail, HubSpot (free tier works), Slack, Typeform or Tally
Built for freelancers, agencies, consultants, and service businesses that onboard more than 2 clients per month.
- ✅ Intended for one project per purchase (see Terms)
- ✅ Files delivered via your Customer Portal after payment
- ❌ Do not redistribute, resell, or share the template package
- 🔄 Need another deployment? Purchase an additional copy at the same price
One-time · Instant download · Lifetime updates
🇺🇸 US tax · 🇦🇺 AU GST · 🇩🇪 EU VAT — handled at checkout
Payment methods
🔒 Secured by Paddle
Frequently Asked Questions
What is included with "Client Onboarding Automation — n8n Workflow"?+
You receive the full template package (workflow or bot files), documentation, and access to updates for that product. Downloads are available from your Customer Portal at /dashboard after checkout.
How do I download the template after purchase?+
After payment via Paddle, your download link appears instantly in your Customer Portal at /dashboard. You also receive an email confirmation.
Can I use this template on multiple projects?+
Usage is for one deployment context per purchase as described in our terms. If you need a separate production use case, purchase an additional copy at the same price.
What payment methods are accepted?+
Visa, Mastercard, Apple Pay, Google Pay, and PayPal. Checkout via Paddle which handles US tax, EU VAT, and AU GST automatically.
Is there a refund policy?+
Yes. You may request a refund within 14 days of purchase via Paddle (paddle.net). Payments are processed by Paddle as Merchant of Record. See our Refund Policy at /refunds for details.