n8n
Client Onboarding Automation.
Contract auto-generated, welcome email sent, Drive folders created, CRM updated.
The result
Zero manual onboarding steps
Zero manual steps for new clients
How it works.
- 01
A new client signs up.
- 02
The contract is generated automatically.
- 03
A welcome email goes out.
- 04
Drive folders are created and the CRM is updated.
