Onboard every new client in
seconds, not hours
The moment a contract is signed, this automation creates the project task, sends the welcome email, dispatches the intake form, and briefs your team — all in under 15 seconds.
Fires on Contract Signature
Works with DocuSign, PandaDoc, SignNow, or any contract tool that sends a webhook on completion. Zero manual trigger needed.
ClickUp Task Created Instantly
A project task appears in your ClickUp list with client details, a 7-day onboarding deadline, and a built-in checklist — ready for your team.
Personalised Welcome Email
A warm, professional welcome email lands in the client's inbox within seconds of signing — with their name, project name, and next steps.
Intake Questionnaire Dispatched
A Typeform or Tally intake form is sent to the client automatically to gather everything you need before the kick-off call.
Internal Team Briefed Automatically
Your team receives an email summary with client name, project name, deadline, and next actions — so no one is out of the loop.
CRM Updated in Google Sheets
Every new client is logged to Google Sheets with name, email, project, contract date, status, and onboarding deadline — your live CRM.
How It Works
Client signs the contract
Your contract tool (DocuSign, PandaDoc, or similar) sends a webhook to n8n the moment the document is signed.
Client data extracted and logged
The workflow pulls client name, email, and project name from the webhook payload and adds a row to your Google Sheets CRM.
ClickUp task created with deadline
A task appears in your Active Clients list with client details, a 7-day onboarding deadline, and a built-in completion checklist.
Welcome email sent to client
A personalised welcome email goes to the client via Gmail — professional, warm, and referencing their exact project name.
Intake questionnaire dispatched
A Typeform or Tally intake form link is sent to the client so you can gather what you need before the first call.
Internal team briefed via email
Your team receives a full briefing: client name, email, project, deadline, and the confirmation that onboarding has been triggered.
What Is Included
- n8n workflow JSON — 8 nodes, ready to import
- Make.com blueprint — same logic, different platform
- PDF setup guide — step-by-step with webhook config
- Markdown setup guide — readable anywhere
- Google Sheets CRM template columns
- Personal commercial licence
Frequently Asked Questions
How does the client onboarding automation work?
When a contract is signed, your contract tool sends a webhook to n8n. The workflow extracts client details, logs them to Google Sheets, creates a ClickUp task, sends a welcome email, dispatches an intake questionnaire, and briefs your team — all within 15 seconds.
Which contract tools does this work with?
Any tool with webhook support: DocuSign, PandaDoc, SignNow, HelloSign, Dropbox Sign, and custom systems. The workflow normalises common field name variations automatically so it works with most tools out of the box.
Can I use Asana instead of ClickUp?
Yes — the setup guide includes instructions for swapping the ClickUp node for Asana. Delete the ClickUp HTTP Request node and replace it with an Asana API call. The logic is identical.
What intake questionnaire tools does this support?
Typeform and Tally are both supported. Tally is recommended for its generous free tier. You can also swap for Google Forms or any other tool by updating the intake node with the relevant API call.
Does the welcome email get personalised?
Yes — the welcome email uses the client name, project name, and onboarding deadline dynamically. Every client gets an email addressed to them specifically. You can customise the copy inside the Gmail node.
What if my contract tool sends different field names?
The Extract Client Data code node normalises common variations automatically. If your tool uses a custom field name, open the code node and add it to the normalisation list — it is a one-line addition covered in the setup guide.
Ready to automate your client onboarding?
One-time payment. Instant download. Works with any contract tool that supports webhooks.
Get Client Onboarding Autopilot — $79