Templates / Automation for Real Estate Client Portal (with video)

Automation for Real Estate Client Portal (with video)

Ready for 3.0

by Milan Vasarhelyi - SmoothWork ✓ · 270 views · created 2025-11-24 · File Management

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 5 nodes and runs on Google Sheets events. Along the way it connects Google Sheets and Google Drive.

How it runs

Trigger: On Google Sheets events.

  1. Filter: keeps only the items that match a condition
  2. Create Client Documents Folder (Google Drive): work with folder
  3. Update Transaction With Folder URL (Google Sheets): update
  4. Add Initial Upload Task (Google Sheets): append

Services it uses

Google SheetsGoogle Drive

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (4)

From the author

Video Introduction Want to automate your inbox or need a custom workflow? 📞 Book a Call | 💬 DM me on Linkedin --- What this workflow does This workflow automates backend setup tasks for real estate client portals. When a new property transaction is added to…

Excerpt from Milan Vasarhelyi - SmoothWork's description on n8n.io.

View the original on n8n.io → Check your own copy

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