Templates / Complete client onboarding: Form to Monday.com, Google Drive & Email

Complete client onboarding: Form to Monday.com, Google Drive & Email

Ready for 3.0

by Antonio Gasso ✓ · 415 views · created 2025-12-10 · CRM

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 7 nodes and runs when someone submits an n8n form (“New Client Onboarding”). Along the way it connects Monday.com, Google Drive and Gmail.

How it runs

Trigger: When someone submits an n8n form (“New Client Onboarding”).

  1. Create Client in Monday (Monday.com): create (board item)
  2. Create Client Folder (Google Drive): work with folder
  3. Wait: pauses before continuing
  4. Duplicate Template Structure (HTTP Request): calls an HTTP API (POST)
  5. Add Folder Link to Monday (Monday.com): change column value (board item)
  6. Send Welcome Email (Gmail): uses Gmail

Services it uses

Monday.comGoogle DriveGmail

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 (6)

From the author

Overview Streamline your entire client onboarding process with a single workflow. When a new client submits the intake form, this automation creates a Monday.com item, generates a complete Google Drive folder structure from your template, updates the Monday…

Excerpt from Antonio Gasso's description on n8n.io.

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

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