Complete client onboarding: Form to Monday.com, Google Drive & Email
Ready for 3.0What 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”).
- Create Client in Monday (Monday.com): create (board item)
- Create Client Folder (Google Drive): work with folder
- Wait: pauses before continuing
- Duplicate Template Structure (HTTP Request): calls an HTTP API (POST)
- Add Folder Link to Monday (Monday.com): change column value (board item)
- Send Welcome Email (Gmail): uses Gmail
Services it uses
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)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Monday.com
n8n-nodes-base.mondayCom - Google Drive
n8n-nodes-base.googleDrive - Wait
n8n-nodes-base.wait - HTTP Request
n8n-nodes-base.httpRequest - Gmail
n8n-nodes-base.gmail
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…