Templates / Fill legal intake documents from form data with DocuSign, Google Drive and email

Fill legal intake documents from form data with DocuSign, Google Drive and email

Ready for 3.0

by Dele Tosh @ Protomated ✓ · 24 views · created 2026-08-15 · Document Extraction

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 22 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Google Drive.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Validate And Normalize Intake Data (Code): runs custom JavaScript code
  2. If: checks a condition and branches into true / false
  3. Build Document Fill List (Code): runs custom JavaScript code
  4. If: checks a condition and branches into true / false
  5. Split Into Single Document Items (Code): runs custom JavaScript code
  6. If: checks a condition and branches into true / false
  7. Fetch DocuSign User Info (HTTP Request): calls an HTTP API (GET)
  8. Copy Google Docs Template (Google Drive): copy (file)
  9. Build DocuSign Envelope Request (Code): runs custom JavaScript code
  10. Build Google Docs Merge Requests (Code): runs custom JavaScript code

…plus 9 more steps. See the full node list below.

Services it uses

Google 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 (9)

From the author

Quick Overview This workflow receives intake form submissions via webhook, validates required fields, generates practice-area-specific documents by merging data into Google Docs templates or creating DocuSign draft envelopes, then aggregates results, logs an…

Excerpt from Dele Tosh @ Protomated's description on n8n.io.

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

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