Coordinate client onboarding sagas via webhook, Data Tables and Gmail
Ready for 3.0What this workflow does
This workflow has 54 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Gmail.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).
- Validate Intake Token (Code): runs custom JavaScript code
- Find Reconcile Onboarding Rows (Data table): get (row)
- Intake Authorized? (If): checks a condition and branches into true / false
- Find Existing Reconcile Alert Rows (Data table): get (row)
- Normalize Onboarding (Code): runs custom JavaScript code
- Build Unauthorized Response (Code): runs custom JavaScript code
- Find Reconcile Step Rows (Data table): get (row)
- Onboarding Valid? (If): checks a condition and branches into true / false
- Respond Unauthorized (Respond to Webhook): sends the response back to the webhook caller
- Find Reconcile Offer Rows (Data table): get (row)
…plus 42 more steps. See the full node list below.
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 (7)
- Webhook
n8n-nodes-base.webhook - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Respond to Webhook
n8n-nodes-base.respondToWebhook - Data table
n8n-nodes-base.dataTable - Gmail
n8n-nodes-base.gmail
From the author
Quick overview This workflow coordinates a client onboarding “saga” by receiving onboarding requests via webhook, persisting onboarding and step state in n8n Data Tables, reconciling external child outcomes (offer, invoice, booking, document), and sending…