Collect duplicate-safe client intake with forms and Google Sheets
Ready for 3.0Ready 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 8 nodes and runs when someone submits an n8n form (“New Client Intake”). Along the way it connects Google Sheets.
How it runs
Trigger: When someone submits an n8n form (“New Client Intake”).
- Normalize Client Data (Edit Fields (Set)): sets 7 fields: Timestamp, Name, Email…
- Search Google Sheets by Email (Google Sheets): read
- Client Exists? (If): checks a condition and branches into true / false
- Update Existing Client (Google Sheets): update
- Append New Client (Google Sheets): append
- Return Updated Result (Edit Fields (Set)): sets 8 fields: Action, Timestamp, Name…
- Return Created Result (Edit Fields (Set)): sets 8 fields: Action, Timestamp, Name…
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 (4)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if
From the author
Quick Overview This workflow collects new client intake details via an n8n Form and appends a normalized, timestamped record to Google Sheets for consistent tracking. How it works 1. Receives a new submission from an n8n Form asking for name, email, company,…