Client Onboarding Pipeline

This n8n client onboarding workflow is designed to automate the handoff from signed customer to fully provisioned account. Import the JSON template, connect Stripe or your form webhook, and use the workflow to push onboarding data into Notion, Airtable, Google Sheets, Google Drive, and Slack without rebuilding the process from scratch.

It is best suited for operators who need a production-ready onboarding system that captures client inputs, creates internal records, provisions workspace assets, and triggers welcome steps in one flow. If you want an n8n client onboarding workflow you can adapt for service delivery or SaaS onboarding, this page shows the required fields, triggers, and integration structure.

1. Core Enhancements & Architecture

This general-public version is designed with modularity, white-labeling, and commercial versatility in mind. It eliminates any specific branding and integrates top-requested enterprise features:

1. Dual Trigger Gateways:
   • Direct Webhook Trigger: Standard /client-onboarding-webhook path for typical forms (Tally, Typeform, Webflow).
   • Stripe Checkout Trigger: Webhook listener /stripe-checkout-webhook tuned for Stripe's checkout.session.completed event.
2. Agnostic Data Convergence (Process Client Details):
   • A custom JavaScript code block normalizes the inputs from both Stripe sessions and form submissions. It automatically extracts Stripe checkout customer emails, splits names into first and last components, and maps custom onboarding variables passed via Stripe’s checkout session metadata.
3. Multi-Database Integration Layer:
   • Google Sheets Branch: Fast, spreadsheet-based data logging.
   • Airtable Log Branch: Generates rich cards and relations within your CRM.
   • Notion Database Page Branch: Inserts new clients directly into internal team wikis or client portals.
4. Operational Switches:
   • Centralized true/false toggles in the Workflow Settings node allow your clients to turn integrations on or off (e.g., enableAirtable: false, enableNotion: true) without breaking the core workflow.

2. Setup Instructions

A. Stripe Integration (Optional Trigger)

To trigger onboarding automatically upon a successful customer checkout:

1. Point your Stripe Webhook (in the Stripe Developer Dashboard) to your n8n Stripe Trigger URL.
2. Configure it to listen exclusively to the checkout.session.completed event.
3. When creating a Stripe Checkout Session via your frontend, pass the client's onboarding data as Metadata. The workflow is pre-mapped to parse these exact metadata keys:
   • company_name
   • phone
   • website
   • success_metrics
   • manual_steps
   • tech_stack
   • api_liability_agreement ("true" / "false")
   • system_access_consent ("true" / "false")

B. Airtable Schema Configuration

Ensure your target Airtable table (e.g. "Clients") contains these fields matching your API configurations:

• Company Name (Single Line Text)
• Contact Email (Email)
• Full Name (Single Line Text)
• Success Metrics (Long Text)
• API Waiver (Single Line Text or Single Select: Agreed / Not Agreed)
• System Consent (Single Line Text or Single Select: Agreed / Not Agreed)
• Drive Folder (URL)

C. Notion Database Properties Setup

Ensure your Notion client database has a title property and properties matching these names and types:

• Company Name (Title)
• Email (Email)
• Representative (Rich Text)
• API Liability Waiver (Select: Agreed / Not Agreed)
• System Access Consent (Select: Agreed / Not Agreed)

D. Google Sheets Column Headers Setup

If utilizing Sheets, set up your header row exactly as:
Date | Company Name | First Name | Last Name | Email | Phone | Website | Success Metrics | Manual Steps | Tech Stack | API Liability Waiver | System Access Consent | Drive Folder Link | Slack Channel Link