Onboarding automatizado de clientes: formulario Tally a Google Drive, Notion y Slack

Intermedio

Este es unCRMflujo de automatización del dominio deautomatización que contiene 8 nodos.Utiliza principalmente nodos como Set, Code, Merge, Slack, Notion. Onboarding automatizado de clientes: Formularios Tally a Google Drive, Notion y Slack

Requisitos previos
  • Bot Token de Slack o URL de Webhook
  • Clave de API de Notion
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Credenciales de API de Google Drive

Categoría

Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "e3c8407850ca9c3b141a39a03994d53d17d6a3c944ddd166e5f66eab0878c4c1",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "e47dea40-652d-4037-b767-fb408f856738",
      "name": "Crear carpeta",
      "type": "n8n-nodes-base.googleDrive",
      "position": [
        220,
        -200
      ],
      "parameters": {
        "name": "={{ $json.name + \" - Onboarding\" }}",
        "driveId": {
          "__rl": true,
          "mode": "list",
          "value": "My Drive"
        },
        "options": {},
        "folderId": {
          "__rl": true,
          "mode": "id",
          "value": "=1rCt7cyX7b3FQSJRDB8bRT4ho9QEUh0mA"
        },
        "resource": "folder"
      },
      "credentials": {
        "googleDriveOAuth2Api": {
          "id": "1YOHFMocBAQlIJhS",
          "name": "Google Drive account"
        }
      },
      "typeVersion": 3
    },
    {
      "id": "c248ad7e-3560-4b08-b849-313134d3fd8b",
      "name": "Crear una página en la base de datos",
      "type": "n8n-nodes-base.notion",
      "position": [
        880,
        -40
      ],
      "parameters": {
        "title": "Clients",
        "options": {},
        "resource": "databasePage",
        "databaseId": {
          "__rl": true,
          "mode": "list",
          "value": "230bb34e-b122-800a-87e4-c5f2e30500b9",
          "cachedResultUrl": "https://www.notion.so/230bb34eb122800a87e4c5f2e30500b9",
          "cachedResultName": "Clients"
        },
        "propertiesUi": {
          "propertyValues": [
            {
              "key": "Name|title",
              "title": "={{ $json.name }}"
            },
            {
              "key": "Email|email",
              "emailValue": "={{ $json.email }}"
            },
            {
              "key": "Project Type|select",
              "selectValue": "={{ $json.projectType }}"
            },
            {
              "key": "Budget|select",
              "selectValue": "={{ $json.budget }}"
            },
            {
              "key": "Onboarding Link|url",
              "urlValue": "=https://drive.google.com/drive/folders/{{$json[\"id\"]}}"
            }
          ]
        }
      },
      "credentials": {
        "notionApi": {
          "id": "tc5pxnoJlnWOW6Pd",
          "name": "Notion account"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "4540bdfe-a7c3-4ec9-ade8-8f5e23bd4655",
      "name": "Editar Campos1",
      "type": "n8n-nodes-base.set",
      "position": [
        420,
        -200
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "0b77f413-5350-49a0-8138-316b47a714a4",
              "name": "uuid",
              "type": "string",
              "value": "={{ $execution.id }}"
            },
            {
              "id": "435421f5-f7c2-439d-84d1-929c55a72dd9",
              "name": "id",
              "type": "string",
              "value": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dff64989-c132-456c-99e7-b8dcfdd294e7",
      "name": "Enviar un mensaje",
      "type": "n8n-nodes-base.slack",
      "position": [
        1060,
        -40
      ],
      "webhookId": "9ad41590-9e81-4cb5-8cef-8365f05137e0",
      "parameters": {
        "text": "=🚀 New Client Onboarded!\n\n👤 Name: {{$json[\"property_name\"]}}  \n📧 Email: {{$json[\"property_email\"]}}  \n💼 Project Type: {{$json[\"property_project_type\"]}}  \n💰 Budget: {{$json[\"property_budget\"]}}  \n📂 Folder: {{$json[\"property_onboarding_link\"]}}  \n🔗 Notion Page: {{$json[\"url\"]}}\n",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "#client-notifications"
        },
        "otherOptions": {},
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "id": "KqQDABOQVeDexkj0",
          "name": "Slack account"
        }
      },
      "typeVersion": 2.3
    },
    {
      "id": "a78e08e7-f4f2-4f30-82ba-e3d2b8843d5b",
      "name": "Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -220,
        -80
      ],
      "webhookId": "9b989159-6b7d-4b44-89ab-244a2f515dfc",
      "parameters": {
        "path": "/tally-submission",
        "options": {},
        "httpMethod": "POST"
      },
      "typeVersion": 2
    },
    {
      "id": "9225c3ad-2a66-4440-ba66-3b0b8ee92362",
      "name": "Combinar",
      "type": "n8n-nodes-base.merge",
      "position": [
        640,
        -40
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "combineBy": "combineByPosition"
      },
      "typeVersion": 3.2,
      "alwaysOutputData": true
    },
    {
      "id": "5024846e-6d16-4a52-b35e-f35afdba65b5",
      "name": "Nota adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1020,
        -200
      ],
      "parameters": {
        "color": 4,
        "width": 600,
        "height": 440,
        "content": " Client Onboarding Workflow – Setup Guide\n🎯 What this workflow does:\nAutomates client onboarding from a Tally form:\n\nCreates a Google Drive folder\n\nAdds client data to a Notion database\n\nSends a Slack notification to your team\n\n🔧 Manual Setup Instructions\n📥 Tally Form\n\nThis workflow listens for form submissions at:\nhttps://<your-n8n-domain>/webhook/tally-submission\n\nExpected fields: Name, Email, Project Type, Budget\n\n📂 Google Drive\n\nThe parent folder ID is hardcoded → update this:\n1rCt7cyX7b3FQSJRDB8bRT4ho9QEUh0mA\n\nAdd your Google OAuth2 credentials to the node.\n\n🧠 Notion\n\nDatabase ID is hardcoded → replace it with yours:\n230bb34e-b122-800a-87e4-c5f2e30500b9\n\nMake sure your database has fields:\nName, Email, Project Type, Budget, Onboarding Link\n\nAttach your Notion OAuth2 credentials.\n\n🔔 Slack\n\nThe channel #client-notifications is hardcoded → change it if needed.\n\nSlack OAuth2 is required to post messages.\n\n⚠️ This workflow uses hardcoded values (no env vars). Be sure to manually replace folder IDs, database IDs, and Slack channels with your own.\n\n✅ All nodes use OAuth2 — no API keys are exposed."
      },
      "typeVersion": 1
    },
    {
      "id": "c8ab7998-aa90-41f9-8b7d-3505f300777b",
      "name": "Extraer Campos del Cliente",
      "type": "n8n-nodes-base.code",
      "position": [
        240,
        80
      ],
      "parameters": {
        "jsCode": "const fields = $json.body.data.fields;\n\nlet result = {};\n\nfields.forEach(field => {\n  const label = field.label.toLowerCase();\n\n  if (label.includes('name')) {\n    result.name = field.value;\n  }\n\n  if (label.includes('email')) {\n    result.email = field.value;\n  }\n\n  if (label.includes('project')) {\n    const selectedId = field.value[0];\n    const option = field.options.find(opt => opt.id === selectedId);\n    result.projectType = option?.text || '';\n  }\n\n  if (label.includes('budget')) {\n    const selectedId = field.value[0];\n    const option = field.options.find(opt => opt.id === selectedId);\n    result.budget = option?.text || '';\n  }\n});\n\nreturn [{ json: result }];\n"
      },
      "typeVersion": 2
    }
  ],
  "pinData": {},
  "connections": {
    "9225c3ad-2a66-4440-ba66-3b0b8ee92362": {
      "main": [
        [
          {
            "node": "c248ad7e-3560-4b08-b849-313134d3fd8b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a78e08e7-f4f2-4f30-82ba-e3d2b8843d5b": {
      "main": [
        [
          {
            "node": "c8ab7998-aa90-41f9-8b7d-3505f300777b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "4540bdfe-a7c3-4ec9-ade8-8f5e23bd4655": {
      "main": [
        [
          {
            "node": "9225c3ad-2a66-4440-ba66-3b0b8ee92362",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e47dea40-652d-4037-b767-fb408f856738": {
      "main": [
        [
          {
            "node": "4540bdfe-a7c3-4ec9-ade8-8f5e23bd4655",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "c8ab7998-aa90-41f9-8b7d-3505f300777b": {
      "main": [
        [
          {
            "node": "e47dea40-652d-4037-b767-fb408f856738",
            "type": "main",
            "index": 0
          },
          {
            "node": "9225c3ad-2a66-4440-ba66-3b0b8ee92362",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "c248ad7e-3560-4b08-b849-313134d3fd8b": {
      "main": [
        [
          {
            "node": "dff64989-c132-456c-99e7-b8dcfdd294e7",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Intermedio - CRM

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos8
Categoría1
Tipos de nodos8
Descripción de la dificultad

Adecuado para usuarios con experiencia intermedia, flujos de trabajo de complejidad media con 6-15 nodos

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34