Onboarding automatizado de clientes: formulario Tally a Google Drive, Notion y Slack
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
- •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
Nodos utilizados (8)
Categoría
{
"meta": {
"instanceId": "e3c8407850ca9c3b141a39a03994d53d17d6a3c944ddd166e5f66eab0878c4c1",
"templateCredsSetupCompleted": true
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"nodes": [
{
"id": "e47dea40-652d-4037-b767-fb408f856738",
"name": "Crear carpeta",
"type": "n8n-nodes-base.googleDrive",
"position": [
220,
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],
"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,
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"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": [
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"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": {},
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}¿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.
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Muhammad Ahmad
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