Automatisation de l'onboarding client : formulaires Tally vers Google Drive, Notion et Slack

Intermédiaire

Ceci est unCRMworkflow d'automatisation du domainecontenant 8 nœuds.Utilise principalement des nœuds comme Set, Code, Merge, Slack, Notion. Onboarding client automatisé : Formulaire Tally vers Google Drive, Notion et Slack

Prérequis
  • Token Bot Slack ou URL Webhook
  • Clé API Notion
  • Point de terminaison HTTP Webhook (généré automatiquement par n8n)
  • Informations d'identification Google Drive API

Catégorie

Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "e3c8407850ca9c3b141a39a03994d53d17d6a3c944ddd166e5f66eab0878c4c1",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "e47dea40-652d-4037-b767-fb408f856738",
      "name": "Créer un dossier",
      "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": "Créer une page de base de données",
      "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": "Modifier les champs 1",
      "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": "={{ $json.id }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "dff64989-c132-456c-99e7-b8dcfdd294e7",
      "name": "Envoyer un message",
      "type": "n8n-nodes-base.slack",
      "position": [
        1060,
        -40
      ],
      "webhookId": "9ad41590-9e81-4cb5-8cef-8365f05137e0",
      "parameters": {
        "text": "=🚀 New Client Onboarded!\n\n👤 Name: {{$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": "Fusionner",
      "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": "Note adhésive",
      "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": "Extraire les champs client",
      "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
          }
        ]
      ]
    }
  }
}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Intermédiaire - CRM

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Intermédiaire
Nombre de nœuds8
Catégorie1
Types de nœuds8
Description de la difficulté

Adapté aux utilisateurs expérimentés, avec des workflows de complexité moyenne contenant 6-15 nœuds

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34