Automated client onboarding for a marketing agency (n8n)
A marketing agency spent about an hour setting up every new client by hand: a Drive folder, a Slack channel, a project in ClickUp, CRM updates and a welcome email. We built an n8n workflow that runs the moment a client pays in Stripe. It creates the shared folder, channel and 14-task onboarding project, moves the HubSpot deal to Onboarding, sends the welcome email with a kickoff-call link, and logs the client to a roster sheet. Failed steps retry with backoff, then alert the team with the payload.
- Stripe-triggered n8n workflow with plan-based branching
- Google Drive folder from a template, Slack channel with invites, ClickUp project from a template
- HubSpot deal update, welcome email, and roster logging in Google Sheets
- Error workflow: retries, Slack alert and an email to the owner
n8n (self-hosted), Stripe webhooks, Google Workspace, Slack, ClickUp, HubSpot and Gmail APIs, Docker. The same build can be done in Zapier or Make.