Automate client lifecycle: lead intake to onboarding with Airtable, Notion & Google Calendar
Ready for 3.0What this workflow does
This workflow has 32 nodes and runs on a schedule (cron 0 9 * * *) (plus 3 other triggers). Along the way it connects Airtable, Notion, Google Calendar and Slack and 1 more. It also calls api.clearbit.com over HTTP.
How it runs
Trigger: On a schedule (cron 0 9 * * *) (plus 3 other triggers).
- Get Upcoming Calls (24h) (Airtable): get all records
- Validate Data (If): checks a condition and branches into true / false
- Validate Booking Data (If): checks a condition and branches into true / false
- Validate Payment Data (If): checks a condition and branches into true / false
- Send 24h Reminder (Gmail): uses Gmail
- Enrich with Clearbit (Optional) (HTTP Request): calls api.clearbit.com
- Respond Error (Respond to Webhook): sends the response back to the webhook caller
- Update Airtable Lead Record (Airtable): update
- Respond Error (Respond to Webhook): sends the response back to the webhook caller
- Mark Lead as Paid in Airtable (Airtable): update
…plus 18 more steps. See the full node list below.
Services it uses
HTTP calls to: api.clearbit.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Webhook
n8n-nodes-base.webhook - If
n8n-nodes-base.if - Airtable
n8n-nodes-base.airtable - Notion
n8n-nodes-base.notion - Google Calendar
n8n-nodes-base.googleCalendar - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Slack
n8n-nodes-base.slack - Respond to Webhook
n8n-nodes-base.respondToWebhook - HTTP Request
n8n-nodes-base.httpRequest - Gmail
n8n-nodes-base.gmail
From the author
How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: 1. Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using…