Create client onboarding projects, contracts and Slack channels from form data

by Rahul Joshi ✓ · 178 views · created 2026-01-05 · CRM

What this workflow does

This workflow has 17 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Slack, Asana, Gmail and Google Docs and 2 more.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

1. Parse Client Data (Edit Fields (Set)): sets 72 fields: legal_business_name, brand_name, primary_contact_name…
2. Create Asana Project (Asana): create (project)
3. Get Template Sections (HTTP Request): calls an HTTP API
4. Split Sections (Split Out): splits a list into separate items
5. Loop Through Sections (Loop Over Items (Split in Batches)): loops over the items in batches
6. Wait for All Tasks (Aggregate): combines items into one
7. Create Section in New Project (HTTP Request): calls an HTTP API (POST)
8. Get Contract Template (Google Docs): get
9. Get Tasks from Template Section (Asana): get many
10. Populate Contract with Client Data (Google Docs): update

…plus 6 more steps. See the full node list below.

Services it uses

SlackAsanaGmailGoogle DocsGoogle DriveGoogle Sheets

Before you upgrade to n8n 3.0

Nodes used (12)

• Webhookn8n-nodes-base.webhook
• Slackn8n-nodes-base.slack
• Asanan8n-nodes-base.asana
• HTTP Requestn8n-nodes-base.httpRequest
• Split Outn8n-nodes-base.splitOut
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Gmailn8n-nodes-base.gmail
• Aggregaten8n-nodes-base.aggregate
• Edit Fields (Set)n8n-nodes-base.set
• Google Docsn8n-nodes-base.googleDocs
• Google Driven8n-nodes-base.googleDrive
• Google Sheetsn8n-nodes-base.googleSheets

From the author

📊 Description Streamline and standardize your entire client onboarding process with a single end-to-end automation. 🚀📋 This workflow captures detailed client intake data via webhook, automatically creates a fully structured Asana onboarding project,…

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