Templates / QuickBooks customer welcome emails with Google Sheets tracking

QuickBooks customer welcome emails with Google Sheets tracking

Ready for 3.0

by Elegant Biztech ✓ · 221 views · created 2025-07-30 · Social Media

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 9 nodes and runs on a schedule (every day). Along the way it connects QuickBooks Online and Google Sheets.

How it runs

Trigger: On a schedule (every day).

  1. Get many customers (QuickBooks Online): get many
  2. Read Old Customers (Google Sheets): uses Google Sheets
  3. Find New Customers (Compare Datasets): uses Compare Datasets
  4. Log New Customer Details (Google Sheets): append
  5. Log New Customer ID for Tracking (Google Sheets): append
  6. Email Template (Code): runs custom JavaScript code
  7. Send Personalized Welcome Email (Send Email): sends an email over SMTP

Services it uses

QuickBooks OnlineGoogle Sheets

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 (7)

From the author

Automated QuickBooks New Customer Welcome Emails This workflow provides a robust solution for QuickBooks users looking to automate their new customer onboarding process. It solves the time-consuming and error-prone task of manually sending welcome emails by…

Excerpt from Elegant Biztech's description on n8n.io.

View the original on n8n.io → Check your own copy

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