Templates / Automated client onboarding system with Notion, email & CRM integration

Automated client onboarding system with Notion, email & CRM integration

Needs changes

by Shelly-Ann Davy ✓ · 445 views · created 2025-08-24 · CRM, Multimodal AI

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: Function (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 25 nodes and runs when an HTTP GET request hits its webhook URL (plus 3 other triggers). Along the way it connects Notion, Telegram, Airtable and HubSpot and 1 more.

How it runs

Trigger: When an HTTP GET request hits its webhook URL (plus 3 other triggers).

Set: User Config (Edit Fields (Set)): sets or maps fields
Function: runs custom JavaScript (legacy Function node)
On Error → Email Owner (Send Email): sends an email over SMTP
Function: runs custom JavaScript (legacy Function node)
Function: runs custom JavaScript (legacy Function node)
Function: runs custom JavaScript (legacy Function node)
Notion: uses Notion
Notion: uses Notion
Function: runs custom JavaScript (legacy Function node)
Function: runs custom JavaScript (legacy Function node)

…plus 11 more steps. See the full node list below.

Services it uses

Notion Telegram Airtable HubSpot Google Calendar

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

Function (legacy) in Function: Simulate Intake, Function: Map Intake, Function: Score Lead…: replace with Code node, mode 'Run Once for All Items'.

Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).

Removed in 3.0	Replace with
Function (legacy) Function: Simulate Intake, Function: Map Intake, Function: Score Lead, Function: Build Welcome Email, Function: Hold Times, Function: Parse Optin, Function: Pick Page	Code node, mode 'Run Once for All Items'

Nodes used (12)

Webhookn8n-nodes-base.webhook
Manual Triggern8n-nodes-base.manualTrigger
Edit Fields (Set)n8n-nodes-base.set
Functionn8n-nodes-base.function
Notionn8n-nodes-base.notion
Send Emailn8n-nodes-base.emailSend
Ifn8n-nodes-base.if
Telegramn8n-nodes-base.telegram
Airtablen8n-nodes-base.airtable
HubSpotn8n-nodes-base.hubspot
Google Calendarn8n-nodes-base.googleCalendar
Error Triggern8n-nodes-base.errorTrigger

From the author

Graceful Client Onboarding Concierge — Pro A warm, reliable onboarding system for small businesses and studios. Captures a form submission via webhook, creates a Client record in Notion, sends a concierge-style welcome email (with scheduler + optional…
Excerpt from Shelly-Ann Davy's description on n8n.io.

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

Automated client onboarding system with Notion, email & CRM integration

What this workflow does

How it runs

Services it uses

Before you upgrade to n8n 3.0

Nodes used (12)

From the author

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