Operations · n8n template
Client Onboarding — Form → ClickUp → Slack → Email
A signed client fills in one form and the entire kickoff runs itself: a ClickUp task with the full brief, a Slack alert to delivery, and a welcome email.
The problem
Onboarding is where agencies quietly lose margin. Someone copies form answers into a project tool, someone else posts in Slack, someone remembers the welcome email two days late. Every handoff is a chance to drop something in front of a client who just paid you.
What this workflow does
One webhook turns the onboarding submission into a structured brief and fans it out. The ClickUp task carries the full markdown brief so the build team never has to chase the salesperson for context, delivery is notified immediately, and the client gets a welcome email that sets expectations for the first 24 hours.
How it works
- The onboarding form posts to the webhook.
- A Code node flattens whatever shape the form sends into one predictable object and builds a markdown brief.
- A ClickUp task is created, titled by company, with the brief as its description.
- The delivery channel gets a Slack notification with contact and package details.
- The client receives a welcome email covering what happens next.
What it connects
- n8n
- ClickUp
- Slack
- SMTP
Get the template
The download is the raw n8n JSON. Import it via Workflows → Import from File, replace the YOUR_* placeholders with your own IDs, and connect your own credentials. Nothing is pre-filled and no account of ours is referenced.