# Client Onboarding

Source: https://openflow.run/zh-cn/templates/client-onboarding/
Content language: en
Template revision: f2bf5895d91486412f320151dafd9c6b95b42091

销售

Welcome a new client by Gmail, record their project in Google Sheets, and return the client ID to your form or CRM.

[在 Open Flow 中使用](https://console.openflow.run/flows?importUrl=https%3A%2F%2Fraw.githubusercontent.com%2Foomol-lab%2Fawesome-workflow-templates%2Ff2bf5895d91486412f320151dafd9c6b95b42091%2Fworkflows%2Fclient-onboarding%2Ftemplates%2Fclient-onboarding.openflow.json)

*   [Open Flow JSON](https://raw.githubusercontent.com/oomol-lab/awesome-workflow-templates/f2bf5895d91486412f320151dafd9c6b95b42091/workflows/client-onboarding/templates/client-onboarding.openflow.json)
*   [n8n JSON](https://raw.githubusercontent.com/oomol-lab/awesome-workflow-templates/f2bf5895d91486412f320151dafd9c6b95b42091/workflows/client-onboarding/templates/client-onboarding.n8n.json)

![Client Onboarding 在 Open Flow 中的工作流截图](https://openflow.run/_astro/preview-light.DnyM1_jP_41Esr.webp)

Welcome a new client by Gmail and save their project in Google Sheets. A successful webhook response includes the client ID and name after the email and sheet write complete.

## Setup

Create a sheet named `Clients` with these headers in columns A–F:

| Client ID | Name | Email | Company | Project | Onboarded |
| --- | --- | --- | --- | --- | --- |

For Open Flow, import the JSON and configure:

| Node | Configuration |
| --- | --- |
| Prepare client | Set `senderName` for the email signature. |
| Welcome client | Connect the Gmail account that sends welcome emails. |
| Record client | Connect Google Sheets and replace `YOUR_SPREADSHEET_ID`. The default range is `'Clients'!A:F`. |

For n8n, configure the same signature, Gmail account, and spreadsheet in `Validate`, `Gmail: Welcome Email`, and `Log to Sheets`.

The n8n Code node uses the `crypto` built-in to create client IDs. It is available in n8n Cloud. Self-hosted n8n must [allow the `crypto` module](https://docs.n8n.io/hosting/configuration/configuration-examples/modules-in-code-node/).

Publish and enable the configured workflow and POST to its webhook URL:

```json
{
  "name": "Ada",
  "email": "ada@example.com",
  "company": "Example Studio",
  "project_type": "Website design"
}
```

The aliases `client_name`, `client_email`, and `company_name` take precedence over `name`, `email`, and `company`. Name and a valid email are required. The project defaults to `General`.

The success body is `{"success":true,"clientId":"CF-…","name":"Ada"}`. The welcome email runs before the sheet write. An email failure prevents the sheet write; a sheet failure does not undo a sent email. Both write steps retain the source’s two-attempt limit with a one-second retry interval. Open Flow retries only failures the platform identifies as safe to retry and stops when a write’s result is unknown; n8n retries any node error. Retrying a request can create another email and row. The webhook waits up to 30 seconds in Open Flow; a timeout does not cancel work already running.

## Changes to the source

*   Validate the recipient before sending email or writing a row.
*   Use a unique client ID instead of a millisecond timestamp.
*   Keep the email-before-sheet order explicit and bind the saved fields and success response to the prepared client.
*   Write literal sheet values with RAW formatting, including names or project text starting with `=`.
*   Replace server environment variables with editable template configuration.

Adapted from [ClientFlow Lite - Client Onboarding Automation](https://github.com/enescingoz/awesome-n8n-templates/blob/827110332c21cbe000ab13f6d292d5adb1f1f8db/Other_Integrations_and_Use_Cases/ClientFlow%20Lite%20-%20Client%20Onboarding%20Automation.json) in [enescingoz/awesome-n8n-templates](https://github.com/enescingoz/awesome-n8n-templates).

Source collection notice: © 2024–2026 Enes Cingoz, [CC BY 4.0](https://github.com/enescingoz/awesome-n8n-templates/blob/827110332c21cbe000ab13f6d292d5adb1f1f8db/LICENSE). The source export does not identify a separate template author or license. See [repository licensing](https://github.com/oomol-lab/awesome-workflow-templates/blob/f2bf5895d91486412f320151dafd9c6b95b42091/README.md#licensing) for the scope of OOMOL contributions and third-party material.

## 使用的应用

*   [**Gmail**`gmail`](https://console.openflow.run/connections/gmail)
*   [**Google Sheets**`googlesheets`](https://console.openflow.run/connections/googlesheets)

## 配置要求

*   Gmail connection
*   Google Sheets connection
*   Client spreadsheet ID and range
*   Welcome email signature
*   n8n self-hosted Code node access to the crypto built-in module

*   clients
*   onboarding
*   gmail
*   google sheets
*   webhook

[在 GitHub 查看](https://github.com/oomol-lab/awesome-workflow-templates/blob/f2bf5895d91486412f320151dafd9c6b95b42091/workflows/client-onboarding/README.md)