Automate Client Onboarding with Tally, Google Drive, Notion, and Slack
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Streamline your client onboarding with this powerful automation. It captures new client data from Tally forms, automatically creates a dedicated Google Drive folder, updates your Notion client database, and notifies your team via Slack, ensuring a seamless and efficient kickoff for every project.
About This Workflow
This comprehensive n8n workflow transforms your client onboarding from a manual, time-consuming task into a fully automated, error-free process. Triggered by new submissions to your Tally forms, the workflow intelligently extracts critical client information. It then dynamically provisions a dedicated Google Drive folder for project assets, creates a detailed client entry in your Notion database (complete with a link to their Drive folder), and sends an instant, informative notification to your team in Slack. Ideal for agencies, consultants, freelancers, and any service-based business looking to enhance their client intake experience and internal efficiency.
Key Features
- Tally Form Integration: Automatically triggers upon new client submissions from your Tally forms, capturing essential data.
- Automated Google Drive Setup: Instantly creates a new, dedicated Google Drive folder for each client's project assets and documents.
- Centralized Client Data in Notion: Adds a detailed new client entry to your Notion database, including critical contact and project information, and a direct link to their Google Drive folder.
- Real-time Team Notifications: Keeps your team in the loop with instant Slack messages, detailing new client information and all relevant resource links.
- Customizable Data Mapping: Seamlessly maps Tally form fields to Notion database properties for precise data transfer.
How To Use
- Configure Tally Webhook: In your Tally form settings, add a webhook to
https://<your-n8n-domain>/webhook/tally-submission. Ensure your Tally form includes fields for Name, Email, Project Type, and Budget, matching the workflow's data extraction. - Update Google Drive Parent Folder: In the "Create folder" node, replace the hardcoded
folderId(1rCt7cyX7b3FQSJRDB8bRT4ho9QEUh0mA) with the ID of your desired parent folder in Google Drive. Connect your Google Drive OAuth2 credentials. - Customize Notion Database: In the "Create a database page" node, update the
databaseId(230bb34e-b122-800a-87e4-c5f2e30500b9) with your Notion client database ID. Verify that your Notion database has properties named "Name" (title), "Email" (email), "Project Type" (select), "Budget" (select), and "Onboarding Link" (url). Adjust the property keys in the node if yours differ. Connect your Notion OAuth2 credentials. - Set Up Slack Notifications: In the "Send a message" node, change the
channelIdto your desired Slack channel (e.g.,#new-clients). Connect your Slack OAuth2 credentials. - Activate Workflow: Save and activate your workflow to begin automating your client onboarding process.
Apps Used
Workflow JSON
{
"id": "d4112145-847b-4139-b136-2f9eba9c6b80",
"name": "Automate Client Onboarding with Tally, Google Drive, Notion, and Slack",
"nodes": 28,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: d4112145-847b...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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