8 JSON files of n8n workflows + mini-dashboard (webhook API) + instructions for setting up $env variables and connecting a payment system

Client onboarding system on autopilot: 8 n8n workflows + mini-dashboard

Name: Client onboarding system on autopilot: 8 n8n workflows + mini-dashboard
Brand: Fizoni
Price: 49 USD
Availability: InStock

Version 1.0.0 Updated: 2026-09-13 Quality: 82/100

A ready-made kit of 8 n8n workflows and a mini-dashboard for client onboarding: payment acceptance via webhook, intake form, welcome email sequence, tasks for the account manager, renewal reminders, feedback collection, and a Telegram bot. All data is stored in Airtable, tasks — in Trello or Notion.

📁 What is inside (ZIP, 9 files)

01_webhook_payment_to_access.json
02_form_onboarding_survey.json
03_welcome_email_sequence.json
04_curator_task_creator.json
05_access_expiry_reminder.json
06_dashboard_api.json
07_feedback_collector.json
08_telegram_bot_onboarding.json
README.md

Problem

An info-producer manually grants access after payment, collects forms in Google Forms and transfers the responses to a spreadsheet, writes welcome emails, and assigns tasks to curators. At scale, this leads to delays, lost clients, and chaos in the CRM.

Solution

8 ready-made n8n workflows cover the entire onboarding process: a webhook from the payment system grants access and creates a client in Airtable, a questionnaire form and a Telegram bot collect data, a scheduler launches the welcome series and renewal reminders, a separate workflow assigns a task to the account manager, and a webhook API serves aggregates for a mini-dashboard. Everything runs without manual actions.

More details

The automated client onboarding system is 8 interconnected n8n workflows (n8n 1.x) plus a mini-dashboard based on a webhook API. The flow: the payment system (Tinkoff, YooKassa, or Stripe) sends a payment webhook → workflow 01 verifies the provider's signature, creates/updates the client in Airtable, and grants access. Then the client fills out a form (02, formTrigger), the welcome email sequence is launched (03, emailSend via SMTP/SendGrid), and tasks are created for the curator in Trello or Notion (04) with different deadlines for the premium and basic tiers. Workflow 05 runs on a schedule (scheduleTrigger), finds clients in Airtable with expiring access, and sends renewal reminders. Workflow 06 serves data for the mini-dashboard via webhook + respondToWebhook (aggregating clients, statuses, and tasks from Airtable). Workflow 07 collects feedback via a form and saves it to Airtable, duplicating the notification to Telegram. Workflow 08 is a Telegram bot on telegramTrigger that guides the client through the onboarding steps and creates a client record in Airtable. All identifiers (baseId, tableId, chat_id, sheet_id) are moved into $env variables — a single config for the entire set. Note: the steps in the Telegram bot (08) are sent at a 1-minute interval — this is a demo/quick mode; for real onboarding, the interval should be increased in the delay node. Payment webhook signature verification is implemented separately for each provider (Tinkoff — sha256 concatenation, YooKassa and Stripe — their own algorithms), so support for all three providers is functional, not just declarative.

Features

8 ready-made n8n workflows (n8n 1.x), connected by a single stack on Airtable
Payment acceptance via webhook with signature verification separately for Tinkoff, YooKassa, and Stripe
Automatic creation/update of the client in Airtable and access provisioning
Onboarding questionnaire via formTrigger with answers recorded to Airtable
Welcome email sequence (emailSend, SMTP, or SendGrid API)
Auto-creation of tasks for the curator in Trello or Notion with different deadlines for premium and basic tiers
Scheduled access renewal reminders (scheduleTrigger) based on Airtable data
Mini-dashboard: webhook API (06) with respondToWebhook, serving aggregated client/status/task data from Airtable
Feedback collection via a form with saving to Airtable and a Telegram notification
Telegram onboarding bot (telegramTrigger) with step-by-step delivery of materials and creation of the client in Airtable
All identifiers (baseId, tableId, chat_id, sheet_id) are moved into $env variables — a single config
Branching by plan (IF Premium Plan) with different deadlines and task priorities

What you get

01_webhook_payment_to_access.json — receiving a payment webhook, verifying the provider's signature, creating a client in Airtable, granting access
02_form_onboarding_survey.json — onboarding survey form (formTrigger) with answers recorded in Airtable
03_welcome_email_sequence.json — welcome email sequence via emailSend, queue and statuses in Airtable
04_curator_task_creator.json — creating tasks for the curator in Trello or Notion with different deadlines for the premium and basic plans
05_access_expiry_reminder.json — scheduled access renewal reminders based on Airtable
06_dashboard_api.json — mini-dashboard webhook API (respondToWebhook), aggregates clients/statuses/tasks from Airtable
07_feedback_collector.json — collecting feedback via a form, saving it to Airtable, sending a Telegram notification
08_telegram_bot_onboarding.json — Telegram onboarding bot (telegramTrigger) with step-by-step delivery of materials and creation of a client in Airtable
Instructions for setting up $env variables and connecting the payment system

Installation guide

1. Import the required JSON files into n8n (Workflows → Import from File). 2. Connect the credentials: Airtable (Personal Access Token), SMTP or SendGrid, Telegram Bot Token, Google Drive, Trello/Notion. 3. In each workflow, open the Airtable nodes and replace the base and table IDs with your own. 4. In 01_webhook_payment_to_access, configure the webhook in the payment system (Tinkoff/YooKassa/Stripe) and specify the secret for signature verification. 5. In 02 and 07, activate the Form Trigger and copy the public form links. 6. In 03 and 05, check the schedule (daily and weekly) and the email texts. 7. In 06, copy the webhook URL, paste it into the dashboard file, and host the dashboard on static hosting. 8. Activate the workflows with the Active toggle.

Requirements

n8n 1.x (self-hosted or Cloud); Airtable (client database, survey responses, feedback, and email queue); SMTP access or SendGrid API key; Telegram Bot Token; Trello or Notion (for curator tasks); access to webhook configuration in the payment system (Tinkoff, YooKassa, or Stripe); Google Drive (folders with materials to deliver to clients)

Options and pricing

Choose the level that suits you:

Basic — $29 · Основной набор файлов продукта.
Standard — $49 · Полный набор + инструкция по внедрению.
Extended — $78 · Всё из Стандарта + расширенные материалы и обновления.

Frequently asked questions

What is included?

In what format will I receive the files?

After payment you get a secure link and a ZIP archive with all materials. The link is shown on the order page and available via the Telegram bot.

How long is the download link valid?

The link is active for 24 hours, up to 5 downloads.

Do I need special skills?

The product is designed for entrepreneurs and specialists. A step-by-step guide is included; no programming skills required.

Can I get a refund?

For refunds, contact support: [email protected].