Automation library · Scheduling

Automate GoHighLevel client onboarding with Google Drive

Started by another system calling it, and works across Gmail, GoHighLevel, Google Calendar, Google Drive and one other. 12 steps, 1 branch: a working afternoon to understand properly.

Medium

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 1Logic 2Service 9

The steps in the order they run, from what starts it.

  1. 1GHL Webhook - Deal WonWebhookStarts it
  2. 2Fetch Won Deals from GHLHigh LevelService
  3. 3Validate Client DataIfLogic
  4. 4Format Client DataCodeLogic
  5. 5Error NotificationSlackService
  6. 6Create Client FolderGoogle DriveService
  7. 7Copy Contract TemplateGoogle DriveService
  8. 8Copy Kickoff Deck TemplateGoogle DriveService
  9. 9Send Slack WelcomeSlackService
  10. 10Create GHL Onboarding TaskHigh LevelService
  11. 11Schedule Kickoff CallGoogle CalendarService
  12. 12Send Welcome EmailGmailService

How it's built

Starts on
Another system calling it
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, GoHighLevel, Google Calendar, Google Drive, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, GoHighLevel, Google Calendar, Google Drive and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 12 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 12 steps before you point it at anything that matters.