Automation library · Documents and files

Track contract e-signatures and trigger onboarding

Started by another system calling it, and works across Airtable, Gmail, Slack and Trello. 11 steps, 2 branches: a working afternoon to understand properly.

Medium

11 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Logic 4Service 6

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

  1. 1When Contract SignedWebhookStarts it
  2. 2Set API ConfigurationsSetLogic
  3. 3Check Shared SecretCodeLogic
  4. 4If Request is ValidIfLogic
  5. 5If Contract CompletedIfLogic
  6. 6Fetch Matching ContractAirtableService
  7. 7Log Contract StatusAirtableService
  8. 8Update CRM for Signed ContractAirtableService
  9. 9Send Welcome EmailGmailService
  10. 10Add Onboarding Task in TrelloTrelloService
  11. 11Alert Sales Team in SlackSlackService

How it's built

Starts on
Another system calling it
Steps
11, with 2 branches
Size
Medium: a working afternoon
Connects to
Airtable, Gmail, Slack, Trello
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Airtable, Gmail, Slack and Trello 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. 11 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 11 steps before you point it at anything that matters.