This workflow follows the Form → Form Trigger recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
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{
"name": "Client Onboarding (ep09)",
"nodes": [
{
"parameters": {
"formTitle": "New client intake \u2014 Northgate Labs",
"formDescription": "Five minutes now saves us both a week of email.",
"formFields": {
"values": [
{
"fieldLabel": "Company name",
"placeholder": "Acme Inc.",
"requiredField": true
},
{
"fieldLabel": "Contact name",
"placeholder": "Who signs off?",
"requiredField": true
},
{
"fieldLabel": "Contact email",
"fieldType": "email",
"requiredField": true
},
{
"fieldLabel": "Project type",
"fieldType": "dropdown",
"fieldOptions": {
"values": [
{
"option": "Automation retainer"
},
{
"option": "Website build"
},
{
"option": "Ongoing support"
}
]
},
"requiredField": true
},
{
"fieldLabel": "Kickoff date",
"fieldType": "date",
"requiredField": true
},
{
"fieldLabel": "Main goal for the first 90 days",
"fieldType": "textarea",
"requiredField": true
}
]
},
"options": {}
},
"id": "e9000000-0000-4000-8000-000000000001",
"name": "New client intake",
"type": "n8n-nodes-base.formTrigger",
"typeVersion": 2.2,
"position": [
200,
300
]
},
{
"parameters": {
"jsCode": "// One folder per client, plus a welcome doc from a template.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst slug = j['Company name'].toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/(^-|-$)/g, '');\nconst dir = path.join(base, 'clients', slug);\nfs.mkdirSync(dir, { recursive: true });\n\nlet doc = fs.readFileSync(path.join(base, 'templates', 'welcome-template.md'), 'utf8');\ndoc = doc.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{goal}}/g, j['Main goal for the first 90 days'])\n .replace(/{{kickoff}}/g, String(j['Kickoff date']).slice(0, 10));\nfs.writeFileSync(path.join(dir, 'welcome.md'), doc);\n\nj.slug = slug;\nj.dir = dir;\nreturn $input.all();"
},
"id": "e9000000-0000-4000-8000-000000000002",
"name": "Client folder + welcome doc",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
420,
300
]
},
{
"parameters": {
"jsCode": "// Contract from a template. SAMPLE ribbon stays in \u2014 fictional client, fictional terms.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nlet html = fs.readFileSync(path.join(base, 'templates', 'contract-template.html'), 'utf8');\nhtml = html.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{project}}/g, j['Project type'])\n .replace(/{{kickoff}}/g, String(j['Kickoff date']).slice(0, 10))\n .replace(/{{date_today}}/g, new Date().toISOString().slice(0, 10));\nfs.writeFileSync(path.join(j.dir, 'contract.html'), html);\nreturn $input.all();"
},
"id": "e9000000-0000-4000-8000-000000000003",
"name": "Contract from template",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
640,
300
]
},
{
"parameters": {
"jsCode": "// A real calendar invite: 45 minutes, 10:00 local, on the kickoff date.\nconst fs = require('fs');\nconst path = require('path');\nconst j = $input.first().json;\n\nconst d = String(j['Kickoff date']).slice(0, 10).replace(/-/g, '');\nconst ics = [\n 'BEGIN:VCALENDAR', 'VERSION:2.0', 'PRODID:-//Northgate Labs//Onboarding//EN',\n 'BEGIN:VEVENT', 'UID:' + j.slug + '-kickoff@shipsitself.local',\n 'DTSTART:' + d + 'T100000', 'DTEND:' + d + 'T104500',\n 'SUMMARY:Kickoff - ' + j['Company name'],\n 'DESCRIPTION:First 90 days: ' + j['Main goal for the first 90 days'].replace(/\\n/g, ' '),\n 'END:VEVENT', 'END:VCALENDAR',\n].join('\\r\\n');\nfs.writeFileSync(path.join(j.dir, 'kickoff.ics'), ics);\nreturn $input.all();"
},
"id": "e9000000-0000-4000-8000-000000000004",
"name": "Kickoff invite (.ics)",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
860,
300
]
},
{
"parameters": {
"jsCode": "// One CRM: a CSV I can open, sort, and grep. Header written on first run.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst file = path.join(base, 'crm', 'crm.csv');\nif (!fs.existsSync(file)) {\n fs.writeFileSync(file, 'Company,Contact,Email,Project,Kickoff,Status,Created\\n');\n}\nconst esc = (v) => '\"' + String(v).replace(/\"/g, '\"\"') + '\"';\nconst row = [\n j['Company name'], j['Contact name'], j['Contact email'], j['Project type'],\n String(j['Kickoff date']).slice(0, 10), 'Onboarding', new Date().toISOString(),\n].map(esc).join(',');\nfs.appendFileSync(file, row + '\\n');\nreturn $input.all();"
},
"id": "e9000000-0000-4000-8000-000000000005",
"name": "CRM row",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1080,
300
]
},
{
"parameters": {
"jsCode": "// Task checklist with real dates: T+1, T+3, T+7 from kickoff.\nconst fs = require('fs');\nconst path = require('path');\nconst base = $env.EP09_DIR;\nconst j = $input.first().json;\n\nconst kick = String(j['Kickoff date']).slice(0, 10);\nconst plus = (n) => {\n const t = new Date(kick);\n t.setDate(t.getDate() + n);\n return t.toISOString().slice(0, 10);\n};\nlet md = fs.readFileSync(path.join(base, 'templates', 'checklist-template.md'), 'utf8');\nmd = md.replace(/{{company}}/g, j['Company name'])\n .replace(/{{contact}}/g, j['Contact name'])\n .replace(/{{kickoff}}/g, kick)\n .replace(/{{t1}}/g, plus(1)).replace(/{{t3}}/g, plus(3)).replace(/{{t7}}/g, plus(7));\nfs.writeFileSync(path.join(j.dir, 'tasks.md'), md);\nreturn $input.all();"
},
"id": "e9000000-0000-4000-8000-000000000006",
"name": "Task checklist",
"type": "n8n-nodes-base.code",
"typeVersion": 2,
"position": [
1300,
300
]
},
{
"parameters": {
"operation": "completion",
"completionTitle": "Onboarding complete",
"completionMessage": "Folder, welcome doc, contract, calendar invite, CRM entry, and task checklist were just created.",
"options": {}
},
"id": "e9000000-0000-4000-8000-000000000007",
"name": "Done page",
"type": "n8n-nodes-base.form",
"typeVersion": 1,
"position": [
1520,
300
]
}
],
"connections": {
"New client intake": {
"main": [
[
{
"node": "Client folder + welcome doc",
"type": "main",
"index": 0
}
]
]
},
"Client folder + welcome doc": {
"main": [
[
{
"node": "Contract from template",
"type": "main",
"index": 0
}
]
]
},
"Contract from template": {
"main": [
[
{
"node": "Kickoff invite (.ics)",
"type": "main",
"index": 0
}
]
]
},
"Kickoff invite (.ics)": {
"main": [
[
{
"node": "CRM row",
"type": "main",
"index": 0
}
]
]
},
"CRM row": {
"main": [
[
{
"node": "Task checklist",
"type": "main",
"index": 0
}
]
]
},
"Task checklist": {
"main": [
[
{
"node": "Done page",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
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About this workflow
Client Onboarding (ep09). Uses formTrigger, form. Event-driven trigger; 7 nodes.
Source: https://github.com/Ships-Itself/builds/blob/main/ep09-client-onboarding/workflow.json — original creator credit. Request a take-down →
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