{ "name": "Automate GoHighLevel client onboarding with Google Drive, Gmail, Calendar & Slack", "nodes": [ { "id": "0147f828-0a2e-4476-bff0-bde1962451d3", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1968, -64 ], "parameters": { "width": 420, "height": 650, "content": "## 🚀 GoHighLevel Automated Client Onboarding\n\n**What This Workflow Does:**\n- Automatically triggers when a deal is marked as \"Won\" in GoHighLevel\n- Creates organized client folders in Google Drive\n- D" } }, { "id": "699ae091-bf52-4dd9-aaef-93d944c436c0", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1456, 368 ], "parameters": { "width": 300, "height": 380, "content": "## ⚙️ Step 1: Configure GHL Webhook\n\n**Action Required:**\n1. Go to GoHighLevel → Automation → Workflows\n2. Create new automation triggered by \"Opportunity Status Changed\"\n3. Add condition: Status = \"W" } }, { "id": "4a236b6d-0daf-4205-a3cc-ad3a47af43c9", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ -1264, -320 ], "parameters": { "width": 300, "height": 464, "content": "## 🔐 Step 2: Connect GHL API\n\n**Action Required:**\n1. Get your GHL API credentials:\n - Login to GoHighLevel\n - Settings → API Access\n - Create new OAuth2 App or use API Key\n2. In this node, clic" } }, { "id": "257c94f7-3f60-44a2-86f9-059bf4bc3be3", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ -992, 368 ], "parameters": { "width": 280, "height": 408, "content": "## ✅ Step 3: Data Validation\n\n**What This Does:**\n- Checks if required fields are present (ID, Name)\n- If valid → Continues to formatting\n- If invalid → Triggers error notification\n\n**Prevents:**\n- Pr" } }, { "id": "dcc10ae5-cd60-41a8-8d4d-c358503b547e", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -768, -416 ], "parameters": { "width": 260, "height": 508, "content": "## 📊 Step 4: Format Client Data\n\n**What This Does:**\n- Extracts client info from GHL opportunity\n- Standardizes naming conventions\n- Creates safe folder/file names\n- Formats dates consistently\n- Adds " } }, { "id": "ca90f717-217c-4a22-beb0-f24bc7c652a3", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ -464, -560 ], "parameters": { "width": 300, "height": 540, "content": "## 📁 Step 5: Google Drive Setup\n\n**Action Required:**\n1. **Create Credential:**\n - Click \"Create New Credential\"\n - Select \"Google Drive OAuth2\"\n - Authorize your Google account\n\n2. **Set Parent" } }, { "id": "149c1e02-ec1b-4b6e-bd18-1227ed34694a", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ -224, 240 ], "parameters": { "width": 320, "height": 540, "content": "## 📄 Step 6: Template Configuration\n\n**Action Required:**\n1. **Contract Template:**\n - Open the \"Copy Contract Template\" node\n - Click the file dropdown\n - Select your contract template\n - Or " } }, { "id": "9da21ac9-e091-4bba-b929-657598be858e", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ -80, -656 ], "parameters": { "width": 300, "height": 636, "content": "## 💬 Step 7: Slack Integration\n\n**Action Required:**\n1. **Connect Slack:**\n - Click \"Create New Credential\"\n - Select \"Slack API\"\n - Authorize workspace access\n\n2. **Select Channel:**\n - Open " } }, { "id": "7946e499-ceb4-47a2-ab39-3538274c706d", "name": "Sticky Note8", "type": "n8n-nodes-base.stickyNote", "position": [ 400, -432 ], "parameters": { "width": 340, "height": 592, "content": "## 📅 Step 8: Calendar & Email Setup\n\n**Google Calendar:**\n1. Connect your Google Calendar credential\n2. Select the calendar for kickoff calls\n3. Customize event details/duration\n\n**Gmail Welcome Email" } }, { "id": "814625bd-70bb-4ca0-b811-f8b1bbbbe6f9", "name": "Sticky Note9", "type": "n8n-nodes-base.stickyNote", "position": [ 288, 288 ], "parameters": { "width": 300, "height": 380, "content": "## ✅ Step 9: GHL Task Creation\n\n**Action Required:**\n1. **Remove Hardcoded Contact ID:**\n - Replace `9MWQz6J9ZWfZyzWiHxkG` with:\n `={{ $('Format Client Data').item.json.contactId }}`\n\n2. **Customi" } }, { "id": "da68a8dd-9e43-41e2-ab8e-2e542204821a", "name": "Sticky Note10", "type": "n8n-nodes-base.stickyNote", "position": [ -624, 464 ], "parameters": { "width": 280, "height": 464, "content": "## 🚨 Error Handling\n\n**What This Does:**\n- Catches validation failures\n- Sends Slack alert if workflow fails\n- Includes error details for debugging\n\n**Configure:**\n1. Select your Slack alerts channel\n" } }, { "id": "e9b7c39a-b985-4281-a203-a9d01ce2283b", "name": "GHL Webhook - Deal Won", "type": "n8n-nodes-base.webhook", "position": [ -1344, 208 ] }, { "id": "7ff6623b-85cc-40da-af0f-7040978f002b", "name": "Copy Contract Template", "type": "n8n-nodes-base.googleDrive", "position": [ -192, 16 ] }, { "id": "d042203f-4455-4247-825e-8a8d1410de3a", "name": "Copy Kickoff Deck Template", "type": "n8n-nodes-base.googleDrive", "position": [ 32, 208 ] }, { "id": "cf042878-b5e2-495d-9702-2b79807ff13b", "name": "Send Slack Welcome", "type": "n8n-nodes-base.slack", "position": [ 32, 16 ] }, { "id": "d539c146-6b10-4799-bc91-f41949bbee23", "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [ 480, 112 ] }, { "id": "600f53fb-8dbb-4ec2-81ad-19cf394191f9", "name": "Validate Client Data", "type": "n8n-nodes-base.if", "position": [ -864, 208 ] }, { "id": "2502a0c1-8d87-4296-8bea-ba63da35207f", "name": "Format Client Data", "type": "n8n-nodes-base.code", "position": [ -640, 112 ] }, { "id": "10fcd2a0-fe5c-4bc4-a6a0-605cb498675a", "name": "Error Notification", "type": "n8n-nodes-base.slack", "position": [ -640, 304 ] }, { "id": "fcc8a75a-86fb-40c5-8814-52819f9a715c", "name": "Schedule Kickoff Call", "type": "n8n-nodes-base.googleCalendar", "position": [ 256, 16 ] }, { "id": "d92877d4-e694-4d7e-904b-0d025d2ecbf3", "name": "Fetch Won Deals from GHL", "type": "n8n-nodes-base.highLevel", "position": [ -1088, 208 ] }, { "id": "a30a97a4-b427-4cb4-b9f1-a686f5b97338", "name": "Create Client Folder", "type": "n8n-nodes-base.googleDrive", "position": [ -416, 112 ] }, { "id": "1d0da858-081c-467f-9c44-8f560eb0a6c2", "name": "Create GHL Onboarding Task", "type": "n8n-nodes-base.highLevel", "position": [ 256, 208 ] } ], "connections": { "Format Client Data": { "main": [ [ { "node": "Create Client Folder", "type": "main", "index": 0 } ] ] }, "Send Slack Welcome": { "main": [ [ { "node": "Schedule Kickoff Call", "type": "main", "index": 0 } ] ] }, "Create Client Folder": { "main": [ [ { "node": "Copy Contract Template", "type": "main", "index": 0 }, { "node": "Copy Kickoff Deck Template", "type": "main", "index": 0 } ] ] }, "Validate Client Data": { "main": [ [ { "node": "Format Client Data", "type": "main", "index": 0 } ], [ { "node": "Error Notification", "type": "main", "index": 0 } ] ] }, "Schedule Kickoff Call": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 } ] ] }, "Copy Contract Template": { "main": [ [ { "node": "Send Slack Welcome", "type": "main", "index": 0 } ] ] }, "GHL Webhook - Deal Won": { "main": [ [ { "node": "Fetch Won Deals from GHL", "type": "main", "index": 0 } ] ] }, "Fetch Won Deals from GHL": { "main": [ [ { "node": "Validate Client Data", "type": "main", "index": 0 } ] ] }, "Copy Kickoff Deck Template": { "main": [ [ { "node": "Create GHL Onboarding Task", "type": "main", "index": 0 } ] ] }, "Create GHL Onboarding Task": { "main": [ [ { "node": "Send Welcome Email", "type": "main", "index": 0 } ] ] } } }