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I will automate your client onboarding process with make and n8n
Timothy A. Abis
About this gig
Is your client onboarding process filled with repetitive tasks like collecting information, sending welcome emails, creating folders, and updating your CRM?
I will build a customized client onboarding automation using Make.com or n8n to connect your tools and streamline your workflow.
I can automate:
- Client intake forms CRM, Airtable, Notion, or Google Sheets
- New client submissions welcome emails and team notifications
- Client data Google Drive folders and document organization
- New clients project tasks in ClickUp, Trello, or other tools
- Client status updates, approvals, routing, and follow-ups
- Webhook and API-based onboarding workflows
I work with Make.com, n8n, Tally, Typeform, Google Forms, Airtable, Notion, Google Drive, Gmail, Slack, ClickUp, Trello, and supported CRMs.
I review your current process, identify repetitive work, build the workflow around your needs, test it, and explain how it works.
I can also troubleshoot or improve an existing onboarding automation.
Please contact me before ordering with your tools, workflow, and desired outcome so we can confirm the scope and best solution.
Get to know Timothy A. Abis
Timothy A. Abis
Business Automation Specialist Makecom n8n
- FromNigeria
- Member sinceSep 2026
Languages
English, Spanish
I help businesses automate repetitive workflows, connect their tools, & build reliable systems using Make.com & n8n.
My focus is on practical business automation from lead capture and CRM workflows to client onboarding, e-commerce processes, and troubleshooting existing automations.
My automation work can include:
• Make.com & n8n workflows
• CRM & lead management automation
• Client onboarding workflows
• API integrations
• Data synchronization between business apps
• Workflow troubleshooting & optimization
• E-commerce process automation
If you have a repetitive process.
Contact Me Now.
My Portfolio
FAQ
Can you automate my client onboarding process?
Yes. I can automate tasks such as client intake, welcome emails, document organization, CRM updates, and project task creation, depending on the tools involved.
Do you use Make.com or n8n?
Yes. I can use either platform depending on your workflow requirements and existing setup.
Can you connect my onboarding form to my CRM?
Yes, provided your form and CRM support a suitable integration, webhook, or API connection.
Can you automate welcome emails?
Yes. I can configure automated welcome emails and notifications based on specific onboarding events.
Can you create Google Drive folders for new clients?
Yes. I can automate folder creation and organize client-related information when the required tools support it.
Can you fix an existing onboarding automation?
Yes. I can review an existing workflow, identify the problem, and help improve or complete it.
Will automation guarantee better client results?
Automation can reduce repetitive work and improve process consistency, but the overall client experience also depends on your communication, service, and business process.
