GoHighLevelの顧客入社フロー(Google Drive、Gmail、Slackを使用)
上級
これはContent Creation, Multimodal AI分野の自動化ワークフローで、23個のノードを含みます。主にIf, Code, Gmail, Slack, Webhookなどのノードを使用。 Google Drive、Gmail、Calendar、Slackを使ったGoHighLevel顧客イン監査の自動化
前提条件
- •Googleアカウント + Gmail API認証情報
- •Slack Bot Token または Webhook URL
- •HTTP Webhookエンドポイント(n8nが自動生成)
- •Google Drive API認証情報
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "VaGKdfnWJI4gOfeu",
"meta": {
"instanceId": "8443f10082278c46aa5cf3acf8ff0f70061a2c58bce76efac814b16290845177",
"templateCredsSetupCompleted": true
},
"name": "GoHighLevel Client Onboarding with Google Drive, Gmail & Slack",
"tags": [],
"nodes": [
{
"id": "0147f828-0a2e-4476-bff0-bde1962451d3",
"name": "付箋",
"type": "n8n-nodes-base.stickyNote",
"notes": "Workflow Overview",
"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- Duplicates contract and kickoff deck templates\n- Sends welcome email to new clients\n- Creates onboarding tasks in GHL\n- Schedules kickoff call in Google Calendar\n- Notifies team via Slack\n\n**Business Value:**\n✅ Saves 30-45 minutes per client onboarding\n✅ Eliminates manual data entry errors\n✅ Ensures consistent client experience\n✅ Automatic document generation\n✅ Team stays informed instantly\n\n**Prerequisites:**\n- Active GoHighLevel account with API access\n- Google Workspace (Drive, Gmail, Calendar)\n- Slack workspace\n- Contract template in Google Drive\n- Kickoff deck template in Google Drive\n\n**Setup Time:** ~15 minutes\n"
},
"typeVersion": 1
},
{
"id": "699ae091-bf52-4dd9-aaef-93d944c436c0",
"name": "付箋1",
"type": "n8n-nodes-base.stickyNote",
"notes": "Webhook Setup Instructions",
"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 = \"Won\"\n4. Add webhook action\n5. Copy the production URL from this webhook node\n6. Paste it in GHL webhook URL field\n7. Test the webhook from GHL\n\n**Webhook Path:** `/ghl-deal-won`\n\n**Expected Data:**\n- Opportunity ID, name, value\n- Contact name, email, phone\n- Company information\n- Pipeline details"
},
"typeVersion": 1
},
{
"id": "4a236b6d-0daf-4205-a3cc-ad3a47af43c9",
"name": "付箋2",
"type": "n8n-nodes-base.stickyNote",
"notes": "GHL API Configuration",
"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, click \"Create New Credential\"\n3. Select \"HighLevel OAuth2 API\"\n4. Enter your credentials\n5. Authorize access\n\n**Filter:** Only fetches opportunities with status = \"Won\"\n\n**Note:** This node validates the webhook data before processing"
},
"typeVersion": 1
},
{
"id": "257c94f7-3f60-44a2-86f9-059bf4bc3be3",
"name": "付箋3",
"type": "n8n-nodes-base.stickyNote",
"notes": "Validation Logic",
"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- Processing incomplete data\n- Workflow failures from missing info\n- Bad data reaching Google Drive/Email\n\n**No configuration needed** - works automatically"
},
"typeVersion": 1
},
{
"id": "dcc10ae5-cd60-41a8-8d4d-c358503b547e",
"name": "付箋4",
"type": "n8n-nodes-base.stickyNote",
"notes": "Data Formatting",
"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 validation flags\n\n**Output Fields:**\n- Client name, email, phone\n- Deal value, ID, status\n- Folder naming: `ClientName_YYYY-MM-DD`\n- Document templates with client name\n\n**No configuration needed** - processes automatically"
},
"typeVersion": 1
},
{
"id": "ca90f717-217c-4a22-beb0-f24bc7c652a3",
"name": "付箋5",
"type": "n8n-nodes-base.stickyNote",
"notes": "Google Drive Configuration",
"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 Folder:**\n - Replace the hardcoded folder ID with your folder\n - Use the folder dropdown to select\n\n3. **Prepare Templates:**\n - Create contract template in Drive\n - Create kickoff deck template\n - Note their file IDs (from URL)\n - Update the Copy Template nodes with these IDs\n\n**This Creates:** A new folder with client info document"
},
"typeVersion": 1
},
{
"id": "149c1e02-ec1b-4b6e-bd18-1227ed34694a",
"name": "付箋6",
"type": "n8n-nodes-base.stickyNote",
"notes": "Template Setup",
"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 paste File ID manually\n\n2. **Kickoff Deck Template:**\n - Open the \"Copy Kickoff Deck Template\" node\n - Select your presentation template\n\n**Templates Will:**\n- Be copied to client folder\n- Auto-rename with client name\n- Preserve all formatting\n\n**Tip:** Use Google Docs/Slides with placeholder text like `{{CLIENT_NAME}}`"
},
"typeVersion": 1
},
{
"id": "9da21ac9-e091-4bba-b929-657598be858e",
"name": "付箋7",
"type": "n8n-nodes-base.stickyNote",
"notes": "Slack Notifications",
"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 the channel dropdown\n - Choose your team notifications channel\n - Recommended: #client-onboarding or #sales\n\n3. **Customize Message:**\n - Edit the notification text as needed\n - Add/remove fields\n - Include relevant links\n\n**Notification Includes:**\n- Client details\n- Deal value\n- Link to Drive folder\n- Confirmation of completed steps"
},
"typeVersion": 1
},
{
"id": "7946e499-ceb4-47a2-ab39-3538274c706d",
"name": "付箋8",
"type": "n8n-nodes-base.stickyNote",
"notes": "Calendar & Email Setup",
"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:**\n1. Connect Gmail OAuth2 credential\n2. **IMPORTANT:** Change the hardcoded email to use:\n `={{ $('Format Client Data').item.json.clientEmail }}`\n3. Customize email template:\n - Replace `[Your Company]` with your company name\n - Update branding/colors\n - Modify welcome message\n - Update links\n\n**Email Includes:**\n- Welcome message\n- Next steps checklist\n- Calendar booking link\n- Drive folder access"
},
"typeVersion": 1
},
{
"id": "814625bd-70bb-4ca0-b811-f8b1bbbbe6f9",
"name": "付箋9",
"type": "n8n-nodes-base.stickyNote",
"notes": "Task Creation Setup",
"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. **Customize Task:**\n - Set appropriate due date\n - Change `completed: true` to `false` if task should be open\n - Add assignee if needed\n\n3. **Task Details:**\n - Title uses client name automatically\n - Links back to opportunity\n - Appears in GHL dashboard\n\n**Purpose:** Creates follow-up task for account manager"
},
"typeVersion": 1
},
{
"id": "da68a8dd-9e43-41e2-ab8e-2e542204821a",
"name": "付箋10",
"type": "n8n-nodes-base.stickyNote",
"notes": "Error Handling",
"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\n2. Customize error message format\n3. Add @mentions if needed\n\n**When Triggered:**\n- Missing required client data\n- Invalid opportunity format\n- Data validation fails\n\n**Tip:** Set up a dedicated #n8n-errors channel"
},
"typeVersion": 1
},
{
"id": "e9b7c39a-b985-4281-a203-a9d01ce2283b",
"name": "GHL Webhook - 案件獲得",
"type": "n8n-nodes-base.webhook",
"notes": "Webhook trigger for GHL when deal moves to Won or Completed. Configure in GHL: Automation > Workflows > Add Webhook",
"position": [
-1344,
208
],
"webhookId": "ghl-deal-webhook",
"parameters": {
"path": "ghl-deal-won",
"options": {},
"responseMode": "responseNode"
},
"typeVersion": 1
},
{
"id": "7ff6623b-85cc-40da-af0f-7040978f002b",
"name": "契約テンプレートをコピー",
"type": "n8n-nodes-base.googleDrive",
"notes": "Duplicates contract template into client folder",
"position": [
-192,
16
],
"parameters": {
"name": "={{ $('Format Client Data').item.json.contractName }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "YOUR_CONTRACT_TEMPLATE_FILE_ID_HERE"
},
"options": {},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "d042203f-4455-4247-825e-8a8d1410de3a",
"name": "キックオフ資料テンプレートをコピー",
"type": "n8n-nodes-base.googleDrive",
"notes": "Duplicates kickoff deck template into client folder",
"position": [
32,
208
],
"parameters": {
"name": "={{ $('Format Client Data').item.json.contractName }}",
"fileId": {
"__rl": true,
"mode": "id",
"value": "YOUR_KICKOFF_DECK_TEMPLATE_FILE_ID_HERE"
},
"options": {},
"operation": "copy"
},
"typeVersion": 3
},
{
"id": "cf042878-b5e2-495d-9702-2b79807ff13b",
"name": "Slackウェルカムメッセージ送信",
"type": "n8n-nodes-base.slack",
"notes": "Posts welcome message to team Slack channel",
"position": [
32,
16
],
"webhookId": "d01feec4-3082-42cf-8aa7-9958ce39c6fc",
"parameters": {
"text": "=🎉 *New Client Onboarded!*\n\n*Client:* {{ $('Format Client Data').item.json.clientName }} \n*ClientPhone:*{{ $('Format Client Data').item.json.clientPhone }}\n*Deal Value:* {{ $('Format Client Data').item.json.dealValue }} \n*Email:* {{ $('Format Client Data').item.json.clientEmail }}\n\n📁 *Client Folder:* https://drive.google.com/drive/folders/{{ $node['Create Client File'].json.id }}\n\n✅ Onboarding task created and welcome email sent!",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_SLACK_CHANNEL_ID_HERE",
"cachedResultName": "Select your channel"
},
"otherOptions": {}
},
"typeVersion": 2.1
},
{
"id": "d539c146-6b10-4799-bc91-f41949bbee23",
"name": "ウェルカムメール送信",
"type": "n8n-nodes-base.gmail",
"notes": "Sends branded welcome email with onboarding details",
"position": [
480,
112
],
"webhookId": "e12acc81-eeb7-47be-8982-74823670d163",
"parameters": {
"sendTo": "={{ $('Format Client Data').item.json.clientEmail }}",
"message": "=<html>\n<body style=\"font-family: Arial, sans-serif; line-height: 1.6; color: #333;\">\n <div style=\"max-width: 600px; margin: 0 auto; padding: 20px;\">\n <h2 style=\"color: #2563eb;\">Welcome Aboard, {{ $('Format Client Data').item.json.clientName }}! 🎉</h2>\n \n <p>We're thrilled to have you as a client! Your success is our top priority, and we're committed to delivering exceptional results.</p>\n \n <h3 style=\"color: #2563eb;\">Next Steps:</h3>\n <ol>\n <li><strong>Review Your Welcome Kit:</strong> Attached is your comprehensive onboarding guide</li>\n <li><strong>Schedule Your Kickoff Call:</strong> <a href=\"{{ $json.htmlLink }}\">Click here to book your onboarding session</a></li>\n <li><strong>Access Your Documents:</strong> <a href=\"https://drive.google.com/drive/folders/{{ $node['Create Client File'].json.id }}\">View your client folder</a></li>\n </ol>\n \n <p>Your dedicated account manager will reach out within 24 hours to answer any questions.</p>\n \n <p style=\"margin-top: 30px;\">Looking forward to an amazing partnership!</p>\n \n <p style=\"font-weight: bold;\">The [Your Company Name] Team</p>\n </div>\n</body>\n</html>",
"options": {},
"subject": "=Welcome to [Your Company Name] - Let's Get Started! 🚀"
},
"typeVersion": 2.1
},
{
"id": "600f53fb-8dbb-4ec2-81ad-19cf394191f9",
"name": "クライアントデータの検証",
"type": "n8n-nodes-base.if",
"notes": "Ensures required fields are present before processing",
"position": [
-864,
208
],
"parameters": {
"conditions": {
"string": [
{
"value1": "={{ $json.id }}",
"operation": "isNotEmpty"
},
{
"value1": "={{ $json.name }}",
"operation": "isNotEmpty"
}
]
}
},
"typeVersion": 1
},
{
"id": "2502a0c1-8d87-4296-8bea-ba63da35207f",
"name": "クライアントデータの整形",
"type": "n8n-nodes-base.code",
"notes": "Standardizes data format for use across workflow",
"position": [
-640,
112
],
"parameters": {
"jsCode": "// Extract and format client data from GHL opportunity\nconst opportunity = $input.item.json;\nconst contact = opportunity.contact || {};\nconst relations = opportunity.relations || [];\n\n// Get primary contact relation data as fallback\nconst primaryRelation = relations.find(r => r.primary === true) || {};\n\n// Extract client information with fallbacks\nconst clientName = contact.name || primaryRelation.contactName || primaryRelation.fullName || 'Unknown Client';\nconst clientEmail = contact.email || primaryRelation.email || '';\nconst clientPhone = contact.phone || primaryRelation.phone || '';\nconst companyName = contact.companyName || primaryRelation.companyName || '';\n\n// Format date for folder name (YYYY-MM-DD)\nconst today = new Date().toISOString().split('T')[0];\n\n// Create safe folder name (remove special characters)\nconst safeFolderName = clientName.replace(/[^a-zA-Z0-9\\s-]/g, '').trim();\n\nreturn {\n // Core client info\n clientName: clientName,\n clientEmail: clientEmail,\n clientPhone: clientPhone,\n companyName: companyName,\n \n // Deal information\n dealId: opportunity.id || '',\n dealName: opportunity.name || clientName,\n dealValue: opportunity.monetaryValue || 0,\n dealStatus: opportunity.status || 'won',\n \n // Pipeline info\n pipelineId: opportunity.pipelineId || '',\n pipelineStageId: opportunity.pipelineStageId || '',\n \n // Contact & Location IDs\n contactId: opportunity.contactId || contact.id || '',\n locationId: opportunity.locationId || '',\n assignedTo: opportunity.assignedTo || '',\n \n // Folder naming for Google Drive\n folderName: `${safeFolderName}_${today}`,\n \n // Document naming templates\n contractName: `${safeFolderName} - Service Agreement`,\n kickoffDeckName: `${safeFolderName} - Onboarding Deck`,\n \n // Timestamps\n createdAt: opportunity.createdAt || '',\n updatedAt: opportunity.updatedAt || '',\n lastStageChangeAt: opportunity.lastStageChangeAt || '',\n timestamp: new Date().toISOString(),\n \n // Additional useful data\n tags: contact.tags || [],\n source: opportunity.source || 'manual',\n \n // Validation flags\n hasEmail: !!(clientEmail && clientEmail.length > 0),\n hasPhone: !!(clientPhone && clientPhone.length > 0),\n isValid: !!(clientName && clientName !== 'Unknown Client')\n};"
},
"typeVersion": 2
},
{
"id": "10fcd2a0-fe5c-4bc4-a6a0-605cb498675a",
"name": "エラー通知",
"type": "n8n-nodes-base.slack",
"notes": "Sends alert if workflow fails",
"onError": "continueErrorOutput",
"position": [
-640,
304
],
"webhookId": "aa8fad44-5063-439a-81eb-277c2c522a7d",
"parameters": {
"text": "=⚠️ *Onboarding Workflow Error*\n\n*Error Node:* {{ $json.node }}\n*Error:* {{ $json.error }}\n\n*Action Required:* Manual intervention needed for this client onboarding.",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "list",
"value": "YOUR_ERROR_CHANNEL_ID_HERE",
"cachedResultName": "Select error alerts channel"
},
"otherOptions": {}
},
"typeVersion": 2.1
},
{
"id": "fcc8a75a-86fb-40c5-8814-52819f9a715c",
"name": "キックオフ通話のスケジュール",
"type": "n8n-nodes-base.googleCalendar",
"notes": "Creates calendar event for client kickoff meeting",
"position": [
256,
16
],
"parameters": {
"calendar": {
"__rl": true,
"mode": "list",
"value": "YOUR_CALENDAR_EMAIL_HERE",
"cachedResultName": "Select your calendar"
},
"additionalFields": {
"description": "={{ $json.message.blocks[0].elements[0].elements[2].text }}"
}
},
"typeVersion": 1.3
},
{
"id": "d92877d4-e694-4d7e-904b-0d025d2ecbf3",
"name": "GHLから獲得案件を取得",
"type": "n8n-nodes-base.highLevel",
"notes": "Retrieves all opportunities marked as Won from GoHighLevel",
"position": [
-1088,
208
],
"parameters": {
"filters": {
"status": "won"
},
"resource": "opportunity",
"operation": "getAll",
"returnAll": true,
"requestOptions": {}
},
"typeVersion": 2,
"alwaysOutputData": true
},
{
"id": "a30a97a4-b427-4cb4-b9f1-a686f5b97338",
"name": "クライアントフォルダを作成",
"type": "n8n-nodes-base.googleDrive",
"notes": "Creates client folder with format: ClientName_YYYY-MM-DD",
"position": [
-416,
112
],
"parameters": {
"name": "New File",
"content": "=CLIENT ONBOARDING INFORMATION\n\nClient Name: {{ $json.clientName }}\nCompany: {{ $json.companyName }}\nEmail: {{ $json.clientEmail }}\nPhone: {{ $json.clientPhone }}\n\nDEAL DETAILS\nDeal Name: {{ $json.dealName }}\nDeal Value: ${{ $json.dealValue }}\nDeal Status: {{ $json.dealStatus }}\nDeal ID: {{ $json.dealId }}\n\nCONTACT INFORMATION\nContact ID: {{ $json.contactId }}\nLocation ID: {{ $json.locationId }}\nAssigned To: {{ $json.assignedTo }}\n\nTIMESTAMPS\nCreated: {{ $json.createdAt }}\nLast Updated: {{ $json.updatedAt }}\nStage Changed: {{ $json.lastStageChangeAt }}\n\nTAGS\n{{ $json.tags.join(', ') }}\n\n---\nThis file was automatically generated on {{ $json.timestamp }}",
"driveId": {
"__rl": true,
"mode": "list",
"value": "My Drive"
},
"options": {},
"folderId": {
"__rl": true,
"mode": "list",
"value": "YOUR_PARENT_FOLDER_ID_HERE",
"cachedResultName": "Select parent folder for client folders"
},
"operation": "createFromText"
},
"typeVersion": 3
},
{
"id": "1d0da858-081c-467f-9c44-8f560eb0a6c2",
"name": "GHLオンボーディングタスクを作成",
"type": "n8n-nodes-base.highLevel",
"notes": "Creates follow-up task in GHL for account manager",
"position": [
256,
208
],
"parameters": {
"title": "=Onboard {{ $('Format Client Data').item.json.clientName }}",
"dueDate": "={{ $now.plus(7, 'days').toISO() }}",
"resource": "task",
"contactId": "={{ $('Format Client Data').item.json.contactId }}",
"requestOptions": {},
"additionalFields": {}
},
"typeVersion": 2
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "7382a7aa-a661-45b9-a09e-171d52e87296",
"connections": {
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"d042203f-4455-4247-825e-8a8d1410de3a": {
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"1d0da858-081c-467f-9c44-8f560eb0a6c2": {
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}よくある質問
このワークフローの使い方は?
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか?
上級 - コンテンツ作成, マルチモーダルAI
有料ですか?
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。
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ワークフロー情報
難易度
上級
ノード数23
カテゴリー2
ノードタイプ9
作成者
Rahul Joshi
@rahul08Rahul Joshi is a seasoned technology leader specializing in the n8n automation tool and AI-driven workflow automation. With deep expertise in building open-source workflow automation and self-hosted automation platforms, he helps organizations eliminate manual processes through intelligent n8n ai agent automation solutions.
外部リンク
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