New clients fill out a Cognito Forms intake form (a tool for building online forms) with their details. That submission automatically kicks off a personalized onboarding email series through n8n (a workflow automation tool), so you never have to manually start the process.
Build your client intake form in Cognito Forms — include fields for name, email, company, and service package
In n8n, create a workflow with a Webhook trigger and connect it to your Cognito Forms submission webhook URL
Add an email node in n8n and write your onboarding email template using form field variables
Add additional email nodes with Wait nodes between them to create a Day 1, Day 3, and Day 7 sequence
Test by submitting a dummy form entry and verify each email sends correctly with the right client details
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut your onboarding kickoff time from days to minutes and spend far less time on manual follow-up each week.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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