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Automate Client Lifecycle: Lead Intake to Onboarding with Airtable, Notion & Google Calendar

by Dhruv MaliUpdated Aug 2026
RequiresAirtableAirtableNotionNotionGoogle CalendarGoogle CalendarSlackGmailGmail
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WeWebhook TriggerIfValidate Booking DataValidate Bookin…Update Airtable Lead RecordUpdate Airtable…Update Notion PageUpdate Notion P…Create Google Calendar EventCreate Google C…ScSchedule Daily CheckSchedule Daily …Get Upcoming Calls (24h)Get Upcoming Ca…Mark Reminder SentMark Reminder S…Notify SlackRTRespond ErrorIfValidate DataHREnrich with Clearbit (Optional)Enrich with Cle…Create Airtable RecordCreate Airtable…Create Notion Project PageCreate Notion P…Send Slack NotificationSend Slack Noti…Log Error to SlackLog Error to Sl…WeWebhook Trigger1RTRespond Success1RTRespond Error1IfValidate Payment DataValidate Paymen…Mark Lead as Paid in AirtableMark Lead as Pa…Create Onboarding Checklist in NotionCreate Onboardi…HRSend WhatsApp Welcome (Optional)Send WhatsApp W…Notify Slack - PaymentNotify Slack - …Update Financial TrackingUpdate Financia…WeWebhook Trigger2RTRespond Success2RTRespond Error2Send Pre-Call Survey EmailSend Pre-Call S…Send 24h ReminderSend 24h Remind…Send Auto-Reply EmailSend Auto-Reply…Send Welcome EmailSend Welcome Em…1234567
1/5
FLOWS
STEPS · 7
Starts on an incoming request

On lead-intake webhook, records the client in Airtable and Notion, schedules onboarding in Google Calendar, and notifies via Slack and Gmail.

Tags

webhookadvancedAirtableNotionLead Generationdiscoveredpending-review
Connects
airtableAirtablenotionNotiongooglecalendarGoogle CalendarSlackgmailGmail
CategoryApprovals & Backoffice
Triggerwebhook
Complexityadvanced
Nodes32
AddedJun 27, 2026