{"slug":"close-won-onboarding-workflow","title":"Close Won to Onboarding: GHL Trigger + N8N Heavy Lifting Architecture","tags":["ghl","n8n","onboarding","workflow","supabase"],"agent_summary":"Architecture for the close-won to onboarding workflow where GHL handles the trigger and removes from other workflows, then N8N does the heavy lifting: creating SaaS client, generating magic link, sending welcome SMS/email, and managing Supabase records.","trigger_phrases":["close won onboarding workflow","ghl to n8n onboarding flow","magic link onboarding setup","new client onboarding automation","close won pipeline trigger n8n","saas client creation workflow"],"runnable":true,"markdown":"## Close Won → Onboarding Workflow Architecture\n\n### Design Principle\nGHL handles the trigger and simple native actions. N8N handles all complex logic.\n\n### GHL Side (Minimal)\n1. **Trigger**: Pipeline stage changed to \"Close Won\" in Sales Pipeline\n2. **Action**: Remove from all other workflows (native GHL action)\n3. **Action**: Send webhook to N8N\n\n### N8N Side (Heavy Lifting)\n1. **Log webhook** — Extract contact data from GHL webhook payload\n2. **Create SaaS client** — Insert into Supabase `clients` table\n3. **Generate magic link** — Create unique onboarding URL for the client\n4. **Save token** — Store authentication token in Supabase\n5. **Cancel sales enrollments** — Disenroll from all sales-related N8N workflows\n6. **Create onboarding opportunity** — Move to onboarding pipeline stage\n7. **Send welcome SMS**: \"Hey {first_name}, welcome to Iron Automations! We're getting everything set up for you. Here's your onboarding form — takes about 5 minutes. {magic_link}\"\n8. **Send welcome email** — Same content with more detail\n9. **Post notification** — Send to Mattermost notifications channel (NOT SMS replies channel)\n\n### Key Decisions\n- **No inbound webhooks to GHL** — Premium feature, never use it. Always send data OUT of GHL to N8N.\n- **No custom webhook actions** — Also premium. Off the table.\n- **Tags**: Only use if absolutely necessary for triggering other automations. Pipeline stage changes are preferred.\n- **Onboarding form reminders**: Should be a SEPARATE workflow, not bundled into this one.\n\n### Magic Link Onboarding Form Flow\nThe magic link leads to a mobile-optimized multi-step form:\n1. Loom video walkthrough explaining each question\n2. Services offered (creates individual pages on website)\n3. Service area / cities served (creates location pages)\n4. Google Business Profile link\n5. Facebook page link\n6. Logo upload (or request generation)\n7. Brand colors\n8. Photos (5-10 of job sites, team, equipment)\n9. Business details (legal name, address, phone, email)\n10. Domain name (existing or request new)\n\nForm submissions feed into Iron Funnels for automated site/funnel generation.\n","html":"

Close Won → Onboarding Workflow Architecture

\n

Design Principle

\n

GHL handles the trigger and simple native actions. N8N handles all complex logic.

\n

GHL Side (Minimal)

\n
    \n
  1. Trigger: Pipeline stage changed to \"Close Won\" in Sales Pipeline
    2. \n
  2. Action: Remove from all other workflows (native GHL action)
    3. \n
  3. Action: Send webhook to N8N
    4. \n
\n

N8N Side (Heavy Lifting)

\n
    \n
  1. Log webhook — Extract contact data from GHL webhook payload
    2. \n
  2. Create SaaS client — Insert into Supabase clients table
    3. \n
  3. Generate magic link — Create unique onboarding URL for the client
    4. \n
  4. Save token — Store authentication token in Supabase
    5. \n
  5. Cancel sales enrollments — Disenroll from all sales-related N8N workflows
    6. \n
  6. Create onboarding opportunity — Move to onboarding pipeline stage
    7. \n
  7. Send welcome SMS: \"Hey {first_name}, welcome to Iron Automations! We're getting everything set up for you. Here's your onboarding form — takes about 5 minutes. {magic_link}\"
    8. \n
  8. Send welcome email — Same content with more detail
    9. \n
  9. Post notification — Send to Mattermost notifications channel (NOT SMS replies channel)
    10. \n
\n

Key Decisions

\n\n

Magic Link Onboarding Form Flow

\n

The magic link leads to a mobile-optimized multi-step form:

\n
    \n
  1. Loom video walkthrough explaining each question
    2. \n
  2. Services offered (creates individual pages on website)
    3. \n
  3. Service area / cities served (creates location pages)
    4. \n
  4. Google Business Profile link
    5. \n
  5. Facebook page link
    6. \n
  6. Logo upload (or request generation)
    7. \n
  7. Brand colors
    8. \n
  8. Photos (5-10 of job sites, team, equipment)
    9. \n
  9. Business details (legal name, address, phone, email)
    10. \n
  10. Domain name (existing or request new)
    11. \n
\n

Form submissions feed into Iron Funnels for automated site/funnel generation.

\n"}