CRM

advancedn8n

Crm test description

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What this template does

Automates your client intake process by collecting form submissions, storing structured data, generating organized assets, and creating workflow-ready tasks—reducing manual work to zero.

Requirements

n8n instance (cloud or self-hosted)
Typeform account with the selected intake form
Airtable base + table for storing submissions
Google Drive folder to store generated docs/files
Asana workspace + project for task creation
API keys / connections for: Typeform, Airtable, Google Drive, Asana

How to set it up

Import the downloaded workflow JSON into your n8n instance. Open the workflow and connect your credentials for: Typeform (API key) Airtable (API key or OAuth) Google Drive (OAuth) Asana (Personal Access Token or OAuth) In the Typeform trigger node, select the exact form you want to listen to. In the Airtable node, map each form field to the correct columns inside your base. In the Google Drive node, select the target folder where new files or folders should be created. In the Asana task node, choose the correct workspace + project, then map fields like: Task name Description Assigned user (optional) Tags or sections (optional) Run the workflow once manually using a sample response to confirm all connections are valid. Activate the workflow. Submit a real test form and confirm: Airtable receives structured data Google Drive creates the correct assets Asana receives a fully-mapped task Once verified, your intake automation is live and running 24/7.

Version

1.1.0

BUILT BY REX