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Tired of manually re-entering client data across spreadsheets, carrier portals, and accounting systems every time a new shipping client signs on? This n8n workflow kills the copy-paste chaos by automating your entire logistics & shipping client onboarding process—from intake to carrier setup—in minutes.
Stop losing hours on repetitive data entry and client follow-ups. This n8n workflow automatically captures new client details from your form or CRM, creates structured folders, generates customized rate sheets, sends welcome emails, and syncs with your shipping carriers and accounting tools. It's the fastest way to get new logistics clients active without errors or delays.
## What's Included
- One-click client intake: Capture onboarding data from a web form, Google Sheet, or CRM and trigger the entire workflow automatically. - Auto-create client profiles & folders: Generate a dedicated client directory with standardized documents, contracts, and rate templates. - Send branded welcome sequence: Deliver a series of onboarding emails with login links, terms, and next steps—no manual composing. - Carrier API integration: Automatically register new clients with your preferred carriers (e.g., FedEx, UPS, LTL) and pull back account numbers. - Accounting sync: Push client details to QuickBooks, Xero, or your ERP to ensure billing and invoicing are ready from day one.