How it works This workflow automates the entire lifecycle of a service-based client, combining four distinct business flows into a single view: Intake Leads: Receives a webhook from your form builder, validates the data, optionally enriches the email using Clearbit, and creates records in Airtable and Notion. Manage Bookings: Processes scheduling webhooks to update lead status, create Google Calendar events, and send pre-call survey emails. Send Reminders: Runs a daily schedule to scan Airtable for upcoming calls and automatically sends 24h reminder emails to reduce no-shows. Onboard Clients: Reacts to successful payments by marking leads as "Paid," generating a Notion Onboarding Checklist, and sending a Welcome Kit via Email and WhatsApp. Set up steps Configure Credentials: Connect your accounts for Airtable, Notion, Slack, Google Calendar, and GMAIL . (Optional) Add credentials for Clearbit (enrichment) and Twilio (WhatsApp). Customize Emails: Open the four Email Send nodes. Customize the Body Text with your own booking links and survey URLs. Configure Tables & IDs: Update the Airtable nodes with your specific Base and Table names (e.g., tblLeads ). Update the Notion nodes with your Database IDs for Projects and Onboarding. Connect Webhooks: Copy the Production URLs from the three Webhook nodes ( Lead Intake , Booking , Payment ) and paste them into your respective form, calendar, or payment provider settings.