Ready-made n8n template

Tenant Onboarding Automation n8n Workflow

Handle new-tenant move-in end to end — digital lease, welcome pack, and every setup task done automatically.

DocuSignGoogle DriveSendGridGoogle Calendarn8n

How this workflow runs

What it does

Tenant Onboarding Automation n8n Workflow overview

Handle new-tenant move-in end to end — digital lease, welcome pack, and every setup task done automatically. The n8n workflow connects DocuSign, Google Drive, SendGrid through a visible sequence of 5 trigger, processing, and delivery steps. Each step can be inspected and adapted before the automation is activated.

Who it is for

A practical fit for teams with this repeatable process

This template is designed for agents, property managers, brokerages, and real estate teams that want a documented starting point they can run in their own n8n environment.

How it works

The workflow logic, step by step

  1. Lease SignedDocuSign webhook on completion
  2. Welcome PackEmail with all move-in documents
  3. Account SetupPortal access + utility instructions
  4. Schedule Key HandoverCalendar invite for move-in day
  5. Day 3 Follow-UpRent setup + direct debit instructions

Connected tools

Integrations

These are the services represented in the current template. Substitute services may require different nodes, credentials, and field mappings.

  • DocuSign
  • Google Drive
  • SendGrid
  • Google Calendar
  • n8n

What is built in

Features

  • Lease Signed: DocuSign webhook on completion
  • Welcome Pack: Email with all move-in documents
  • Account Setup: Portal access + utility instructions
  • Schedule Key Handover: Calendar invite for move-in day
  • Day 3 Follow-Up: Rent setup + direct debit instructions

Before you import

Requirements

Third-party accounts, usage fees, and API access are not included with the template.

  • An active n8n instance
  • DocuSign account or API credentials
  • Google Drive account or API credentials
  • SendGrid account or API credentials
  • Google Calendar account or API credentials
  • Your own business rules, sample data, and approval criteria

What the buyer receives

A documented, editable n8n workflow package

Template package

  • Importable n8n workflow JSON
  • Setup documentation
  • Recorded video walkthrough
  • One bonus workflow

Not included

  • Third-party subscriptions or API credits
  • Your service credentials
  • Custom field mapping unless setup is purchased
  • Unsupported claims about business outcomes

FAQ

Questions about this n8n workflow

What is included with the Tenant Onboarding Automation template?

You receive the importable n8n workflow JSON, setup documentation, a video walkthrough, and a bonus workflow. Credentials and paid third-party subscriptions are not included.

Can I edit the workflow after importing it?

Yes. The workflow runs in your n8n account, so you can inspect and change nodes, prompts, schedules, field mappings, and routing rules before activation.

Which integrations does this n8n workflow use?

The current template is designed around DocuSign, Google Drive, SendGrid, Google Calendar. Equivalent services may require node and field-mapping changes.

Is setup help available?

Yes. The template is available for self-installation, and a done-for-you setup option starts at $899. Final setup scope depends on your accounts and customization needs.

Choose your route

Get the template or request installation

Self-install the workflow for $79, or request a scoped setup from $899 on your own accounts.