n8n BriefGate Workflow: Create Client Intakes from Won Deals Webhook

Automatically create BriefGate client intakes the moment a deal is marked “Won”

This n8n workflow listens for a “deal won” webhook from your CRM and then uses the BriefGate API to create a client intake portal—requesting kickoff materials like your logo, brand colors, and website copy, and emailing the client their access link.

What this workflow does

• Receives a POST webhook when your CRM marks a deal as won.
• Extracts key details from the incoming JSON payload: deal_name, client_name, and client_email.
• Creates a new BriefGate intake using a predefined set of requested items (logo, brand colors, and website copy) and the default chase schedule.
• Sends the client the BriefGate portal link using BriefGate’s built-in email delivery.
• Supports setup and customization so you can adjust intake items (required fields, labels, and help text) to match what you collect at kickoff.

Use cases

• Your sales team closes a deal in a CRM, and you want the kickoff intake to launch instantly—without manual outreach.
• You want a consistent onboarding workflow that gathers brand assets (logo, brand colors, website copy) from every new client.
• You’re an automation engineer building SaaS operations workflows and need a reliable webhook-to-portal handoff using n8n and BriefGate.

Technical details

• n8n nodes used: Webhook, Sticky Note, and the n8n-nodes-briefgate (BriefGate) node.
• Credential setup: Add a BriefGate API key from the BriefGate dashboard (use a bg_test_… key while testing).
• CRM configuration: Copy the Webhook node’s Production URL and configure your CRM (or tools like Zapier/Make) to POST when a deal is won.
• Field mapping: Ensure the payload includes deal_name, client_name, and client_email (or update mappings in the BriefGate node).