{"product_id":"n8n-briefgate-workflow-create-client-intakes-from-won-deals-webhook","title":"n8n BriefGate Workflow: Create Client Intakes from Won Deals Webhook","description":"\u003ch3\u003eAutomatically create BriefGate client intakes the moment a deal is marked “Won”\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow listens for a \u003cstrong\u003e“deal won” webhook\u003c\/strong\u003e from your CRM and then uses the \u003cstrong\u003eBriefGate API\u003c\/strong\u003e to create a client intake portal—requesting kickoff materials like your logo, brand colors, and website copy, and emailing the client their access link.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives a POST webhook\u003c\/strong\u003e when your CRM marks a deal as won.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eExtracts key details\u003c\/strong\u003e from the incoming JSON payload: \u003cem\u003edeal_name\u003c\/em\u003e, \u003cem\u003eclient_name\u003c\/em\u003e, and \u003cem\u003eclient_email\u003c\/em\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreates a new BriefGate intake\u003c\/strong\u003e using a predefined set of requested items (logo, brand colors, and website copy) and the \u003cem\u003edefault chase schedule\u003c\/em\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSends the client the BriefGate portal link\u003c\/strong\u003e using BriefGate’s built-in email delivery.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSupports setup and customization\u003c\/strong\u003e so you can adjust intake items (required fields, labels, and help text) to match what you collect at kickoff.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eYour sales team closes a deal in a CRM, and you want the kickoff intake to launch instantly—without manual outreach.\u003c\/li\u003e\n  \u003cli\u003eYou want a consistent onboarding workflow that gathers brand assets (logo, brand colors, website copy) from every new client.\u003c\/li\u003e\n  \u003cli\u003eYou’re an automation engineer building SaaS operations workflows and need a reliable webhook-to-portal handoff using n8n and BriefGate.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes used:\u003c\/strong\u003e Webhook, Sticky Note, and the \u003cstrong\u003en8n-nodes-briefgate\u003c\/strong\u003e (BriefGate) node.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCredential setup:\u003c\/strong\u003e Add a BriefGate API key from the BriefGate dashboard (use a \u003ccode\u003ebg_test_…\u003c\/code\u003e key while testing).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCRM configuration:\u003c\/strong\u003e Copy the Webhook node’s Production URL and configure your CRM (or tools like Zapier\/Make) to POST when a deal is won.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eField mapping:\u003c\/strong\u003e Ensure the payload includes \u003cem\u003edeal_name\u003c\/em\u003e, \u003cem\u003eclient_name\u003c\/em\u003e, and \u003cem\u003eclient_email\u003c\/em\u003e (or update mappings in the BriefGate node).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46047243305139,"sku":"N8N-19677","price":16.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/HrWSihvWiQaueDNoY5r3l_Mk9l39gy.png?v=1789635753","url":"https:\/\/buyflowscripts.com\/products\/n8n-briefgate-workflow-create-client-intakes-from-won-deals-webhook","provider":"N8N Commerce","version":"1.0","type":"link"}