n8n Automation Workflows Ideas

for SaaS in Real Estate, Customer Service, E-commerce and Healthcare

In today’s fast-paced digital landscape, automation is no longer a luxury — it’s a necessity. For SaaS founders, marketers, and operations teams, tools like n8n offer a powerful way to streamline repetitive tasks and scale efficiently. In this article, I’ll share 30 practical, ready-to-implement n8n workflow ideas tailored specifically for key industries like Real Estate, Customer Support, E-commerce/Retail, and Healthcare. From lead management and appointment scheduling to inventory sync and customer feedback collection, these workflows will leverage popular tools such as Gmail, Google Sheets, Stripe, Slack, Notion, and more — helping you save time, reduce errors, and focus on what matters most: growth.

Real Estate

• Website Lead Capture & CRM Sync
  Description: Automate intake of potential buyer/seller leads from web forms into a CRM. Upon form submission, the data is captured and a new lead record is created in the CRM, immediately notified to the sales team. This mimics common n8n use cases of integrating web forms and CRM systems.
  Tools/Integrations: Typeform or Gravity Forms, HubSpot CRM (or Salesforce), Slack (or MS Teams), Gmail.
  Trigger: New form submission (via Webhook node).
  Key Steps:

  1. Form submits data to n8n via webhook.

  2. n8n parses the form data and creates/updates a lead in the CRM.

  3. Send a Slack message to the sales channel with lead details.

  4. Send a confirmation email to the lead via Gmail (optional).

• Automated Investment Lead Generation
  Description: Regularly scan real estate databases for high-potential investment properties and notify the team. This workflow runs on a schedule and queries a property data API (like BatchData), identifies new or changed listings matching criteria (e.g. high equity, distressed) and alerts the team of promising leads.
  Tools/Integrations: BatchData API (or Zillow/MLS API), Google Sheets (for history), Slack and Gmail (for alerts).
  Trigger: Scheduled Cron (e.g. daily).
  Key Steps:

  1. Use an HTTP Request or custom BatchData node to search properties by set criteria.

  2. Compare results to previous runs (stored in Google Sheets or n8n memory) to find new leads.

  3. Filter and score leads by factors like equity percentage or ownership duration.

  4. Retrieve detailed property and owner info (optionally using skip-tracing) for qualified leads.

  5. Send formatted alerts via Slack and email with property details and contact info.

• New Listing Publication to Channels
  Description: When a new property is listed, automatically publish it across marketing channels. Upon adding a listing to a database (e.g. Google Sheets or Airtable), the workflow posts on social media and sends a newsletter.
  Tools/Integrations: Google Sheets or Airtable (listings DB), Twitter/Facebook APIs, Mailchimp (email campaign), WordPress (for website update).
  Trigger: New row in Sheet/Airtable (via n8n Google Sheets/Airtable node).
  Key Steps:

  1. Trigger on a new listing entry in the spreadsheet/database.

  2. Extract listing details and format content.

  3. Post updates on Twitter/Facebook (using respective API nodes).

  4. Add listing to next email newsletter via Mailchimp API.

  5. (Optional) Publish listing to website by creating a WordPress post via its API.

• Appointment Scheduling & Reminder
  Description: Automate property visit scheduling and reminders. When a client books a tour, create a calendar event and send reminders automatically, reducing no-shows.
  Tools/Integrations: Calendly (or Google Calendar + Web form), Google Calendar, Gmail, Twilio SMS.
  Trigger: New booking event from Calendly (or Google Form submission).
  Key Steps:

  1. Trigger receives booking details (customer name, date/time).

  2. Create a Google Calendar event for the property tour.

  3. Send a confirmation email with event details via Gmail.

  4. Schedule an SMS reminder via Twilio (e.g. 24 hours before).

  5. (Optional) After the appointment time, send a follow-up email requesting feedback.

• Contract e-Signature Workflow
  Description: Streamline sending and tracking of real estate contracts. When a deal moves to contract stage, generate an e-signature request and notify stakeholders. Once signed, store documents and update the CRM.
  Tools/Integrations: DocuSign or PandaDoc, HubSpot CRM, Google Drive, Slack.
  Trigger: Deal stage change in CRM (HubSpot triggers via Webhook or API).
  Key Steps:

  1. Detect change of deal stage to “Contract” in CRM.

  2. Generate and send contract to client via DocuSign.

  3. When DocuSign reports “completed”, download signed PDF to Google Drive.

  4. Update CRM record status to “Contract Signed”.

  5. Post a Slack notification to the team with contract info.

• Maintenance Request Management
  Description: Automate tracking of tenant maintenance requests. Tenants fill a form for issues (e.g., plumbing). The workflow creates a support ticket and notifies maintenance staff. When fixed, it closes the loop with the tenant.
  Tools/Integrations: Google Forms (maintenance request), Jira Service Desk or Trello, Slack, Gmail.
  Trigger: New form submission by tenant (via Webhook).
  Key Steps:

  1. Receive maintenance request data (description, unit, etc.) from form.

  2. Create a ticket in Jira or Trello with the request details.

  3. Send a Slack/Email alert to maintenance team with ticket link.

  4. When status changes to “Done”, send a follow-up email to tenant confirming resolution.

• Commission & Sales Reporting
  Description: Automate tracking of closed deals and commissions. When a sale closes, calculate commissions, log data in a sheet and email reports to accounting and agents.
  Tools/Integrations: CRM (HubSpot/Salesforce), Google Sheets, Gmail.
  Trigger: Deal marked as “Closed Won” in CRM.
  Key Steps:

  1. On a new closed deal, retrieve the sale price and agent info.

  2. Compute commission (fixed percentage or tiered rules).

  3. Append a row to the Google Sheets ledger with deal and commission details.

  4. Email the agent and finance team with a summary of the sale and commission.

  5. Update CRM deal note with commission info.

Customer Service & Support

• Slack Support Tickets via Reaction
  Description: Capture flagged Slack messages as support issues. Team members react to a Slack message (e.g. with :white_check_mark:), triggering ticket creation in a system like Jira or Linear. An AI step can classify urgency if desired.
  Tools/Integrations: Slack, Jira or Linear, OpenAI (optional classification).
  Trigger: Reaction added to a Slack message in the support channel.
  Key Steps:

  1. Slack node watches for a specific emoji reaction on messages.

  2. On trigger, fetch the message text.

  3. (Optional) Use AI (OpenAI/GPT) to categorize priority or rewrite issue.

  4. Create a new ticket in Jira/Linear with issue details.

  5. Post a confirmation back to Slack (reply or DM) with ticket link.

• Form-to-Ticket with Notification
  Description: Turn customer inquiry forms into service tickets and confirmations. When a customer submits a support request form, automatically create a task in Asana (or another ticketing tool) and send a confirmation via email or WhatsApp.
  Tools/Integrations: Typeform (or Google Forms), Asana (or Trello), WhatsApp Business API (or Gmail).
  Trigger: New form submission.
  Key Steps:

  1. Receive form entry with customer issue details.

  2. Create a task in Asana containing the request.

  3. Send an acknowledgment to the customer via WhatsApp or email.

  4. (Optional) Update Asana task with progress and notify customer when resolved.

• Unresolved Ticket Escalation Alert
  Description: Automatically flag and notify managers of tickets that have been open too long. The workflow periodically checks the ticketing system and alerts supervisors for any ticket beyond an SLA threshold.
  Tools/Integrations: Zendesk or Freshdesk API, Slack (or Email), CRM (for owner data).
  Trigger: Scheduled (e.g. hourly or daily).
  Key Steps:

  1. Query the support system for tickets with “open” status and creation date older than X hours.

  2. For each ticket found, determine assigned agent/manager.

  3. Send a Slack message or email alert to the manager with the ticket summary.

  4. (Optional) Add a note to the ticket about the alert.

• Post-Resolution Survey
  Description: Collect customer satisfaction feedback after ticket closure. When a support ticket is marked “Closed”, the customer receives an automated survey email. Responses are logged for analysis.
  Tools/Integrations: Zendesk (or ticket system), SurveyMonkey or Typeform, Gmail, Google Sheets.
  Trigger: Ticket status changes to “Closed” (via webhook or API watch).
  Key Steps:

  1. Detect ticket closure event and get customer contact info.

  2. Send an email with a link to a short satisfaction survey.

  3. On survey submission, record responses in Google Sheets (or CRM).

  4. If rating is low, create a follow-up support ticket for further handling.

• AI-powered Email Categorization
  Description: Automatically triage incoming support emails. New emails in the support inbox are fed through an AI model to assign categories or priority, then entered into the ticket system with appropriate tags.
  Tools/Integrations: Gmail (or any IMAP), OpenAI/GPT (text classification), Jira/Freshdesk.
  Trigger: New email arrives in support Gmail inbox.
  Key Steps:

  1. Fetch new email via Gmail node.

  2. Send email content to OpenAI (or local NLP) to predict issue category/priority.

  3. Create a new support ticket in Jira/Freshdesk with the categorized details.

  4. Assign tags or labels based on AI output.

• Weekly Support Dashboard Report
  Description: Summarize support metrics weekly and share them with the team. Pull data on ticket counts, average resolution time and customer ratings, then send a formatted report to Slack or email.
  Tools/Integrations: Zendesk API, Google Sheets (or n8n Tables), Slack (or Gmail).
  Trigger: Scheduled (weekly Cron).
  Key Steps:

  1. Query support system for key metrics of the past week (open vs closed, times, ratings).

  2. Aggregate results into a summary (chart or table).

  3. Post the summary report to a Slack channel or email it to stakeholders.

• Customer Onboarding Sequence
  Description: Automate new customer welcome and setup tasks. When a new user account is created in the SaaS, send a series of welcome emails and create onboarding tasks.
  Tools/Integrations: CRM (HubSpot/Salesforce), Gmail, Trello (or Airtable), Calendly (for onboarding call).
  Trigger: New account/signup in CRM.
  Key Steps:

  1. Detect new customer record or opportunity in CRM.

  2. Send an initial welcome email via Gmail.

  3. Create a task list in Trello with onboarding steps assigned to customer success rep.

  4. Send a Calendly link for scheduling the kickoff meeting.

  5. After 1 week, send a follow-up email asking if they need help (via Gmail).

E-commerce & Retail

• New Order Processing (CRM & Invoicing)
  Description: Handle incoming orders by syncing them to CRM, generating invoices and segmenting customers. For example, on a Shopify order, create a contact in Zoho CRM, generate an invoice in Harvest and email a coupon to high-value customers.
  Tools/Integrations: Shopify (or WooCommerce) API, Zoho CRM, Harvest (invoicing), Mailchimp, Gmail.
  Trigger: New order placed (Shopify Webhook).
  Key Steps:

  1. On the new order event, retrieve order/customer details.

  2. Create or update a contact and deal in Zoho CRM.

  3. Generate an invoice for the order in Harvest and attach it to a Trello/Drive card for records.

  4. If the order total exceeds the threshold, send the customer a discount coupon email via Gmail and add them to a Mailchimp VIP segment.

  5. Else, send a standard “thank you” email.

• Inventory Low-Stock Alerts
  Description: Monitor product stock levels and alert purchasing staff when items run low. This prevents stockouts by notifying the team to reorder before levels drop critically.
  Tools/Integrations: Shopify/WooCommerce inventory API, Google Sheets or Airtable (stock list), Slack or Email.
  Trigger: Scheduled (e.g. daily).
  Key Steps:

  1. Query current stock for all products via the Shopify node.

  2. Compare each product’s inventory to a pre-set threshold.

  3. For any low-stock item, send an alert (Slack message or email) to the procurement team.

  4. (Optional) Automatically create a purchase order draft in an ERP or send an email to suppliers.

• Abandoned Cart Recovery
  Description: Re-engage shoppers who left items in their carts. When a cart is abandoned (no checkout after X hours), send a reminder email with a link to complete the purchase.
  Tools/Integrations: Shopify Cart API (or a third-party app webhook), Mailchimp or Klaviyo (email marketing), Gmail.
  Trigger: Abandoned cart event or scheduled scan.
  Key Steps:

  1. Detect carts with added items but no order after 2 hours.

  2. Retrieve customer email associated with the cart.

  3. Send a personalized reminder email via Mailchimp/Gmail with cart link.

  4. If the cart converts, apply a promotional tag to the customer record.

• Automatic Order Fulfillment
  Description: Mark Shopify orders as fulfilled automatically without manual intervention. A scheduled workflow checks for unfulfilled orders and processes them in Shopify.
  Tools/Integrations: Shopify API.
  Trigger: Scheduled (e.g. every hour) or on new order (webhook).
  Key Steps:

  1. Fetch all Shopify orders with status “unfulfilled”.

  2. For each order, retrieve the Fulfillment Order ID (required by Shopify).

  3. Call the Shopify API to mark each fulfillment order as “fulfilled”.

  4. Update any internal logs or notify the fulfillment team via Slack.

• Post-Purchase Feedback & Reviews
  Description: After a customer receives their order, send an automated request for feedback or a product review. Enhances customer engagement and gathers testimonials.
  Tools/Integrations: Shopify API (order status), Mailchimp or SurveyMonkey, Gmail.
  Trigger: Order status changed to “delivered” (via webhook) or fixed delay after fulfillment.
  Key Steps:

  1. Trigger when an order is marked delivered.

  2. Wait a set time (e.g. 3 days).

  3. Send an email via Mailchimp/Gmail thanking the customer and requesting a review or survey.

  4. Log any feedback received (via webhook into Google Sheets).

• Return/Refund Processing
  Description: Streamline customer returns by converting return requests into support tickets. A customer fills a return request form and the workflow creates a ticket for the support team to process.
  Tools/Integrations: Typeform/Google Forms (return request), Zendesk or Freshdesk, Slack.
  Trigger: New return request form submission.
  Key Steps:

  1. Receive details (order number, reason) from the return form.

  2. Create a new support ticket in Zendesk marked “Return Request”.

  3. Slack/Email notify the returns team with ticket information.

  4. When the return is approved, automatically issue a refund via Shopify API or payment gateway.

• Sales Report Generation
  Description: Automate weekly or monthly sales reporting. The workflow aggregates sales and revenue data, then posts a summary to managers.
  Tools/Integrations: Shopify API (orders data), Google Sheets, Slack.
  Trigger: Scheduled (weekly/monthly).
  Key Steps:

  1. Pull sales data (orders, revenue) for the period via Shopify node.

  2. Calculate totals, top-selling products and returns.

  3. Create a formatted report (text table or chart in Google Sheets).

  4. Send the report to a Slack channel or email distribution list.

• High-Value Order Alert
  Description: Identify and act on large orders. If a customer places an order above a certain value, automatically tag it and notify the sales team for potential upsell or VIP service.
  Tools/Integrations: Shopify API, Slack, Trello.
  Trigger: New order placed (Shopify webhook).
  Key Steps:

  1. Check the new order’s total amount.

  2. If above threshold, create a Trello card summarizing the order (for sales follow-up).

  3. Post a Slack alert tagging the sales manager about the high-value order.

  4. Add a “VIP Customer” tag to the customer record in Shopify/CRM.

Healthcare & Medical Practices

• Appointment Booking & Confirmation
  Description: Automate new patient or appointment scheduling. When a patient books an appointment (via Calendly or a web form), create a Google Calendar event and send a confirmation email.
  Tools/Integrations: Calendly (or Typeform), Google Calendar, Gmail, Google Sheets (patient log).
  Trigger: New appointment booking event.
  Key Steps:

  1. Receive booking details (patient name, time) via Calendly or form.

  2. Create an event on Google Calendar for the appointment.

  3. Send a confirmation email with details via Gmail.

  4. Log the appointment in a Google Sheet or EHR.

• Appointment Reminder SMS
  Description: Send automated SMS reminders to patients before appointments to reduce no-shows. For example, 24 hours prior, an SMS is sent with date/time and prep instructions.
  Tools/Integrations: Google Calendar API, Twilio.
  Trigger: Scheduled (daily job).
  Key Steps:

  1. Each day, fetch next-day appointments from Google Calendar.

  2. For each appointment, use Twilio to send an SMS reminder to the patient’s phone number (from the patient record).

  3. Mark in the system that a reminder was sent.

• New Patient Intake Processing
  Description: Automate handling of new patient registration forms. When a patient fills an intake form, create a patient record in the CRM/EHR, schedule initial tasks and notify staff.
  Tools/Integrations: JotForm/Google Forms (intake), HubSpot CRM (or custom EHR API), Slack or Email.
  Trigger: New intake form submission.
  Key Steps:

  1. Collect form fields (contact info, insurance, etc.).

  2. Create a new contact in the CRM/EHR with these details.

  3. Send a Slack/Email notification to the front-desk team with patient info.

  4. (Optional) Schedule initial tasks (insurance verification) in Trello or Google Tasks.

• Post-Appointment Feedback Survey
  Description: After a patient’s visit, automatically send a satisfaction survey. Improves service quality by collecting patient feedback without manual follow-up.
  Tools/Integrations: EHR or Google Sheets (appointment log), SurveyMonkey or Typeform, Gmail.
  Trigger: Appointment date passes (time-based trigger).
  Key Steps:

  1. Identify completed appointments from yesterday’s date.

  2. Send an email with a link to a short survey (via Gmail).

  3. On survey completion, log responses to a Google Sheet.

  4. Alert staff if any feedback is below a threshold score.

• Prescription Refill Reminder
  Description: Remind patients to refill medications before they run out. The workflow checks patient medication schedules and sends alerts.
  Tools/Integrations: Google Sheets (medication schedule), Twilio SMS or Gmail.
  Trigger: Scheduled (daily).
  Key Steps:

  1. Check patient medication records for refills due in the next 3 days.

  2. For each patient, send an SMS or email reminder to contact the clinic.

  3. (Optional) Flag any missed refill contact for staff follow-up.

• Medical Billing & Invoicing
  Description: Automate patient billing after services. When a visit is completed, generate an invoice and email it to the patient. Optionally, record the transaction in the accounting system.
  Tools/Integrations: Stripe (or Square) API, Google Drive (invoice storage), Gmail.
  Trigger: Appointment status set to “Completed” (via EHR or manual trigger).
  Key Steps:

  1. On visit completion, calculate fees.

  2. Create an invoice using Stripe’s invoicing API.

  3. Send the invoice/receipt to the patient’s email.

  4. Save a copy of the invoice PDF to Google Drive.

  5. Update financial logs in Google Sheets or an accounting app.

• Inventory Low-Stock Alert (Medical Supplies)
  Description: Track medical supply inventory and notify when items are low. Prevents supply shortages by automating reorder alerts.
  Tools/Integrations: Airtable or Google Sheets (inventory list), Slack or Email.
  Trigger: Scheduled (e.g. daily).
  Key Steps:

  1. Read current stock levels from the inventory list.

  2. Compare each item’s quantity to a minimum threshold.

  3. For any that are low, send a Slack notification or email to the office manager.

  4. (Optional) Automatically create a purchase order email to supplier.

Each of these workflows uses n8n’s ability to connect SaaS tools and APIs, streamlining repetitive tasks in a specific industry. For example, real estate workflows can leverage property data APIs, support teams can integrate communication channels and AI for ticket triage, e-commerce systems can sync orders across CRM, invoicing and marketing and healthcare providers can automate scheduling and patient communications with Google Calendar and messaging integrations. Each workflow is triggered by a business event (form submission, schedule, API event) and follows a concise series of steps (1–5) to achieve automation.

Sources: Real-world n8n workflow examples and templates such as the BatchData real estate lead generator, Slack-to-ticket support templates, Shopify order processing automation and healthcare appointment schedulers. These demonstrate the feasibility and structure of the above workflows in SaaS contexts.