Your workflows. Connected to your client work.

Automate recurring work across your tools. Bring the results into FuseBase apps and client portals.

Client requests

Client submits a form Your connected app

n8n Self-hosted

Read details
→
Update record
→
Assign task

Ready for your team in FuseBase Records, workspaces & apps

Client reporting

Reporting day arrives A scheduled workflow

n8n Self-hosted

Gather data
→
Route report
→
Request review

Reviewed report in the client portal Published after your team’s approval

Project updates

Project milestone changes Your project tool

n8n Self-hosted

Read status
→
Apply rules
→
Share update

The client sees the agreed update Your branded FuseBase client portal

Lead follow-up

A new lead comes in Your website or CRM

n8n Self-hosted

Match lead
→
Assign owner
→
Create task

Follow-up ready in FuseBase Lead details and next steps together

Self-hosting, simply explained

Your workflows run beyond your laptop.

n8n runs on an online server (VPS). Workflows can start on a schedule or when something happens—even while your laptop is closed.

A separate installation can use shared hardware. Your deployment defines the infrastructure and access.

Use cases

Less admin. More follow-through.

• Client onboarding
• Client reporting
• Lead follow-up
• Project updates
• Meeting follow-up
• Record sync

Start onboarding when the agreement is signed.

Agreement signed, then n8n start onboarding, then Onboarding workspace

Your connected CRM Agreement signed

Client details arrive

n8n Start onboarding

Create records and assign tasks

FuseBase Onboarding workspace

Your team sees what comes next

Less re-entering. A clearer start for every client.

Bring the client report together.

Reporting date, then n8n gather and route, then Report ready to share

Connected business tools Reporting date

Collect performance data

n8n Gather and route

Send inputs to your reporting process

FuseBase client portal Report ready to share

After your team’s review

A repeatable path from scattered data to client delivery.

Turn enquiries into follow-up.

Enquiry received, then n8n match and assign, then Follow-up task

Website or connected app Enquiry received

Capture the lead details

n8n Match and assign

Update the record and notify its owner

FuseBase Follow-up task

Context and ownership in one place

Your team can act without copying details between tools.

Keep clients up to date.

Milestone changes, then n8n route the update, then Client update

Your project tool Milestone changes

A selected status is updated

n8n Route the update

Apply your sharing and review rules

FuseBase client portal Client update

The agreed information reaches its audience

Keep your project tools. Connect the client experience.

Turn agreed actions into assigned tasks.

Action items approved, then n8n create and assign, then Tasks ready to act on

Your meeting notes Action items approved

Owners and next steps agreed

n8n Create and assign

Route actions to the right people

FuseBase workspace Tasks ready to act on

Meeting context stays with the work

Follow through without rebuilding the task list.

Update client details once.

Client record changes, then n8n match and sync, then Current client records

Your connected CRM Client record changes

Selected details are updated

n8n Match and sync

Map the agreed fields to FuseBase

FuseBase databases Current client records

Your team works from updated details

Keep selected records aligned across your tools.

A few useful details

Before you start.

Is this n8n Cloud?+−

No. This is a self-hosted deployment. n8n Cloud is a separate service from n8n.

Who manages updates, backups and support?+−

Your agreement assigns server and n8n maintenance, backups and workflow support. Setup alone does not include ongoing management.

Can I use my existing tools and n8n workflows?+−

We assess your tools and workflows during setup, including compatibility, credentials and permitted access.

Can my clients build or edit n8n workflows?+−

Portal access does not include n8n editing rights. Editor access, embedding and AI-assisted workflow creation each need the appropriate deployment and license.

What is included in the hosting service?+−

Your order defines hosting, resources, access and support. n8n licenses and API or AI charges are included only where expressly stated.

Does self-hosting keep all data on the server?+−

No. Connected apps and AI services may receive data. Location, permissions, retention and compliance requirements are agreed for your setup.