{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/5d2cd93fbc654f0599538e5e8c529946\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/5d2cd93fbc654f0599538e5e8c529946-9c86d063c8353f19.gif","duration":108.744,"title":"Automating Client Onboarding with n8n Logic","description":"This Loom demonstrates how Four Pillars Financial automates client onboarding with Naton to deliver an instant custom setup experience. When a client submits the Tally intake form, the response triggers a webhook, and a switch node evaluates the claim in real time, routing to the appropriate package such as QuickBooks Payroll and Payments. The mode rules must exactly match the rules routed directly from Output 0. Following that path, Naton immediately creates the customer record, generates the customized supply, and sends a welcome email confirmation without manual delay."}