Qualify legal intake leads with Google Sheets, email, and compliance guardrails
Ready for 3.0What this workflow does
This workflow has 18 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Google Sheets.
How it runs
Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).
- Parse Intake Form Data (Code): runs custom JavaScript code
- Read Weekly Intake Log From Sheets (Google Sheets): read
- Score Lead Fit And Route (Code): runs custom JavaScript code
- Compute Weekly Intake Summary (Code): runs custom JavaScript code
- Append Intake Log To Sheets (Google Sheets): append
- If: checks a condition and branches into true / false
- Build Weekly Intake Summary Email (Code): runs custom JavaScript code
- Build Lead Auto Reply Message (Code): runs custom JavaScript code
- Build Hot Lead Alert Message (Code): runs custom JavaScript code
- Send Weekly Intake Summary Email (Send Email): sends an email over SMTP
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Webhook
n8n-nodes-base.webhook - Code
n8n-nodes-base.code - Google Sheets
n8n-nodes-base.googleSheets - Execute Sub-workflow
n8n-nodes-base.executeWorkflow - If
n8n-nodes-base.if - Send Email
n8n-nodes-base.emailSend - No Operation, do nothing
n8n-nodes-base.noOp - Schedule Trigger
n8n-nodes-base.scheduleTrigger
From the author
Quick Overview This workflow receives intake form submissions via webhook, scores and routes leads using configurable keyword rules, logs every submission to Google Sheets, sends a compliance-checked auto-reply email, and alerts an attorney for hot leads,…