Automated law firm lead management & scheduling with AI, Jotform & Calendar
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 14 nodes and runs on Jotform events (plus 1 other trigger). Along the way it connects Jot Form, Google Sheets, Google Gemini Chat Model and WhatsApp Business Cloud and 2 more.
How it runs
Trigger: On Jotform events (plus 1 other trigger).
- Append or update row in sheet (Google Sheets): append or update
- If: checks a condition and branches into true / false
- AI Agent: runs an AI agent, with model: Google Gemini Chat Model
- AI Agent: runs an AI agent, with model: Google Gemini Chat Model; 3 tools (Create an event, Know about the user enquiry, GET MANY EVENTS OF DAY THE USER ASKED); memory: Postgres Chat Memory
- Send message (WhatsApp Business Cloud): send
- Send message (WhatsApp Business Cloud): send
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 (10)
- Jotform Trigger
n8n-nodes-base.jotFormTrigger - Google Sheets
n8n-nodes-base.googleSheets - AI Agent
@n8n/n8n-nodes-langchain.agent - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - WhatsApp Trigger
n8n-nodes-base.whatsAppTrigger - If
n8n-nodes-base.if - Google Calendar Tool
n8n-nodes-base.googleCalendarTool - Postgres Chat Memory
@n8n/n8n-nodes-langchain.memoryPostgresChat - Google Sheets Tool
n8n-nodes-base.googleSheetsTool - WhatsApp Business Cloud
n8n-nodes-base.whatsApp
From the author
Youtube Explanation: https://youtu.be/KgmNiV7SwkU This n8n workflow is designed to automate the initial intake and scheduling for a law firm. It's split into two main parts: 1. New Inquiry Handling: Kicks off when a potential client fills out a JotForm, saves…