Automation library · Lead generation

Nurture dental leads and manage appointments

Started by another system calling it, and works across Gmail, Google Calendar, Google Sheets and Twilio. 32 steps, 4 branches, 7 loops or waits: large, and worth reading before you trust it with anything live.

Large

Download free
32 stepsLarge: read it before trusting it with anything live
4Branches: places the flow splits
7Loops or waits
4Services it connects to

The flow

Starts it 2Logic 15Service 15

The steps in the order they run, from what starts it.

  1. 1New Lead WebhookWebhookStarts it
  2. 2Appointment Booked WebhookWebhookStarts it
  3. 3Normalize Lead DataSetLogic
  4. 4Create Calendar EventGoogle CalendarService
  5. 5Log Lead to SheetGoogle SheetsService
  6. 6Update Lead Status - BookedGoogle SheetsService
  7. 7Valid Phone?IfLogic
  8. 8Wait Until 24hr Before AppointmentWaitLogic
  9. 9Send Welcome WhatsAppTwilioService
  10. 10Send Welcome EmailGmailService
  11. 11Send 24hr ReminderTwilioService
  12. 12Wait 1 HourWaitLogic
  13. 13Wait Until 2hr Before AppointmentWaitLogic
  14. 14Check Status (1hr)Google SheetsService
  15. 15Send 2hr ReminderTwilioService
  16. 16Booked? (Check 1)IfLogic
  17. 17Wait Until After AppointmentWaitLogic
  18. 18Booked - End NurtureNo OpLogic
  19. 19Wait 1 DayWaitLogic
  20. 20Send Review Request EmailGmailService
  21. 21Follow-up 1 - WhatsAppTwilioService
  22. 22Wait 2 DaysWaitLogic
  23. 23Check Status (Day 3)Google SheetsService
  24. 24Booked? (Check 2)IfLogic
  25. 25Booked - End Nurture 2No OpLogic
  26. 26Follow-up 2 - Special Offer EmailGmailService
  27. 27Wait 4 DaysWaitLogic
  28. 28Check Status (Day 7)Google SheetsService
  29. 29Booked? (Check 3)IfLogic
  30. 30Booked - End Nurture 3No OpLogic
  31. 31Final Follow-up - Last ChanceTwilioService
  32. 32Mark Lead as LostGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
32, with 4 branches, 7 loops or waits
Size
Large: read it before trusting it with anything live
Connects to
Gmail, Google Calendar, Google Sheets, Twilio
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Calendar, Google Sheets and Twilio accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Take your time. At 32 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 32 steps before you point it at anything that matters.