The flow
Starts it 1Logic 10Service 4
The steps in the order they run, from what starts it.
- 1When New Lead Form SubmittedWebhookStarts it
- 2Format Lead PayloadCodeLogic
- 3If Lead Is ValidIfLogic
- 4Assign Duty AttorneyCodeLogic
- 5Skip Missing Contact InfoNo OpLogic
- 6Prepare Lead SMS MessageCodeLogic
- 7Send Confirmation EmailEmail SendService
- 8Email Duty Attorney AlertEmail SendService
- 9Check SMS ComplianceExecute WorkflowLogic
- 10If Slack Is ConfiguredIfLogic
- 11If SMS Is ApprovedIfLogic
- 12Post Slack Alert to AttorneyHttp RequestService
- 13Skip Missing Slack ConfigNo OpLogic
- 14Send SMS To LeadTwilioService
- 15Skip Opted Out ContactNo OpLogic
How it's built
- Starts on
- Another system calling it
- Steps
- 15, with 3 branches
- Size
- Medium: a working afternoon
- Connects to
- Email, Twilio
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own Email 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?
Plan an afternoon. 15 steps is enough that you should read each one before running it.
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.
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 15 steps before you point it at anything that matters.