# Route new legal leads with Twilio SMS and Slack: n8n workflow

> Started by another system calling it, and works across Email and Twilio. 15 steps, 3 branches: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/route-new-legal-leads-with-twilio-sms-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# Route new legal leads with Twilio SMS and Slack

Started by another system calling it, and works across Email and Twilio. 15 steps, 3 branches: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-new-legal-leads-with-twilio-sms-and-slack)

**15 steps** Medium: a working afternoon

**3** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Logic 10 Service 4

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

- 1 **When New Lead Form Submitted** Webhook *Starts it*
- 2 **Format Lead Payload** Code *Logic*
- 3 **If Lead Is Valid** If *Logic*
- 4 **Assign Duty Attorney** Code *Logic*
- 5 **Skip Missing Contact Info** No Op *Logic*
- 6 **Prepare Lead SMS Message** Code *Logic*
- 7 **Send Confirmation Email** Email Send *Service*
- 8 **Email Duty Attorney Alert** Email Send *Service*
- 9 **Check SMS Compliance** Execute Workflow *Logic*
- 10 **If Slack Is Configured** If *Logic*
- 11 **If SMS Is Approved** If *Logic*
- 12 **Post Slack Alert to Attorney** Http Request *Service*
- 13 **Skip Missing Slack Config** No Op *Logic*
- 14 **Send SMS To Lead** Twilio *Service*
- 15 **Skip Opted Out Contact** No Op *Logic*

## 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.

**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 15 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-new-legal-leads-with-twilio-sms-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Twilio](https://millionrounds.com/workflows?service=Twilio#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Instant lead notifications with Gmail and SMTP** 15 steps · Email, Gmail](https://millionrounds.com/workflow/instant-lead-notifications-with-gmail-and-smtp)
- [**Lead generation and follow-up workflow with HubSpot** 15 steps · Email, HubSpot](https://millionrounds.com/workflow/lead-generation-and-follow-up-workflow-with-hubspot)
- [**Track lead-source ROI with Fluent Forms and CallRail** 15 steps · Email, Google Sheets](https://millionrounds.com/workflow/track-lead-source-roi-with-fluent-forms-and-callrail)
- [**Capture and schedule HVAC leads with OpenAI and Google Sheets** 15 steps · calls a model · Email, Google Calendar](https://millionrounds.com/workflow/capture-and-schedule-hvac-leads-with-openai-and-google-sheet)
- [**# Unified Lead & Support Automation - L0 (Legacy) Free Template** 14 steps · Email, Google Sheets](https://millionrounds.com/workflow/unified-lead-and-support-automation-l0-legacy-free-template)
- [**Waitlist form stored in GoogleSheet with Google Sheets** 14 steps · Email, Google Sheets](https://millionrounds.com/workflow/waitlist-form-stored-in-googlesheet-with-google-sheets)