CA Firm Client Support Automation: WhatsApp, Gmail, Groq

Automate CA firm client support end-to-end with WhatsApp, Gmail, Groq (and Sheets)

This n8n workflow helps CA firms respond to client questions, qualify new leads, request and track documents, and follow up—by connecting WhatsApp (Meta Graph API), Gmail, Google Sheets, Groq (Llama 3.3), and Telegram. It replies faster, keeps records in Sheets, and escalates Hot/urgent leads to your team.

What this workflow does

• Handles inbound WhatsApp messages via webhooks: validates Meta verification requests, acknowledges message events immediately, and routes messages based on the sender.
• Known clients: looks up the sender in Google Sheets, then uses Groq (Llama 3.3) with the client’s compliance/document status as context to draft a support reply and logs the conversation to a Google Sheets query log.
• Document intake: for known-client media messages, finds the pending document in Google Sheets, marks it as received, and sends a confirmation (or a generic acknowledgment if nothing is pending).
• Unknown numbers (lead qualification): creates/updates a lead in Google Sheets, uses Groq to draft qualifying questions and classify the lead (requirement, business type, urgency, score), and notifies a partner on Telegram for Hot leads.
• Website lead form submissions: receives webhook payloads, validates and saves/updates leads in Google Sheets, uses Groq to draft an opening message and urgency classification, replies via WhatsApp and/or Gmail, and alerts Telegram for urgent leads.
• Gmail support: triggers on new unread Gmail messages, matches the sender against the client list in Google Sheets, and replies using the Groq-enabled support logic (with logging and error tracking).

Use cases

• Respond instantly to client WhatsApp queries while keeping compliance/document status up to date in Google Sheets.
• Qualify inbound leads automatically and escalate Hot/urgent prospects via Telegram.
• Confirm receipt of documents sent as WhatsApp media and update the pending workflow in Sheets.
• Reduce manual inbox work by handling unread Gmail messages with Groq-generated replies.

Technical details

• Nodes/logic: if, code, no op, webhook, gmail, telegram.
• Key integrations: WhatsApp (Meta Graph API) webhooks, Google Sheets lead/client & query logging, Groq (Llama 3.3) for support replies and lead classification, Telegram partner notifications.