{"product_id":"n8n-workflow-ca-firm-whatsapp-gmail-support-leads","title":"n8n Workflow: CA Firm WhatsApp \u0026 Gmail Support + Leads","description":"\u003ch3\u003eAutomate your CA firm’s WhatsApp + Gmail support, lead intake, and invoice\/document follow-ups—hands-free with n8n\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow connects WhatsApp, Gmail, Telegram, Groq, and Google Sheets to automatically handle client questions, capture website leads, request documents, send compliance reminders, and process payment confirmations—while centralizing error logging.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRespond to inbound WhatsApp messages:\u003c\/strong\u003e Receives WhatsApp webhooks (including Meta verification). For known-client queries, it drafts context-aware replies using Groq with Google Sheets context. For media-based document updates, it marks documents as pending.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCreate and qualify new leads:\u003c\/strong\u003e If the incoming WhatsApp message is not tied to a known client, the workflow creates a new lead, qualifies it, and drafts an opening response.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCapture website lead forms:\u003c\/strong\u003e Accepts lead form submissions via webhook, validates the payload, saves\/updates leads in Google Sheets, drafts an opening reply and classification with Groq, then responds via WhatsApp and\/or Gmail.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEscalate urgent leads:\u003c\/strong\u003e For partner-identified urgency, it alerts the partner on Telegram.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eHandle Gmail support:\u003c\/strong\u003e Polls Gmail every minute for unread messages, matches senders against the Clients sheet, drafts Groq-based replies when applicable, or creates an email lead with an intake reply.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eManage document requests:\u003c\/strong\u003e Accepts partner-initiated document request webhooks, creates “Pending document” rows in Google Sheets, drafts the request message with Groq, and sends it via WhatsApp and Gmail.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eProcess payment confirmations:\u003c\/strong\u003e Accepts payment confirmation webhooks, updates invoice status to “Paid” in Google Sheets, drafts a thank-you\/receipt message with Groq, and sends it via WhatsApp and Gmail.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eRun scheduled compliance reminders:\u003c\/strong\u003e Executes daily jobs to send Groq-drafted compliance reminders (e.g., 9:00) and continues document follow-up.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAuto-reply to recurring client questions using Groq + your Clients\/lead data in Google Sheets.\u003c\/li\u003e\n  \u003cli\u003eInstantly turn website form submissions into tracked leads with WhatsApp\/Gmail replies.\u003c\/li\u003e\n  \u003cli\u003eWhen documents or payments arrive, automatically update status and send the correct next message.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes\/integrations:\u003c\/strong\u003e if, code, no op, webhook, gmail, telegram\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCore systems:\u003c\/strong\u003e WhatsApp webhooks (including Meta verification), Gmail polling, Groq for drafted responses, Google Sheets for clients\/leads\/invoice + pending document tracking.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45967573844147,"sku":"N8N-19260","price":42.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/ZXp9236JKZeCOI-xhnbpL_VLsHKd2v.png?v=1788685840","url":"https:\/\/buyflowscripts.com\/products\/n8n-workflow-ca-firm-whatsapp-gmail-support-leads","provider":"N8N Commerce","version":"1.0","type":"link"}