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n8n Workflow: Twilio SMS, Email & Slack Alerts for New Leads

n8n Workflow: Twilio SMS, Email & Slack Alerts for New Leads

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n8n Workflow: Twilio SMS, Email & Slack Alerts for New Leads

n8n Workflow: Twilio SMS, Email & Slack Alerts for New Leads

Regular price £17.99
Regular price £17.99 Sale price
SAVE Sold out

Turn new contact-form leads into instant SMS, email, and Slack alerts—automatically

This n8n workflow receives each new lead submission, normalizes the lead data, assigns a duty attorney in round-robin order, and sends compliant acknowledgments via Twilio SMS and SMTP email, with optional Slack notifications to your team.

What this workflow does

  • Receives leads via webhook: When someone submits your contact form, your site sends a POST webhook request to the workflow.
  • Normalizes and validates: The workflow standardizes incoming fields into consistent lead variables and stops if the submission includes neither an email address nor a phone number.
  • Assigns a duty attorney (round-robin): It selects the next attorney from the DUTY_ATTORNEYS roster using a persistent round-robin counter.
  • Sends a personalized SMS with compliance checks: It builds an SMS message, runs it through the Bar-Compliance Guardrail workflow for opt-out/disclaimer approval, and sends via Twilio only when approved.
  • Sends email confirmations: The lead receives a confirmation email with your booking link (via SMTP).
  • Notifies the assigned attorney (and optionally Slack): The assigned attorney is emailed with full lead details, and the workflow can also post the alert to Slack using an Incoming Webhook URL.

Use cases

  • A law firm wants immediate, trackable intake notifications for new contact form leads.
  • Operators need round-robin duty attorney assignment without manual triage.
  • A teams wants compliant SMS acknowledgments using a guardrail workflow, plus email and Slack visibility.

Technical details

  • n8n nodes/logic: webhook, if, code, no op, twilio, email send
  • Integrations: Twilio SMS, SMTP email, and optional Slack Incoming Webhook
  • Required workflow variables: DUTY_ATTORNEYS, GUARDRAIL_WORKFLOW_ID, FIRM_NAME, FIRM_FROM_EMAIL, FIRM_EMAIL, FIRM_TWILIO_NUMBER, FIRM_BOOKING_URL (and optionally FIRM_SLACK_WEBHOOK_URL)
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