Automated law firm lead management & scheduling with AI, Jotform & Calendar

Sales & CRM workflow for n8n with 14 active steps. Starts with Jotform Trigger, WhatsApp Trigger. Uses Google Gemini. Integrations include Google Sheets, Google Gemini, WhatsApp Business, Google Calendar.

By iamvaarWorkflowReference information

What it does

14 active nodes · Starts with Jotform Trigger, WhatsApp Trigger.

Steps in the template include:

JotForm Trigger (Jotform Trigger)
Append or update row in sheet (Google Sheets) — appendOrUpdate
AI Agent (AI Agent)
Google Gemini Chat Model (Google Gemini Chat Model)

Nodes and integrations

Jotform Trigger
Google Sheets
AI Agent ×2
Google Gemini Chat Model ×2
WhatsApp Trigger
If
google Calendar Tool ×2
Postgres Chat Memory
google Sheets Tool
WhatsApp Business Cloud ×2

See the author’s step names

JotForm Trigger (Jotform Trigger)
Append or update row in sheet (Google Sheets) — appendOrUpdate
AI Agent (AI Agent)
Google Gemini Chat Model (Google Gemini Chat Model)
WhatsApp Trigger (WhatsApp Trigger)
If (If)
GET MANY EVENTS OF DAY THE USER ASKED (google Calendar Tool) — getAll
Create an event (google Calendar Tool)
Google Gemini Chat Model1 (Google Gemini Chat Model)
AI Agent1 (AI Agent)
Postgres Chat Memory (Postgres Chat Memory)
Know about the user enquiry (google Sheets Tool)
Send message (WhatsApp Business Cloud) — send
Send message1 (WhatsApp Business Cloud) — send

Accounts and credentials

Google Sheets
Google Gemini access
WhatsApp Business
Google Calendar
PostgreSQL

Credential types in the graph: jotFormApi, googleApi, googlePalmApi, whatsAppTriggerApi, googleCalendarOAuth2Api, postgres, whatsAppApi

AI models and swaps

Google Gemini · Chat

Model ID not specified in the template in Google Gemini Chat Model. Potentially swappable with a compatible n8n chat model node. Test the replacement with the next step.

Google Gemini · Chat

Model ID not specified in the template in Google Gemini Chat Model1. Potentially swappable with a compatible n8n chat model node. Match tool calling before testing.

Resource information

Credit basis: Author listed by n8n
Pricing: Template access shown on n8n
License: Not specified
Last record update: Nov 5, 2026