AutomationFlowsData & Sheets › Automated Client Journey Appointment Reminders & Follow-ups with Twilio

Automated Client Journey Appointment Reminders & Follow-ups with Twilio

ByMarth - Business Automation @marth on n8n.io

This workflow is a comprehensive, AI-powered system that acts as a virtual client relationship manager for any appointment-based business. It handles the entire client journey—from appointment booking to follow-up and re-engagement—all on autopilot. Appointment Trigger: The…

Event trigger★★★★☆ complexity13 nodesGoogle Calendar TriggerGoogle SheetsTwilio
Data & Sheets Trigger: Event Nodes: 13 Complexity: ★★★★☆ Added:

This workflow corresponds to n8n.io template #6491 — we link there as the canonical source.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "IxJT4VqwE8KfCHzD",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Smart Client Relationship & Appointment Automation",
  "tags": [],
  "nodes": [
    {
      "id": "828d6aa3-e18a-4dac-90b8-2000e2c4c5e1",
      "name": "Google Calendar Trigger",
      "type": "n8n-nodes-base.googleCalendarTrigger",
      "position": [
        -16,
        -48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "85658a7a-92c2-4b62-b4ad-8410783e5e0a",
      "name": "Get Client Data from CRM",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        -48
      ],
      "parameters": {},
      "typeVersion": 4.6
    },
    {
      "id": "a35ef5a5-5f67-4c67-b5e3-f04bad792b70",
      "name": "If (New vs. Returning Customer)",
      "type": "n8n-nodes-base.if",
      "position": [
        432,
        -48
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "487cc4dc-e8a3-4bbf-9e4a-71000346b709",
      "name": "New Customer Welcome & Reminder",
      "type": "n8n-nodes-base.twilio",
      "position": [
        656,
        -144
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "3f151b68-5091-403e-9cd0-1c0bb3483a14",
      "name": "Returning Customer Reminder",
      "type": "n8n-nodes-base.twilio",
      "position": [
        656,
        48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "c9302985-1479-423e-821a-f583df074d97",
      "name": "Wait (After Appointment)",
      "type": "n8n-nodes-base.wait",
      "position": [
        880,
        -48
      ],
      "parameters": {},
      "typeVersion": 1.1
    },
    {
      "id": "c1aa2c5e-79ae-4e75-b7a2-7460999895a1",
      "name": "Send Survey/Review Request",
      "type": "n8n-nodes-base.twilio",
      "position": [
        1104,
        -48
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "8aecc08d-41a9-4bd1-9b34-56a250db8404",
      "name": "Re-engagement Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        -16,
        400
      ],
      "parameters": {},
      "typeVersion": 1.2
    },
    {
      "id": "3f107284-d3c7-4277-ae9c-ad7cb5adff3f",
      "name": "Find Clients Needing Re-engagement",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        208,
        400
      ],
      "parameters": {},
      "typeVersion": 4.6
    },
    {
      "id": "ed722360-e087-4682-afb8-49b64d8617b9",
      "name": "Re-engagement Offer",
      "type": "n8n-nodes-base.twilio",
      "position": [
        432,
        400
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b722ac5f-9027-42f8-9ae8-374eed05a908",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        -176
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "8957e88d-343e-4b18-8828-edef8781363e",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        320
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "1f5066da-9539-486c-9ef5-8420f7136976",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -880,
        -176
      ],
      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "e4cc379f-df88-40ed-b3a4-49243b33f1db",
  "connections": {
    "Re-engagement Trigger": {
      "main": [
        [
          {
            "node": "Find Clients Needing Re-engagement",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Calendar Trigger": {
      "main": [
        [
          {
            "node": "Get Client Data from CRM",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get Client Data from CRM": {
      "main": [
        [
          {
            "node": "If (New vs. Returning Customer)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait (After Appointment)": {
      "main": [
        [
          {
            "node": "Send Survey/Review Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Returning Customer Reminder": {
      "main": [
        [
          {
            "node": "Wait (After Appointment)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If (New vs. Returning Customer)": {
      "main": [
        [
          {
            "node": "New Customer Welcome & Reminder",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Returning Customer Reminder",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "New Customer Welcome & Reminder": {
      "main": [
        [
          {
            "node": "Wait (After Appointment)",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Find Clients Needing Re-engagement": {
      "main": [
        [
          {
            "node": "Re-engagement Offer",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

This workflow is a comprehensive, AI-powered system that acts as a virtual client relationship manager for any appointment-based business. It handles the entire client journey—from appointment booking to follow-up and re-engagement—all on autopilot. Appointment Trigger: The…

Source: https://n8n.io/workflows/6491/ — original creator credit. Request a take-down →

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