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Lead Qualification AutomationSecure Client Intake System

Secure RTO Client Qualification and Lead Routing

A production lead-intake system for nicwork.xyz that validates submissions, blocks abuse, scores project fit, stores qualified leads in Google Sheets, and sends reference-only Gmail alerts.

Workflow canvas for Secure RTO Client Qualification and Lead Routing
OwnershipStrategy, workflow design, implementation, and documentation by Dominic Ortega.
Project statusProduction · live on nicwork.xyz
Evidence and privacyWorkflow diagrams and implementation details are shown; sensitive client and lead data is excluded.

Business problem

Public intake forms can create noisy inboxes, duplicate records, privacy risks, and wasted follow-up time when every submission is treated as a legitimate opportunity.

What I built

The portfolio sends Turnstile-verified requests through a protected Cloudflare endpoint into n8n. The workflow validates and scores the brief, separates accepted and rejected submissions, stores qualified leads before notification, sends a minimal Gmail alert, and labels the conversation for follow-up.

How I built the workflow

01

Screen the submission

Cloudflare verifies the request and applies rate, duplicate, and plausibility checks.

02

Validate and score

n8n normalizes the brief, calculates its qualification score, and prepares a reference ID.

03

Route safely

Qualified and rejected submissions follow separate auditable paths.

04

Store first

Accepted lead details are appended to the protected Google Sheet before any notification is attempted.

05

Notify and organize

Gmail receives a reference-only alert and applies the Qualified Leads label.

Tools and integrations

n8nCloudflare WorkersCloudflare TurnstileGoogle SheetsGmailDockerCloudflare Tunnelnicwork.xyzCloudflare

Key features

  • Cloudflare Turnstile verification
  • Server-side input validation
  • Rate limiting and duplicate protection
  • Lead qualification scoring
  • Accepted and rejected routing
  • Google Sheets lead storage
  • Reference-only Gmail alerts
  • Automatic Qualified Leads labeling

Operational impact

  • Qualified opportunities reach one organized follow-up queue.
  • Lead details remain in the protected Google Sheet instead of notification emails.
  • Rate limits, duplicate detection, and validation reduce avoidable spam.

Project results

ProductionLive intake

The protected workflow is connected to the public nicwork.xyz project form.

CentralizedLead storage

Qualified lead details are stored in one protected Google Sheet.

Reference-onlyPrivacy

Notification emails contain the lead reference, priority, and score—not the full submission.

Challenges and resolutions

Balancing spam protection with a smooth client experience

Layer invisible verification, rate limits, duplicate checks, and clear cooldown messaging without forcing account creation.

Preventing notification failures from losing a lead

Write the accepted record to Google Sheets before sending the Gmail alert.

Future improvements

Independent failure-monitor workflowAutomatic Docker restart monitoringLead-status follow-up dashboard
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