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April 2026
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📋 Estimates
📎 All Documents
Upload PDFs, assign a recipient, and send for e-signature. Signed documents are archived monthly in the Signed section.
✅ Signed Documents
⚡ Automations
Automations fire automatically when a lead is moved to a specific pipeline stage. Use {{name}}, {{phone}}, {{email}}, {{event_type}}, {{event_date}}, {{stage}}, {{company}} as template variables.
New Automation
Automatically send messages when a lead reaches a stage
④ Set JSON body: {"From":"{{from}}","To":"{{to}}","Body":"{{body}}"}
⑤ For security: paste the number's Webhook Secret into the HMAC field — or skip and add header X-Bypass-Sig: true for testing
⑥ Send yourself a text → it appears in LeadFlow instantly ✅
Uses the built-in Shortcuts app — no download needed (iOS 14+)
⚠️ iOS limitation: Shortcuts automations for Messages require the phone to be unlocked, or you can set "Run After Confirmation" to Off in iOS 16+.
① Open Shortcuts app → tap Automation tab → +
② Choose Personal Automation → Message
③ Set filter: Any Message (or filter by sender)
④ Tap Next → Add Action → search "Get Contents of URL"
⑤ Set the action to: • URL: paste your Webhook URL
• Method: POST
• Headers: X-Bypass-Sig: true
• Body (JSON): {"From":"[Sender]","To":"YOUR_NUMBER","Body":"[Message Content]"} (tap Add variable to insert Sender and Message Content from the trigger)
⑥ Tap Next → turn off "Ask Before Running"
⑦ Done — incoming texts auto-forward to LeadFlow ✅
The LeadFlow web app works on any desktop browser — nothing to install.
To also receive SMS on desktop and forward to LeadFlow, pick your setup:
Option A — Mirror your Android phone (Windows)
Use Phone Link (built into Windows 11) to see texts on PC, or pair with your Android SMS Forwarder already running.
Option B — Mirror your iPhone (Mac)
On macOS Monterey+, iPhone SMS messages appear in Messages.app automatically via Continuity. Run a small Mac Automator script or cron to POST new messages to the webhook.
Option C — Virtual number / softphone
Services like Google Voice, OpenPhone, or a USB LTE dongle can POST to the same webhook endpoint with the same JSON format.
Your Account SID links your API Key to your account. Find it at the top of console.twilio.com — it starts with AC
📱 Your Twilio Phone Number
🚀 Import All Numbers from Twilio
This does everything in one click: fetches all your Twilio numbers, adds any missing ones to LeadFlow, and sets the webhook on each one. All three numbers will start receiving messages immediately.
🔗 Webhook URL (for manual setup only)
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▸ Advanced: Public URL / ngrok
If Twilio can't reach your server (on a local network), enter a public URL below or use ngrok:
To get a public URL: run ngrok http 3001 and paste the https://xxxx.ngrok.io URL above.
💬 Auto-Reply SMS
Automatically reply when someone texts your Twilio number
Required for email automations. Works with Gmail, SendGrid, etc.
✏️ Edit Phone Number
⚠️ Changing the number will reset verification — you'll need to re-verify.
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Schedule Event
Reminders are sent automatically via the SMS gateway to the client or you.
Event
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⚙️ Settings
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Settings
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Booking Link
Share this link with clients to let them self-schedule.
💬 Send SMS
Configure in Numbers → Twilio Setup
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