- Referral Automation
- Referral Program
- Automated referral workflow
Facilitate the referral process by collecting and verifying user information
This automation category streamlines the end-to-end referral process by automatically collecting, verifying, and recording user information from various input sources. It then triggers customized notifications, documents, and records across multiple platforms without manual intervention. As a result, teams can process referrals faster, reduce errors, and enhance communication with both referrers and recipients.
Filter by common apps:
Acuity Scheduling
Code by Zapier
Webhooks by Zapier
DenGro
Jotform
Formatter by Zapier
ClickSend SMS
Filter by Zapier
Google Docs
Google Sheets
Email by Zapier
Gravity Forms
Zenoti
Cognito Forms
Gmail
BulkGate
Typeform
Airtable
- Register user in referral program with Acuity Scheduling, run Python code, and send custom API request
- Create patient referral in DenGro from webhook request
Create patient referral in DenGro from webhook request
- Send reference check requests via SMS from Jotform submissions
Send reference check requests via SMS from Jotform submissions
- Generate referral agreement document in Google Docs from webhook data, and format date and time
Generate referral agreement document in Google Docs from webhook data, and format date and time
- Capture user registration data, store in Google Sheets, and send SMS and email confirmations
Capture user registration data, store in Google Sheets, and send SMS and email confirmations
- Capture consultation requests from Gravity Forms, format phone number, create guest in Zenoti, and generate follow-up opportunity
Capture consultation requests from Gravity Forms, format phone number, create guest in Zenoti, and generate follow-up opportunity
- Collect referrals from Cognito Forms, log details in Google Sheets, and notify via Gmail and BulkGate SMS
Collect referrals from Cognito Forms, log details in Google Sheets, and notify via Gmail and BulkGate SMS
- Collect submission data, verify user information, transform text, and create new record in Airtable
Collect submission data, verify user information, transform text, and create new record in Airtable
