- Referral Automation
- AI Referral Process
- AI-powered referral intake
Using AI: capture and process new referral submissions for further action and management
Automatically capture new referral submissions by analyzing incoming emails with AI to extract key applicant details and create new records in your management system. This automation ensures accurate data entry, standardizes the intake process, and drastically reduces manual effort. As a result, teams can respond to referrals faster, minimize errors, and focus on higher-value tasks like candidate engagement and follow-up.
Filter by common apps:
Typeform
Docusign
Microsoft Teams
HubSpot
IMAP by Zapier
Formatter by Zapier
Filter by Zapier
Gmail
AI by Zapier
Code by Zapier
EZLynx
- Receive referral notifications, send signature requests, and create deals in HubSpot from Typeform submissions
- Process referral emails, extract sender email, and create signature request in Docusign
Process referral emails, extract sender email, and create signature request in Docusign
- Extract referral details from Gmail, analyze with AI, run Python, and create applicant in EZLynx
Extract referral details from Gmail, analyze with AI, run Python, and create applicant in EZLynx