1.Detects new submission
Integrate 123FormBuilder and intake form workflows to trigger on each completed patient submission.
Create patient intake and triage documents from forms
Automatically capture new patient intake submissions across 123FormBuilder and Google Drive. Instantly create and update triage-ready documents and patient folders when submissions complete, folder matches fail, or attachments uploadβso you can reduce manual filing, speed clinician review, and standardize intake packets without paperwork.
How this automation prepares triage-ready intake packets
When new patient intake submissions arrive, delays can stall review and downstream care. This automation captures submissions, creates templated documents and patient folders, and uploads attachments into the right placeβso your team can triage faster.
123FormBuilderor swap with your favorite app
2.Finds or creates patient folder
Integrate Google Drive and folder organization tools to map patient name and birth year and create a dated patient folder.
Google Driveor swap with your favorite app
3.Finds intake template document
Integrate Google Docs and template repositories to locate the intake template in your master templates folder.
Google Docsor swap with your favorite app
4.Creates document from template
Integrate Google Docs and document generation tools to map form fields into the template and save the result as a PDF.
5.Uploads files to patient folder
Integrate Google Drive and file conversion tools to upload submitted ID or medical-record files into the same patient folder.
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Explore all healthcare document processing automations
Accelerate document workflows with automated form capture, data extraction, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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