1.Detect new form response
Integrate Google Forms, intake forms, and validation tools to trigger referral document creation from new submissions.
Create radiology and pathology referral documents for patients
Automatically monitor new referral intake submissions across Google Forms and Salesforce. Create and update referral PDFs when form responses arriveβso you can route documents to the right patient record, share files to Drive folders, and notify patients by email and SMS without manual paperwork.
How this automation accelerates your referral documentation
When new form responses arrive, referral documents can stall and patients wait for imaging and lab coordination. This automation uses Google Sheets and Google Docs to create referral PDFs, then stores them in Drive, attaches them in Salesforce, and notifies patients by email and SMSβso your team can deliver referrals faster.
Google Formsor swap with your favorite app
2.Looks up provider mapping
Integrate Google Sheets and data lookup tools to validate provider details and select the correct provider display values.
Google Sheetsor swap with your favorite app
3.Creates PDF from template
Integrate Google Docs and document templates to generate a referral document and export it as a PDF.
Google Docsor swap with your favorite app
4.Uploads referral PDF
Integrate Google Drive and file sharing tools to save the PDF into the referral folder and set access.
Google Driveor swap with your favorite app
5.Attaches file to patient record
Integrate Salesforce and CRM record systems to find the patient and attach the referral PDF to the correct record.
Salesforceor swap with your favorite app
6.Sends referral email
Integrate Gmail and templated messaging tools to send an email with the PDF attached to the patient.
Gmailor swap with your favorite app
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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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