1.Watch new form submission
Integrate Gravity Forms and form routing tools to detect new visit form submissions and pass the payload to the workflow.
Create triage task with merged patient certs attached
Automatically monitors new form submissions across Gravity Forms and coordinators' workflows. Create and update when submissions qualify—fill and merge certificate PDFs, then create ClickUp triage tasks with attachments—so you can close paperwork without reporting.
How this automation accelerates triage with merged patient certs
When new form submissions arrive, paperwork can stall before certificates are ready for review. This automation formats submission data, merges certificate PDFs, and creates ClickUp tasks with attachments—so your team can triage cases faster.
Gravity Formsor swap with your favorite app
2.Transforms submission data
Integrate Formatter by Zapier and data formatting tools to convert dates and uppercase name and location fields for PDF annotations.
Formatter by Zapieror swap with your favorite app
3.Fill and merge certificate PDFs
Integrate PDF.co and pdf templating tools to populate certificate templates and merge generated PDFs into one file.
PDF.coor swap with your favorite app
4.Create triage task and attach file
Integrate ClickUp and task management tools to create a new task, set due dates, and attach the merged PDF.
ClickUpor 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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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