1.Detect new file in intake folder
Integrate Google Drive and file monitoring to capture consultation file details so you can parse patient identifiers.
Move and link consultation files to patient folder
Automatically detect new consultation files in Google Drive intake folders across Google Drive and Salesforce. Create patient folders, move and rename files, and update the matching Salesforce recordβso you can prevent misplaced documents, avoid manual folder linking, and reduce review delays.
How this automation organizes patient documents in Drive
When consultation files appear without a consistent folder link, records get scattered and staff spend time chasing the right locations. This automation parses patient identifiers and finds or creates folders, moves and renames the file, and updates the Salesforce record with the folder URLβso your team can keep documents correctly organized.
Google Driveor swap with your favorite app
2.Extract patient identifier from filename
Integrate Formatter by Zapier and text parsing to transform the file title so you can extract the account number.
Formatter by Zapieror swap with your favorite app
3.Find CRM account by identifier
Integrate Salesforce and CRM data lookup to search for matching accounts so you can proceed with folder linking.
Salesforceor swap with your favorite app
4.Find patient folder or create
Integrate Google Drive and workspace organization to search for the patient folder so you can branch to create when missing.
5.Move file and rename with date
Integrate Google Drive and document management to move and rename files so you can standardize filenames with dates.
6.Update account record with folder link
Integrate Salesforce and CRM updates to write the folder URL into the drive link field so you can keep records consistent.
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Accelerate document workflows with automated form capture, data extraction, and record routing
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