1.Catch incoming transfer submissions
Integrate Webhooks by Zapier and healthcare form inputs to receive submission payloads and start the fax workflow.
Send completed transfer fax to destination pharmacy and log
Automatically catch transfer form submissions across Webhooks by Zapier, Formatter by Zapier, Google Docs, Google Drive, Phaxio, and Google Sheets. Create and update when transfer submissions arrive, documents export to PDF, or faxes sendβso you can fill documents, send faxes, and log tracking rows without manual paperwork.
How this automation sends completed transfer faxes
When transfer form submissions arrive, delays can disrupt medication transfers and operational response times. This automation normalizes fields, generates fax-ready PDFs, sends faxes, and logs each requestβso your team can act faster without manual paperwork.
Webhooks by Zapieror swap with your favorite app
2.Normalize and default submission fields
Integrate Formatter by Zapier and data normalization tools to apply defaults and map submission values to normalized fields.
Formatter by Zapieror swap with your favorite app
3.Create filled transfer document
Integrate Google Docs and document templates to save a filled prescription-transfer file in the target folder.
Google Docsor swap with your favorite app
4.Export created document to PDF
Integrate Google Drive and file processing tools to find the new document and generate a PDF export for faxing.
Google Driveor swap with your favorite app
5.Send fax with PDF and reference
Integrate Phaxio and fax delivery tools to send the exported PDF to the destination fax number with reference notes.
Phaxioor swap with your favorite app
6.Add tracking row for fax request
Integrate Google Sheets and tracking spreadsheets to add a new row with timestamp, destination, status, and reference id.
Google Sheetsor 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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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