1.Detect confirm action button click
Integrate Stacker Classic and workflow inputs to capture the button output and intake identifier for downstream processing.
Update intake record and post patient data to provider
Automatically detect an Action button clicked in Stacker Classic across healthcare intake automation. Send enriched patient data to the provider endpoint and update the intake recordβso you can confirm intake completion, avoid lookup misses, and prevent manual status checks without reporting.
How this automation posts verified intake payloads
When an action confirmation happens, delayed provider updates can stall intake review and slow next steps. This automation captures the confirmed intake, enriches patient identifiers and documents, posts a verification payload, and updates the intake recordβso your team can close loops fast.
Stacker Classicor swap with your favorite app
2.Find matching intake record
Integrate Airtable, and data lookup tools to find the intake row by mapping the Stacker object identifier to the intake lookup field.
Airtableor swap with your favorite app
3.Choose first document URL
Integrate Formatter by Zapier and document selection tools to output the first document URL for the provider payload.
Formatter by Zapieror swap with your favorite app
4.Find patient reference data
Integrate Zapier Tables and reference data tools to resolve patient key fields needed for the partner payload.
Zapier Tablesor swap with your favorite app
5.POST patient and intake payload
Integrate Webhooks by Zapier and API posting tools to send mapped patient fields and the selected document URL to the partner endpoint.
Webhooks by Zapieror swap with your favorite app
6.Update intake to completed status
Integrate Airtable and record update tools to set the intake status to success and write a note that the payload was sent.
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