1.Detect image record field update
Integrate Salesforce to detect download-indicator changes and start the upload workflow for the related image record.
Upload images to shared patient folders and add tags
Automatically monitor updated image download indicator changes across Salesforce and shared folders in Google Drive. Upload original and annotated photos when download is set, so you can store files correctly, apply tags, and mark records downloaded without manual document handling.
How this automation stores patient files correctly
When the image record download indicator changes, delays can block coordinators from locating the correct files. This automation finds the related patient folder, uploads original and annotated images with tags, and updates the image recordβso your team can access documents fast.
Salesforceor swap with your favorite app
2.Find related patient account
Integrate Salesforce and CRM lookup tools to map the image record account reference to the correct patient account.
3.Continue only for configured folders
Integrate Filter by Zapier and folder rules to stop the workflow when the account has no configured shared patient folder.
Filter by Zapieror swap with your favorite app
4.Extract shared folder identifier
Integrate Formatter by Zapier and parsing tools to split the stored folder URL or path and extract the folder id.
Formatter by Zapieror swap with your favorite app
5.Upload images and set tags
Integrate Google Drive and file metadata tools to upload original and annotated images into the extracted folder id.
Google Driveor swap with your favorite app
6.Mark image record as downloaded
Integrate Salesforce and status fields to update the image record download flags so coordinators can confirm storage.
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Accelerate document workflows with automated form capture, data extraction, and record routing
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