1.Monitors new entry submission
Integrate Typeform and intake forms to detect new entry submissions for routing intake details.
Create intake row and notify clinic reception per submission
Automatically capture new Typeform entries across Typeform, Google Sheets, and SMTP by Zapier. Create and notify when new entry arrives, submission timestamp is captured, or clinic location populatesβso you can create sheet rows, send reception emails, and keep timestamps consistent without manual intake tracking.
How this automation routes patient intake faster
When a Typeform new entry comes in, enquiries can sit untracked until someone checks the inbox. This automation formats dates, creates spreadsheet rows, and sends reception notificationsβso your team can respond with the right details quickly.
Typeformor swap with your favorite app
2.Formats submission date for sheets
Integrate Formatter by Zapier and data formatting tools to map the submission timestamp to a human date.
Formatter by Zapieror swap with your favorite app
3.Routes only qualifying locations
Integrate Filter by Zapier and rules logic to continue only for qualifying records and match the reception.
Filter by Zapieror swap with your favorite app
4.Creates intake spreadsheet row
Integrate Google Sheets and worksheet workflows to map fields into a new row and add location tags.
Google Sheetsor swap with your favorite app
5.Sends email to clinic reception
Integrate SMTP by Zapier and outbound email delivery to send name, contact, phone, and notes to reception.
SMTP by Zapieror swap with your favorite app
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Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
Set up in minutes
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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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