1.Catches incoming SMS payload
Integrate Webhooks by Zapier and message intake tools to capture inbound SMS payloads and trigger the workflow.
When inbound SMS replies arrive without a clear process, patients wait and staff spend time matching messages to records. This automation catches inbound SMS payloads, routes status-aware SMS replies, and logs message outcomes in Airtableβso your team responds consistently.
Integrate Webhooks by Zapier and message intake tools to capture inbound SMS payloads and trigger the workflow.
Integrate Formatter by Zapier and phone normalization tools to format the sender phone to E.164 for matching.
Integrate Airtable and patient lookup tools to search the patient table by normalized phone for the right record.
Integrate Paths by Zapier and status routing rules to evaluate account status and choose the correct reply template.
Integrate Twilio and SMS sending tools to send the from number and status-specific reply to the normalized phone.
Integrate Airtable and logging tools to log the inbound message and reply outcome in a central message table.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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