1.Catches call finished payload
Integrate Webhooks by Zapier and incoming call payloads to capture completed unanswered call events for aftercare handling.
Send day 14 aftercare email to clinic patients
Automatically detect completed unanswered call payloads across Webhooks by Zapier, Paths by Zapier, Microsoft Outlook, and Formatter by Zapier. Get day 14 aftercare emails routed by clinician and logged in your CRM when call finished payload received, unanswered call completed, or call status updatesβso you can protect outreach, personalize sending, and preserve activity history without manual outreach.
How this automation sends aftercare at the right time
When completed unanswered calls go unhandled, follow-up can be delayed and patients may miss important care steps. This automation routes qualified records, sends the clinic aftercare email, formats the outreach date, and creates a logged CRM activityβso your team can keep communication consistent.
Webhooks by Zapieror swap with your favorite app
2.Routes and filters qualifying records
Integrate Paths by Zapier and conditional paths to route completed unanswered calls only for existing contacts and clinician ownership.
Paths by Zapieror swap with your favorite app
3.Sends day 14 aftercare email
Integrate Microsoft Outlook and email templating to send the clinic-approved day 14 aftercare message to the routed patient.
Microsoft Outlookor swap with your favorite app
4.Formats the outreach date
Integrate Formatter by Zapier and date formatting tools to convert the call finished timestamp into CRM date format.
Formatter by Zapieror swap with your favorite app
5.Creates a CRM activity record
Integrate Webhooks by Zapier and CRM endpoints to post an activity record with body, owner, and contact reference.
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