1.Watch status column updates
Integrate monday.com and workflow mapping to detect updated status and contact fields for qualifying report sends.
When the status column updates to send, delayed reports and missed reminders can slow care. This automation finds and collects report PDFs, sends the email and SMS reminderβso your team can confirm outreach without manual follow-up.
Integrate monday.com and workflow mapping to detect updated status and contact fields for qualifying report sends.
Integrate Google Drive, search tools, and file storage to find the first matching PDF and return its file URL.
Integrate monday.com and file fields to get file column values and compile an attachments array for the email.
Integrate Microsoft Outlook and secure link messaging to send the patient email with the subject, body, and attachments.
Integrate Formatter by Zapier and Code by Zapier to validate consult date and select the correct SMS body.
Integrate ClickSend SMS and SMS delivery scheduling to send the reminder to the patient mobile after the configured delay.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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