1.Detects intake record update
Integrate Airtable to find matching client records in your intake workflow.
Send intake forms and log delivery to clients
Automatically monitor intake table updates across Airtable. Create and update intake delivery records when intake status sends or resends—so you can send intake links, log sent timestamps, and reduce manual follow-up without manual paperwork.
How this automation improves intake follow-through
When an intake record updates but sending and logging stay manual, recipients can miss questionnaires and timelines drift. This automation finds matching client records, generates encoded intake links, sends intake messages, and updates the application record with a sent timestamp—so your team can keep patients moving.
Airtableor swap with your favorite app
2.Generates encoded intake URL
Integrate Sub-Zap by Zapier and mapping inputs to generate an encoded intake questionnaire link.
Sub-Zap by Zapieror swap with your favorite app
3.Formats today sent date
Integrate Formatter by Zapier and date formatting tools to format today’s date for the sent timestamp.
Formatter by Zapieror swap with your favorite app
4.Sends intake message
Integrate Gmail and email templates to send the intake questionnaire link with guardian or support cc.
Gmailor swap with your favorite app
5.Updates application sent state
Integrate Airtable and record updates to set intake status to sent and write the formatted sent date.
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Improve patient outreach with automated appointment reminders, form follow-ups, and reply alerts
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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