1.Catch Hook booking payload
Integrate Webhooks by Zapier and booking forms to receive the online consultation payload and map booking fields to variables.
Send online consultation confirmations, SMS, and logs
Automatically catch new online consultation booking payloads across Webhooks by Zapier and Microsoft Outlook. Create and update confirmations and outreach logs when email and SMS send, so you can deliver confirmations, notify patients, and record communications without manual follow-up.
How this automation sends patient confirmations
When an online consultation booking arrives, delays can slow outreach and increase no-shows. This automation catches booking payloads, sends email and SMS confirmations, and creates a searchable outreach recordβso your team can follow up immediately.
Webhooks by Zapieror swap with your favorite app
2.Returns location phone number
Integrate Sub-Zap by Zapier and routing logic to pass the location name and retrieve the location phone to use in messages.
Sub-Zap by Zapieror swap with your favorite app
3.Sends email confirmation
Integrate Microsoft Outlook and messaging templates to send the email with booking time and the returned location phone.
Microsoft Outlookor swap with your favorite app
4.Posts SMS confirmation
Integrate Webhooks by Zapier and SMS delivery to send a concise confirmation to the client phone.
5.Creates outreach record
Integrate Zapier Tables and reporting systems to create a searchable record with email and SMS audit details.
Zapier Tablesor swap with your favorite app
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Step 1
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Define the trigger
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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