1.Monitors new intake form entries
Integrate Cognito Forms and form tools to capture submission fields and map contact details to reference data.
When new intake form entries request a physician callback, delays can harm patient experience and overload call centers. This automation filters qualifying submissions and sends outbound SMS and reference detailsβso your team can respond fast.
Integrate Cognito Forms and form tools to capture submission fields and map contact details to reference data.
Integrate Filter by Zapier and workflow rules to continue only for qualifying entries and stop other submissions.
Integrate ClickSend SMS and SMS delivery tools to send outbound messages using mapped patient phone and tokens.
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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