1.Triggers hourly follow-up checks
Integrate Schedule by Zapier and scheduling tools to detect rows that need follow-up so you can start outreach runs.
When the hourly schedule finds appointments waiting for follow-up, delays can leave patients without timely outreach. This automation pulls sheet rows, loops and delays messages, then sends SMS and updates follow-up status—so your team can close the follow-up gap.
Integrate Schedule by Zapier and scheduling tools to detect rows that need follow-up so you can start outreach runs.
Integrate Google Sheets and spreadsheet tools to pull appointment rows so you can map Row ID, phone, and timestamps.
Integrate Looping by Zapier and data mapping tools to iterate each returned row so you can process contacts one at a time.
Integrate Delay by Zapier and time offset tools to add 24 hours so the SMS sends about one day after the visit.
Integrate Twilio and SMS templates to send the brief survey so patients can reply and opt out when needed.
Integrate Google Sheets and spreadsheet updates to set follow-up flag to yes and write the send timestamp.
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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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