1.Maps appointment row fields
Integrate Google Sheets and scheduling data to map patient contact fields to appointment details and timestamps.
When new or updated spreadsheet rows arrive, missed reminders can lead to no-shows and escalations. This automation maps appointment fields and schedules SMS and email remindersβso your team can confirm attendance and reduce follow-up work.
Integrate Google Sheets and scheduling data to map patient contact fields to appointment details and timestamps.
Integrate Filter by Zapier to continue only for reminder-eligible records and appointment types.
Integrate Formatter by Zapier and date formatting to split patient names, normalize times, and compute reminder dates.
Integrate Delay by Zapier and scheduling controls to wait until the day-before timestamp to trigger messaging.
Integrate ClickSend SMS and messaging templates to send the day-before or morning-of SMS to the patient.
Integrate Gmail and email templates to send the day-before or morning-of email confirmation to the patient.
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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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