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Send welcome SMS and update deal for patients

Automatically catch intake webhooks across Webhooks by Zapier and Zapier Tables, then send a welcome SMS and update outreach records in Pipedrive. Create the right reminders, route messages by surgeon setup, and capture confirmation automaticallyβ€”so coordinators avoid manual follow-up and paperwork.

How this automation protects timely patient welcome

When an intake webhook arrives, missed or late outreach can confuse patients and delay coordination. This automation calculates the surgery window, validates the record, looks up routing, sends a welcome SMS, and updates the dealβ€”so your team can reduce manual follow-up.

  1. 1.Catches intake webhook submissions

    Integrate Webhooks by Zapier and intake webhook handling tools to validate the intake payload and start routing decisions

    Webhooks by Zapieror swap with your favorite app
  2. 2.Calculates reminder reference dates

    Integrate Formatter by Zapier and date and time tools to calculate two reference dates and map outputs for window checks

    Formatter by Zapieror swap with your favorite app
  3. 3.Filters by surgery date window

    Integrate Filter by Zapier and data validation tools to compare surgery dates and continue only for qualifying records

    Filter by Zapieror swap with your favorite app
  4. 4.Finds surgeon routing configuration

    Integrate Zapier Tables and configuration lookup tools to return surgeon routing details by surgeon name and clinic

    Zapier Tablesor swap with your favorite app
  5. 5.Sends welcome SMS to patient

    Integrate Sub-Zap by Zapier and SMS messaging templates to send a language-specific welcome SMS with reminder dates

    Sub-Zap by Zapieror swap with your favorite app
  6. 6.Updates deal with SMS outreach

    Integrate Pipedrive and CRM workflow tools to add a welcome SMS note or update a deal stage and status fields

    Pipedriveor swap with your favorite app

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Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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