1.Catches intake webhook submissions
Integrate Webhooks by Zapier and intake webhook handling tools to validate the intake payload and start routing decisions
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 dealβso your team can reduce manual follow-up.
Integrate Webhooks by Zapier and intake webhook handling tools to validate the intake payload and start routing decisions
Integrate Formatter by Zapier and date and time tools to calculate two reference dates and map outputs for window checks
Integrate Filter by Zapier and data validation tools to compare surgery dates and continue only for qualifying records
Integrate Zapier Tables and configuration lookup tools to return surgeon routing details by surgeon name and clinic
Integrate Sub-Zap by Zapier and SMS messaging templates to send a language-specific welcome SMS with reminder dates
Integrate Pipedrive and CRM workflow tools to add a welcome SMS note or update a deal stage and status fields
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.
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.