1.Captures new SMS received
Integrate Twilio and messaging tools to capture incoming message text and raw phone number for intake validation.
Update patient intake record after SMS validation reply
Automatically capture incoming SMS replies across Twilio and monday.com. Automatically update intake records when validation replies arrive, validation outcomes are classified, or a matching intake item is foundβso you can validate status, append message logs, and prevent manual intake updates.
How this automation protects your intake records
When a new SMS is received, intake validation can stall and records can fall out of sync. This automation formats phones, finds matching intake items, and updates status and message logsβso your team can respond faster without manual intake updates.
Twilioor swap with your favorite app
2.Formats phone for consistent lookup
Integrate Formatter by Zapier and phone normalization tools to convert raw numbers into consistent formatted phone values.
Formatter by Zapieror swap with your favorite app
3.Finds matching intake record
Integrate monday.com and record lookup systems to find the intake item by formatted phone and return the item id.
monday.comor swap with your favorite app
4.Classifies the SMS reply
Integrate Code by Zapier and validation rules logic to classify the reply into a normalized validation status and label.
Code by Zapieror swap with your favorite app
5.Updates status and message log
Integrate monday.com and audit logging tools to update the intake item status and append the reply with timestamp.
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