1.Captures intake form submission
Integrate Gravity Forms and form data tools to pass intake fields and requested appointment info into the workflow.
When appointment intake is submitted, delays can cost booking opportunities and increase follow-up workload. This automation formats requested appointment strings and creates or updates patient contacts, then screens clinical risk and routes outcomesβso you can confirm next steps quickly.
Integrate Gravity Forms and form data tools to pass intake fields and requested appointment info into the workflow.
Integrate Formatter by Zapier and date/time tools to combine intake date and time into one appointment string.
Integrate LeadConnector and contact record tools to create or update a contact, set lead flag, and store requested appointment.
Integrate Sub-Zap by Zapier and clinical screening checks to return risk flags and route outputs to the right record or queue.
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.
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