1.Monitors new appointment bookings
Integrate Setmore Appointments and appointment scheduling tools to detect a new booking and capture patient email, name, service, and times.
When new appointments are booked, consent links can be missed and intake delays patient care. This automation captures each new booking, finds or creates client and appointment records, and sends the patient the right email with a consent linkβso your team can reduce manual follow-up.
Integrate Setmore Appointments and appointment scheduling tools to detect a new booking and capture patient email, name, service, and times.
Integrate Airtable and database workflows to search the Clients table by patient email and pull client ID and contact fields.
Integrate Airtable and form and record tools to create an Appointments record with client reference, service, dates, and consent link when available.
Integrate Formatter by Zapier and reporting systems to convert appointment start into patient-friendly date and time strings in clinic timezone.
Integrate Filter by Zapier and validation tools to continue only when a consent-form link exists for the booked service.
Integrate Gmail and email templates to send the patient email with the formatted visit details and consent link or standard instructions.
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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