1.Receives clinician start payload
Integrate Webhooks by Zapier and webhook endpoints to parse incoming fields to capture submission data.
When clinician start submissions arrive without a matched record, delays can block updates and stall appointments. This automation receives webhook payloads, finds and updates the right Zapier Tables record, and sends the right clinician or admin and failure emailsβso your team can keep scheduling accurate.
Integrate Webhooks by Zapier and webhook endpoints to parse incoming fields to capture submission data.
Integrate Zapier Tables and table lookup tools to search your table by reference id to locate the matching case.
Integrate Zapier Tables and field mapping tools to update case notes, provider fields, and appointment date to set the status stage.
Integrate Email by Zapier and email templates to send a confirmation to the clinician using the reference id and appointment date.
Integrate Email by Zapier and notification templates to email admin addresses a summary of the updated case and appointment.
Integrate Email by Zapier and email templates to send a polite rejection when reference id does not match to prompt retry.
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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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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