1.Pulls new referral submission
Integrate Tally and form workflows to map submission payload fields to referral details and start central tracking.
Create partner referral records and email clinic contacts
Automatically capture referral form submissions across Tally, Formatter by Zapier, Google Sheets, Paths by Zapier, and Email by Zapier. Create and update when partner selection is submitted, no matching partner record exists, or submission timestamps formatβso you can build central tracking, create partner rows, and email contacts without manual data entry.
How this automation creates partner referral records
When new referral form responses arrive, delays can cause partners to miss timely follow-up. This automation pulls submission fields and timestamps, formats dates, creates tracking rows in Google Sheets, branches by partner, and emails partner contacts β so you can capture referrals and keep partner communication consistent.
Tallyor swap with your favorite app
2.Formats submission timestamp
Integrate Formatter by Zapier and reporting systems to convert the submission timestamp into a readable submission date.
Formatter by Zapieror swap with your favorite app
3.Creates central tracking row
Integrate Google Sheets and data tables to create a row in the central referral tracking sheet with mapped fields.
Google Sheetsor swap with your favorite app
4.Branches by partner selection
Integrate Paths by Zapier and routing rules to continue only for qualifying records based on the partner selection field.
Paths by Zapieror swap with your favorite app
5.Creates partner tracking row
Integrate Google Sheets and spreadsheet records to create a row in the partner specific worksheet with the same mapped fields.
6.Sends templated partner email
Integrate Email by Zapier and email templates to send a partner email using the partner contact email and submission details.
Email by Zapieror swap with your favorite app
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Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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