1.Captures new form submission
Integrate Ninja Forms and intake tools to capture each referral submission and its submission ID to create drafts from intake.
Create referral draft from form submissions to counsel
Automatically capture intake submissions across Ninja Forms, Formatter by Zapier, and Gmail. Create referral email drafts when submission arrives, diagnosis details are captured, or referral consent is includedβso you can generate drafts, standardize diagnosis text, and save time on follow-ups without manual chasing details.
How this automation generates referral drafts
When new form submissions land in Ninja Forms, intake details can sit idle and delay partner outreach. This automation transforms diagnosis and age fields and creates Gmail draft emailsβso your team can send referrals faster.
Ninja Formsor swap with your favorite app
2.Cleans diagnosis and age text
Integrate Formatter by Zapier and text formatting tools to transform diagnosis and age fields to standardize referral content.
Formatter by Zapieror swap with your favorite app
3.Creates partner email draft
Integrate Gmail and email drafting tools to create a referral draft and map submission fields to send-ready placeholders.
Gmailor swap with your favorite app
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Explore all referral management automations
Accelerate referral intake with automated record routing, status updates, and follow-up alerts
Set up in minutes
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Step 1
Connect your tools
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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