1.Catch treatment-start payload
Integrate Webhooks by Zapier and intake endpoints to capture the treatment-start payload and expose incoming fields.
Create treatment start records and flag priority referrals
Automatically capture treatment-start submissions across Webhooks by Zapier and Google Sheets. Create and update tracking rows when treatment-start payloads arrive, referral markers show up, or priority criteria matchβso you can log dates, flag priority referrals, and review started treatments without manual reporting.
How this automation flags priority referrals
When the treatment-start payload hits your intake endpoint, delays can cause missed priority referral starts and messy referral tracking. This automation receives the payload, formats timestamps, logs master tracking rows, filters qualifying referrals, and creates started-treatment rows with referral flagsβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Format incoming timestamp
Integrate Formatter by Zapier and date time tools to normalize the timestamp into clinic-local date and time.
Formatter by Zapieror swap with your favorite app
3.Creates master tracking row
Integrate Google Sheets and spreadsheet tracking tools to create a master tracking row with mapped patient and referral fields.
Google Sheetsor swap with your favorite app
4.Filter to qualifying referrals
Integrate Filter by Zapier and rules logic to continue only when records include configured referral markers or priority criteria.
Filter by Zapieror swap with your favorite app
5.Creates started-treatment row
Integrate Google Sheets and referral tracking tools to create a started-treatment row and set the referral flag value.
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Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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