1.Monitors new submission
Integrate Jotform and form capture tools to trigger on new referral submissions and centralize submitted fields for intake.
Route referral submissions to correct specialty intake form
Automatically capture Jotform new submissions across web forms. Automatically route referrals when treatment is recognized, contact fields update, or treatment is missingβso you can route to the right intake endpoint, send structured referral payloads, and avoid manual triage.
How this automation routes referrals to the right intake form
When Jotform new submission events arrive, referrals can stall without a specialty specific intake flow. This automation maps treatment to the correct endpoint and posts structured referral dataβso your team can move cases to intake faster.
Jotformor swap with your favorite app
2.Maps treatment to endpoint
Integrate Code by Zapier and endpoint logic tools to map treatment values to a specialty intake endpoint URL.
Code by Zapieror swap with your favorite app
3.Posts referral payload
Integrate Webhooks by Zapier and HTTP tools to send the referral contact details and notes to the selected endpoint.
Webhooks by Zapieror swap with your favorite app
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Create cleaned referral leads from social lead ads
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Create intake and insurance records from referral forms
Your referral submissions lack structured intake and insurance fields, delaying eligibility and scheduling. It creates patient and insurance records so intake coordinators can act same day.
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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