1.Monitors new spreadsheet rows
Integrate Google Sheets and form mapping tools to capture patient name and referral fields for each new spreadsheet row.
Send referral alert to admin team when row added
Automatically monitor new spreadsheet rows across Google Sheets, Google Drive, Google Chat, and Zapier. Get instant alerts when new referral rows are added, referral types are entered, or patient names are capturedβso you can filter referrals, create patient folder links, and notify the intake admin team without manual folder hunting.
How this automation accelerates your referral intake
When new referral rows land but folder links are missing, intake triage slows and referrals risk being missed. This automation watches new spreadsheet rows, filters qualifying records, and retrieves or creates patient folders then sends admin alerts with a folder linkβso your team can act fast.
Google Sheetsor swap with your favorite app
2.Filters qualifying referral records
Integrate Zapier branching and data rules to continue only for qualifying referral rows and stop for non referrals.
Email by Zapieror swap with your favorite app
3.Finds or creates patient folder
Integrate Google Drive and folder organization tools to find a matching patient folder or create one and return its link.
Google Driveor swap with your favorite app
4.Creates intake message in team room
Integrate Google Chat and internal messaging tools to create a team room message with a folder link button for triage.
Google Chator 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
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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