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Send referral form email and SMS to patient

Automatically monitor updated referral rows across Google Sheets and messaging apps. Get email and SMS reminders when referral row updates, referral file missing, or blank referral submission happensβ€”so you can send download links, trigger SMS reminders, and move intake forward without manual outreach.

How this automation expedites referral intake

When referral files are missing, intake can stall and follow-up gets delayed. This automation uses Google Sheets to detect qualifying updates and then sends a download email and an SMS reminderβ€”so your team can move referrals forward quickly.

  1. 1.Detect updated referral rows

    Integrate Google Sheets and data mapping tools to monitor updated spreadsheet rows and pull submission fields for follow-up decisions.

    Google Sheetsor swap with your favorite app
  2. 2.Continue only for qualifying rows

    Integrate Zapier Filter by Zapier and rule filters to continue only when referral files are missing and blank-referral type matches.

    Filter by Zapieror swap with your favorite app
  3. 3.Send referral download email

    Integrate Gmail and email templates to send the patient a download email with a referral link and configured reply-to details.

    Gmailor swap with your favorite app
  4. 4.Send SMS referral reminder

    Integrate Kudosity and SMS messaging tools to send a short SMS reminder referencing the email and next steps when mobile is present.

    Kudosityor swap with your favorite app

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The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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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.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. 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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