1.Monitor new attachment matches
Integrate Gmail, email inbox monitoring, and referral matching rules to detect new attachments and capture attachment file and subject.
Send referral attachments to EDI partner for processing
Automatically monitor new referral attachments across Gmail and Delay by Zapier. Get forwards for qualifying referrals when referral attachment arrives, referral subject matches, or attachments appearβso you can reduce duplicate sends, send original files, and keep claims moving without manual handoffs.
How this automation forwards referrals for EDI processing
When new attachments match a referral subject search, delays can stall claim processing and create extra manual handoffs. This automation monitors referral attachments and delays near-duplicates, then sends the original attachment and subject to your EDI partnerβso your team can move claims without chasing emails.
Gmailor swap with your favorite app
2.Delay workflow for 2 minutes
Integrate Delay by Zapier and timing rules to pause delivery and group near-duplicate attachments before forwarding.
Delay by Zapieror swap with your favorite app
3.Send referral email to partner
Integrate Gmail and email forwarding tools to send the referral email with the attachment file and subject text.
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Accelerate claim handling with automated intake routing, status updates, and document tracking
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