1.Detects new referral form submission
Integrate Gravity Forms and form workflows to detect each submission and start your referral check-in process.
Create referral check-ins, log entries, and send agreements
Automatically monitor new referral form submissions across Gravity Forms and Zapier Tables. Create and update when referral form submitted or settings row missing or check-in date generatedβso you can schedule check-ins, log referral entries, and send agreements without manual follow-up.
How this automation schedules check-ins, logs referrals, and sends agreements
When referral form submissions arrive, delays can disrupt follow-up timing and signature turnarounds. This automation finds concierge settings, formats check-in dates, creates calendar events, logs referrals, and sends DocuSign agreementsβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Finds configured concierge settings
Integrate Zapier Tables and database lookups to look up concierge settings and determine where to send agreements.
Zapier Tablesor swap with your favorite app
3.Formats check-in business date
Integrate Formatter by Zapier and date tools to convert the submission date and compute the scheduled follow-up date.
Formatter by Zapieror swap with your favorite app
4.Creates detailed check-in event
Integrate Google Calendar and scheduling tools to create an event with mapped names and the formatted follow-up time.
Google Calendaror swap with your favorite app
5.Adds referral row for handoff
Integrate Google Sheets and spreadsheet reporting to add a row with submission details and the check-in date for tracking.
Google Sheetsor swap with your favorite app
6.Sends agreement envelope from template
Integrate DocuSign and eSignature platforms to send an envelope using the configured template for signature.
Docusignor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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