1.Monitor new referral folder messages
Integrate Microsoft Outlook and email parsing tools to parse inbound referral message content into structured fields.
Create referral intake records and assign triage tasks
Automatically monitor new messages in your configured referral folder across Microsoft Outlook and capture referral details. Create and update intake records and assign triage tasks β so you can track referrals, prepare reviews, and follow up without manual data entry.
How this automation accelerates your referral intake
When new messages arrive in your configured referral folder, delays can stall follow-up and cause missed opportunities. This automation parses referral submissions and creates tracking records and review cards and intake tasksβso your team can triage faster.
Microsoft Outlookor swap with your favorite app
2.Converts and parses message content
Integrate Formatter by Zapier and content extraction tools to convert HTML to Markdown and extract submission fields.
Formatter by Zapieror swap with your favorite app
3.Creates referral record in table
Integrate Zapier Tables and database mapping tools to create a record from parsed contact and deal fields.
Zapier Tablesor swap with your favorite app
4.Adds row to import workbook
Integrate Microsoft Excel and spreadsheet tracking tools to add an import-ready row with notes and timestamps.
Microsoft Excelor swap with your favorite app
5.Creates intake review card
Integrate Trello and workflow boards to create a card with parsed details and place it in the intake queue.
Trelloor swap with your favorite app
6.Creates intake task for follow-up
Integrate Clio and task management tools to create a follow-up intake task with due date and assignment.
Clioor swap with your favorite app
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Explore all referral program management automations
Scale referral program growth with automated referral tracking, reward routing, and advocate notifications
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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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