1.Detect incoming referral emails
Integrate Gmail and email search to find and download the attached form file to locate referral submissions.
Create referral order rows from incoming referral emails
Automatically monitor incoming referral emails and attachments across Gmail, Google Drive, and Google Sheets. Create and update referral order rows when qualifying rows are found, details parse correctly, and mastersheet entries are createdβso you can populate your referral mastersheet, capture referral IDs, and timestamp received referrals without manual entry.
How this automation accelerates referral intake
When referral emails arrive with attachments, delays can cause referrals to be missed or entered incorrectly. This automation downloads attachments, converts them to Google Sheets, and parses qualifying rows to create mastersheet recordsβso your team can onboard referrals faster.
Gmailor swap with your favorite app
2.Uploads and converts the attachment
Integrate Google Drive and file conversion to upload the attachment and convert it to Google Sheets format.
Google Driveor swap with your favorite app
3.Reads spreadsheet rows for processing
Integrate Google Sheets and sheet reading to open the converted spreadsheet and get the data range to map rows.
Google Sheetsor swap with your favorite app
4.Iterates rows and filters qualifiers
Integrate Looping by Zapier and row filtering to iterate the row array and continue only for qualifying rows.
Looping by Zapieror swap with your favorite app
5.Parses IDs and creates mastersheet rows
Integrate Formatter by Zapier and Google Sheets to extract email and reference ids and create a mastersheet row with a received timestamp.
Formatter by Zapieror swap with your favorite app
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Explore all referral program management automations
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