1.Monitors new spreadsheet rows
Integrate Google Sheets and form intake fields to extract referral submission details and mapping for triage readiness.
Create referral records, docs, and send confirmation emails
Automatically monitor new spreadsheet rows across Google Sheets for referral submissions and intake details. Create and update when referrals are submitted, self referrals are flagged, or client contacts are enteredβso you can create intake docs, update contacts, and send confirmations without manual triage.
How this automation scales your referral follow-up
When new spreadsheet rows land in your configured referrals worksheet, delays can slow triage and confirmations. This automation converts submissions into intake documents and contact records, then sends confirmation emails and appends tracking rowsβso your team can follow up faster.
Google Sheetsor swap with your favorite app
2.Creates an intake document
Integrate Google Docs and template placeholders to create an intake document with mapped fields, dates, and a generated address code.
Google Docsor swap with your favorite app
3.Creates or updates contacts
Integrate Google Contacts to create or update referrer and beneficiary contacts, matching by email and filling contact fields.
Google Contactsor swap with your favorite app
4.Sends referral confirmation emails
Integrate Gmail and email routing to send referrer and client confirmations with the intake summary and BCC your inbox.
Gmailor swap with your favorite app
5.Appends tracking spreadsheet row
Integrate Google Sheets and reporting tables to append a tracking row with dates, contact summary, address code, and triage flags.
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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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