1.Captures new referral form entry
Integrate Typeform and form submission data to capture response fields and submission ID for referral acknowledgements.
Send referral confirmation and consent notice to referrer
Automatically capture new referral submissions across Typeform and automate email confirmations through Microsoft Outlook. Automatically send acknowledgement and consent instructions when qualifying records arrive or submissions complete or submission IDs appearβso you can send confirmations, include referral summaries, and keep intake visibility without manual follow-up.
How this automation protects consent at scale
When new referral submissions arrive without clear consent instructions, wrong contacts can be confirmed and outreach can stall. This automation filters qualifying entries, generates referral summary content, and sends a consent notice emailβso your team can confirm referrers without chasing details.
Typeformor swap with your favorite app
2.Filters to qualifying referral records
Integrate Filter by Zapier and conditional logic to continue only for qualifying records and skip irrelevant submissions.
Filter by Zapieror swap with your favorite app
3.Generates formatted referral summary
Integrate Code by Zapier and JavaScript to map response text into a compact HTML referral summary.
Code by Zapieror swap with your favorite app
4.Sends consent confirmation email
Integrate Microsoft Outlook and email templates to send the acknowledgement email with summary HTML and consent instructions.
Microsoft Outlookor swap with your favorite app
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Explore all referral program management automations
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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