1.Triggers on weekday at 4:00 PM
Integrate Schedule by Zapier and time-window rules to trigger daily checks for eligibility follow-up timing.
Send scheduled chaser SMS to incomplete eligibility records
Automatically check weekday eligibility time windows across Schedule by Zapier and Zapier Tables. Send scheduled SMS chasers when daily schedule fires, eligibility windows hit, or chaser flags stay blank—so you can send outreach, update chaser timestamps, and keep coordinators on track without manual follow-up.
How this automation sends chasers on time without manual follow-up
When the scheduled time window hits, delays can stall eligible follow-ups. This automation computes time thresholds, selects qualifying records, and posts SMS outreach and updates chaser flags—so your team can respond without chasing updates.
Schedule by Zapieror swap with your favorite app
2.Computes time thresholds for checks
Integrate Formatter by Zapier and date-time tools to calculate ISO timestamps for eligibility window comparisons.
Formatter by Zapieror swap with your favorite app
3.Finds eligibility records to chase
Integrate Zapier Tables and record lookup tools to find records with matching eligibility stages and chaser flags.
Zapier Tablesor swap with your favorite app
4.Loops through qualifying records
Integrate Looping by Zapier and routing logic to iterate records and evaluate each one for eligibility thresholds.
Looping by Zapieror swap with your favorite app
5.Posts SMS chaser request
Integrate Webhooks by Zapier and SMS provider endpoints to send the scheduled chaser using language and tenant parameters.
Webhooks by Zapieror swap with your favorite app
6.Updates chaser flag and timestamp
Integrate Zapier Tables and record update tools to set the chaser flag and outreach timestamp for follow-up.
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