1.Receives sub-zap input
Integrate Sub-Zap by Zapier and workflow mapping tools to accept incoming reference details and to route them into the payment lookup reference
Automatically add external payment IDs to patient records
Automatically receive sub-zap inputs for external payment IDs across Sub-Zap by Zapier, Delay by Zapier, Square, and Zapier Tables. Create and update when incoming reference arrives, DOB provided, or identifying fields map—so you can look up payment customers, write patient payment IDs, and avoid manual data entry without manual paperwork.
How this automation updates patient payment IDs
When new sub-zap call inputs arrive without an automated payment-to-patient handoff, payment IDs can lag behind patient records. This automation maps references, pauses for payment finalization, looks up Square customer IDs, and updates Zapier Tables patient rows—so your team can keep payment processing accurate.
Sub-Zap von Zapieror swap with your favorite app
2.Pauses for payment finalization
Integrate Delay by Zapier and timing controls to pause for 1 minute so payment records can finalize before lookup
Verzögerung durch Zapieror swap with your favorite app
3.Searches customers for ID
Integrate Square and payment lookup tools to search customers and to return the payment customer ID for later use
Squareor swap with your favorite app
4.Finds the matching patient
Integrate Zapier Tables and patient database lookup tools to find the patient row by the mapped external reference
Zapier Tablesor swap with your favorite app
5.Updates the patient payment ID
Integrate Zapier Tables and record update tools to write the Square customer ID into the patient payment ID field
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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