1.Catches incoming referral submission
Integrate Webhooks by Zapier and form payload tools to accept the incoming referral submission payload and extract fields and file URLs to store.
Add patient referral submissions to intake tracking spreadsheet
Automatically catch clinic referral submissions across Webhooks by Zapier and Google Sheets. Create and update when referral form data arrives—so you can create intake rows, store attachment links, and flag duplicates without manual spreadsheet entry.
How this automation records referrals in your intake sheet
When referral form submissions come in, missed or delayed logging can slow triage and routing. This automation catches webhook payloads and creates Google Sheets rows and checks duplicates—so your team can review referrals faster.
Webhooks von Zapieror swap with your favorite app
2.Creates intake row in spreadsheet
Integrate Google Sheets and spreadsheet mapping tools to create a row and map names, contacts, clinic fields, and attachment links for triage.
Google Sheetsor swap with your favorite app
3.Finds duplicate submissions
Integrate Google Sheets and duplication checks to find matching rows by email or submission id and flag or stop duplicates before creating.
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Explore all referral management automations
Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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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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