1.Monitor new form response submission
Integrate Google Forms and intake collection tools to capture each new referral submission to your standardized intake workflow.
Create intake referral rows from clinician forms instantly
Automatically capture new in-clinic referral submissions across Google Forms and sync intake context across Google Sheets and Email by Zapier. Send triage-ready referral emails, create standardized intake rows, and set initial triage status—so you can avoid manual data entry when referrals submitted, form responses received, or intake details captured.
How this automation protects timely referral triage
When new clinic referral responses arrive, delays can slow triage and impact follow-up. This automation captures form submissions, creates spreadsheet intake rows, and sends programs an outbound email—so your team can triage faster.
Formularios de Googleor swap with your favorite app
2.Create intake spreadsheet row
Integrar Google Sheets and data mapping tools to create a new intake row con a dedupe submission ID and initial triage status.
Hojas de cálculo de Googleor swap with your favorite app
3.Send referral email to programs
Integrar Email by Zapier and email routing tools to send outbound messages to your programs inbox con key referral fields.
Correo electrónico de Zapieror swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Con la confianza de 3,4 millones de empresas
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- View all
Explore all referral management automations
Accelerate referral intake with automated record routing, status updates, and follow-up alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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