Add referral leads and send intake form email
Add referral leads and send intake form email
Your NDIS referral leads from social ads lack structured intake records, delaying clinician assignment. It logs each lead and emails the referral form so intake teams can act same day.
Workflow preview:
Zap details:
Overview
Stop leaving NDIS referrals scattered in ad dashboards and inboxes; this flow captures each social lead into your intake register and immediately sends the referral pack to prospects. Program coordinators can triage and assign clinicians the same day, cutting manual follow-up and speeding time-to-care.