Create scheduling row and advance verified ortho-case deals

Your verified ortho deals miss intake tracking, leaving schedulers without patient context and blocking planning. Add intake rows and move deals so schedulers can confirm appointments the same day.

Workflow preview:

Zap details:

Overview

When verified orthopedics deals land in the CRM without a structured intake, schedulers lack the context needed to book cases quickly. This flow captures those deals into a shared scheduling sheet and advances the pipeline so coordinators can confirm appointments the same day.