Send more info email and confirm by SMS

Your intake sheet rows send emails without SMS confirmation, leaving patients unsure and coordinators checking manually. You deliver the email and same-day SMS so coordinators stop manual follow-ups.

Workflow preview:

Zap details:

Overview

When intake rows request Level 3 information, this flow sends a patient-facing email and an immediate SMS reminder so coordinators stop chasing manually. The result is clearer patient communication and same-day confirmations that reduce manual follow-ups.