Send trial agreement email to trials and consultants

Your trial registration rows in the sheet leave clinicians and coordinators without consistent intake details for scheduling. The team gets a full trial agreement email so bookings and triage happen the same day.

Workflow preview:

Zap details:

Overview

Trial referrals stall when intake details don't reach coordinators and clinicians, delaying bookings and device delivery. This flow turns every new sheet entry into a complete email to your trials inbox and regional consultants, enabling same-day triage and scheduling.