Send Intake Forms Automatically Before Patient Appointments
Save front-desk time — when a patient books, automatically send the right intake forms and remind them to complete before arrival.
- 1
Trigger on Bookings
Add a
Calendly Triggernode for new appointments. - 2
Send the Right Form
Add a
Switchnode selecting the intake form matching the appointment type. - 3
Email and Text the Link
Add
GmailandTwilionodes sending the form link to the patient. - 4
Remind If Incomplete
Add a check the day before that reminds patients who haven't submitted.
- 5
Activate and Test
Activate the workflow and book a test appointment. Confirm the correct form is sent.
Frequently asked questions
Is patient data handled safely?
Use HIPAA-compliant tools and secure storage, and limit form fields to what's clinically necessary.
Can staff see completed forms?
Route submissions into your practice system or a secure sheet so clinicians review before the visit.
Stripe to Google Sheets: Auto-Sync Every Payment with n8n (No Code)
Every time a new Stripe payment comes in, n8n instantly captures the details and append it as a new row to a spreadsheet — no manual exports, no missed data, no code.
n8nStripeGoogle Sheets
Stripe to Notion: Auto-Sync Every Payment with n8n (No Code)
Every time a new Stripe payment comes in, n8n instantly captures the details and add it as a new page in a Notion database — no manual exports, no missed data, no code.
n8nStripeNotion
Shopify to Airtable: Auto-Sync Every Order with n8n (No Code)
Connect Shopify and Airtable in n8n: each new order is captured and sent straight to Airtable, in real time and completely hands-off.
n8nShopifyAirtable
Keep every recipe free
FlowRecipesHub is free and always will be. If a workflow saved you time, chip in what you like — it helps us keep the lights on and build the next batch of automations for everyone.
Secure checkout via Paddle · one-time, no account needed