SYSTEM ONLINE --:--:-- PT
← All workflows Clinic & appointments 6 nodes · Webhook

New Patient Onboarding

Auto-onboards new patients with a welcome SMS, email, and a 24h intake reminder.

6
nodes
Webhook
trigger
5
services wired
What it does

This fires on a POST webhook from the clinic's booking system and instantly fans out to three parallel actions: a welcome SMS carrying the intake-form link, a welcome email covering what to bring and when to arrive, and an append to a Google Sheets onboarding log. The SMS branch then waits 24 hours and sends one intake reminder, so paperwork is completed before the patient walks in. Every new booking gets the same consistent set of touchpoints with zero manual work.

◆Webhook fan-out with a 24h delayed reminder

The workflow
Live interactive canvas · scroll to zoom, drag to pan

This is the real, sanitized export — credentials and any client data removed. Double-click any node to inspect it, or use the canvas's import link to drop the workflow straight into n8n.

Services
WebhookTwilio SMSEmailWaitGoogle Sheets
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