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Patient Communication
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Team Collaboration

Team Collaboration

HubSpot Deal Stage Update to Canvas Medical + Airtable Log

When a HubSpot deal changes stage, this workflow sends the patient a confirmation email via Outlook, updates their appointment in Canvas Medical, and logs the interaction in Airtable.

Patient Intake

Typeform to Canvas Medical Patient Intake Sync

When a referral form is submitted, this workflow automatically creates a patient record in CanvaMedical, optionally schedules their first appointment, sends a confirmation, and logs the intake in Google Sheets.

Patient Communication

Healthie to Twilio Appointment Reminder

When an appointment is approaching in Healthie, this workflow sends automated SMS reminders via Twilio (with Gmail as a fallback) and automatically cancels pending messages if the appointment is confirmed or canceled.

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