Platform builder

Trigger catalog + platform builder for clinic operations

When an appointment checks in, a SOAP signs, or a payment fails, LifeLink workflows send the right message, create the right task, and log the run. No Zapier duct tape between your EMR and patient comms.

Trigger catalog

Start flows from real clinic events

Each category exposes triggers admins wire to actions. Mix clinical, operational, and integration events in one automation graph.

Appointments

  • Appointment booked
  • Checked in
  • No-show
  • Cancelled
  • Completed

Clinical

  • SOAP signed
  • Lab result received
  • Prescription sent
  • Form submitted

Communications

  • SMS received
  • Fax inbound
  • Call ended
  • Voicemail left

Billing

  • Invoice paid
  • Membership renewed
  • Payment failed
  • Quote accepted

Patient

  • New patient registered
  • Portal activated
  • Task overdue
  • Risk score updated

Integrations

  • HTTP webhook
  • Edge function
  • External POS event
  • Stripe webhook

Actions in the automation catalog

Chain communication, clinical, delay, branch, and integration steps. Background jobs run via Trigger.dev for reliability.

Send email, SMS, fax, or in-app alertCreate patient task or chart flagGenerate PDF and attach to recordUpdate appointment status or assign roomBranch on conditions and delaysRun AI SOAP summarize or HTTP webhookWrite audit log for compliance trace
/admin/platform-builder

Platform builder: layouts, modules, and workflows together

Admins shape encounter forms and operational automations in one workspace. SOAP layout builder defines what clinicians see; workflow builder defines what happens next: reminders, PDFs, tasks, and webhooks without leaving LifeLink.

Custom modules Delays and branches AI actions (AI System)

Example automation

SOAP signed
Delay 2 hours
Send aftercare SMS
Create follow-up task

Workflow automation FAQ

For clinic admins and operations leads.

Workflow automation connects triggers (appointment events, signed SOAP, inbound fax) to actions (SMS, tasks, PDFs, webhooks). Admins configure flows in the platform builder without custom code for most clinic operations.

Map your clinic triggers in a builder walkthrough.

We configure sample flows from appointment check-in to post-visit follow-up.

Book a demoExplore the platform

30-minute call · No commitment · See it on your own workflows