.png)
The problem it solves
Staff who request forms from clients have to keep checking whether they came back. Completed forms sit unreviewed until someone notices.
What's included
- Automatic check whenever a requested form's status changes
- Fires only when the request is actually completed
- Review task assigned to the staff member who sent the request
- Task links directly to the client's response
How it works
Trigger: the status of a form request changes. Steps: confirm the request is now completed. If so, create a task for the staff member who requested the form, with the client, form name, and a link to the response.
Task When Requested Form Is Completed notifies the staff member who requested a form the moment the client finishes it, so responses don't wait to be noticed. It's built for teams that request follow-up forms from clients and need to act on them, and requires Automate and Healthie Forms. The task goes to the original requester and links straight to the response.