Veterinary

Veterinary Vaccination Recall

Booster recall is the most predictable revenue a small practice has and the most commonly dropped. This workflow reads the recall sheet each morning, finds the animals due in three weeks, writes to the owner in the animal’s name, texts the same reminder, and raises a callback task for the due date so that silence becomes a phone call rather than a lapsed patient.

7 stepsRequires Zapier Starter or higher25 minMedium

Google SheetsGmailTwilioTodoistSchedule by ZapierFilter by Zapier

What you get

Boosters are recalled three weeks ahead, while the diary can still absorb them.

Owners get a reminder in the animal’s name, which is read far more often than a clinic letter.

Nothing due goes unchased — silence becomes a callback task instead of a lost patient.

Workflow blueprint

When this happens

Schedule by ZapierEvery Day

1GS

Google SheetsLookup Spreadsheet Row

2FI

Filter by ZapierOnly continue if

3GM

GmailSend Email

4TW

TwilioSend SMS

5GS

Google SheetsUpdate Spreadsheet Row

6TO

TodoistCreate Task

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 7 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 7 steps arrive on the canvas wired in order, and 6 of the 7 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →