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MedRevolve

Email & Integration Audit

Complete overview of all email notifications and integrations

⚠️ Critical Issues

Zoho Integration Blocked

critical

ZOHO_REFRESH_TOKEN is missing. New signups, creator applications, and business inquiries cannot sync to Zoho CRM.

Affected: notifyNewSignup, syncCreatorToZoho, syncBusinessToZoho

Appointment Reminders Inactive

high

sendAppointmentReminder function exists but no automation is configured to trigger it.

Affected: sendAppointmentReminder

Missing Zapier Webhooks

medium

Questionnaire, Contact Form, and Appointment bookings do not send to Zapier.

Affected: submitQuestionnaire, submitContactRequest, notifyAppointmentBooked

📧 Email Recipients

support@medrevolve.com
  • •Creator Applications
  • •Business Inquiries
  • •Health Questionnaires
  • •Contact Form Submissions
ADMIN_EMAIL (env)
  • •New User Signups
  • •Appointment Bookings
User/Customer Email
  • •Application confirmations
  • •Inquiry confirmations
  • •Questionnaire confirmations
  • •Appointment confirmations
  • •Contact form confirmations
  • •Appointment reminders (inactive)

📋 All Email Notifications

New User Signup
Automated

Function:

notifyNewSignup

Emails Sent:

To: ADMIN_EMAIL (env variable)|Subject: New User Signup

Integration:

Zoho CRM sync

Also creates contact in Zoho CRM (requires ZOHO_REFRESH_TOKEN)

Creator Application Submitted
Form Trigger

Function:

submitCreatorApplication

Emails Sent:

To: support@medrevolve.com|Subject: New Creator Application
To: Applicant email|Subject: Creator Application Received

Integration:

Zapier webhook + Zoho CRM sync

POSTs to Zapier webhook (https://hooks.zapier.com/hooks/catch/26459574/uevvvwi/). Tracks zapier_status, zapier_error, zapier_sent_at.

Business Inquiry Submitted
Form Trigger

Function:

submitBusinessInquiry

Emails Sent:

To: support@medrevolve.com|Subject: New Business Partnership Inquiry
To: Contact email|Subject: Partnership Inquiry Received

Integration:

Zapier webhook + Zoho CRM sync

POSTs to Zapier webhook (https://hooks.zapier.com/hooks/catch/26459574/uevvvwi/)

Health Questionnaire Completed
Form Trigger

Function:

submitQuestionnaire

Emails Sent:

To: support@medrevolve.com|Subject: New Health Questionnaire - {email}
To: Patient email|Subject: Health Questionnaire Received - Next Steps

Integration:

None

Saves to PatientIntake entity. NO Zapier webhook currently.

Appointment Booked
Automated

Function:

notifyAppointmentBooked

Emails Sent:

To: ADMIN_EMAIL (env variable)|Subject: New Appointment Booked
To: Patient email|Subject: Appointment Confirmation

Integration:

None

NO Zapier webhook currently.

Contact Form Submitted
Form Trigger

Function:

submitContactRequest

Emails Sent:

To: support@medrevolve.com|Subject: New Contact Request: {subject}
To: Customer email|Subject: We received your message

Integration:

None

Saves to ContactRequest entity. NO Zapier webhook currently.

Appointment Reminder (Scheduled)
Form Trigger

Function:

sendAppointmentReminder

Emails Sent:

To: Patient email|Subject: Appointment Reminder

Integration:

None

Function exists but NO automation is active to trigger it.

🔗 Integration Summary

Zapier Webhook

URL: https://hooks.zapier.com/hooks/catch/26459574/uevvvwi/

✅ Connected: Creator Applications, Business Inquiries
❌ Missing: Health Questionnaires, Contact Forms, Appointments

Zoho CRM

❌ BLOCKED: Missing ZOHO_REFRESH_TOKEN
Cannot sync new users, creator applications, or business inquiries to Zoho CRM