Can I automate beyond the built-in workflows?

Not inside Formisoft: there is no workflow builder or custom trigger setup. Webhooks, REST API, Zapier, and Keragon can hand events to other tools:

• Send selected patient data to another system
• Send a Slack notification when an intake form is submitted
• Create a task in your project management tool when a submission is flagged
• Sync appointment data to Google Calendar
• Trigger a billing workflow when a payment is collected

This is optional. Booking, intake, reminders, and payments run inside Formisoft without an EHR integration.