Integrations & API

Formisoft connects with 200+ tools through three integration methods:

• Native webhooks — real-time HTTP POST events with HMAC signing
• Zapier — connects to thousands of apps without code
• Make (formerly Integromat) — for complex multi-step automations

This includes EHR/EMR systems, scheduling tools, Google Sheets, Slack, email marketing platforms, CRMs, billing systems, labs, and more.

Open any form's Settings page and scroll to the Integrations section:

• Click "+ Add Webhook" and enter your endpoint URL
• Check the events you want to receive (Submission Created, Submission Reviewed, Form Published)
• Formisoft generates a webhook secret and signs every request with HMAC
• An example payload is shown right in the settings page
• Delivery history shows every call with status code and response body

Seven event types you can subscribe to:

• submission.created — patient submits a form
• submission.reviewed — staff reviews a submission
• appointment.created — new appointment scheduled
• appointment.updated — appointment status or details changed
• patient.created — new patient record created
• patient.updated — patient information modified
• form.published — form goes live

Yes. Configure a webhook for the "submission.created" or "patient.created" event:

• Point it at your EHR's API endpoint or use a middleware like Zapier/Make
• The webhook payload includes all form field data, patient demographics, and metadata
• Every request is HMAC-signed so your EHR can verify authenticity
• For EHRs without a direct API, use Zapier or Make with pre-built connectors

Yes. Formisoft provides a full REST API for all major resources:

• Forms — create, read, update, publish
• Submissions — list, review, export
• Patients — create, read, update, search
• Appointments — create, read, update, status changes
• Documents — upload and download

All endpoints are organization-scoped and authenticated. Use the API to build custom integrations or sync data with your systems.

Formisoft's webhook events trigger Zapier Zaps or Make scenarios. Example automation:

• Form submitted → add patient to Google Sheet
• Form submitted → create record in your EHR
• Submission flagged → send Slack notification to your team
• New patient → add to your email marketing list
• Appointment created → sync to Google Calendar

No code required. Zapier and Make both support thousands of app connections.

Yes. Every webhook has multiple security layers:

• HMAC secret unique to your configuration
• Signature header included with every request for verification
• Delivery status codes and response bodies logged for troubleshooting