Integrations & API

Formisoft does not require an EHR integration to start. When your practice needs a handoff, you can use:

• Webhooks - real-time HTTP POST event notifications with HMAC signing, configurable per form
• REST API - full programmatic access to forms, submissions, patients, appointments, and documents
• Zapier - connect to 7,000+ apps including Google Sheets, Slack, HubSpot, and more without code
• Keragon - a healthcare-specific integration platform with pre-built, HIPAA-compliant connectors for clinical, billing, and operations tools

Use these only where a specific handoff saves work, for example billing, scheduling, reporting, Slack alerts, or a downstream clinical system.

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

No. Formisoft can run the patient-facing workflow without an EHR integration:

• Patients book, complete intake, receive reminders, pay, and get follow-up inside Formisoft
• Staff can review completed packets and use your existing system as usual
• Exports, webhooks, API, Zapier, and Keragon are available when a handoff saves work
• Webhook requests are HMAC-signed when you choose to connect another system

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 for specific handoffs, reporting, or operational workflows when the extra connection is worth it.

Formisoft connects to external tools through webhooks and the REST API. Two popular no-code paths:

• Zapier, poll submissions or use webhooks to trigger Zaps (Google Sheets, Slack, HubSpot, calendars, and 7,000+ apps)
• Keragon. HIPAA-focused healthcare iPaaS with pre-built connectors for clinical, billing, and operations systems
• Form submitted → add patient to Google Sheet (Zapier)
• Form submitted → create a downstream task or record (Keragon)
• Appointment created → sync to Google Calendar (Zapier)

Use Zapier for general business apps; use Keragon when a healthcare-specific handoff is worth it. Neither is required to start using Formisoft.

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