Connect Formisoft
to your tools
Send patient intake data to your EHR, billing, and scheduling systems automatically using webhooks, our REST API, Zapier, or Keragon.
HIPAA compliant · No engineering required · Set up in minutes
Four ways to integrate
Choose the integration method that fits your practice. Use one or combine them all.
Webhooks
Real-time event notifications delivered to your endpoint. Fire HTTP POST requests on form submission, patient creation, appointment changes, and more.
- No-code setup in your dashboard
- 7 event types (submission, patient, appointment, form)
- HMAC-signed requests for security
- Delivery history with status codes and response bodies
- Works with any HTTP endpoint
REST API
Full programmatic access to forms, submissions, patients, appointments, and documents. Build custom integrations tailored to your practice.
- CRUD operations for all major resources
- Organization-scoped API key authentication
- JSON responses with pagination
- Build custom EHR connectors
- Automate any workflow programmatically
Zapier
Connect Formisoft to 7,000+ apps without writing code. Trigger automations when new submissions arrive and push data to Google Sheets, Slack, your CRM, and more.
- Connect to 7,000+ apps (Sheets, Slack, HubSpot, etc.)
- Polling trigger via REST API for new submissions
- API key authentication (Bearer token)
- Human-readable field labels in payloads
- No engineering team required
Keragon
A healthcare-specific integration platform built for HIPAA compliance. Connect Formisoft to your EHR, PMS, and 300+ healthcare apps with no code using pre-built connectors.
- Pre-built connectors for EHRs and healthcare tools
- HIPAA-compliant data routing by design
- Triggers on form submissions, patients, and appointments
- Visual workflow builder, no code required
- Built specifically for healthcare organizations
Set up in three steps
No engineering team required. Connect your tools in minutes.
Build your intake form
Use the AI builder, pick a healthcare template, or build from scratch with 25+ field types.
Choose your integration method
Set up a webhook, connect via API, or use Zapier or Keragon for no-code automation.
Data flows automatically
Patient intake data syncs to your systems in real time. No manual entry needed.
What you can automate
Connect patient intake to the rest of your practice stack.
Send data to your EHR
Push patient demographics, insurance, and medical history to your electronic health records system.
Create appointments
Automatically create appointments in your scheduling system when patients book through intake forms.
Trigger notifications
Alert your team on Slack, email, or SMS when a patient submits an intake form or books an appointment.
Export to billing
Route insurance details, payment collection, and patient data to your billing or revenue cycle platform.
Sync to communication tools
Add patients to your email marketing, CRM, or patient engagement platform automatically.
Log to spreadsheets
Append submission data to Google Sheets or Excel for custom reporting and analysis.
Secure integrations by default
Every integration method is built on HIPAA-compliant infrastructure. Your patient data is always encrypted and never touches unsecured systems.
HIPAA compliant
All data is encrypted and transmitted through HIPAA-compliant infrastructure with BAA on every plan.
HMAC-signed webhooks
Every webhook request includes a cryptographic signature so your endpoint can verify authenticity.
No-code setup
Configure webhooks directly in your dashboard. No engineering team required to get started.
Real-time sync
Patient data flows from Formisoft to your tools in real time via event-driven webhooks.
Ready to connect your practice?
Start collecting patient intake data and automatically sync it to your EHR, billing, and scheduling tools. Pair with automated workflows for end-to-end automation.