Integrations

Connect third-party services — accounting, marketing tools and clinical systems where supported.

Integrations hub CliniForm
Connected 1
Available 8
Xero — Connected — Syncing invoices
Mailchimp — Available — Connect
Illustrated preview of Integrations hub.

Walkthrough

  1. Go to Integrations in the left menu.
  2. Browse available connectors for your region and plan.
  3. Click Connect and follow the OAuth or API setup wizard.
  4. Map fields and choose sync direction where applicable.

Tips

  • Some integrations require specific Pro Apps — check requirements on each tile.