Connect CliniForm to the tools you use

Connect CliniForm with the practice systems, storage platforms and automation tools you already use. Every integration below is available now and can be configured from your CliniForm backoffice. See what’s new, including Wix Bookings.

Available integrations

Automation and website connections you can configure end to end from CliniForm backoffice.

Google Drive

Available

Professional

Connect Google Drive and choose a folder for client forms, details, consultations, notes and images. Copy them as soon as they are created, or once a day.

OneDrive

Available

Professional

Connect Microsoft OneDrive, choose an export folder and securely deliver completed consultation files.

Dropbox

Available

Professional

Connect Dropbox, choose an export folder and securely deliver completed consultation files.

Make

Available

Professional · Requires external account

Send signed CliniForm events into Make. Choose events, test delivery, retry failures and review delivery history.

Zapier

Available

Professional · Requires external account

Send signed CliniForm events into Zapier. Choose events, test delivery, retry failures and review delivery history.

Wix Bookings

Planned

Professional · Requires external account

Send the correct CliniForm consultation form automatically when a client books a mapped service through Wix Bookings.

WordPress

API live

Professional · Requires external account

Embed CliniForm consultation forms on WordPress, link your client portal and view practice analytics from your site.

WhatsApp Business

Available

Professional

Connect WhatsApp Business, select approved templates and send consultation messages with delivery status.

WellNear

Available

Professional

Clients who discover your practice on WellNear can book with you, and those appointments arrive in CliniForm ready to manage.

Xero

Available

Professional

Send sales, payments, refunds and expenses from CliniForm Accounts to Xero. Authorise your organisation, map accounts and preview outbound sends.

QuickBooks Online

Available

Professional

Send sales, payments, refunds and expenses from CliniForm Accounts to QuickBooks. Authorise your organisation, map accounts and preview outbound sends.

Sage

Available

Professional

Send sales, payments, refunds and expenses from CliniForm Accounts to Sage. Authorise your organisation, map accounts and preview outbound sends.

Gmail

Available

Professional

Connect Gmail so Client Messaging can send and receive practice email on the client record.

Outlook 365

Available

Professional

Connect Outlook 365 so Client Messaging can send and receive practice email on the client record.

Need a different integration?

We only list integrations that work end to end. Tell us what you use and we’ll prioritise the next connector.

Contact us

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