Connect OneDrive to CliniForm
Connect Microsoft OneDrive, choose an export folder and securely deliver completed consultation files.
- Available on Professional plans
- Configure from backoffice
- Disconnect at any time
Supported events and actions
Capability, direction and honest status for technically minded buyers.
| Capability | Direction | Status |
|---|---|---|
| Client created | CliniForm → OneDrive | Available |
| Client updated | CliniForm → OneDrive | Available |
| Form invitation created | CliniForm → OneDrive | Available |
| Form invitation sent | CliniForm → OneDrive | Available |
| Form started | CliniForm → OneDrive | Available |
| Form submitted | CliniForm → OneDrive | Available |
| Submission reviewed | CliniForm → OneDrive | Available |
| Review note created | CliniForm → OneDrive | Available |
| Review note completed | CliniForm → OneDrive | Available |
| Appointment created | CliniForm → OneDrive | Available |
| Payment succeeded | CliniForm → OneDrive | Available |
Continue building your connected practice
Connect OneDrive with the other tools your practice already uses.
Make
Build visual, multi-step workflows around CliniForm events.
Zapier
Connect CliniForm activity to thousands of business tools.
WordPress
Embed consultation forms directly into your practice website.
Google Drive
Keep completed consultation files organised in Google Drive.
Dropbox
Store consultation exports in a shared Dropbox workspace.
WhatsApp Business
Send approved client messages through WhatsApp Business.
CliniForm Pro Apps
Get more from CliniForm
Expand your practice platform with focused tools that work together from day one.
Booking
Keep every appointment connected to your consultations, client records and reminders.
SMS
Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.
AI Team
AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.
Ready to connect OneDrive?
Connect OneDrive on a Professional plan and configure it from your CliniForm backoffice.