When a form completes, trigger the rest of your stack
Send CliniForm events directly into Zapier to trigger notifications, update other systems and run complete practice workflows automatically.
- Available on Professional plans
- Setup takes around 5 minutes
- Secure webhook delivery
- Disconnect at any time
Popular with
- Operations-minded clinic owners
- Practices with a CRM stack
- Teams already using Zapier
What you can automate
Honest capability status — nothing implied as live unless it is.
Workflow example
Example: New consultation completed
- Client submits their form in CliniForm
- CliniForm sends the signed event to Zapier
- Zapier updates the practice CRM
- The practitioner receives a notification
- A follow-up task is created automatically
Supported events and actions
Capability, direction and honest status for technically minded buyers.
| Capability | Direction | Status |
|---|---|---|
| Client created | CliniForm → Zapier | Available |
| Client updated | CliniForm → Zapier | Available |
| Form invitation created | CliniForm → Zapier | Available |
| Form invitation sent | CliniForm → Zapier | Available |
| Form started | CliniForm → Zapier | Available |
| Form submitted | CliniForm → Zapier | Available |
| Submission reviewed | CliniForm → Zapier | Available |
| Review note created | CliniForm → Zapier | Available |
| Review note completed | CliniForm → Zapier | Available |
| Appointment created | CliniForm → Zapier | Available |
| Payment succeeded | CliniForm → Zapier | Available |
How to connect
A short path from zero to a saved Zapier connection.
Open Integrations
Upgrade to Professional (or above), then open Integrations in CliniForm backoffice.
Select Zapier
Choose Zapier from your available integrations.
Add your webhook
Paste the webhook URL, choose which events to send, and save your signing secret.
Test and activate
Send a test event to Zapier, confirm it was received and activate your selected workflows.
Security & controls
Secure by design
Your CliniForm and Zapier connection is protected at every stage.
Encrypted delivery
Webhook events are delivered over encrypted HTTPS connections.
Verified requests
Every request is signed with a unique secret so Zapier can verify its origin.
Complete control
Choose which events are shared and disconnect the integration whenever required.
Reliable delivery
Failed deliveries are retried automatically, with complete activity and error logs.
FAQs
Is the Zapier integration live?
Yes. Connect a Zapier webhook, choose events, send a test delivery, and receive signed CliniForm events with delivery history and automatic retries.
Which plan do I need?
The integrations framework is available on Professional and above.
When is a connection marked Connected?
Only after CliniForm successfully completes a test delivery to your webhook.
Do event payloads include clinical form answers?
No. Payloads contain operational identifiers and status metadata, not clinical free-text answers.
Continue building your connected practice
Connect Zapier with the other tools your practice already uses.
WordPress
Embed consultation forms directly into your practice website.
Google Drive
Keep completed consultation files organised in Google Drive.
OneDrive
Send practice files into your Microsoft 365 storage.
Dropbox
Store consultation exports in a shared Dropbox workspace.
WhatsApp Business
Send approved client messages through WhatsApp Business.
SMS
Deliver dependable reminders and follow-ups by text message.
Prefer Make? Explore the Make integration
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.
AI Team
AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.
Advanced Analytics
Practice health, therapist performance and AI insights that explain why numbers moved and what to do next.
Ready to automate your practice workflows?
Connect Zapier to CliniForm and run event-driven administration from day one.