Integrations Zapier

Automate the busywork

When a form completes, trigger the rest of your stack.

Save your Zapier webhook in CliniForm today. As staged event delivery rolls out, completed consultations can kick off CRM updates, email sequences and internal alerts without manual copy-paste.

Connect available

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Popular with

  • Ops-minded clinic owners
  • Practices with a CRM stack
  • Teams already living in Zapier

Why Zapier users connect CliniForm

Practices often need completed forms to trigger tools they already rely on. Zapier is the familiar bridge — once CliniForm event delivery is live, you design the Zaps, not another custom integration project.

What practices say

Role-attributed notes from how practices use CliniForm alongside Zapier.

“We already automate the rest of the practice in Zapier. Connecting CliniForm was about getting form events into that same flow.”

Ops lead · Zapier user

What’s available

Clear about today — and what’s rolling out next.

Available today

  • Secure account connection in CliniForm backoffice (Professional+)
  • Integration management and disconnect controls
  • Future sync readiness — your connection is saved for staged rollout

Rolling out

  • Outbound events when forms are sent
  • Outbound events when forms are completed
  • CRM and follow-up automation
  • Custom multi-step Zaps

How it works

  1. Choose a Professional plan (or above) to unlock the integrations framework.
  2. Open Integrations in CliniForm and connect Zapier with your account details.
  3. Manage or disconnect the integration any time from your backoffice.
  4. As synchronisation capabilities roll out, your connected account is ready to use them.

Security & Privacy

Security

  • Connection details are stored against your CliniForm organisation.
  • Only authorised practice users with the right permissions can manage integrations.
  • You can disconnect an integration at any time from the backoffice.
  • CliniForm is built for UK health and wellness practices with UK GDPR-oriented controls.

FAQs

Is the Zapier integration fully syncing today?

You can securely connect Zapier in CliniForm today. Deeper synchronisation is being introduced in stages — this page lists what is available now and what is rolling out.

Which plan do I need?

The integrations framework is available on Professional and above.

Will I need to replace Zapier?

No. CliniForm is designed to complement Zapier, not force you to change everything overnight.

How long does setup take?

Connecting your account details in CliniForm typically takes under two minutes.

Practices using Zapier also install

Cross-sell from CliniForm’s own Practice Apps ecosystem.

Booking

Keep every appointment connected to your consultations, client records and reminders.

View Practice App →

AI Team

AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.

View Practice App →

SMS Credits

Reminders, follow-ups, campaigns and AI-assisted messaging across appointments, forms, memberships and balances.

View Practice App →

Related integrations

Make

Connect available

Connect a Make webhook in CliniForm. Workflow triggers are rolling out in stages.

WordPress

API live

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

WhatsApp Business

Connect available

Connect WhatsApp Business details in CliniForm. Messaging delivery is rolling out in stages.

Ready to connect Zapier?

Start free and unlock the integrations framework on Professional when you’re ready.

Get Started Free

Free forever for up to 25 active clients. No credit card required.