Documo

Integration

Communication & Messaging

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Documo Integration — Automate Patient Communications

Trigger automated patient messages, reminders, and team alerts through Documo — driven by real-time EHR events.

Triggers

Actions

10+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Documo

Automated Patient Messaging

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Send appointment reminders, follow-ups, and health alerts through Documo triggered by EHR events — no staff intervention needed.

Team Notifications

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Alert the right staff members via Documo when critical events happen — new referrals, urgent lab results, appointment changes.

Secure Document Delivery

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Automatically send HIPAA-compliant documents, faxes, or encrypted emails through Documo when triggered by your EHR.

Set up AI agents with

Documo

Discover popular templates with Documo

Documentation

Documo to Athenahealth integration

Log Documo messages to your EHR patient record

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Messaging

DrChrono to Documo integration

Trigger Documo notifications from new EHR appointments

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Data Sync

Documo to HubSpot integration

Sync Documo contacts with your CRM

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Messaging

Documo to Slack integration

Forward Documo messages to Slack for team visibility

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Connect Documo with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Documo triggers and actions

Cevi supports 2 Documo triggers and 14 actions

Trigger

Triggers for selected Documo events

trigger

Fax trigger

Triggers for fax events on a selected number

trigger

Get fax numbers

Fetches all the available fax numbers

action

Get custom fields

Gets custom fields

action

Download fax

Downloads fax

action

Get cover pages

Gets all cover pages

action

Documo API Capabilities

10+ API endpoints. API Key / Bearer Token authentication. Real-time webhooks.

View official API documentation

API Endpoints

10+

Authentication

API Key / Bearer Token

FHIR

—

Webhooks

Yes ✓

Fax

Send fax (PDF, TIFF, DOC)
Receive fax
Fax status tracking
Fax number management
Fax cover pages
Batch faxing
Port existing fax numbers

Build your Documo automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Documo

Communication & Messaging

documo

View API documentation

Quick Facts

CategoryCommunication & Messaging

AuthAPI Key / Bearer Token

Endpoints10+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Documo workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Documo supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.