Formsite

Integration

Forms & Patient Intake

✓HIPAA CompliantNo Code Required

Formsite Integration — Digitize Intake & Form Collection

Route Formsite submissions straight into your EHR — patient records, insurance info, and documents created automatically by AI.

Triggers

Actions

15+

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 Formsite

Form-to-EHR Pipeline

Try it

Patient fills out a Formsite form → Cevi maps every field → patient record created in your EHR instantly.

Conditional Document Routing

Try it

Based on Formsite form responses, Cevi routes documents to the right department — billing, clinical, or admin.

Pre-Visit Data Collection

Try it

Automatically send Formsite intake forms to patients before appointments and sync responses to their chart.

Set up AI agents with

Formsite

Discover popular templates with Formsite

Messaging

Formsite to Microsoft Outlook integration

Send emails via Microsoft Outlook when new activity occurs in Formsite

Try it

Data Sync

Formsite to Microsoft Excel integration

Create new rows in Microsoft Excel from activity in FormsiteConnect Formsite with the tools you already use

Try it

Patient Intake

Formsite to Athenahealth integration

Create EHR patient records from Formsite submissions

Try it

Documentation

Formsite to DrChrono integration

Upload Formsite form responses as clinical documents

Try it

Data Sync

Formsite to GoHighLevel integration

Add Formsite respondents to your CRM

Try it

Messaging

Formsite to Gmail integration

Send confirmation emails after Formsite form submission

Try it

Connect Formsite 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

Start for free

Explore Formsite triggers and actions

Cevi supports 1 Formsite triggers and 2 actions

Trigger

Triggers on Formsite events

trigger

Get forms

Gets forms

action

Get form results

Gets form results

action

Formsite API Capabilities

15+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

15+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Forms

Form creation
Results retrieval
File uploads
Conditional logic

Data

Results export
Webhook notifications
Custom reports
Data piping

Build your Formsite automation with AI

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

About Formsite

Forms & Patient Intake

formsite

View API documentation

Quick Facts

CategoryForms & Patient Intake

AuthAPI Key

Endpoints15+

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 Formsite 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.