Formsort

Integration

Forms & Patient Intake

✓HIPAA CompliantNo Code Required

Formsort Integration — Digitize Intake & Form Collection

Route Formsort 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 Formsort

Form-to-EHR Pipeline

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

Conditional Document Routing

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

Pre-Visit Data Collection

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

Set up AI agents with

Formsort

Discover popular templates with Formsort

Patient Intake

Formsort to Athenahealth integration

Create EHR patient records from Formsort submissions

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Documentation

Formsort to DrChrono integration

Upload Formsort form responses as clinical documents

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Data Sync

Formsort to GoHighLevel integration

Add Formsort respondents to your CRM

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Messaging

Formsort to Gmail integration

Send confirmation emails after Formsort form submission

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Connect Formsort 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 Formsort triggers and actions

Cevi supports 1 Formsort triggers and 4 actions

Formsort event

Triggers when there is a new formsort action such as when a form flow has been finished/submitted

trigger

Create flow

Creates a new form flow

action

Get responses

Retrieves form responses

action

Update flow settings

Modifies form flow configuration

action

Generate analytics

Generates form analytics report

action

Formsort 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 flow builder
Conditional branching
Custom styling
Multi-step forms

Integration

Webhook delivery
Custom API actions
Analytics events
Responder data

Build your Formsort automation with AI

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

About Formsort

Forms & Patient Intake

formsort

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 Formsort 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.