Connect Formsite and ClinicSoftware.com to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Formsite with ClinicSoftware.com - no code necessary. See how you can get setup in minutes.
Select a trigger from Formsite
A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."
Setup an action from ClinicSoftware.com
An action is what takes place after the automation is triggered. For example, with ClinicSoftware.com, the action could be "Add Client."
That’s it! You just connected Formsite to ClinicSoftware.com
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Connect Formsite and ClinicSoftware.com to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Integration categories
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- FormRequired
Try ItTriggerInstant- Location ID
- Lead Stage ID
- Marketing Source ID
- Owned by ID
- Lead StatusRequired
- Min Lead ID
Try ItTriggerPolling- NameRequired
- Surname
- Email
- Phone
- Address
- Postcode
- DOB
- DOB Format
- Marketing Source ID
- Location ID
- Lead Stage ID
- Lead Description / Notes
- Lead Owner ID
ActionWrite
- Location ID
- Category ID
- Min Client ID
Try ItTriggerPolling- NameRequired
- Surname
- Gender
- Phone
- Phone (home/work)
- Email
- Postcode
- Address
- Notes
- Courses barcode
- Location ID
- Category ID
- Newsletter Opt-in
- Notifications - Email Appointments Opt-in
- Notifications - Email Purchases Opt-in
- Notifications - Email Marketing Opt-in
- Notifications - Email Other Opt-in
- Notifications - SMS Appointments Opt-in
- Notifications - SMS Purchases Opt-in
- Notifications - SMS Marketing Opt-in
- Notifications - SMS Other Opt-in
- Skip email in use verification
ActionWrite- EmailRequired
- Is online account
ActionSearch
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About ClinicSoftware.com
ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier