Skip to content
Connect the Doc logo
Connect the Doc logo

Connect the Doc Integrations

CRM (Customer Relationship Management)

Put Connect the Doc to work with AI and enterprise-grade automation

Automate smarter with Connect the Doc and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email
Start free with email
Google Logo Continue with Google
  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
Connect the Doc logoConnect the Doc logo
Or pick an app to pair with
arrow pointing down
Integrate Google Sheets with Connect the DocIntegrate Google Sheets with Connect the Doc
Google Sheets
Google, Spreadsheets
Integrate Google Forms with Connect the DocIntegrate Google Forms with Connect the Doc
Google Forms
Forms & Surveys, Google
Integrate GoTo Connect with Connect the DocIntegrate GoTo Connect with Connect the Doc
GoTo Connect
Communication
Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
Calendly
Scheduling & Booking
Integrate Airtable with Connect the DocIntegrate Airtable with Connect the Doc
Airtable
Databases
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
ChatGPT (OpenAI)
AI Assistants
Integrate Asana with Connect the DocIntegrate Asana with Connect the Doc
Asana
Project Management
Integrate ActiveCampaign with Connect the DocIntegrate ActiveCampaign with Connect the Doc
ActiveCampaign
Marketing Automation
Integrate Podio with Connect the DocIntegrate Podio with Connect the Doc
Podio
Project Management
Integrate Google Sheets with Connect the DocIntegrate Google Sheets with Connect the Doc
Google Sheets
Google, Spreadsheets
Integrate Google Forms with Connect the DocIntegrate Google Forms with Connect the Doc
Google Forms
Forms & Surveys, Google
Integrate GoTo Connect with Connect the DocIntegrate GoTo Connect with Connect the Doc
GoTo Connect
Communication
Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
Calendly
Scheduling & Booking
Integrate Airtable with Connect the DocIntegrate Airtable with Connect the Doc
Airtable
Databases
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
ChatGPT (OpenAI)
AI Assistants
Integrate Google Sheets with Connect the DocIntegrate Google Sheets with Connect the Doc
Google Sheets
Google, Spreadsheets
Integrate Google Forms with Connect the DocIntegrate Google Forms with Connect the Doc
Google Forms
Forms & Surveys, Google
Integrate GoTo Connect with Connect the DocIntegrate GoTo Connect with Connect the Doc
GoTo Connect
Communication
Integrate Calendly with Connect the DocIntegrate Calendly with Connect the Doc
Calendly
Scheduling & Booking
Integrate Airtable with Connect the DocIntegrate Airtable with Connect the Doc
Airtable
Databases
Integrate ChatGPT (OpenAI) with Connect the DocIntegrate ChatGPT (OpenAI) with Connect the Doc
ChatGPT (OpenAI)
AI Assistants
Integrate Asana with Connect the DocIntegrate Asana with Connect the Doc
Asana
Project Management
Integrate ActiveCampaign with Connect the DocIntegrate ActiveCampaign with Connect the Doc
ActiveCampaign
Marketing Automation
Integrate Podio with Connect the DocIntegrate Podio with Connect the Doc
Podio
Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Google Logo Sign up with Google

Launch your first automated workflow

  • Check in patients in Connect the Doc when new or updated spreadsheet rows occur in Google Sheets

    • Google Sheets logo
    • Connect the Doc logo
    Google Sheets + Connect the Doc
  • Check in patients in Connect the Doc when new or updated spreadsheet rows occur in Google Sheets

    • Google Sheets logo
    • Connect the Doc logo
    Google Sheets + Connect the Doc
    • 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.

        • First name
          Required
        • Last name
          Required
        • Email
        • Mobile phone
        Action
        Write
        • Email
        • Mobile phone number
        • First name
          Required
        • Last name
          Required
        • Gender
        • Full address
          Required
        • Opt-out
        • Birthdate
        Action
        Write

      For builders

      Let your AI safely access Connect the Doc

      Go beyond Zap workflows. Install Zapier in your AI to call Connect the Doc actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Connect the Doc from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Check in Patient
      • Update Contact

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Connect the Doc actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Connect the Doc connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "connect-the-doc", owner: "me" });
      
      await zapier.runAction({
        app: 'connect-the-doc',
        action: 'check_in',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Connect the Doc Help & Support

      Common questions

      connect-the-doc logo
      About Connect the Doc
      We connect patients with healthcare providers.
      Related categories
      Similar apps
      Zapier Forms integrationsZapier Forms integrations
      Zapier Forms
      App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

      Popular Connect the Doc Integrations

      • Google Sheets
      • Google Forms
      • GoTo Connect
      • Calendly
      • Airtable

      Popular Connect the Doc Integrations