Connect ClinicSoftware.com and Documenso to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ClinicSoftware.com with Documenso - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from ClinicSoftware.com.

Add your action

An action happens after the trigger—such as "Add a Recipient to a Document" in Documenso.

You’re connected!

Zapier seamlessly connects ClinicSoftware.com and Documenso, automating your workflow.

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.

- Location ID
- Category ID
- Min Client ID
Trigger
Polling
Try It
- Name
  Required
- Surname
- Gender
- Phone
- Phone (home/work)
- Email
- Postcode
- Address
- Notes
- Courses barcode
- Location ID
- Client 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
Action
Write
- Email
  Required
- Is online account
Action
Search
Document Created
Triggers when a new document is created.
Trigger
Instant
Try It
Document Sent
Triggers when a document is sent to recipient(s).
Trigger
Instant
Try It

- Document ID
  Required
- Name
  Required
- Email
  Required
- Role
Action
Write
- Document ID
  Required
Action
Write

- Location ID
- Lead Stage ID
- Marketing Source ID
- Owned by ID
- Lead Status
  Required
- Min Lead ID
Trigger
Polling
Try It
- Name
- Surname
- Email
- Phone
- Address
- Postcode
- DOB
- DOB Format
- Lead Source ID
- Treatment Interest
- Marketing List Name
- Marketing List ID
- Lead Location ID
- Lead Status / Stage ID
- Lead Owner ID
- Lead Description / Notes
Action
Write
Document Completed
Triggers when a document is signed by all recipients.
Trigger
Instant
Try It
Document Opened
Triggers when a document is opened by a recipient.
Trigger
Instant
Try It
Document Signed
Triggers when a document is signed by a recipient.
Trigger
Instant
Try It
- Template ID
  Required
- Title
- Name
  Required
- Email
  Required
- Role
Action
Write
- Document ID
  Required
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect ClinicSoftware.com and Documenso 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.

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.

Make work flow with AI

Level up your ClinicSoftware.com to Documenso integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ClinicSoftware.com

ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Documenso

Documenso is an open-source digital signing platform.