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Cat_Care_ClinicWe would like a native integration between Jotform and the veterinary PIMS system EzyVet so that completed Jotform submissions can automatically link to the scheduled appointment and/or the clinical record for that appointment (e.g., pre-visit forms, consent forms, history forms attaching to the correct patient/visit).”
We would want to match these files using the client name/ID + pet name/ID, or by a unique clinical record ID from EzyVet, and attach to existing appointments.
Please note: I have additional screenshots.
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Podo: Support SpecialistHi Mikayla,
Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.
At the moment, there is no native integration listed between Jotform and EzyVet, and EzyVet is not among the tools currently documented as directly integrated with Jotform. The available integrations include storage, CRM, calendar, automation, and similar tools, but EzyVet is not mentioned.
Because of that, the specific workflow you described — automatically linking each Jotform submission to an existing appointment or clinical record in EzyVet using client ID, pet ID, or a clinical record ID — is not something that is currently documented as supported natively.
However, there are some general integration options that may help approximate your use case:
1. Use a middleware/automation tool (e.g., Zapier)
Jotform supports integration with Zapier. If EzyVet offers a Zapier app or can be reached via Zapier (or via webhooks into a custom endpoint that then talks to EzyVet), you could:
- Send Jotform submission data (including client name/ID, pet name/ID, or a clinical record ID) to Zapier.
- Have Zapier call EzyVet (or your own middleware/API) to find the matching appointment/record.
- Then attach the submission data or generated PDF to that record, if EzyVet’s API allows it.
This would be a custom, API-based workflow rather than a built-in Jotform–EzyVet integration.
2. Use Webhooks for a fully custom integration
Jotform also supports Webhooks, which can send submission data to a URL you control. With this approach, you could:
- Receive the submission payload on your server.
- Use the client/pet IDs or clinical record ID from the submission to call EzyVet’s API (if available) to locate the correct appointment or record.
- Upload or attach the submission data or PDF to that appointment/record.
This requires development work on your side (or by a developer) and depends on what EzyVet’s API supports.
3. Use storage/CRM integrations as an intermediate step
If you cannot connect directly to EzyVet, you can still:
- Send submissions and PDFs to tools like Box, Dropbox, Google Drive, OneDrive, SharePoint, or Google Sheets.
- Organize them by client/pet/record IDs in those systems.
This will not automatically attach to EzyVet appointments, but it can centralize and structure your documents in a way that may make manual or semi-automated attachment easier.
If you would like to share your additional screenshots, they could help clarify exactly how you are matching and attaching records today, and we can then better suggest how to structure your Jotform fields (for example, ensuring you always capture the exact client ID, pet ID, or clinical record ID that your custom integration or middleware would need).
Let us know if you have any other questions.
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Cat_Care_ClinicThis is informative, but I'd like to put this on the future possible integrations
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Podo: Support SpecialistHi Mikayla,
Let me help you with that:
Hi Mikayla,
Unfortunately, the integration you want to use isn’t available yet, but you can send a request for it to be added. Here’s a quick how-to:
1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Next, click on Integrations in the menu on the left.
3. Then, scroll down to the bottom, and click on Request an Integration.
4. Now, in the window that opens, enter the name of the integration you want to add in the Requested Integration field, and write an explanation of what this integration will help you do in the What Will This Integration Help You Do? field.
5. Finally, click on Send at the bottom, and then click on Done.
That’s it. Reach out again if you have any other questions.Reach out again if you need any other help.
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