Connect to EverythingYou Already Use

The Integration Challenge

Your organization already has established workflows in:

• CRM: Pipedrive and others
• Project Management: Monday, Asana, ClickUp
• Communication: Slack, Teams, Discord
• Productivity: Google Workspace, Microsoft 365
• Student Systems: PowerSchool, Infinite Campus
• Healthcare Systems: Epic, Cerner, Athenahealth

But forms live in isolation. You end up:

• Manually copying form data into systems
• Exporting/importing CSVs daily
• Building custom scripts that break when APIs change
• Paying developers to maintain integrations

Result: Hours of manual work, delayed data availability, and errors from manual entry.

UnicornForms Integration Approach

We offer three levels of integration to match your needs:

1. Native Integrations (No Setup Required)

Pre-built, tested, maintained by us. Connect in minutes:

CRM & Sales

Pipedrive

• Create deals from form submissions
• Add contacts to pipelines
• Update custom fields
• Schedule follow-up activities

Student Information Systems

PowerSchool

• Create student records
• Update enrollment status
• Attach documents to student files
• Sync parent/guardian information

Infinite Campus

• New student enrollment
• Update demographic information
• Upload immunization records
• Parent portal account creation

Skyward

• Student registration
• Form data to custom fields
• Document attachments

Productivity & Collaboration

Google Workspace

• Append rows to Google Sheets
• Create Google Drive folders
• Generate Google Docs from templates
• Send Gmail notifications
• Add to Google Calendar

Microsoft 365

• Update Excel Online spreadsheets
• Create SharePoint list items
• Store in OneDrive
• Send Outlook emails
• Schedule in Calendar

Slack

• Post to channels on form submission
• Direct message notifications
• Interactive approval buttons
• Custom slash commands

Healthcare Systems

Epic (via HL7/FHIR)

• Patient registration
• Appointment scheduling
• Clinical documentation
• Lab orders

Cerner

• Patient intake
• Update demographics
• Document attachments

Payment Processing

Stripe

• Collect payments during submission
• Create subscriptions
• Save payment methods
• Refund processing

Square

• Point-of-sale integration
• Invoicing
• Payment links

PayPal

• One-time payments
• Recurring billing

2. Universal Connectors (1,000+ Apps)

Connect to virtually any cloud service via:

Zapier Integration

• 5,000+ supported apps
• Pre-built templates for common workflows
• Multi-step zaps (form → CRM → email → task)
• Filters and paths (conditional logic)

Popular Zapier connections:

• Airtable, Notion, Coda
• QuickBooks, Xero, FreshBooks
• Mailchimp, ConvertKit, ActiveCampaign
• Asana, Trello, Monday
• Dropbox, Box, OneDrive

Make (formerly Integromat)

• More advanced automation builder
• Visual workflow designer
• Complex scenarios with branching
• Data transformation built-in

n8n (Self-Hosted)

• Open source automation
• Self-hosted option
• Unlimited workflows
• Custom nodes

3. Custom API & Webhooks

For developers and technical teams:

REST API

Complete programmatic control:

Endpoints:

POST /api/v1/forms
GET /api/v1/submissions
PUT /api/v1/submissions/{id}
DELETE /api/v1/forms/{id}

Authentication:

• API keys
• OAuth 2.0
• JWT tokens

Rate limits:

• 1,000 requests/hour (standard)
• 10,000 requests/hour (enterprise)

Webhooks

Real-time push notifications:

Events:

• form.submitted - New submission
• form.updated - Submission edited
• signature.completed - All signatures collected
• payment.succeeded - Payment processed

Payload example:

{
  "event": "form.submitted",
  "timestamp": "2025-10-12T14:30:00Z",
  "data": {
    "form_id": "enrollment-2025",
    "submission_id": "sub_abc123",
    "fields": {
      "name": "Jane Smith",
      "email": "[email protected]"
    }
  }
}

Webhook features:

• Retry logic (5 attempts with exponential backoff)
• Signature verification (HMAC-SHA256)
• Custom headers
• Rate limiting

GraphQL API

For complex queries and relationships:

query {
  submissions(formId: "enrollment-2025", limit: 100) {
    id
    submittedAt
    fields {
      name
      value
    }
    attachments {
      filename
      url
    }
  }
}

Integration Use Cases

Education: Enrollment to SIS

Problem: 500 enrollment forms submitted, staff spend 40 hours manually entering into PowerSchool

Solution:

1. Parent completes enrollment form
2. UnicornForms → PowerSchool API
3. Student record created automatically
4. Documents attached to student file
5. Parent receives confirmation email

Result: 40 hours → 0 hours of manual entry

Healthcare: Patient Intake to EMR

Problem: Front desk staff manually enter patient forms into Epic, taking 10 minutes per patient

Solution:

1. Patient completes intake on tablet
2. UnicornForms → Epic FHIR API
3. Patient record created/updated
4. Insurance information validated
5. Provider notified of new patient

Result: 10 minutes → automated, patients seen faster

Sales: Leads to CRM

Problem: Marketing forms generate leads, but sales team doesn't see them for hours

Solution:

1. Prospect fills demo request form
2. UnicornForms → Zapier/Make → your CRM
3. Lead created with complete information
4. Lead scoring runs automatically
5. Assigned to rep based on territory
6. Rep receives Slack notification

Result: Hours of delay → instant lead routing

Nonprofits: Donations to Accounting

Problem: Donation forms processed, but finance team manually enters into QuickBooks

Solution:

1. Donor completes pledge form
2. UnicornForms → Stripe (payment)
3. Stripe → QuickBooks (transaction)
4. Donor added to Mailchimp (thank you campaign)
5. Development team notified (major gifts)

Result: 30 minutes per donation → fully automated

Legal: Matter Creation

Problem: New client forms require paralegal to create matters in practice management system

Solution:

1. Client submits intake form
2. UnicornForms → Clio (legal practice mgmt)
3. Matter created with details
4. Engagement letter generated
5. Tasks assigned to attorney
6. Billing activated

Result: 45 minutes of admin → automated

Integration Setup

Connect Native Integrations

Step 1: Authorize

• Click "Connect [Service]"
• Login to your account
• Approve permissions
• Connection established

Step 2: Map Fields

• Form field → System field
• Visual mapper shows options
• Set defaults for unmapped fields

Step 3: Configure Triggers

• When to sync (immediate, scheduled, manual)
• What actions to take (create, update, both)
• Error handling (retry, notify, stop)

Step 4: Test

• Send test submission
• Verify data in destination system
• Check all fields mapped correctly

Total time: 3-5 minutes per integration

Connect via Zapier

Step 1: Create Zap

• Trigger: UnicornForms (New Submission)
• Authenticate account
• Select form

Step 2: Add Actions

• Action 1: Create CRM record
• Action 2: Send email notification
• Action 3: Create task in project mgmt

Step 3: Map Fields

• Drag form fields to destination fields
• Add filters if needed
• Configure paths for conditional logic

Step 4: Test & Activate

• Send test submission
• Verify all actions execute
• Turn on zap

Total time: 10-15 minutes for multi-step zaps

Connect via API

For developers:

1. Get API key from dashboard
2. Read API docs at api.unicornforms.com
3. Authenticate requests with Bearer token
4. Build integration in your language
5. Test with sandbox environment
6. Deploy to production

Example (Node.js):

const axios = require('axios');

axios.post('https://api.unicornforms.com/v1/submissions', {
  form_id: 'enrollment-2025',
  data: {
    student_name: 'Jane Smith',
    grade: 3,
    parent_email: '[email protected]'
  }
}, {
  headers: {
    'Authorization': 'Bearer YOUR_API_KEY'
  }
});

Integration Monitoring

Track integration health in real-time:

Dashboard shows:

• Success rate: 98.7% successful syncs
• Failed syncs: 12 in last 24 hours
• Retry queue: 3 pending retries
• Avg sync time: 1.2 seconds

Alerts:

• Email when sync fails
• Slack notification on repeated failures
• SMS for critical integrations
• Weekly health report

Error details:

• Exact error message from API
• Request/response payloads
• Timestamp of failure
• Automatic retry status

Manual retry:

• Reprocess failed syncs with one click
• Bulk retry multiple submissions
• Edit data before retrying

Integration Security

Authentication

• OAuth 2.0 for user-authorized connections
• API keys for server-to-server
• JWT tokens with expiration
• IP whitelisting for enterprise

Data Protection

• Encryption in transit (TLS 1.3)
• Encryption at rest (AES-256)
• Token encryption stored securely
• No plain-text passwords

Access Controls

• Scope permissions (read-only, write, admin)
• User-level tokens (each user can connect own accounts)
• Audit logs (track all integration activity)
• Revoke access anytime

Compliance

• SOC 2 Type II (security controls)
• HIPAA (healthcare integrations)
• GDPR (data processing agreements)
• ISO 27001 (information security)

Pricing

Integration access included in all paid plans:

Contracts & Agreements ($19/user/month):

• 3 native integrations
• Zapier/Make support
• Basic API access (100 calls/hour)

Review & Approve ($49/user/month):

• Unlimited native integrations
• All Zapier/Make connections
• Standard API (1,000 calls/hour)
• Webhook support

Data & Integrations ($99/user/month):

• Everything in Review & Approve
• Priority API support
• Advanced webhooks
• Custom integration consulting
• 10,000 calls/hour

Enterprise (Custom):

• Dedicated integration engineer
• Custom API development
• On-premise connectors
• SLA guarantees
• Unlimited API calls

Popular Integration Recipes

Education

Enrollment → PowerSchool + Google Sheets + Email

• Create student in PowerSchool
• Add row to enrollment tracking sheet
• Email confirmation to parents
• Notify registrar in Slack

Healthcare

Intake → Epic + Stripe + SMS

• Create patient record in Epic
• Charge copay via Stripe
• Send appointment SMS confirmation
• Add to provider's daily schedule

Sales

Demo Request → CRM + Calendly + Email

• Create lead in your CRM (via Zapier/Make or API)
• Send Calendly scheduling link
• Add to nurture email sequence
• Notify assigned rep in Slack

Nonprofit

Donation → QuickBooks + Mailchimp + Slack

• Record transaction in QuickBooks
• Add donor to thank-you campaign
• Notify development team (if major gift)
• Update fundraising dashboard

Getting Started

Connect your first integration:

1. Go to Integrations tab
2. Browse catalog or search
3. Click Connect
4. Authorize your account
5. Map fields between systems
6. Test with sample data
7. Activate integration

Most integrations working in under 5 minutes.

Related Products

• Data & Automation - Advanced workflow automation
• Forms - Collect data to send to integrations
• Electronic Signatures - Integrate signed documents
• Editors - Generate documents for integration workflows

Common Questions

Which CRMs do you support? We connect to Salesforce, HubSpot, Pipedrive, and 50+ other CRMs via Zapier or Make. For custom CRM connections, use our REST API.

Can I connect to my custom database? Yes. Use our REST API or webhooks to POST data to your database. We can also help build custom connectors (Enterprise plan).

What happens if an integration breaks? We automatically retry failed syncs (up to 5 times). You receive email alerts. Most issues resolve automatically.

Can I integrate with multiple systems at once? Yes. One form submission can trigger unlimited integrations. Example: Send Slack notification + Add to Airtable + Update Monday.com board + Email confirmation via SendGrid.

Do I need Zapier subscription? UnicornForms connects to Zapier as a trigger/action. You'll need a Zapier account (free tier works for basic use).

Can I test integrations before going live? Yes. Use "Test Mode" to send sample data through workflows without affecting production systems.