Automate your healthcare workflows with Formsort integrations and Morf. Formsort is a no-code form builder for creating and optimizing onboarding, check-ins, and quizzes. The following Formsort events can be used to trigger a Morf workflow.

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Setup your Formsort integration

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Generate and connect Formsort API key (optional)

  1. In Formsort, navigate to Setup > API Keys > Generate a new API Key. This will create a new API key for Morf.
  2. In your Morf admin dashboard, navigate to the integrations page. Click + Integration in the top right corner.
  3. Select Formsort API Key and click Continue.
  4. Enter your newly created API key and click Connect.

Formsort API keys are optionally generated and connected to each environment.

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Register Morf webhook URL

  1. Create your workflow in Morf.
  2. In the workflow viewer, click on the trigger node and navigate to the Connect tab. Copy the Morf webhook URL. This will start with https://api.morf.healthcare/webhooks/
  3. In Formsort, navigate to the flow > integrations > webhooks. Click add destination.
    • Set posting frequency to After every step
    • Set webhook URL to the Morf webhook URL
    • Save
  4. Deploy your variant(s).

Morf webhook URLs must be registered for each flow.

Note: Morf webhook URLs are unique by environment. Follow the above steps in both staging and production. Navigate between Formsort environments using the drop down at the top of the integrations page.

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Define Formsort system library variables

If you’re working from a Morf template, this step is already complete.

In Formsort, navigate to your flow variant > variables > system library > browse library. Add the following system library variables

  • formsort_environment
  • is_returning_responder
  • current_step_id
  • current_step_index
  • responder_uuid
  • user_agent
  • is_mobile

System library variables must be added for each flow variant.

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Define Formsort calculated variable

In Formsort, navigate to your flow variant > variables > calculated inline > add calculated variable.

  1. Add a calculated variable named morf_org_id
  2. Toggle “Uses other variables” on and select formsort_environment
  3. Update the getter function body as follows. Add your Morf staging and production organization IDs.
function myFunction(formsort_environment: string): string { // readonly line
  if (formsort_environment == "staging") {
    return "your_staging_org_id"
  } else {
    return "your_prod_org_id"
  }
}

morf_org_id must be added for each flow variant.

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Configure flow variant settings

In Formsort, navigate to your flow variant > settings. Toggle off “Enable restart once flow completed”

Note: If it’s a referral then toggle on “Start each session as a new responder” and toggle on “Enable restart once flow completed” so that each referral generates a new profile