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Semble Connect: Choosing the Right Option for Your Practice
Learn about Semble Connect's three options - pre-built automations, workflow builder for Enterprise, and build with professional services - to help you choose the right solution for your practice's automation needs.
Semble Connect is our automation capability for organisations that use multiple systems that don't talk to each other and want workflows to run reliably in the background.
It helps you connect Semble to the rest of your tech stack, then orchestrate repeatable processes so your team is not stuck doing "glue work" by hand.
In this article
Examples of what you can automate
Two ways to get started with Semble Connect
Scoping your automation project
What can you automate with Semble Connect?
Linked articles:
What Is Semble Connect?
✅ What Semble Connect is for
❌ What it is not for
Who Is Semble Connect For?
Semble Connect is available on selected plans for larger organisations. If it's not included in your current plan, it can be added as an add-on.
Semble Connect is best suited for larger organisations where:
✅ Manual processes (such as copying and pasting tasks) are causing inefficiencies across your team and causing processes to break
✅ You need to scale operations across services, sites, or teams
✅ You have someone in-house comfortable with low-code tools (or developers)
✅ You have budget for professional services support to build automations without access to developers
A note for smaller practices
Semble Connect is a powerful capability. It can automate repeat work across Semble and other external tools (like HubSpot or Salesforce), but it works best when you have the capacity to own automations day to day.
Building reliable workflows takes time to define the process, map the right data, test edge cases, and update things when your operations change. If you already have someone comfortable with low-code tools (or access to a developer), you can absolutely self-serve.
If you are currently considering a custom integration to remove a high-cost manual process, Semble Connect with a scoped professional services project can be a lower-risk, more cost-effective solution than building and maintaining something bespoke.
If you do not have that internal capacity, our Customer Success team can help you choose the right route. They can:
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Help you clarify what you are trying to achieve within your budget and whether Semble Connect is the best fit
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Guide you on what may need professional services
If Semble Connect is not the right option right now, we will still support you.
We'll start by checking whether Semble already supports the outcome you want, and show you the simplest way to achieve it using existing features and best practice workflows.
We can keep you updated on simpler, pre-built automations as they become available.
Your Semble Connect options at a glance
|
Semble Connect Build your own automations (Available now - dependent on your plan or as an add on) |
Semble Connect with Professional Services Support (Available now as add on) |
Pre-built premium automations (In Discovery in 2026) |
|
|---|---|---|---|
| What you can do |
Connect to over 1,200 tools Build multi-step/custom workflows using our visual builder |
Get a fully tailored solution built for you (from simple automations to complex automation logic) | Switch on pre-built automations for common tasks (e.g. sync to CRM from a pre-built automation) |
| Best for... |
- In-house ops/IT with automation experience - Complex/multi-step workflows - 3-5 connectors or more |
- Highly bespoke/complex workflows - No tech resource - One-off requirements |
- Simple needs - 1–2 connectors - Small/Medium size clinics with no technical skills |
| Who sets it up? | Your ops/IT team or in-house devs | Semble via our Technical Solutions team | You (no experience needed) |
| Pricing Model |
- Included dependent on your plan - Monthly subscription as an add on |
Fixed project fee (dependent on scope) + monthly subscription | Monthly subscription per integration |
| Example Scenario | - Create new patient in Semble, then trigger follow-up task in CRM, then update spreadsheet |
- Automate time-consuming processes across one system - Build a complex workflow automation from Semble to another system |
- Sync new patients to HubSpot - Auto-update Mailchimp on opt-in |
| When it's not a fit | - No one to maintain automations - Tool not in connector directory |
- If your needs or processes may change often - If your tool is not in the connector directory - If you need to build an app with bespoke UI or front end experiences then our API might be a better solution fit for you |
- Automation not yet available - Needs complex logic or custom fields |
How Semble Connect works
Think of Semble Connect as four building blocks:
1. Connect your tools
Semble Connect lets you connect Semble to over 1,200 external tools (such as HubSpot, Mailchimp, Salesforce), so you can integrate without building custom integrations from scratch.
2. Use the Semble connector to automate inside Semble
The Semble connector is a Semble-managed integration to the Semble API. Designed to trigger workflows and automations from Semble, making it easier for you to connect to your business-critical operations. Semble maintains this connector, so changes in the API are reflected in the connector.
3. Build workflows visually (with flexibility when you need it)
Use the workflow builder to define triggers, rules, and actions visually. It is designed to be understandable and maintainable by operations and IT teams as processes evolve.
4. Run workflows in the background with monitoring and control
Workflows run automatically once your automation is live. You can monitor automations, handle errors, and maintain an audit trail of changes so business-critical workflows stay reliable.
Examples of what you can automate
Example 1: A simple automation that removes a repetitive task
When a lab result is received in Semble, create a task assigned to the clinician who ordered the lab test to follow up with the patient.
Example 2: Orchestrate a workflow from Semble
Turn a repeatable manual process into an automated workflow.
Instead of your team doing lots of small steps across different screens and systems, you set up a single workflow that:
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Pulls the right information from a source (like a spreadsheet)
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Applies the rules you choose (for example, "if this value is X, then set label Y")
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Then completes the actions automatically (like creating or updating records in Semble)
In other words: you define the process once, and Semble Connect repeats it for you at scale.
A workflow orchestration example: Bulk updating patients from a Google Sheet
For example, if you have a Google Sheet with hundreds (or thousands) of rows of patient data.
- Create or update the patient record in Semble
- Add a label based on a value in the sheet (for example, a service type, location, or priority)
- Read the data from each row in the sheet
- Create or update the patient in Semble
- Apply the right label automatically based on the value in the row
Two ways to get started with Semble Connect
Option 1: Build and maintain automations in-house
This is great for organisations who:
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Have capacity to learn the tooling and own workflows
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Are comfortable with low-code tools and basic data concepts
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Can test changes and monitor runs over time
Developer teams can go further using advanced tooling (for example, insert custom code) to make workflows more sophisticated and efficient.
Option 2: Get help from professional services to build automations for you
If you do not have internal capacity, our friendly professional services team can help you go from idea to working automation in a matter of days.
What you get:
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Discovery to understand how your process works today and where it's causing you pain
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Solution design (often including process optimisation)
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Workflow diagrams for alignment on complex requests
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Build and end-to-end testing
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Handover with documentation so you can run confidently
NOTE: Professional services is delivered as a scoped project with a fixed cost.
Scoping your automation project
To help you prepare and get the most out of your session, these are the following questions we'll be asking you when we scope a project:
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Goal: What outcome do you want? What is causing you pain today?
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Trigger: What starts the workflow?
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Systems: Which tools are involved (including Semble)?
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Data: What fields are needed and what are the edge cases?
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Rules: What decisions need to happen (conditions and exceptions)?
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Timing and volume: Real-time vs scheduled, and how often it runs
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Owner: Who will monitor it and approve changes internally?
Note: If you are unsure we advise to start with one workflow that is high-volume and repetitive. That is usually the fastest path to measurable value.
What can you automate with Semble Connect?
Here are some of the most popular ways clinics use Semble Connect to save time by replacing copy and paste tasks with automation via connected tools.
Example use cases for streamlining appointments, arrivals and follow up tasks:
| Automation | What it does | Why you'll love it | What triggers it | Connectors involved |
| Appointment Status Dashboard | Shows where every patient is in their visit (Arrived, Consultation, Departed, DNA) on a live visual kanban board. | No more asking "Has Mr Smith arrived?" Staff can see the entire day's flow at a glance. | A booking is created or its status changes. |
Semble, |
| Automated Appointment Management | Creates, updates or cancels appointment automatically based on information in a patient's record, recall task or external data. | Never miss a recall appointment or forget to update a booking when something changes. Semble Connect handles it before anyone has to remember. | Patient record changes, external data, or recall task. | Semble + any connected platform with an API |
| Incomplete Questionnaire Report | Sends your team a daily email listing patients who have not completed required forms before their appointment. | Prevents patients showing up unprepared and wasting consultation time. | Scheduled daily (e.g. 8 AM). | Semble, Outlook |
| Automated Patient Communication | Sends emails or messages automatically based on conditions in the patient record such as a missed appointment, an overdue questionnaire or a follow-up reminder. | It's not just sending emails, it's sending the right email based on what's actually happening in your patient's journey. Automatic rebooking email. | Condition in patient record. |
Semble + email tool (Outlook, Gmail, SendGrid) |
Example use cases for automating clinical document management and follow up tasks:
| Automation | What it does | Why you'll love it | What triggers it | Connectors involved |
| Upload Documents to Patient records |
Automatically saves incoming documents (like lab results or scans) directly into the correct patient's file. View a list of supported file formats. |
No more lost PDFs in email inboxes. Everything is filed instantly in the right place. | A file appears in your connected storage. | Semble + file storage (e.g. Google Drive, OneDrive) |
| Tag Patient when a Document is uploaded | Adds a label (like "Document for Review") to a patient's record when a new file arrives. | Clinicians can instantly see which patients have document for review that need their attention. | A document is uploaded to a patient's file. | Semble + file storage system |
| Create a Task when a Label is added | Creates a to-do item and assigns it to the right team member when a specific label is added to a patient’s record. | Urgent follow-ups are never forgotten or missed. | A label is added to a patient record. | Semble |
| Letter and Report generation | Automatically creates formatted clinical letters or reports using patient data which can be saved to the patient record and/or sent directly to the patient. | Create your report template once, and the system auto-populates the details you need every time after a consultation. | Patient record update or appointment event. | Semble + email or document service |
Example use cases for billing, payments and managing product pricing:
| Automation | What it does | Why you'll love it | What triggers it | Apps involved |
| Auto-create Invoice after Appointment | Generates an invoice automatically the moment a patient's appointment is marked as complete. | Get paid faster on autopilot. | Appointment is marked as "Departed" in the Patient Journey. | Semble |
| Mark Invoices as Paid | Automatically updates invoices to "Paid" when payment data comes through from your payment system. | Get visibility on cashflow status in real time. Save hours of cross checking bank statements against invoices. | Payment received in external system. | Semble + payment platform or spreadsheet |
| Update Product Catalogue | Updates your entire price list in bulk from a spreadsheet instead of changing items one by one. | Save hours when updating prices across hundreds of products. | External spreadsheet is updated. | Semble + Google Sheets or similar |
Example use cases for keeping your patient database up to date:
| Automation | What it does | Why you'll love it | What triggers it | Apps involved |
| Import Patients from another platform | Creates or updates patient records in Semble automatically when data changes in the connected system. Works both ways. | Ensure patient records are always up-to-date without the manual data entry. | Record created or updated in a connected platform. | Semble + CRM or spreadsheet (e.g. Google Sheets, HubSpot) |
| Remove Triage Label on Booking | When a patient with a "Triage" label books an appointment, the label is automatically removed from their profile. | Keeps your patient lists tidy without manual cleanup. | A booking is created for a labelled patient. | Semble |
| Automated Patient Label management | Add or remove labels based on conditions like if they haven’t visited for over 6 months or if they haven’t completed a questionnaire before an appointment. | Automatically segment patients for targeted campaigns or re-engagement. | Patient record update or time-based schedule. | Semble |
Example use cases for reporting and staying on stop of your clinic’s performance:
| Automation | What it does | Why you'll love it | What triggers it | Apps involved |
| Data visualisation and Business Analytics | Get patient, booking and invoice data from Semble pushed into a reporting tool (eg. PowerBI, Tableau) to enable live dashboards and business analytics. | Automate reporting and get business performance insights in real time. | Continuous or scheduled data sync. | Semble + Power BI, Airtable, or data warehouse |
| Custom Aggregate Reports | Combines data from multiple areas of Semble (e.g. patient records and invoices) into a single report, matched by a common identifier such as patient ID. | Answer key business questions with your data, without manually cross-referencing multiple reports. Stop spending Friday afternoon exporting CSVs and doing VLOOKUP. | On demand or scheduled. | Semble + reporting tool or spreadsheet |
| Extract and Filter Patient Records | Pulls specific consultation records based on criteria you set to enable targeted exports or reports. | Perfect for clinical audits or custom reports. | On demand or scheduled. | Semble + reporting tool or spreadsheet |
| Automated Task Escalation | Tasks that have not been actioned within a set timeframe can be automatically reassigned, escalated or compiled into a summary report and sent to a manager. | Ensures SLAs are met and nothing gets forgotten when staff are busy or away. | Time-based schedule. | Semble + email (Outlook or Gmail) |
Pre-built Connector Directory
Semble Connect offers access to over 1,200 connectors across two tiers: Standard and Enterprise. The tier determines which plan you need to use specific connectors.
Enterprise connectors require an Enterprise plan subscription. These systems are typically used by larger healthcare organisations and enterprises with complex integration needs, including hospital systems, advanced ERP platforms, and enterprise-grade data solutions.
Enterprise plan subscribers have access to both Standard and Enterprise tier connectors.
Standard Tier Connectors
| Category | Connectors |
|---|---|
| Accounting & Finance | Bill.com, Brex, Chargebee, FreshBooks, Maxio, QuickBooks Online, Ramp, Recurly, Sage, Wave, Xero |
| Communications | Aircall, Chatter, Discord, Google Meet, RingCentral (Standard), Slack, Twilio (Standard), Whereby, Zoom |
| CRM & Sales | Apollo.io, Copper, Freshsales, HubSpot, Insightly, Pipedrive, Salesforce (Professional), SalesLoft (Standard), Zoho CRM |
| Customer Support | Freshdesk, Freshservice, Front, Gladly, Gorgias, Groove, Help Scout, Intercom (Standard), Zendesk |
| Data & Analytics | Chartbeat, Google Analytics, Google BigQuery (Standard), Microsoft Power BI (Pro), Microsoft SQL Server, MongoDB Atlas, MySQL, PostgreSQL, Tableau (Creator/Explorer) |
| Development & IT | AWS API Gateway, AWS Lambda, Azure Blob Storage, Bitbucket, Datadog (Standard), Elasticsearch, GitHub, GitLab, Jenkins, Jira Service Desk, New Relic (Standard), OpsGenie, PagerDuty (Standard), Rollbar |
| Document Management | Adobe Sign, Box (Business), DocuSign, Dropbox, GetAccept, HelloSign, PandaDoc |
| E-commerce & Retail | AfterShip, Amazon Seller Central, BigCommerce (Standard), ChannelEngine, Clover, EasyPost, Lightspeed Commerce, Lightspeed Retail R-Series, Neto, Shipmonk, ShipStation, ShipWire, Shopify, Walmart Seller Centre, WooCommerce |
| Events & Video | Bizzabo, Cvent (Standard), Eventbrite, Hopin, Instagram, Loom, Swoogo, Vidyard, Vimeo, Wistia, YouTube |
| Forms & Surveys | Acuity Scheduling, FormAssembly, Formstack Documents, Google Forms, Gravity Forms, JotForm, Qualtrics (Standard), SurveyMonkey, Typeform, Wufoo, YouCanBookMe |
| HR & Talent | 15Five, Ashby, BambooHR, Bamboo, ChartHop, Culture Amp, Employment Hero, Fountain, Greenhouse (Standard), Gusto, HiBob, JazzHR, Lattice, Leapsome, Lever (Standard), Personio, Workable, Zenefits |
| Integration & Automation | FTP/FTPS, Scheduler by Workato, Semble Connector, SFTP, Variables by Workato, Webhooks by Workato |
| Marketing & Email | ActiveCampaign, Amplitude (Basic), Appcues, Campaign Monitor, Constant Contact, Drift, Facebook Lead Ads, Facebook Marketing, Google Ads, Heap, Klaviyo, Leanplum, LinkedIn, Localytics, Mailchimp, Microsoft Advertising, Mixpanel, SEMrush, Segment, SendGrid, Unbounce, X (Twitter) |
| Payments | Adyen, Authorize.Net, Braintree, PayPal, Square, Stripe |
| Productivity | Calendly, Excel, Fathom, Google Calendar, Google Docs, Google Drive, Google Mail, Google Sheets, Google Slides, Healthcode, Microsoft Teams, OneDrive, Outlook, SharePoint (Standard) |
| Project Management | Airtable, Asana, Basecamp 2, ClickUp, Confluence, Jira, Linear, Miro, Monday.com, Notion, Pendo, Pivotal Tracker, Productboard, Teamwork, Todoist, Trello, Userflow |
Enterprise Tier Connectors
| Category | Connectors |
|---|---|
| AI & Machine Learning | Amazon Lex, Amazon SageMaker, AWS Bedrock (Enterprise), Azure OpenAI, Databricks ML, Google Gemini, Google Natural Language, Google Speech to Text, Google Text to Speech, Google Vertex AI, Google Vision, Mistral AI, Ollama, OpenAI, Watson Tone Analyser |
| Business Applications | Microsoft Dynamics 365 |
| Communications | Avaya, Cisco Webex Contact Centre, Cisco Webex Teams (Enterprise), RingCentral (Enterprise), Twilio (Enterprise) |
| CRM & Sales | Crelate, Oracle CX Cloud, Oracle Sales Cloud, Outreach (Enterprise), Salesforce CPQ, Salesforce (Enterprise/Unlimited), Salesforce Marketing Cloud, Salesforce Pardot, SalesforceIQ, Sugar CRM (Enterprise), Vlocity |
| Customer Service | Five9, Genesys Cloud, Kustomer (Enterprise), Microsoft Dynamics 365 Customer Service, NICE inContact, Oracle Service Cloud, Zendesk (Enterprise), Zendesk Sunshine |
| Data Platforms | Amazon Redshift, Azure Synapse Analytics, Cloudera, Databricks, Domo (Enterprise), IBM Cognos, Looker (Enterprise), Microsoft Power BI (Premium), MicroStrategy, MongoDB Atlas (Enterprise), Oracle Autonomous Database, Qlik Sense, Snowflake, Tableau (Enterprise), Teradata, ThoughtSpot |
| Document Management | Box (Enterprise), Citrix ShareFile (Enterprise), Egnyte (Enterprise), SharePoint (Enterprise) |
| E-commerce | BigCommerce (Enterprise), Magento 2 (Enterprise) |
| Enterprise ERP | Acumatica ERP, Blue Yonder, Epicor ERP, IFS Applications, Infor CloudSuite, JD Edwards, Manhattan Associates, NetSuite OpenAir, Oracle E-Business Suite, Oracle Fusion Cloud, Oracle Industry Solutions, Priority Software, SAP Ariba, SAP Business One, SAP Concur, SAP ECC, SAP Industry Solutions, SAP S/4HANA |
| Financial Management | Adaptive Insights (Workday), Anaplan, Coupa, FinancialForce, Jaggaer, Microsoft Dynamics 365 F&O, OneStream, Oracle Planning and Budgeting Cloud, Oracle Procurement Cloud, Sage Intacct, Tipalti Approve, Workday Financials, Xactly, Zuora for Salesforce |
| Healthcare & Life Sciences | Allscripts, Athenahealth, Cerner, eClinicalWorks, Epic, IQVIA, Medidata, Veeva CRM, Veeva Vault |
| HR & Payroll | ADP Workforce Now, Ashby (Enterprise), Ceridian Dayforce, iCIMS, JobAdder, Jobvite (Enterprise), Namely (Enterprise), Oracle HCM Cloud, Sapling HR (Enterprise), SAP SuccessFactors, SmartRecruiters (Enterprise), TriNet, UKG Dimensions, UKG Pro, Workday HCM, Workday (Custom/REST/Web Services) |
| Integration & Automation | Workato (Enterprise tier), Workato HTTP |
| IT Operations & DevOps | AppDynamics, BMC Remedy, Cherwell, Datadog (Enterprise), Dynatrace, Elastic Enterprise, Ivanti, ManageEngine ServiceDesk Plus, New Relic (Enterprise), ServiceNow, ServiceNow Security Operations, Splunk Enterprise, Sumo Logic |
| Marketing | Adobe Campaign, Adobe Experience Cloud, Braze, Eloqua (Oracle), Epsilon, Iterable (Growth/Enterprise), Marketo, Optimizely, Uberflip |
| Project Management | Aha! (Enterprise), Confluence (Enterprise), Jira (Enterprise), Microsoft Project, Smartsheet (Enterprise), Workfront, Wrike (Enterprise) |
| Revenue Intelligence | Chorus.ai, Clari, Gong.io, People.ai |
| Security | CyberArk, Okta (Enterprise), Ping Identity, Qualys, Tenable |
Frequently asked questions
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Is Semble Connect included in my plan?
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What does Semble Connect cost?
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What is a connector, a workflow, and a task?
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What happens if we exceed our task limit?
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Do I need to be technical to use Semble Connect?
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Do we need developers?
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Can Semble build workflows for us?
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How does the Semble connector work?
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How is sensitive healthcare data handled securely?
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How is this different from other low-code tools?
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When should we use the API instead?
Is Semble Connect included in my plan?
Semble Connect is available on selected plans for larger clinics. If it is not included in your plan, you can include it as an add-on for a monthly subscription.
Two things to know up front:
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You will either need someone in-house to build the workflow automation, or you can engage our professional services team to scope and implement them with you
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Plans include a task allowance (the amount of automation volume you can run each month). As your usage grows, we will work with you to define the best plan for your needs
What does Semble Connect cost?
Semble Connect pricing depends on two factors:
1. Connectors: How many external system(s) do you need to connect to? Which ones are they?
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Not sure what you need? Check out our connector directory
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You will need to be on an Enterprise plan to access any Enterprise connectors
2. Ownership: Will you build and manage workflows in-house (someone with time and low-code confidence), or do you need professional services to design and implement them? Will you need access to advanced developer tools such as the ability to write automations with custom code?
NOTE: If you do not have internal capacity to build and maintain workflows, buying Semble Connect as an add-on with professional services is a cost-effective option to remove a highly costly and ineffective process right away without paying for an expensive custom integration project.
What is a connector, a workflow, and a task?
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A connector is a connection between Semble and another system
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A workflow (sometimes called a recipe) is the set of rules that define what happens when something is triggered
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A task is a discrete action within that workflow (each step counts as one task)
What happens if we exceed our task limit?
We do not pull the plug on critical workflows the moment you exceed a limit. The process is to review usage, understand what you are trying to achieve, and either reduce task usage or align your plan to the right task usage volume.
Do I need to be technical to use Semble Connect?
You do not need to be a developer, but you do need someone in-house with capacity to learn it and own it. The workflow builder is visual, but your team still needs to be comfortable using low/no-code tools to map data flows, define rules, test outcomes, and update workflows as processes change.
Do we need developers?
Not always. Many organisations can run Semble Connect with an ops or digital owner who is comfortable with low-code tools. Developers are useful for advanced requirements, internal systems, and improving task efficiency using custom code.
Can Semble build workflows for us?
Yes. If you do not have internal capacity, our professional services can scope, design, build, and test workflows, then hand over with documentation.
How does the Semble connector work?
The Semble connector is designed to automate workflows in Semble. It lets you trigger workflows from Semble activity and take actions inside Semble, without having to build directly from API documentation. Semble maintains it as a managed service, so changes in the API are reflected in the connector.
How is sensitive healthcare data handled securely?
Semble Connect can control data retention for workflows that process sensitive identifiers. This is designed so data can move from one step to the next without being stored as a record in the automation layer.
How is this different from other low-code tools?
Semble Connect is designed specifically for Semble and healthcare needs. Consumer-grade tools can be more prone to breaking, while Semble Connect is positioned as more robust for workflows you cannot afford to fail.
When should we use the API instead?
Use the API when you need a custom product experience with a user interface and live interaction. Use Semble Connect for background orchestration and workflow automation.