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Build HIPAA-compliant automations that sync data across your Healthie and HubSpot with AI.
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Build yourHealthieandHubSpotautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Healthie
Patient created
Receive webhooks when a new patient is created
trigger
Form answer group created (specific form)
Triggers when a new form answer group is created for a specific form template
trigger
Form assigned
Receive webhooks on form assigned
trigger
Form answer group created
Triggers when a new form answer group is created (for any form)
trigger
Before appointment starts
Gets triggered some specified time before an appointment starts
trigger
Trigger
Trigger on selected events
trigger
Appointment created
Receive webhooks on appointment creation
trigger
Create goal
Creates a goal
action
Create diagnosis
Creates a diagnosis
action
Get metric names
Gets all the metric names
action
Create metric entry
Creates a metric entry
action
Delete webhook
Deletes a webhook
action
Get webhooks
Gets webhooks
action
Get lab orders
Gets a list of lab orders
action
Get lab order
Gets a lab order
action
Check insurance eligibility
Runs an eligibility check on a policy
action
Get billing item
Gets a billing item
action
Update referral
Updates a referral
action
Get denial codes
Get all denial and adjustment codes from ERAs attached to a CMS1500 claim
action
Update invoice
Updates an invoice (requested payment)
action
Send claim
Sends a CMS1500 claim to a clearinghouse integration
action
Create customer payment card
Creates a new payment card
action
Get courses
Gets a list of courses
action
Create patient
Creates a patient
action
Get chart note
Gets a chart note by ID
action
Create an appointment
Creates a new appointment
action
Delete chart note
Deletes a chart note by ID
action
Create CMS 1500 form
Creates a CMS 1500 form
action
Get locations
Gets a list of all locations
action
Get task
Gets a task
action
Get organization members
Gets a list of all organization members
action
Create task
Creates a task
action
Create form completion request
Creates a form completion request
action
Send fax
Sends a fax
action
Get appointment
Gets an appointment
action
Get user groups
Gets a list of user groups
action
Get documents
Gets documents
action
Get form completion requests
Gets a list of form completion requests
action
Create chart note
Creates a chart note by ID
action
Update patient
Updates a patient
action
Get appointment types
Gets appointment types
action
Get policy
Fetches a specific policy
action
Get availabilities
Gets a list of all availabilities
action
Update course
Updates a course
action
Get conversation
Gets a conversation by ID
action
Update form answer group
Updates a form answer group
action
Update patient locations
Updates patient locations
action
Get programs
Retrieves a list of programs
action
Get conversations
Gets a list of all conversations
action
Get tag
Gets a specific tag
action
Create lab order
Creates a lab order
action
Get CPT codes
Retrieves a list of available CPT codes
action
Remove applied tag
Removes a tag from patient or provider
action
Get form template by ID
Gets a form template (known as custom module form) by ID
action
Create conversation
Creates a new conversation
action
Get insurance plans
Gets insurance plans
action
Get CMS1500
Gets a specific record of CMS1500
action
Get appointment locations
Gets a list of all locations of appointment
action
Download received fax
Downloads a PDF from a received fax
action
Get patients
Gets patients
action
Send email reminders
Sends email reminders to a patient
action
Get providers
Gets all providers of organization
action
Get CMS 1500 forms
Retrieves a list of CMS 1500 forms
action
Get form answer groups
Retrieves a list of form answer groups
action
Get form answer group
Retrieves a form answer group by ID
action
Get folders
Gets a list of all folders
action
Get program
Retrieves a program by ID
action
Get a patient
Get a patient
action
Get appointments
Gets a list of all appointments
action
Create document
Creates a document
action
Get available slots for range
Gets a list of all available slots for a given range
action
GraphQL query
Send a GraphQL Query
action
Update appointment
Updates an appointment
action
Get contact types
Gets contact types
action
Get referring physicians
Gets a list of all referring physicians
action
Get note
Gets a specific note
action
Get provider
Gets a provider
action
Get tags
Gets tags
action
Get rendering providers
Gets a list of all rendering providers
action
Apply tag
Applies a list of tags to patient or provider
action
Create appointment type
Creates a new appointment type
action
Charge patient
Charges a patient using their stored payment method
action
Get chart notes
Gets chart notes
action
Update chart note
Updates a chart note by ID
action
Get lab options
Fetches all lab options (considered public)
action
Get ICD codes
Retrieves a list of available ICD codes
action
Get CMS1500 policies
Retrieves a list of CMS1500 policies for a patient
action
Get form templates
Gets all form templates (known as custom module forms)
action
Get document
Gets a document and download its content
action
Update conversation
Updates a conversation
action
Get invoice
Gets a requested payment (invoice) by id
action
Send chat message
Sends a chat message (note) to an existing conversation
action
Create payment request (invoice)
Creates an invoice payment request for a patient
action
Delete appointment
Deletes an appointment
action
Update patient policies
Updates policies from a patient
action
Update CMS 1500 form
Updates a CMS 1500 form
action
Get webhook event types
Gets webhook event types
action
Update policy
Updates a policy
action
Get provider utilization
Calculates and forecasts a provider's utilization
action
HubSpot
Trigger
Triggers on any custom configured events
trigger
Deal updated
Gets triggered when there is a deal update
trigger
New event
Triggers on any event
trigger
Search lists
Searches for lists
action
Get list
Retrieves a list by its ID
action
Create list
Creates a new list
action
Add records to list
Adds records to an existing list
action
Get list memberships
Retrieves the records that are members of a list
action
Remove records from list
Removes records from an existing list
action
Get owners
Retrieves a list of owners within the specified account
action
Get notes
Retrieves all notes
action
Get companies
Retrieves all companies
action
Get file
Retrieves a file by its ID
action
Get workflows
Retrieves all workflows
action
Get schema
Retrieves an object type schema
action
Get pipeline deal stage
Retrieves a pipeline deal stage details by its ID
action
Update deal
Update deal
action
Search custom object
Searches custom object by property
action
Get note
Retrieves a note by its ID
action
Create association
Creates an association between two objects e.g. a task and a contact, or between custom objects
action
Get contacts
Retrieves all contacts
action
Create custom object
Creates a custom object
action
Update contact
Update contact
action
Get contact
Retrieves a contact by its identifier
action
Get deal
Retrieves a deal by its ID
action
Search contacts
Searches for contacts
action
Create deal
Creates a new deal
action
Search deals
Searches for deals based on specific criteria
action
Get company
Retrieves a company
action
Create meeting
Creates a new meeting
action
Get files
Retrieves a list of files
action
Get pipelines
Retrieves all pipelines
action
Find a meeting
Finds a meeting by query and filters
action
Get contact schema
Retrieves contact object schema
action
Get custom object
Retrieves a custom object based on type and ID
action
Get schemas
Retrieves all object schemas that have been defined for your account
action
Get properties
Retrieves properties for a specific object type
action
Update custom object
Updates a custom object
action
Update company
Updates a company
action
Create contact
Creates a new contact
action
Enroll to workflow
Enrolls a contact via their email to a workflow
action
Create invoice
Creates an invoice
action
Create ticket
Creates a new ticket
action
Create task
Creates a new task
action
Get pipeline stages
Retrieves all stages for a given pipeline
action
Download file
Downloads a file by its ID
action
Get associations
Retrieves all associations of an object by object type
action
Upsert contact
Creates or updates a contact
action
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Build your Healthie and HubSpot automation with AI
Healthie is a comprehensive platform for healthcare providers, offering tools for practice management, telehealth, and client engagement to streamline operations and improve patient care.
HubSpot is a leading CRM platform offering tools for marketing, sales, customer service, and content management to help businesses grow and manage customer relationships effectively.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
How long does it take to set up an integration?
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Can I customize the workflows?
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
What happens if an API fails?
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.
"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."
“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”
“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”
“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”
“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”
“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”
“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”
“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”
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“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”
“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”
