Build HIPAA-compliant automations that sync data across your AdvancedMD and Pipedrive with AI.
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Discover popular templates with AdvancedMD and Pipedrive integration
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Build yourAdvancedMDandPipedriveautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
AdvancedMD
New or updated note
Gets triggered when a note has been created or updated
trigger
New intake record
Gets triggered when a new intake record is found
trigger
New or updated patient
Gets triggered when a patient has been created or updated
trigger
New or updated appointment
Gets triggered when an appointment has been created or updated
trigger
Download patient document
Downloads a patient document
action
Get patient demographics
Looks up patient demographics
action
Create patient
Creates a patient
action
Get patient preferences
Gets a patient's preferences
action
Create charge
Creates a charge
action
Get referring providers
Looks up referring providers
action
Find patient
Looks up patient
action
Get financial classes
Looks up financial classes
action
Get intake records
Gets intake records
action
Create patient note
Creates a note to an existing patient
action
Get providers
Looks up providers
action
Update patient preferences
Updates a patient preferences
action
Get new and modified patients
Gets new and modified patients
action
Get appointments
Gets a list of appointments
action
Get appointment instructions
Retrieves a list of appointment instructions
action
Get profiles of scheduler
Retrieves profiles from scheduler setup
action
Get new and modified visits
Gets new and modified visits
action
Get referral statuses
Gets available referral statuses
action
Get patient
Gets a patient
action
Create intake record
Creates a new intake record
action
Get new and modified patient notes
Gets new and modified patient notes
action
Create block or hold
Creates a block or hold in the scheduler
action
Get appointment
Get an appointment
action
Get patients
Looks up patients
action
Get appointment types
Retrieves a list of appointment types
action
Get facilities
Gets a list of facilities
action
Get claim status
Gets claim status
action
Update appointment
Updates an appointment
action
Get patient payment plan
Gets a patient's payment plan
action
Get files
Gets files
action
Get procedure codes
Gets a list of procedure codes
action
Get visits
Gets a list of visits
action
Get patient document
Gets a patient document
action
Create appointment
Creates an appointment
action
Add inbound referral
Adds an inbound referral
action
Get modifier codes
Gets a list of modifier codes
action
Get columns of scheduler
Retrieves columns from scheduler setup
action
Get carriers
Looks up carriers
action
Get diagnosis codes
Gets a list of diagnosis codes
action
Create insurance
Creates an insurance record for patient
action
Get openings
Looks up openings for a specific doctor through a column
action
Get note templates
Gets all note templates
action
Upload patient document
Uploads a patient document
action
Get charge details
Gets charge details
action
Get reasons
Gets reasons
action
Pipedrive
Trigger on deal stage updated
Triggers when a deal stage is updated
trigger
Custom Webhook
Receive webhooks
trigger
Deal updated
Triggers when a deal is updated.
trigger
New deal
Triggers when a new deal is created.
trigger
Search persons
Searches for persons
action
Update organization
Updates an organization
action
Create organization
Creates an organization in pipedrive
action
Get Users
Get Users
action
Get organization
Retrieves a selected organization
action
Get organizations
Get organizations
action
Create note
Creates a note in pipedrive
action
Get Person Fields
Get Person Fields
action
Get organization fields
Fetches all organization fields
action
Create person
Creates a person
action
Get deal
Gets details of a deal
action
Create note to organization
Creates a note in a selected organization
action
Get Persons
Gets a list of persons
action
Update a person
Update a person
action
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Build your AdvancedMD and Pipedrive automation with AI
AdvancedMD provides cloud-based medical office software, including practice management, electronic health records, and patient engagement tools, designed to streamline healthcare operations and improve patient care.
Pipedrive is a customer relationship management (CRM) platform designed to help sales teams manage leads, track communications, and automate sales processes for increased efficiency.
FAQ
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.
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.
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.
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.


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