Connect AthenahealthtoHubSpot
Build HIPAA-compliant automations that sync data across your Athenahealth and HubSpot with AI.
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Build yourAthenahealthandHubSpotautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Athenahealth
Claim created or updated
Gets triggered when there are changes on claims
trigger
Patient created or updated
Gets triggered when there are changes on patient records
trigger
Appointment created or updated
Gets triggered when there are changes on appointments, such appointment created, provider updated, appointment canceled, rescheduled etc
trigger
Orders created or updated
Gets triggered when there are changes on an order
trigger
Patient case updated
Gets triggered when there are changes on a patient case
trigger
Lab results created or updated
Gets triggered when there are additions or changes on lab results
trigger
Check out appointment
Completes the appointment check-out process
action
Send secure message to a patient
Sends a secure message to a patient's portal inbox
action
Get encounter
Gets an encounter
action
Update patient allergies
Updates allergies in a patient's chart
action
Get medical history
Gets all medical history
action
Search allergies
Search for available allergies
action
Update surgical history
Updates a patient's surgical history
action
Get claim notes
Retrieves all notes for a specific claim
action
Get social history
Gets all social history
action
Get surgical history
Gets all surgical history
action
Update referral authorization
Updates a referral authorization
action
Get administered screeners
Gets a list of administered questionnaire screeners
action
Download imaging result document
Downloads the original file of an imaging result document, or one of its pages
action
Download lab result document
Downloads the original file of a lab result document, or one of its pages
action
Create patient chart document export
Creates a patient chart document export
action
Get patient's portal status
Gets a patient's portal status
action
Add surgical history
Adds to a patient's surgical history
action
Update social history
Updates a patient's social history
action
Update claim note
Overrides one or more notes on a specific claim
action
Get patient imaging results
Gets a patient's imaging result documents
action
Download clinical document
Downloads the original file of a clinical document, or one of its pages
action
Get patient chart document export
Gets a patient's chart document export
action
Get encounter reasons
Gets all configured encounter reasons
action
Create claim note
Adds a new note to a specific claim
action
Create or update encounter reason
Creates or updates an encounter reason
action
Get patient allergies
Gets all patient allergies
action
Update medical history
Updates a patient's medical history
action
Get questionnaire screeners
Gets a list of possible questionnaire screeners for an appointment or encounter
action
Close patient case document
Closes a specific patient case document
action
Get patient case close reasons
Get the close reasons for a patient case document
action
Get payment history
Gets payment history information
action
Create order group
Creates an order group for a specific patient chart outside an encounter flow
action
Update patient case action note
Updates an action note for a patient case document
action
Create referral authorization
Creates a new referral authorization for a specific patient
action
Create admin document
Creates an admin document
action
Update booked appointment
Updates a booked appointment
action
Create lab result
Adds a lab result document to a patient's chart
action
Create encounter questionnaire screener
Creates a new questionnaire screener record for the encounter
action
Get patient lab result document
Gets a patient's lab result document
action
Get claims
Gets a list of claims
action
Update patient lab result
Updates a patient's lab result document
action
Find patients (Enhanced best matching criteria)
Retrieves a list of patients based on the search criteria
action
Update diagnosis
Updates a specific diagnosis for a patient
action
Get booked appointments
Retrieves a list of booked appointments
action
Send invitation to patient portal
Resends the portal invitation or lost password email
action
Get patient lab results
Gets a patient's lab results
action
Get mobile carriers
Retrieves a list of all mobile carriers
action
Get appointment types
Retrieves list of the type of appointment available in the practice
action
Get appointment changes
Retrieves the list of changes in appointments or appointment slots
action
Get custom fields
Retrieves custom fields information for a specific practice
action
Get a patient
Retrieves data of a specific patient
action
Update appointment custom fields
Updates custom fields for a specific appointment
action
Create clinical document
Creates a clinical document record for a specific patient
action
Upload patient's driver's license document
Uploads patient's driving license document
action
Get order changes
Retrieves the list of changes in an order
action
Update patient custom fields
Modifies custom fields data for a specific patient
action
Get patient clinical document
Gets a patient's clinical document
action
Get assessment
Retrieves the assessment by the provider for a specific encounter
action
Delete patient insurance
Deletes an existing patient insurance record
action
Create patient insurance
Creates a new record of patient insurance for a specific patient
action
Get physical exam findings
Retrieve a list of physical exam findings for a specific encounter
action
Get patient prescriptions
Gets a patient's prescriptions
action
Get gender identity enumerations
Retrieves list of gender identity enumeration values
action
Get open appointment slots
Retrieves available open appointment slots
action
Get patients
Retrieves a list of all patients
action
Get patient's insurance benefit details
Retrieves eligibility information for a specific insurance
action
Get telehealth invite url
Gets a telehealth invite URL
action
Get patient care team members
Retrieves the care team members associated with a specific patient
action
Get providers
Retrieve a list of all providers available in a specific practice
action
Get employers
Retrieves a list of all employers
action
Get patient's privacy information details
Retrieves a patient's verified privacy information
action
Get HPI findings
Retrieves a list of HPI findings based on an encounter
action
Get order action notes
Retrieves a list of an order's action notes
action
Get patient case documents
Retrieves a list of patient case documents for a patient
action
Create a patient case document
Creates a patient case document for a specific patient
action
Get patient medications
Retrieves list of patient's medication and medication details
action
Get appointment subscription events
Retrieves list of the supported appointment subscription events
action
Get patient changes
Retrieves the list of changes in patient records
action
Get review of system finding templates
Retrieves a list of review of system finding templates
action
Get diagnoses
Retrieve a list of diagnoses for a specific encounter
action
Get patient subscription events
Retrieves list of the supported patient subscription events
action
Create a patient's insurance benefit details
Creates a patient's insurance benefit details
action
Get clinical providers
Retrieves a list of all clinical providers
action
Initiate appointment check in
Initiates an appointment's check in
action
Get appointment notes
Returns a list of notes for a specific appointment
action
Get patient case subscription events
Retrieves list of the supported patient case subscription events
action
Get lab results subscription events
Retrieves a list of the available lab results events to subscribe to
action
Update patient insurance
Updates an existing patient insurance record
action
Search medications
Retrieves a list of medications for a given search parameters
action
Get claim changes
Retrieves list of modified claims records
action
Get review of system findings
Retrieves a physical exam summary for a specific encounter
action
Get order subscription events
Retrieves list of the supported order subscription events
action
Get document types
Retrieves a list of document types based on a search value filter
action
Get occupations
Retrieves a list of all occupations
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 Athenahealth and HubSpot automation with AI
Athenahealth is a cloud‑based, AI‑native healthcare technology platform offering integrated EHR, practice management, revenue cycle, patient engagement, interoperability, and analytics to streamline ambulatory care workflows.
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.”
