Connect CerbotoHubSpot
Build HIPAA-compliant automations that sync data across your Cerbo and HubSpot with AI.
500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
Discover popular templates with Cerbo and HubSpot integration
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Build yourCerboandHubSpotautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Cerbo
Generic trigger
Manually set up a webhook trigger in your Cerbo dashboard
trigger
Get tasks
Retrieves a list of tasks
action
Update task
Updates an existing task
action
Get appointments
Gets a list of appointments
action
Get tags
Fetches all tag definitions from the master tag list
action
Update patient
Updates a patient
action
Send email invite
Sends an email invite to patient to join the Patient portal
action
Search patients
Fetches a list of all patients based on search criteria
action
Create encounter
Creates a new encounter record for a patient
action
Update appointment
Updates an appointment
action
Upload patient document
Uploads a patient document via the portal queue
action
Create questionnaire
Creates a questionnaire
action
Create patient
Creates a new patient
action
Create task
Creates a new task
action
Get questionnaires
Gets a list of questionnaires for a given patient ID
action
Get patients
Retrieves a list of all patients
action
Add tags
Adds tags for a patient
action
Get patient
Retrieves a selected patient
action
Create appointment
Creates a new appointment
action
Get encounters
Retrieves a list of all encounters of a patient
action
Get users
Retrieves a list of all users
action
Get appointment types
Retrieves a list of appointment types
action
HubSpot
Deal updated
Gets triggered when there is a deal update
trigger
New event
Triggers on any event in Hubspot
trigger
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 Cerbo and HubSpot automation with AI
Cerbo is a comprehensive electronic health record (EHR) and practice management platform designed for direct primary care and concierge medical practices, offering customizable tools and integrations.
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
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.
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.
"Keragon is 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.”
