Build HIPAA-compliant automations that sync data across your Cerbo and Square with AI.


500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
























Build yourCerboandSquareautomation 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

Square
Payment created
Triggers when a new payment is created
trigger
Customer created
Triggers when a new customer is created
trigger
Invoice created
Triggers when a new invoice is created
trigger
Booking created
Triggers when a new booking is created
trigger
Booking updated
Triggers when a booking is updated
trigger
Custom trigger
Triggers for selected Square events
trigger
Order created
Triggers when a new order is created
trigger
Get bookings
Retrieves a collection of bookings
action
Get team members
Fetches a list of all team members
action
Update subscription
Updates a subscription
action
Create order
Creates an order
action
Find customer
Fetches a registered customer based on filter
action
Pay order
Pays an order
action
Create subscription
Creates a subscription
action
Create customer
Creates a customer
action
Get customer
Gets a specific customer by its identifier
action
Create payment link
Generates a payment link
action
Cancel subscription
Schedules an action to cancel an active subscription
action
Get orders
Gets a list of orders
action
Get locations
Retrieves a list of locations
action
Get booking custom attributes
Gets a list of a booking's custom attributes
action
Find subscription
Fetches a subscriptions based on filter
action
Update team member
Updates a team member
action
Update customer
Updates a specific customer
action
Get catalog object
Gets a single catalog object by ID
action
Get customers
Fetches a list of all registered customers
action
Search invoices
Searches for invoices from a location specified in the filter
action
Get catalog objects
Gets a list of catalog objects
action
Create payment
Generates a payment using the provided source. Charge a card or record a payment that the seller received outside of Square.
action
Show more
Not seeing a component? Request a new one.
Build your Cerbo and Square 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.
Square provides tools for businesses to accept payments, manage sales, and handle various aspects of business operations through a comprehensive platform.
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.







.png)

