Connect Charm EMRtoKeap
Build HIPAA-compliant automations that sync data across your Charm EMR and Keap with AI.
500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
Discover popular templates with Charm EMR and Keap integration
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Build yourCharm EMRandKeapautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Charm EMR
Medication request created
Gets triggered when a new medication request is created
trigger
Appointment updated
Gets triggered when there are changes on appointments, such appointment confirmed, canceled, etc.
trigger
Get invoice
Retrieves a specific invoice
action
Authenticate
Requests a new access token
action
Get members
Retrieves a list of all members
action
Get questionnaire responses
Retrieves a list of QuestionnaireResponse resources
action
Update appointment
Updates an appointment's information
action
Get facilities
Retrieves a list of all facilities added in a practice
action
Get patient
Retrieves a patient record
action
Update patient
Updates a patient
action
Create appointment
Creates a new appointment
action
Get categories
Retrieves a list of available categories
action
Get invoices
Retrieves a list of all invoices
action
Get visit types
Retrieves a list of available visit types
action
Get appointment statuses
Fetches all appointment statuses
action
Get appointments
Retrieves a list of appointments for a specific period in a facility
action
Update invoice
Updates a specific invoice
action
Get appointment
Fetches an appointment's details by its identifier
action
Create invoice
Creates an invoice
action
Get workflow status
Retrieves a list of all workflow statuses
action
Get medication requests
Retrieves a list of medication requests
action
Get patients
Retrieves a list of all patients
action
Create patient
Creates a new patient
action
Keap
Generic trigger
Triggers for selected Keap events
trigger
Get companies
Get companies
action
Get subscription
Gets a subscription by ID
action
Get users
Get users
action
Create subscription
Creates a new subscription
action
Send email
Sends an email to a list of contacts
action
Get contacts
Gets a list of contacts
action
Create subscription plan
Creates a new subscription plan
action
Get tags
Get tags
action
Get contact custom fields
Get contact custom fields
action
Get contact
Gets a contact by ID
action
Create note
Creates a new note
action
Get hook event types
Gets the list of all the available hook event types
action
Create product
Creates a new product
action
Get subscriptions
Gets a list of subscriptions
action
Get note
Gets an existing note by its identifier
action
Get products
Gets a list of products
action
Delete appointment
Deletes an appointment
action
Update note
Updates a specific note
action
Create task
Create task
action
Update appointment
Updates an appointment
action
Create appointment
Creates a new appointment
action
Get subscription plans
Gets a list of subscription plans
action
Get notes
Gets a list of notes
action
Get appointments
Fetches a list of appointments
action
Get application configuration
Get application configuration
action
Create or update contact
Create or update contact
action
Add tag to contact
Add tag to contact
action
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Build your Charm EMR and Keap automation with AI
Charm EMR is a cloud-based electronic medical records platform designed for healthcare providers to manage patient records, appointments, billing, and telehealth services efficiently.
Keap is a platform offering CRM, marketing automation, and e-commerce tools to help small businesses manage customer relationships and streamline sales processes.
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.”
