Build HIPAA-compliant automations that sync data across your ClickUp and ModMed with AI.


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Discover popular templates with ClickUp and ModMed integration
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Build yourClickUpandModMedautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

ClickUp
Generic triggers
Triggers for selected ClickUp events
trigger
Task updated
Triggers a workflow when a task is updated
trigger
Create task
Creates a new task
action
Get spaces
Gets all spaces
action
Create task attachment
Creates a new task attachment
action
Get tasks
Gets all the tasks in a specific list
action
Get custom fields
Gets the custom fields available on tasks in a specific list
action
Update task
Updates a task
action
Create list
Creates a new list
action
Get task comments
Gets a task's comments
action
Get folders
Gets all folders in a space
action
Update comment
Updates a comment
action
Get task
Gets a task by ID
action
Get team workspaces
Gets all the team workspaces
action
Create task comment
Creates a new comment on a task
action
Get lists
Gets all lists in a space or folder
action
Get filtered team tasks
Gets all the tasks in a specific workspace
action

ModMed
Encounter created or updated
Triggers when an encounter is created or updated
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
Charge created
Gets triggered when a new charge has been created
trigger
Coverage created or updated
Gets triggered when a coverage has been created or updated
trigger
Service request created or updated
Triggers when a new service request (order) is created or updated
trigger
Appointment created
Gets triggered when there a new appointment has been created
trigger
Patient created or updated
Triggers when a new patient is created or updated
trigger
Create patient
Creates a patient
action
Get task
Gets a task by its ID
action
Download visit note
Downloads a visit note
action
Get coverages
Gets a list of coverages
action
Get patients
Gets a list of patients
action
Get charge item
Gets a signle charge item by its ID
action
Get appointments
Gets a list of appointments
action
Get appointment cancellation reasons
Gets cancellation reasons for appointments
action
Get service requests
Gets a list of service requests (orders)
action
Get encounters
Gets a list of encounters
action
Update patient
Updates a patient. Only the filled in fields will be updated.
action
Get slots
Gets a list of available time slots
action
Get tasks
Gets a task by its ID
action
Get charge items
Gets a list of all the charge items
action
Update appointment
Updates an appointment
action
Create appointment
Creates a new appointment
action
Get appointment types
Gets a list of appointment types
action
Get patient
Gets a patient by its ID
action
Get medication statement
Gets a single medication statement by its ID
action
Create a charge item
Creates a charge item
action
Upload document
Prepares and uploads a document for a patient
action
Get practitioners
Gets a list of practitioners
action
Get medication statements
Gets a list of medication statements for a patient
action
Get locations
Gets a list of locations
action
Get documents
Gets documents of patient
action
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Build your ClickUp and ModMed automation with AI
ClickUp is a versatile productivity platform offering task management, document collaboration, goal tracking, and time management tools for teams and individuals to enhance workflow efficiency.
ModMed provides cloud-based electronic health records (EHR) and practice management solutions for specialty medical practices, enhancing efficiency and patient care.
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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