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


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Discover popular templates with Elation and Square integration
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Build yourElationandSquareautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Elation
Prescription fill created
Gets triggered when there is a new prescription fill
trigger
New patient trigger
Triggers for new patient created
trigger
Custom trigger
Triggers for events on a selected resource
trigger
Get physician's availability
Retrieves a physician's availability
action
Download a file
Downloads an incoming files
action
Update patient outstanding balance
Updates a specific patient's outstanding balance
action
Get pharmacy
Gets a pharmacy
action
Create thread message
Creates a new thread message
action
Update non-visit note
Updates a non-visit note
action
Get medication
Gets a medication
action
Get letters
Gets all letters
action
Update patient
Updates a patient
action
Update letter
Updates a letter
action
Create referral order
Creates a referral order
action
Create visit note
Creates a visit note
action
Get pharmacies
Retrieves a list of pharmacies
action
Create medication
Creates a new medication
action
Get lab order
Retrieves a specific lab order by ID
action
Get document tags
Fetches a list of document tags
action
Create bill
Creates a new bill
action
Upload document
Uploads a document
action
Create contact
Creates a contact
action
Update appointment
Updates an appointment
action
Release a bill To PMS
Releases a bill To PMS
action
Get patient
Gets an existing patient by its identifier
action
Get clinical documents
Fetches a list of clinical documents
action
Create allergy
Creates a new allergy
action
Create non-visit note
Creates a new non-visit note
action
Get reports
Fetches a list of reports
action
Get bill
Gets a specific bill
action
Get visit note
Gets a visit note by ID
action
Create history
Creates a history record
action
Get non-visit note
Gets a non-visit note by ID
action
Get visit notes
Retrieves a list of visit notes
action
Get incoming files
Gets a list of incoming files
action
Get thread messages
Gets a list of thread messages
action
Create message thread
Creates a new message thread
action
Create report
Creates a report
action
Update bill
Updates a specific bill
action
Delete appointment
Deletes an appointment
action
Get contacts
Gets a list of contacts
action
Update referral order
Updates a referral order
action
Get patients
Gets all patients
action
Get lab orders
Retrieves a list of lab orders
action
Create lab order
Creates a new lab order for a patient
action
Get service locations
Retrieves a list of service locations
action
Get appointment
Gets an appointment
action
Get practices
Retrieves a list of practices
action
Get prescription fills
Fetches a list of prescription fills
action
Create letter
Creates a letter
action
Get referral order
Gets a referrral order
action
Get letter
Gets a letter
action
Get patients form submissions
Gets a list of patient form submissions
action
Get physicians
Retrieves a list of physicians
action
Create appointment
Creates an appointment
action
Get medications
Fetches a list of medication
action
Create patient
Creates a patient
action
Get bills
Gets all bills
action
Get appointments
Gets all appointments
action
Create vital values
Creates vital values
action
Get non-visit notes
Retrieves a list of non-visit notes
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
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Build your Elation and Square automation with AI
Elation Health provides a clinical-first electronic health record (EHR) platform designed to support primary care physicians in delivering personalized and efficient patient care.
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.


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