Connect Healthie to Salesforce and create healthcare automations

Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
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Top healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way

Connect Healthie and Salesforce to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect Healthie and Salesforce with 300+ popular healthcare tools, in order to create streamlined automations for all your administrative and clinical needs - including your business-critical workflows that process sensitive patient data & PHI.

Common automation use cases

Patient Acquisition
Appointment Scheduling
Data Syncing
Team Notifications
Patient Intake
Patient Triage
Patient Feedback
Insurance & Billing
Prior Authorizations
Labs & ePrescribing
Care Coordination
Analytics & Reporting

Automated Patient Data Sync Between Healthie and Salesforce:

Patient data collected in Healthie (such as new patient profiles, medical history, and appointment details) is automatically synced with Salesforce, updating patient records in the CRM. This ensures that the Salesforce system reflects up-to-date information from Healthie, including patient interactions and engagement history. Streamlines patient relationship management by keeping Salesforce records accurate and complete, allowing marketing, sales, and support teams to track patient engagement, improve communication, and personalize follow-up efforts.

Automated Lead and Referral Tracking:

When a patient inquiry or referral is logged in Salesforce, the information is automatically transferred to Healthie, initiating the patient intake process and scheduling the necessary appointments. Additionally, updates in Healthie (e.g., completed consultations) can trigger lead status updates or progress tracking in Salesforce. Enhances the referral management process by ensuring smooth transitions from initial inquiry to patient onboarding and tracking the patient’s journey from lead to active patient, improving conversion rates and workflow efficiency.

Automated Task and Reminder Creation for Follow-Up Care:

After patient visits or interactions in Healthie, automated tasks and reminders can be created in Salesforce. For example, reminders for follow-up appointments, treatment plan adjustments, or patient check-ins can be triggered and assigned to the appropriate healthcare provider or administrative team member. Ensures timely follow-ups and proactive patient management by reducing the risk of missed actions, improving patient care coordination, and increasing staff productivity through automated task management.

Available Actions & Triggers

You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through the APIs of both Healthie and Salesforce.
Healthie actions & triggers
  • Get user groups
  • Remove applied tag
  • Create conversation
  • Get chart note
  • Get appointment locations
  • Send email reminders
  • Find webhook event types
  • Update conversation
  • Get patients
  • Create appointment webhook
  • Find appointment types
  • Get tags
  • Get appointments
  • Get form templates
  • Custom webhook
  • Apply tag
  • Get contact types
  • Get conversations
  • Get appointment types
  • Get webhook event types
  • GraphQL query
  • Get insurance plans
  • Create an appointment
  • Find patients
  • Find contact types
  • Get providers
  • Get appointment
  • Find providers
  • Get organization members
  • Get task
  • Get form completion requests
  • Create chart note
  • Form assigned webhook
  • Create task
  • Create patient
  • Update patient
  • Get a patient
  • Update appointment
  • Create CMS 1500
  • Get locations
  • Get form template by ID
Salesforce actions & triggers
  • Get lead
  • Create lead
  • Update lead
  • Get leads
  • Get editable fields

If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.

Alternatively, if you already have access to Healthie's or Salesforce's API documentation, you can use Keragon's universal HTTP connector and start working with the API data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-day data retention
Customer testimonials

Real customers.
Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

“Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly.”
Joey Young
President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“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!”
Mark Callahan
Head of Engineering, BreatheSuite

Keragon improves your operational efficiency.

“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!”
Christian Moller-Andersen
Executive Director, A Smile for Kids

Keragon will support you all the way.

“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!”
Will McGabe
Director of Social Impact, Hungry Harvest