Connect HinttoSalesforce
Build HIPAA-compliant automations that sync data across your Hint and Salesforce with AI.
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Build yourHintandSalesforceautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Hint
Patient events
Triggers on a patient's event
trigger
Patient created
Gets triggered when there is a new patient
trigger
Customer invoice created or updated
Gets triggered when a customer invoice is created or updated
trigger
Patient updated
Gets triggered when there is a patient update
trigger
Membership created
Gets triggered when there is a membership created
trigger
Membership updated
Gets triggered when there is a membership update
trigger
Create clinical note
Creates a clinical note on a patient's chart
action
Get appointments
Gets a list of appointments
action
Get customer invoice
Gets a customer's invoice
action
Create payment
Creates a payment for a customer invoice
action
Get credits
Gets all credits for a patient
action
Create customer invoice
Creates a customer invoice
action
Get plans
Gets a list of plans
action
Create patient
Creates a new patient
action
Get patients
Gets a list of patients
action
Create membership
Creates a membership plan subscription for patients
action
Authenticate
Requests authentication token
action
Get memberships
Gets a list of all memberships
action
Get companies
Gets companies
action
Get locations
Gets a list of locations
action
Update patient
Updates a specific patient
action
Get customer invoices
Gets customer invoices
action
Get charge items
Gets a list of charge items
action
Update membership
Updates a membership
action
Get customer invoice payments
Gets payments of customer invoice
action
Get credit categories
Gets a list of credit categories
action
Update customer invoice
Updates a customer invoice
action
Get practitioners
Gets a list of practitioners
action
Get patient
Fetches a specific patient
action
Get invoices
Gets invoices of company
action
Get customer invoice payment
Gets a payment of customer invoice
action
Issue customer invoice
Issues a customer invoice
action
Create invoice charge
Creates a charge for the selected patient
action
Salesforce
Field updates
Notifies when a field is getting updated
trigger
New or updated object
Notifies when a new object is created or an existing object is updated
trigger
New object
Notifies when a new object is created
trigger
Get sObject types
Gets all available sObject types
action
Get records
Gets a list of records from any object
action
Get healthcare practitioner facilities
Gets all healthcare practitioner facilities
action
Create HCPFA record
Creates a Healthcare Practitioner Facility Appointment (HCPFA) record
action
Update HCPFA section of a service appointment
Updates a Healthcare Practitioner Facility Appointment (HCPFA)
action
Get work types
Gets all work types
action
Create service appointment
Creates a service appointment
action
Get user description
Gets user description
action
Update lead
Updates a lead
action
Get lead statuses
Retrieves lead status values, optionally filtered by converted status
action
Get account descirption
Gets account description
action
Get account
Gets account by ID
action
Get fields
Gets the fields of an object
action
Create clinical encounter
Creates a clinical encounter
action
Create account
Creates an account
action
Search
Searches for content across your records with flexible matching that finds results even with partial or formatted text
action
Get service resource
Gets details of a service resource
action
Convert lead to account
Converts a lead into another object
action
Update event
Updates a calendar event
action
Update clinical encounter
Updates a clinical encounter
action
Get editable fields
Gets the editable fields for a lead object
action
Get group
Gets group by ID
action
Get users
Gets all available users for owner assignment
action
Get field updates
Gets updates of a field
action
Get accounts
Gets accounts
action
Update account
Updates an account
action
Get groups
Gets all available groups for owner assignment
action
Get objects
Gets objects
action
Get lead
Retrieves a lead by its ID
action
Create lead
Creates a lead
action
Create opportunity
Creates an opportunity, which is a sale or pending deal
action
Get user
Gets user by ID
action
Search by field
Searches for exact matches in specific fields, best for finding precise values and includes spell correction to handle typos
action
Get new or updated objects
Gets records that were created or changed within a time range
action
Get events
Retrieves a list events
action
Update opportunity
Updates an opportunity
action
Get leads
Gets a list of leads
action
Get group description
Gets group description
action
Create event
Creates a calendar event
action
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Build your Hint and Salesforce automation with AI
Hint is a direct primary care platform offering membership management, billing, and operational automation for healthcare practices, enabling streamlined workflows and integration with EHRs and other systems.
Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales, customer service, marketing automation, analytics, and application development.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
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.
How long does it take to set up an integration?
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.
Can I customize the workflows?
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.
What happens if an API fails?
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 has 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.”
