Connect IntakeQ / PracticeQtoKeap
Build HIPAA-compliant automations that sync data across your IntakeQ / PracticeQ and Keap with AI.
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Build yourIntakeQ / PracticeQandKeapautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
IntakeQ / PracticeQ
Client created
Gets triggered when a new client is created
trigger
Webhook Trigger
Triggers on a manually configured webhook in your account dashboard
trigger
Treatment note created
Gets triggered when a new treatment note is created
trigger
Claim created
Trigger when a new claim is created
trigger
Client updated
Gets triggered when an existing client is updated
trigger
Get invoice
Gets an invoice by identifier
action
Create appointment
Creates an appointment
action
Update appointment
Updates an appointment
action
Create client
Creates a new client
action
Download consent form
Downloads consent form as a PDF
action
Upload file
Uploads a file for a client
action
Get treatment note
Gets a treatment note by ID
action
Find client
Find a client based on search term or ID
action
Download note
Downloads a note as a PDF file
action
Get treatment notes
Gets a list of treatment notes
action
Send questionnaire
Send an intake package
action
Get intake form
Gets a full intake form by ID
action
Download attachment from intake
Downloads an attachment from an intake form submission
action
Get invoices
Gets a list of invoices that matches the specified search criteria
action
Get appointments
Gets all appointments
action
Get claims
Gets a list of claims that matches the specified search criteria
action
Remove tag from client
Removes a tag from client
action
Update client
Updates an existing client
action
Get questionnaires
List questionnaire templates available
action
Enable practitioner
Enables a practitioner
action
Get appointment
Gets a specific appointment
action
Get clients
Gets all clients
action
Add tag to client
Adds a tag to client
action
Disable practitioner
Disables a practitioner
action
Download intake form
Downloads an intake form as a PDF
action
Get intake forms
Retrieves a list of intake forms
action
Update intake form
Updates intake form answers for office use only questions
action
Get settings
Gets all settings
action
Get practitioners
List of all practitioners in the account
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 IntakeQ / PracticeQ and Keap automation with AI
IntakeQ (also branded as PracticeQ for practice management) is a cloud-based platform offering customizable electronic intake forms, appointment scheduling, billing, secure client portals, telehealth, payments, and insurance claim management.
Keap is a platform offering CRM, marketing automation, and e-commerce tools to help small businesses manage customer relationships and streamline sales processes.
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.”
