Connect ModMedtoHubSpot
Build HIPAA-compliant automations that sync data across your ModMed and HubSpot with AI.


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

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

HubSpot
Deal updated
Gets triggered when there is a deal update
trigger
New event
Triggers on any event in Hubspot
trigger
Get owners
Retrieves a list of owners within the specified account
action
Get notes
Retrieves all notes
action
Get companies
Retrieves all companies
action
Get file
Retrieves a file by its ID
action
Get workflows
Retrieves all workflows
action
Get schema
Retrieves an object type schema
action
Get pipeline deal stage
Retrieves a pipeline deal stage details by its ID
action
Update deal
Update deal
action
Search custom object
Searches custom object by property
action
Get note
Retrieves a note by its ID
action
Create association
Creates an association between two objects e.g. a task and a contact, or between custom objects
action
Get contacts
Retrieves all contacts
action
Create custom object
Creates a custom object
action
Update contact
Update contact
action
Get contact
Retrieves a contact by its identifier
action
Get deal
Retrieves a deal by its ID
action
Search contacts
Searches for contacts
action
Create deal
Creates a new deal
action
Search deals
Searches for deals based on specific criteria
action
Get company
Retrieves a company
action
Create meeting
Creates a new meeting
action
Get files
Retrieves a list of files
action
Get pipelines
Retrieves all pipelines
action
Find a meeting
Finds a meeting by query and filters
action
Get contact schema
Retrieves contact object schema
action
Get custom object
Retrieves a custom object based on type and ID
action
Get schemas
Retrieves all object schemas that have been defined for your account
action
Get properties
Retrieves properties for a specific object type
action
Update custom object
Updates a custom object
action
Update company
Updates a company
action
Create contact
Creates a new contact
action
Enroll to workflow
Enrolls a contact via their email to a workflow
action
Create invoice
Creates an invoice
action
Create ticket
Creates a new ticket
action
Create task
Creates a new task
action
Get pipeline stages
Retrieves all stages for a given pipeline
action
Download file
Downloads a file by its ID
action
Get associations
Retrieves all associations of an object by object type
action
Upsert contact
Creates or updates a contact
action
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Build your ModMed and HubSpot automation with AI
ModMed provides cloud-based electronic health records (EHR) and practice management solutions for specialty medical practices, enhancing efficiency and patient care.
HubSpot is a leading CRM platform offering tools for marketing, sales, customer service, and content management to help businesses grow and manage customer relationships effectively.
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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