Connect Open DentaltoHubSpot
Build HIPAA-compliant automations that sync data across your Open Dental and HubSpot with AI.


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Discover popular templates with Open Dental and HubSpot integration
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Build yourOpen DentalandHubSpotautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Open Dental
Treatment plans created
Triggers when new treatment plans are created
trigger
Generic trigger
Trigger for opendental events
trigger
Task created
Triggers when a new task is created
trigger
Procedure logs created
Trigger when a new procedure log is created
trigger
Get tasks
Gets a list of all tasks
action
Get ASAP appointments
Retrieves the ASAP list of appointments
action
Update appointment
Updates an appointment
action
Get procedure logs
Retrieves a list of procedure logs
action
Update procedure log
Updates a procedure log
action
Get providers
Retrieves a list of all providers
action
Update patient
Updates a single patient
action
Get appointment
Retrieves a single patient
action
Get task lists
Gets a list of all the task lists
action
Get appointment types
Retrieves a list of appointment types
action
Update insurance subscription
Updates a link between insurance plan to a subscriber (patient)
action
Get insurance plans
Retrieves a list of insurance plans
action
Create appointment note
Appends a new line of text to an existing appointment's note
action
Get clinics
Gets all non-hidden clinics
action
Create planned appointment
Creates a planned appointment for a patient
action
Create patient
Creates a single patient
action
Get insurance subscriptions
Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)
action
Get treatment plans
Retrieves treatment plans from OpenDental
action
Create insurance subscriptions
Creates a link between insurance plan to a subscriber (patient)
action
Create task
Creates a single task
action
Get patient notes
Retrieves a list of patient notes
action
Get financial aggregates
Retrieves practice financial and production metrics for a specified date range
action
Create procedure log
Creates a new procedure log for a given patient
action
Get patients
Retrieves a list of patients
action
Get users
Gets a list of all users
action
Update patient notes
Updates a patient's notes
action
Create appointment
Creates an appointment for a patient
action
Get appointment slots
Retrieves the available appointment time slots
action
Get appointments
Retrieves a list of appointments
action
Get patient
Retrieves a single 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 Open Dental and HubSpot automation with AI
Open Dental is a comprehensive dental practice management software offering features like scheduling, billing, charting, and patient management to streamline dental office operations.
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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