Connect WebPTtoHubSpot
Build HIPAA-compliant automations that sync data across your WebPT and HubSpot with AI.
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Build yourWebPTandHubSpotautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
WebPT
Record updated
Triggers when a record is updated
trigger
Lead created
Triggers when a lead is created
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Record created
Triggers when a record is created
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Prospect created
Triggers when a prospect is created
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Contact created
Triggers when a contact is created
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Geofence events
Triggers when a vehicle or asset enters or exits a geofence
trigger
Appointment status changed
Gets triggered when an appointment changes to one of the selected statuses
trigger
File added
Triggers when a file is added to a folder
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Generic webhook
Triggers on any webhook event
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Fax received
Triggers when a fax is received
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Fax failed
Triggers when a fax fails to send
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New vitals data received
Triggers when a monitoring device forwards new patient vitals
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Payment received
Triggers when a patient pays an invoice
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Fax sent
Triggers when a fax is sent
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Patient birthday
Triggers on each patient's birthday
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Charge created
Triggers when a charge is created
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Record changed
Triggers when a record changes
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Prescription created
Triggers when a prescription is created
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Note signed
Triggers when a clinical note is signed
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Lab result received
Triggers when a lab result is received
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Appointment missed
Triggers when an appointment is still booked a set time after it starts
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Order created
Triggers when an order is created
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Encounter finished
Triggers when an encounter is finished
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Every day
Triggers every day at a set hour
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Claim changed
Triggers when a claim is created or updated
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Appointment cancelled
Triggers when an appointment is cancelled
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Appointment no-show
Triggers when an appointment is marked as a no-show
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Appointment completed
Triggers when an appointment is completed
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Insurance changed
Triggers when a patient's insurance is added or updated
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Inbox task created
Triggers when an inbox task is created
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Selected events
Triggers when any of the selected events happens
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Payment received
Triggers when a payment is received
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Patient checked in
Triggers when a patient arrives or is checked in
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Invoice paid
Triggers when an invoice is paid
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Appointment booked
Triggers when an appointment is booked
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Appointment rescheduled
Triggers when an appointment is moved to a new time
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Record events
Triggers on configured record events
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Appointment created or updated
Triggers when an appointment is created or updated
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Patient created or updated
Triggers when a patient is created or updated
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Lash and brow image generated
Triggers when a lash and brow image is generated for a contact
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Form submitted
Gets triggered when a form is submitted
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Form submitted
Triggers when a form is submitted
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Trigger
Triggers on configured events
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Session completed
Triggers when a Spravato treatment session is completed
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Patient created
Triggers when a patient is created
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Prior authorization created
Triggers when a prior authorization is recorded
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SMS received
Triggers when a new incoming SMS is received
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Fax received
Triggers when a new incoming fax is received
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Appointment cancelled
Triggers when an appointment is cancelled
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Patient created
Triggers when a new patient is created
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Patient events
Triggers on a patient's event
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Trigger
Triggers on selected events
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Patient updated
Triggers when a patient is updated
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Patient created
Triggers when a new patient is created
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Form completed
Triggers when ALL required signatories have completed signing a consent form
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Form signed
Triggers when a single signer completes their signature step
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Form withdrawn
Triggers when a clinician withdraws or voids a consent form
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Appointment updated
Triggers when an appointment is updated
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Appointment created
Triggers when a new appointment is created
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Patient updated
Triggers when a patient is updated
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Patient created
Triggers when a new patient is created
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Task event
Triggers for a specific task event
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Appointment completed
Triggers when an appointment is marked as completed
trigger
Contact created
Triggers when a contact is created by the AI receptionist, a form, the API, or the dashboard
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Appointment booked
Triggers when an appointment is booked by the AI receptionist, the booking widget, a form, the API, or the dashboard
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New lead
Triggers when a patient submits a contract
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New document added
Triggers when a new document is added to a Firestore collection
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Before appointment starts
Triggers a configurable number of days before a scheduled appointment starts
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Recommendation generated
Triggers when new AI treatment recommendations are available
trigger
Assessment completed
Triggers when an AI skin assessment is completed for a patient
trigger
Contact created
Triggers when a new patient is added to the practice
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Trigger
Triggers on any custom configured events
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ACH transaction created
Triggers when a new ACH transaction is processed
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Ticket created or updated
Triggers when a ticket is created or updated
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Ticket created
Triggers when a ticket is created
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Ticket updated
Triggers when a ticket is updated
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New event
Triggers when ScoreApp sends a webhook event
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Appointment updated
Triggers when an appointment is updated
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Patient created
Triggers when a new patient is created
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Record changed
Gets triggered when selected records are created or updated
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Patient created
Receive webhooks when a new patient is created
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Tag entered zone
Triggers when a tag enters a zone
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Tag left zone
Triggers when a tag leaves a zone
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Patient created
Triggers when a new patient is created
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Patient updated
Triggers when a patient is updated
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Appointment updated
Triggers when an appointment is updated
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Appointment created
Triggers when a new appointment is created
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Appointment declined
Triggers when an appointment is declined
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Appointment confirmed
Triggers when an appointment is confirmed
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Appointment escalated
Triggers when an appointment is escalated for human follow-up
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Lab order created
Triggers when a lab order is created
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Trigger
Triggers on any custom configured events
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Patient create requested
Triggers when the AI receptionist creates a new patient in the connected EHR
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Appointment booked
Triggers when an appointment is booked
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Appointment rescheduled
Triggers when an appointment is rescheduled
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Slot search requested
Triggers when an AI receptionist fetches available appointment slots from the connected EHR
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Appointment cancelled
Triggers when an appointment is cancelled
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Call ended
Triggers when an AI receptionist call ends
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Patient created
Triggers when a patient is created
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Patient lookup requested
Triggers when an AI receptionist looks up a patient in the connected EHR
trigger
HubSpot
Trigger
Triggers on any custom configured events
trigger
Deal updated
Gets triggered when there is a deal update
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New event
Triggers on any event
trigger
Search lists
Searches for lists
action
Get list
Retrieves a list by its ID
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Create list
Creates a new list
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Add records to list
Adds records to an existing list
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Get list memberships
Retrieves the records that are members of a list
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Remove records from list
Removes records from an existing list
action
Get owners
Retrieves a list of owners within the specified account
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Get notes
Retrieves all notes
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Get companies
Retrieves all companies
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Get file
Retrieves a file by its ID
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Get workflows
Retrieves all workflows
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Get schema
Retrieves an object type schema
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Get pipeline deal stage
Retrieves a pipeline deal stage details by its ID
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Update deal
Update deal
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Search custom object
Searches custom object by property
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Get note
Retrieves a note by its ID
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Create association
Creates an association between two objects e.g. a task and a contact, or between custom objects
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Get contacts
Retrieves all contacts
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Create custom object
Creates a custom object
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Update contact
Update contact
action
Get contact
Retrieves a contact by its identifier
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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
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Get company
Retrieves a company
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Create meeting
Creates a new meeting
action
Get files
Retrieves a list of files
action
Get pipelines
Retrieves all pipelines
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Find a meeting
Finds a meeting by query and filters
action
Get contact schema
Retrieves contact object schema
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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
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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
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Enroll to workflow
Enrolls a contact via their email to a workflow
action
Create invoice
Creates an invoice
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Create ticket
Creates a new ticket
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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
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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 WebPT and HubSpot automation with AI
WebPT is a leading electronic medical record (EMR) solution for physical therapists, offering scheduling, billing, and practice management tools to streamline operations and improve 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
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.”
