Connect WebPTtoSalesforce
Build HIPAA-compliant automations that sync data across your WebPT and Salesforce with AI.
500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
Discover popular templates with WebPT and Salesforce integration
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Build yourWebPTandSalesforceautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
WebPT
New submission created
Triggers when a new submission is received for the selected form
trigger
New event
Triggers on any event in Assembly
trigger
Wellness image generated
Triggers when wellness images are generated for a contact
trigger
After image generated
Triggers when an after image is generated for a contact
trigger
Booking request
Triggers when a contact makes a booking request
trigger
File event
Triggers when a file event occurs
trigger
New contact
Triggers when a new contact is created
trigger
Message event
Triggers when a message event occurs
trigger
Review event
Triggers when a review event occurs
trigger
Contact event
Triggers when a contact event occurs
trigger
Appointment created
Triggers when a new appointment is scheduled
trigger
Submission reviewed
Triggers when a form submission is reviewed
trigger
Form published
Triggers when a form is published
trigger
Submission created
Triggers when a new form submission is created
trigger
Patient updated
Triggers when a patient record is updated
trigger
Appointment updated
Triggers when an appointment is updated
trigger
Patient created
Triggers when a new patient record is created
trigger
Visit prep completed
Triggers when the clinician summary is generated for a visit
trigger
Order updated
Triggers when an order is updated
trigger
Patient updated
Triggers when a patient is updated
trigger
Coverage updated
Triggers when a coverage is updated
trigger
Opportunity admitted
Triggers when a opportunity changed to admitted
trigger
Opportunity updated
Triggers when an opportunity is updated
trigger
Lead converted to opportunity
Triggers when a lead is converted to an opportunity
trigger
New opportunity created
Triggers when a new opportunity is created
trigger
New outbound referral
Triggers when a new outbound referral is created
trigger
New referral source
Triggers when a new referral source is created
trigger
Lead updated
Triggers when a lead is updated
trigger
Sales stage changed
Triggers when an opportunity sales stage is changed
trigger
Call event
Triggers when one or more call events occur
trigger
Outbound referral updated
Triggers when an outbound referral is updated
trigger
Opportunity discharged
Triggers when an opportunity is changed to discharged
trigger
Admitted status changed
Triggers when a patient admitted status is changed
trigger
Transaction updated
Gets triggered when a transaction gets updated
trigger
Transaction created
Gets triggered when there is a new transaction
trigger
New form submitted
Triggers when a patient submits a form
trigger
Order updated
Triggers when an order is updated
trigger
User events
Gets triggered when a specific event occurs for a specific user
trigger
Document events
Gets triggered when a specific event occurs for a specific document
trigger
Time activity events
Gets triggered on time activity entries and updates
trigger
Task events
Gets triggered on task events
trigger
User events
Gets triggered on user events
trigger
Scheduler events
Gets triggered on scheduler events
trigger
Form events
Gets triggered when a form event occurs
trigger
Created or updated event
Gets triggered when an event is created or updated
trigger
Lead created
Triggers when a new lead is created
trigger
Phone call ended
Triggers when a phone call ended
trigger
Time block events
Triggers when a time block event occurs
trigger
Client events
Triggers when a client event occurs
trigger
Appointment created
Gets triggered when there is a new appointment
trigger
Company created
Triggers when a company is created
trigger
Client created
Gets triggered when a new client is created
trigger
Webhook Trigger
Manually setup a webhook trigger in your IntakeQ dashboard
trigger
Treatment note created
Gets triggered when a new treatment note is created
trigger
Trigger for completed response
Trigger for completed response on survey
trigger
Trigger on appointment start
Triggers a specified time before appointment starts
trigger
Encounter created or updated
Triggers when an encounter is created or updated
trigger
Inbound missed call
Triggers when there is an inbound missed call
trigger
Trigger on appointment rescheduled
Triggers on appointment rescheduled on Acuity
trigger
New file
Triggers when a new file is created
trigger
Custom trigger
Triggers for selected Okta events
trigger
Event created
Triggers when a new event is created
trigger
Individual appointment created
Gets triggered when there are new individual appointments
trigger
Webhook trigger
Manually set up a webhook trigger with PtEverywhere Support
trigger
New call recording
Triggers when there is a new call recording
trigger
Trigger on deal stage updated
Triggers when a deal stage is updated
trigger
Patient created
Gets triggered when there is a new patient
trigger
Appointment created
Gets triggered when an appointment is created
trigger
Appointment created
Triggers when a new appointment is created
trigger
Call state changed
Triggered when a call changes state
trigger
Custom trigger
Triggers for selected Webflow events
trigger
New event
Triggers when a new event happens such as invoice item created, card was updated etc.
trigger
Generic trigger
Manually set up a webhook trigger in your Cerbo dashboard
trigger
Project created or updated
Manually set up a webhook trigger in your SuiteDash dashboard
trigger
New or updated note
Gets triggered when a note has been created or updated
trigger
Record created
Gets triggered when there is a new record
trigger
Customer invoice created or updated
Gets triggered when a customer invoice is created or updated
trigger
Trigger
Triggers on SoharHealth events
trigger
Generic trigger
Triggers for selected SignWell events
trigger
Trigger on appointment changed
Triggers on appointment changed on Acuity
trigger
Trigger
Receives an event from a Cognito forms webhook
trigger
New email message
Triggers when a new email message is created
trigger
New invoice
Gets triggered when a new invoice
trigger
Lab order updated
Triggers when a lab order is updated (test results available or amended)
trigger
Trigger
Triggers on NexHealth events
trigger
Trigger for response
Trigger for response on survey
trigger
Trigger for created response
Trigger for created response on survey
trigger
Trigger
Triggers on Formsite events
trigger
New card comment
Triggers when a new comment is added to a card in a specific list on a board
trigger
Individual created
Gets triggered when an individual gets created
trigger
Generic trigger
Triggers for selected Asana events
trigger
Activity done
Receives an event on activity done
trigger
New voicemail
Triggers when a new voicemail is received
trigger
All data object event
Receives on any data object event (added, updated or children updated, deleted)
trigger
New item in board
Triggers when an item is created in a specific board
trigger
Event ended
Gets triggered when an event has ended
trigger
Transcription completed
Triggers when a transcription process has been completed and returns the transcript
trigger
New email
Triggers when a new email appears in the specified mailbox
trigger
Custom Trigger
Receives a webhook and responds with status 200 for the selected TeamworkCares events
trigger
Outbound SMS or MMS
Triggers when an outbound SMS or MMS message is sent
trigger
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 user description
Gets user description
action
Update lead
Updates a Salesforce 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 a Salesforce 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 Salesforce lead into another object
action
Update event
Updates a Salesforce 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 Salesforce objects (system fields only)
action
Get lead
Retrieves a Salesforce lead by its ID
action
Create lead
Creates a Salesforce 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 object
Gets new or updated object
action
Get events
Retrieves a list events
action
Update opportunity
Updates a Salesforce opportunity
action
Get leads
Retrieves a list of up to 200 leads, optionally filtered by the lead's email
action
Get group description
Gets group description
action
Create event
Creates a Salesforce calendar event
action
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Build your WebPT and Salesforce 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.
Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales, customer service, marketing automation, analytics, and application development.
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.
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.”
