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
Generic trigger
Triggers for selected Keap events
trigger
Data object deleted
Receives an event on deletion of a data object
trigger
New ticket purchased
Triggers when a new ticket purchase (order) is made
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
New event
Triggered by application, candidate or interview events
trigger
Trigger time off request
Gets triggered when a time off request created or changed
trigger
Every day
Triggers the workflow every day at a specific time
trigger
Appointment created
Triggered when an appointment is created
trigger
New email received matching criteria
Triggers when a new email is received based on the provided criteria
trigger
Patient updated
Gets triggered when there is a patient update
trigger
Every hour
Triggers the workflow every hour
trigger
Custom Webhook
Receive webhooks
trigger
Membership created
Gets triggered when there is a membership created
trigger
Trigger
Triggers on Zoom events
trigger
Charge created
Gets triggered when there is a new charge
trigger
New event
Triggers when new message received
trigger
Custom trigger
Triggers on new events based on custom configuration
trigger
Inbound call
Triggers when there is a new inbound call
trigger
Submission trigger
Triggers on submission in 123FormBuilder
trigger
New prescription created
Triggers when a new prescription is created
trigger
Encounter updated
Gets triggered when an encounter gets updated
trigger
Claim created
Gets triggered when a claim is created
trigger
New mega sign event
Triggered by a mega sign related event in your eSignature flow
trigger
Field updates
Notifies when a field is getting updated
trigger
New widget event
Triggered by a widget related event in your eSignature flow
trigger
Trigger
Triggers when selected WellSky events occur
trigger
New submission
This trigger will be used as soon as your online form receives a new response
trigger
Webhook Trigger
Manually setup a webhook trigger in your Google Ads dashboard
trigger
Patient created
Triggers when a patient is created
trigger
Patient created
Gets triggered when there are new patients
trigger
Prescription fill created
Gets triggered when there is a new prescription fill
trigger
Claim created or updated
Gets triggered when there are changes on claims
trigger
Deal updated
Gets triggered when there is a deal update
trigger
Treatment plans created
Triggers when new treatment plans are created
trigger
Generic trigger
Triggers for selected Tellescope events
trigger
Trigger on order completed
Triggers on order completed on Acuity
trigger
Generic trigger
Trigger for opendental events
trigger
Activity created
Receives an event on activity creation
trigger
Item changed
Notifies when a new file or folder is changed
trigger
Custom trigger
Triggers on custom Twilio events
trigger
Trigger on lead updated
Triggers on a lead update
trigger
New file
Notifies when a new file is received based on the provided criteria
trigger
Generic trigger
Triggers for events generate in Caspio
trigger
Task created
Triggers when a new task is created
trigger
Form entry created
Triggers when a new form entry is created
trigger
Individual appointment updated
Gets triggered when there are individual appointments updates
trigger
Medication request created
Gets triggered when a new medication request is created
trigger
Order event occurred
Triggers when an order event occurred
trigger
Custom trigger
Triggers when any event occurs in any of the selected entities e.g. project, issue, comment etc
trigger
Generic triggers
Triggers for selected ClickUp events
trigger
Record updated
Gets triggered when a record is updated
trigger
Custom trigger
Used to recieve webhooks from Bland.ai
trigger
New intake record
Gets triggered when a new intake record is found
trigger
New lead
Triggers when a new lead is created
trigger
New card label
Triggers when a new label is added to a card in a specific list on a board
trigger
Trigger
Triggers on Metriport events
trigger
Activity updated
Receives an event on activity update
trigger
Event start
Gets triggered some specified time before an event starts
trigger
Appointment created
Gets triggered when there are new appointments
trigger
Payment created
Triggers when a new payment is created
trigger
Claim created
Trigger when a new claim is created
trigger
New or updated object
Notifies when a new object is created or an existing object is updated
trigger
Trigger
Receives an event from a DrChrono webhook
trigger
Trigger on appointment canceled
Triggers on appointment canceled on Acuity
trigger
Employee updated
Gets triggered when an employee is updated
trigger
Contact created
Triggers when a contact is created
trigger
Trigger
Manually setup a webhook trigger in your dashboard
trigger
Form assigned
Receive webhooks on form assigned
trigger
Form submitted
Gets triggered when a form is submitted
trigger
Trigger
Triggers for selected Documo events
trigger
Contact tag created
Triggers when a tag is added to an existing contact
trigger
Webhook
Receives a webhook and responds with status 200
trigger
Data object updated
Receives an event on update of a data object
trigger
Completed appointment
Triggers when an appointment is completed
trigger
Trigger new or updated employees
Gets triggered when new or updated employees are created or updated
trigger
New lead (For business)
Triggers when a new lead is created for a business
trigger
New session
Gets triggered when a new sessions
trigger
Task has changed
Triggers for specific task changes for a selected project e.g. added, updated etc
trigger
Patient created
Gets triggered when there is a new patient
trigger
Charge created
Gets triggered when a new charge has been created
trigger
Cal event
Triggers when there is a new cal action such as when a new booking has been scheduled
trigger
Generic trigger
Webhook trigger for Smartsheet events
trigger
New event
Triggered by an event in your eSignature flow, such as a template being created, a signature request being completed, or a signature request being declined by a required signer.
trigger
New form response
Triggers when a new form response is submitted
trigger
New call recording event
Triggers when there is a new call recording event (including stop events)
trigger
Every week
Triggers the workflow every week at the specified time and day
trigger
Patient updated
Triggers when a patient is updated
trigger
Customer created
Triggers when a new customer is created
trigger
Modified contact
Gets triggered when a contact has been modified
trigger
Invoice created
Triggers when a new invoice is created
trigger
Client updated
Gets triggered when an existing client is updated
trigger
Zenoti event
Add automation tasks for all the event types
trigger
Policy created
Gets triggered when a policy gets created
trigger
New message received
Gets triggered when a new message is received in the the specified channel
trigger
Client's birthday
Gets triggered on client's birthday
trigger
Appointment created or updated
Gets triggered when an appointment is created or updated
trigger
Payment created
Triggers when a new payment is created
trigger
Booking created
Triggers when a new booking is created
trigger
New event
Triggers on any event in Hubspot
trigger
Trigger form answer group created
Triggers when a new form answer group is created
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.”
