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
Show more
Build yourWebPTandSalesforceautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
WebPT
Before appointment starts
Gets triggered some specified time before an appointment starts
trigger
Updated row
Gets triggered when a row is updated in a table
trigger
Treatment note updated
Triggers when a treatment note is updated
trigger
Patient updated
Gets triggered when a patient gets updated
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
Booking updated
Triggers when a booking is updated
trigger
Contact updated
Gets triggered when a contact is updated
trigger
New file
Triggers when a new file is created
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
New patient trigger
Triggers for new patient created
trigger
Appointment updated
Gets triggered when there are changes on appointments, such appointment confirmed, canceled, etc.
trigger
Trigger
Trigger on selected events
trigger
Appointment updated
Triggers when an appointment is updated
trigger
Every month
Triggers the workflow every month at the specified time and day
trigger
Appointment events
Triggers when an appointment event occurs
trigger
Custom trigger
Triggers for selected spotio events
trigger
All activity event
Receives on any activity event (created, updated, done, deleted)
trigger
Data object Added
Receives an event on addition of a data object
trigger
Patient created or updated
Gets triggered when there are changes on patient records
trigger
Custom trigger
Triggers for selected events
trigger
Appointment created or updated
Gets triggered when there are changes on appointments, such appointment created, provider updated, appointment canceled, rescheduled etc.
trigger
New calendar event
Triggers when a new calendar event is created
trigger
Treatment plan updated
Triggers when a treatment plan is updated
trigger
New event
Triggers for selected event
trigger
Inbound message
Triggers when there is a new inbound message
trigger
New or updated patient
Gets triggered when a patient has been created or updated
trigger
Custom trigger
Triggers for selected Customer.io events
trigger
New lead
Triggers when a new lead is created
trigger
Custom Webhook
Receive webhooks
trigger
New submission
Webhooks can be used to send form submission data as an instant notification.
trigger
New row created
Gets triggered when a new row is added to the specified sheet
trigger
Appointment created
Receive webhooks on appointment creation
trigger
Updated lead
Triggers when a lead is updated
trigger
Event created
Gets triggered when there is a new event
trigger
New event
Triggers on any event in your phone system
trigger
New library document event
Triggered by a library document related event in your eSignature flow
trigger
Generic Trigger
Event payload may include activity, sleep, daily, menstruation, body and nutrition data
trigger
New SMS or MMS
Triggers when a new SMS or MMS message is received
trigger
Trigger
Manually setup a webhook trigger in your dashboard
trigger
Orders created or updated
Gets triggered when there are changes on an order
trigger
Custom trigger
Triggers for selected Square events
trigger
Treatment plan created
Triggers when a treatment plan is created
trigger
Specific column value changed in board
Triggers when a specific column value changes in a board
trigger
Generic trigger
Triggers for selected HumbleFax events
trigger
Invitee event
Triggers when there is a new invitee action such as when an invitee schedules a new event
trigger
Activity deleted
Receives an event on activity deletetion
trigger
Document status changed
Triggers when a document's status changes
trigger
Order placed
Triggers when an order is placed
trigger
Updated calendar event
Triggers when a calendar event is updated
trigger
New agreement event
Triggered by an agreement related event in your eSignature flow
trigger
Record created or updated
Gets triggered when a record is created or updated
trigger
Card created to list
Triggers when a card is created to a list
trigger
Existing row updated
Gets triggered when a row is updated in a specific sheet
trigger
New event
Receives new events
trigger
Generic trigger
Triggers for selected SurveyMonkey events
trigger
Incoming fax received
Triggers when an incoming fax has been successfully received and processed
trigger
Trigger
Receive near real-time events about changes in your organization
trigger
Order created
Triggers when a new order is created
trigger
Document reference created
Triggers when a document reference is created
trigger
Deal updated
Triggers when a deal is updated.
trigger
Session started
Gets triggered when a session has started
trigger
Appointment updated
Gets triggered when there are modified appointments
trigger
New form response
Webhooks can be used to send form responses as an instant notification.
trigger
Coverage created or updated
Gets triggered when a coverage has been created or updated
trigger
Individual appointment cancelled
Gets triggered when individual appointments gets cancelled
trigger
Trigger
Triggers on Gravity Forms events
trigger
New call log
Triggers when a new call log entry is created
trigger
Task updated
Triggers a workflow when a task is updated
trigger
Outbound missed call
Triggers when there is a new outbound missed call
trigger
Trigger
Triggers on Ritten events
trigger
Custom trigger
Triggers for events on a selected resource
trigger
Service request created or updated
Triggers when a new service request (order) is created or updated
trigger
New deal
Triggers when a new deal is created.
trigger
New or modified session
Gets triggered when a session created or modified
trigger
New labeled email
Triggers when a label is added to an email. Also triggers when a reply is added to the conversation.
trigger
Webhook
Receives a webhook and responds with status 200
trigger
Patient case updated
Gets triggered when there are changes on a patient case
trigger
Row created
Gets triggered when a new row is added to a specified sheet
trigger
Custom schedule
Triggers based on a custom schedule defined by a cron expression
trigger
Card moved to list
Triggers when a card is moved to a list
trigger
Trigger on appointment scheduled
Triggers on appointment scheduled on Acuity
trigger
Generic trigger
Triggers for selected Fax.Plus events
trigger
Outbound call
Triggers when there is a new outbound call
trigger
New row created
Triggers when a new row is created in the specified table
trigger
Formsort event
Triggers when there is a new formsort action such as when a form flow has been finished/submitted
trigger
Membership updated
Gets triggered when there is a membership update
trigger
New client
Gets triggered when a new client is created
trigger
Contact created
Triggers when a contact is created on user account
trigger
New event
Triggers with a new event
trigger
Trigger
Triggers for selected Upheal webhook events
trigger
Contact created or updated
Gets triggered when a contact is created or updated
trigger
Lab results created or updated
Gets triggered when there are additions or changes on lab results
trigger
Procedure logs created
Trigger when a new procedure log is created
trigger
Appointment created
Gets triggered when there a new appointment has been created
trigger
Generic trigger
Triggers for selected Aircall events
trigger
New session note
Gets triggered when a consultant completes a session note
trigger
Inbound fax
Triggers when there is a new inbound fax
trigger
Patient created or updated
Triggers when a new patient is created or updated
trigger
New object
Notifies when a new object is created
trigger
Employee created
Gets triggered when a new employee 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
Show more
Not seeing a component? Request a new one.
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.”
.png){kind=logo}
“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.”
