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
Row updated
Triggers when the values of an existing row change in the selected worksheet
trigger
Fax trigger
Triggers for fax events on a selected number
trigger
New event
Trigger the workflow when a new event is received to this URL
trigger
Completed form
Gets triggered when a form is completed
trigger
Voicemail message
Triggers when there is a new voicemail message
trigger
Generic trigger
Triggers for selected CallRail events
trigger
Encounter created
Gets triggered when there are new encounters
trigger
Data object children updated
Receives an event on update of a childred of a data object
trigger
Event updated
Gets triggered when an event is updated
trigger
Call state changed
Triggers when a call changes state
trigger
New event
Trigger the workflow when a new event is received to this URL
trigger
New event trigger
Webhooks can trigger send events to your workflow in near real-time
trigger
Event deleted
Gets triggered when an event is deleted
trigger
New or updated appointment
Gets triggered when an appointment has been created or updated
trigger
Generic trigger
Manually set up a webhook trigger in your OptiMantra dashboard
trigger
List form variables
Returns the available form fields and system variables for the selected HIPAAtizer form
action
List forms
Returns a list of published HIPAAtizer forms available in your account
action
Delete submission
Deletes permanently a submission
action
Get clients
Gets a list of clients
action
Get workflows
Gets a list of workflows
action
Create task
Creates a new task
action
Get internal users
Gets a list of internal users
action
Get doctors
Gets a list of doctors
action
Add patient medical encounter
Adds a medical encounter to a patient
action
Get item
Gets a drug/item
action
Get items
Gets a list of drugs/items
action
Get doctor
Gets a doctor
action
Get companies
Gets a list of companies
action
Add patient outside medication
Adds an outside medication to a patient
action
Create patient policy
Creates a policy for a patient
action
Get patient policies
Retrieves a patient's policies
action
Update patient policies
Replaces a patient's policies with the provided list
action
Send document
Sends a document to recipients.
action
Create account
Creates a new account
action
Update account
Updates an account
action
Update client status
Creates a new client status update in Ageless from your PMS or CRM. Provide at least one of phone, assessment ID, or client ID.
action
Upload file
Uploads a file
action
Update user
Updates a user
action
Get locations
Gets a list of locations
action
Get user
Gets a user
action
Get accounts
Gets a list of accounts
action
Get conversation
Gets a conversation
action
Create contact
Creates a new contact
action
Send message
Sends a new message
action
Get contact
Gets a contact
action
Update contact
Updates a contact
action
Get locations
Gets a list of locations
action
Get organization
Gets an organization
action
Process charge
Processes a payment charge
action
Start call
Triggers a call. The prerequisite is an existing agent set up in a HIPAA-compliant environment.
action
Get agents
Retrieves the list of agents
action
Get numbers
Retrieves the list of phone numbers available in the Fluents account
action
Create customer
Creates a new customer
action
Get custom fields
Gets a list of custom fields
action
Create or update appointment
Creates a new appointment or updates an existing one. Automatically creates or updates the associated patient record.
action
Create or update patient
Creates a new patient record or updates an existing one. Matches on source system and patient ID to prevent duplicates.
action
Create client
Creates a new client
action
Update submission
Updates the status or review notes of a form submission
action
Get forms
Retrieves a list of forms for an organization
action
Get organizations
Retrieves the list of organizations accessible to the authenticated user
action
Get patients
Retrieves a list of patients for an organization
action
Create form
Creates a new intake form for an organization
action
Get appointments
Retrieves a list of appointments for an organization
action
Get submissions
Retrieves a list of form submissions for an organization
action
Create patient
Creates a new patient record for an organization
action
Batch create or update patients
Creates or updates up to 500 patient records in a single request. Ideal for initial data loads or nightly reconciliation.
action
Create appointment
Schedules a new appointment for a patient
action
Batch create or update appointments
Creates or updates up to 500 appointment records in a single request. Each appointment automatically creates or updates the associated patient.
action
Create patient
Creates a new patient record
action
Update patient
Updates an existing patient record
action
Sign in
Authenticates with Xtend using email and password
action
Get order
Gets an order
action
Get patients
Gets a list of patients
action
Get coverages
Gets a list of coverages
action
Get order updates
Gets a list of order updates
action
Get orders
Gets a list of orders
action
Remove user tags
Removes tags from a user
action
Schedule or update visit
Stages a scheduled visit (promotes + sends outreach if within 7 days)
action
Cancel visit
Cancels a scheduled visit
action
Get chats
Gets a list of chats
action
Create patient
Creates a new patient
action
Create member
Creates a new member
action
Get workspaces
Gets a list of workspaces
action
Send chat message
Sends a new chat message
action
Apply payment to charge
Applies a payment to a charge
action
Get payments by code
Gets all payments with the specified payment code
action
Get conversations
Gets a list of conversations
action
Get patient transaction history
Gets transaction history for a responsible party
action
Send message
Sends a new message
action
Get publishers
Gets a list of publishers
action
Get call voicemail
Gets a call voicemail
action
Get table rows
Retrieves all rows from a table in a workbook
action
Get workbook
Retrieves a workbook from OneDrive or SharePoint
action
Get contacts
Gets a list of contacts
action
Create contact
Creates a new contact
action
Get listings
Gets a list of listings
action
Create reservation
Creates a new reservation
action
Update patient
Updates a patient in CollaborateMD
action
Create patient
Creates a patient in CollaborateMD
action
Get bookings
Retrieves all bookings
action
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.”
