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
Get contacts
Gets all the available user contacts
action
Create contact
Creates a new contact
action
Update contact
Updates a specific contact
action
Send message to a conversation
Sends message to a conversation
action
Get end users
Gets all end users
action
Get form responses
Gets a list of form responses
action
Get stress routes
Gets the daily stress routes
action
Get table schema
Get the schema of a specific table in the specified base
action
Get stages
Gets a list of stages
action
Get records
Gets a list of records based on the specified criteria
action
Get multi-user availability
Gets calculated availability for multiple users
action
Get booked appointments
Retrieves a list of booked appointments
action
Add tags to opportunity
Adds tags to an opportunity
action
Get template
Gets a single template
action
Get task
Gets a task
action
Create patient
Creates a patient
action
Get owners
Retrieves a list of owners within the specified account
action
Create thread message
Creates a new thread message
action
Delete channel
Deletes a channel
action
Get event
Retrieves a specific event by ID
action
Get customers
Gets store customers
action
Get appointment statuses
Gets available appointment statuses
action
Get locations
Retrieves a list of locations
action
Get line items
Retrieves a list with all line items
action
Remove subscription
Removes a subscription by ID
action
Get project template
Retrieves a specific project template
action
Create order
Creates an order
action
Get patient
Gets a patient by its ID
action
Send invitation to patient portal
Resends the portal invitation or lost password email
action
Get patient preferences
Gets a patient's preferences
action
Get readiness routes
Gets the daily readiness routes
action
Get appointment
Gets an appointment by ID
action
Get custom fields of template
Retrieves a list of custom fields of a template
action
Update deal
Updates a deal
action
Get organizations
Gets organizations
action
Add phone number
Adds a phone number to a patient or a doctor
action
Move file or folder
Moves a file or a folder to a new destination
action
Get custom fields for project
Retrieves the custom fields fo a project
action
Get task
Gets a task by its ID
action
Get subscriptions
Retrieves a list of subscriptions
action
Update patient
Updates a patient
action
Get subscriptions
Retrieves a list of existing subscriptions
action
Create comment
Creates a new comment on a card
action
Get patient lab results
Retrieves a list of patient lab results
action
Send email invite
Sends an email invite to patient to join the Patient portal
action
Update project
Updates a project by a specified ID
action
Get employee
Gets an employee
action
Get account
Gets the account details for the authenticated account
action
Get appointments
Gets a list of appointments
action
Find customer
Fetches a registered customer based on filter
action
Get assessment
Gets an assessment
action
Create patient
Creates a patient
action
Get calendar groups
Returns a list of all calendar groups
action
Update Patient
Updates a patient's record
action
Delete patient
Deletes a patient
action
Get patient lab results
Gets a patient's lab results
action
Create relationship
Creates a new relationship
action
Get availability times
Gets available appointment times for a specific date and appointment type
action
Remove tags from opportunity
Removes tags to an opportunity
action
Create sheet row
Create a new row in the selected sheet
action
Create patient
Creates a patient
action
Get columns
Gets columns for the selected table
action
Create event
Create event
action
Download fax
Downloads fax
action
Start download document bulk
Triggers a process to generate a list of download URLs for all of the patient's documents
action
Get patient
Gets a specific patient
action
Create charge
Creates a charge
action
Send SMS
Sends an SMS
action
Get estimation
Gets an existing estimation by its identifier
action
Get vendors
Gets a list of vendors
action
Get custom fields
Gets the custom fields of workspace
action
Get SMS conversation by ID
Retrieves a specific SMS conversation by its ID
action
Update non-visit note
Updates a non-visit note
action
Create appointment
Creates a new appointment
action
Get locations
Get patients locations
action
Update patient
Updates a patient's record
action
Pay order
Pays an order
action
Get users
Get users
action
Get session data
Gets details about the session and its progress
action
Get pipeline opportunities
Fetches all available opportunities
action
Get lead statuses
Retrieves lead status values, optionally filtered by converted status
action
Parse
Parses a PDF and exports raw text
action
Get medication
Gets a medication
action
Share folder
Shares a folder with collaborators
action
Create lead
Creates a new lead
action
Get event
Returns information about a specified event
action
Create subscription
Creates a subscription
action
Get lead
Fetches a lead based on its identifier
action
Get event types
Fetches all available event types
action
Create patient
Creates a new patient
action
Get contact tags
Get all contact tags available
action
Update patient
Updates a patient record
action
Update contact
Updates a contact
action
Create folder
Creates a new folder
action
Update contact
Updates a contact
action
Remove a tag from contact
Removes a tag from a contact
action
Create patient
Creates a new patient record
action
Create table
Creates a new table
action
Get notes
Retrieves all notes
action
Get contacts
Fetches a list of contacts
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.”
