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 mobile carriers
Retrieves a list of all mobile carriers
action
Download consent form
Downloads consent form as a PDF
action
Get businesses
Gets a list of businesses
action
Download file
Downloads a file
action
Search patients
Fetches a list of all patients based on search criteria
action
Get participants
Retrieves a list of participants for the specified meet
action
Update task
Update a task
action
Extract pattern
Extracts portion(s) from the input text that match a pattern
action
Find groups
Find groups
action
Download visit note
Downloads a visit note
action
Get template recipient tabs
Gets all template recipient tabs
action
Get ASAP appointments
Retrieves the ASAP list of appointments
action
Get patients
Retrieves a list of patients
action
Add a tag to contact
Add a tag to contact
action
Update database item
Updates the selected item in the database
action
Get appointment types
Retrieves list of the type of appointment available in the practice
action
Get user
Gets information about a user
action
Create appointment
Creates a new appointment
action
Get invoice
Retrieves the invoice with the given ID
action
Get referring providers
Looks up referring providers
action
Update appointment
Updates an appointment
action
Get buckets
Gets a list of plan's buckets
action
Create encounter
Creates a new encounter record for a patient
action
Create patient
Creates a clinic patient
action
Query
Query
action
Get meeting
Gets a meeting by ID
action
Get organization members
Gets a list of all organization members
action
Find database item
Finds an item in the selected database
action
Ask ChatGPT
Sends a prompt to ChatGPT and receives the response
action
Create card
Creates a card
action
Get coverages
Gets a list of coverages
action
Download file
Downloads a file stored in Drive
action
Create patient
Creates a new patient record
action
Get item
Get item by id
action
Get organization
Retrieves the avaliable info for the organization
action
Get opportunity
Retrieves a single opportunity
action
Create letter
Creates a new letter
action
Get settings
Gets the settings
action
Create contact
Creates a contact
action
Get invoices
Retrieves a list of invoices
action
Get labels
Gets all contact labels (groups)
action
Upload documents
Uploads a list of files to a document sumamary
action
Create entry
Creates a new entry for a form
action
Get patients
Gets a list of patients
action
Upload file
Uploads a file for a client
action
Get appointment changes
Retrieves the list of changes in appointments or appointment slots
action
Search
Searches for databases or pages
action
Get record
Retrieve a single record. Any "empty" fields (e.g. "", [], or false) in the record will not be returned.
action
Insert row
Inserts a new row
action
Get messages
Returns a list of messages for a given thread
action
Create new provider user
Creates new user and prepare an app invite the user can use to sign up
action
Create patient treatment plan
Creates a new Treatment Plan for a patient
action
Get lead field properties
Fetches all lead based field properties
action
Clear spreadsheet values
Clears values from a spreadsheet. Only values are cleared -- all other properties of the cell (such as formatting, data validation, etc.) are kept.
action
Find patient
Looks up patient
action
Get scheduled events
Fetches a list of scheduled events by appointment with a specific contact
action
Get accounts
Gets accounts
action
Update contact
Updates a contact
action
Get daily activities
Gets the daily activity summary values and detailed activity levels
action
Get users
Gets a list of users
action
Get locations
Fetches a list of the available locations
action
Update user
Updates an existing user in the workspace
action
Confirm booking
Confirms a service booking
action
Create membership
Creates a membership plan subscription for patients
action
Get bookings by IDs
Gets multiple bookings by their IDs
action
Delete table records
Updates a set of table record matching the specified criteria
action
Get contact fields
Lists all contact fields
action
Get customers
Gets a list of customers
action
Get account descirption
Gets account description
action
Create temporary fax
Creates a temporary fax
action
Search contacts
Searches the authenticated user's contacts for matches against names, nicknames, email addresses, phone numbers, and organizations
action
Get clients
Gets all clients
action
Create appointment
Creates a patient appointment with a healthcare provider
action
Update lead
Updates a specific lead
action
Create row
Creates a rown in the table
action
Get custom statuses
Gets custom statuses from Zendesk
action
Get custom fields
Retrieves custom fields information for a specific practice
action
Create appointment
Creates an appointment
action
Get charge item
Gets a signle charge item by its ID
action
Create document summary
Creates a document summary
action
Create task
Creates a new task
action
Find file by name
Retrieves a specific file by name
action
Add user role
Assigns a role to a user
action
Get contact
Gets an existing contact by its identifier
action
Get companies
Retrieves all companies
action
Add comment
Adds a comment
action
Create task
Creates a task
action
Update record
Updates a record in a table
action
Add webinar registrant
Adds a registrant to webinar
action
Get appointment notes
Fetches notes for an appointment
action
Get document references
Returns a list of document references
action
Get templates
Gets a list of all templates
action
Get projects
Gets a list of projects
action
Create subscription
Creates a new subscription
action
Get tables
Gets all the tables for the authenticated database and schema
action
Get clients
Gets clients
action
Get timezones
Fetches all available timezones
action
Get financial classes
Looks up financial classes
action
Update appointment
Updates an appointment
action
Send SMS
Sends a SMS
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.”
