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
Query database items
Queries multiple items from the selected database
action
Get users
Gets all users for the authenticated account
action
Insert row
Inserts a new row
action
Get slots
Retrieves slots from a specified schedule
action
Find lead
Finds matching lead
action
Get account
Gets information about the user's account
action
Get Appointments
Search for Appointment resources using FHIR search parameters
action
Update invoice
Updates an invoice
action
Compare datetimes
Calculates the difference between two datetimes in days, hours, minutes, and seconds
action
Send email
Sends an email to a list of contacts
action
Get contact lists
Gets a list of contact lists
action
Capitalize all
Capitalizes all characters in text
action
Get treatment note
Gets a treatment note by ID
action
Authenticate
Requests a new access token
action
Update appointment
Updates an appointment
action
Get sent fax
Gets sent fax
action
Get file
Retrieves a file
action
Get custom field
Gets a custom field of a board
action
Authenticate
Requests authenticated user info
action
Get treatment plan events
Lists all treatment plan events from the last 30 days
action
Get members
Retrieves a list of all members
action
Get labels
Retrieves a list of labels for the authenticated user.
action
Get service
Gets service of a specified center
action
Get leads
Gets a list of leads
action
Get report
Retrieves a report by ID
action
Update client
Updates a specific client
action
Authenticate
Requests authentication token
action
Update simple column value
Updates the value of a column in a specific item (row) with a string value
action
Get spaces
Gets all spaces
action
Get file channels
Gets all available file channels
action
Get a patient
Retrieves data of a specific patient
action
Create a patient
Creates a new patient
action
Get heart rate readings
Gets the heart rate readings throughout the day and night
action
Get contact
Gets an existing contact
action
Get products
Gets a list of products
action
Get questionnaire responses
Retrieves a list of QuestionnaireResponse resources
action
Upload patient document
Uploads a patient document via the portal queue
action
Create appointment
Creates a new appointment
action
Create form completion request
Creates a form completion request
action
Get agents
Fetches a list of agents
action
Get letters
Gets all letters
action
Get subscriptions
Returns a list of active subscriptions
action
Get partner pharmacies
Gets a list of the available partner pharmacies
action
Create appointment
Creates an appointment
action
Create topic
Creates a new topic
action
Get file
Retrieves a file by its ID
action
Get documents
Fetches a list of all the documents.
action
Get intake records
Gets intake records
action
Get availability exceptions
Gets availability exceptions for a user within a date range
action
Get users
Gets a list of users in the organization
action
Get procedure logs
Retrieves a list of procedure logs
action
Create patient note
Creates a note to an existing patient
action
Get exams
Gets a list of the available exams
action
Update appointment custom fields
Updates custom fields for a specific appointment
action
Create contact
Creates a contact
action
Update contact
Updates a contact
action
Create invoice
Creates a new invoice
action
Create data object
Creates a new data object
action
Update patient
Updates a patient
action
Get account
Gets account by ID
action
Get custom appointment fields
Gets a list of custom appointment fields
action
Update letter
Updates a letter
action
Get calendars
Get all calendars in a location
action
Update customer
Updates a specific customer
action
Find client
Find a client based on search term or ID
action
Send fax
Sends a fax
action
Get activities
Fetches a list of activities
action
Delete patient relationship
Deletes a patient relationship
action
Start assessment
Starts or resumes any incomplete assessment
action
Get events
Gets a list of events
action
Get all data object definitions
Retrieves a list of all available data object definitions
action
Get transcripts
Retrieves a list of transcripts
action
Create clinical document
Creates a clinical document record for a specific patient
action
Get tables
Gets a list of tables of an application
action
Get studies
Retrieves a list of all studies
action
Update project
Updates a specific project
action
Create or update appointment
Creates or updates appointment
action
Get providers
Looks up providers
action
Get policies
Gets a list of policies
action
Get tables
Gets all tables
action
Update procedure log
Updates a procedure log
action
Download note
Downloads a note as a PDF file
action
Create lead
Creates a lead in LeadSigma
action
Get apps
Returns a list of API Apps that are accessible by you. If you are on a team with an Admin or Developer role, this list will include apps owned by teammates.
action
Create questionnaire
Creates a questionnaire
action
Upload file to column
Uploads a file to a specific item column
action
Create sub lab
Creates a sub lab
action
Get memberships
Gets a list of all memberships
action
Create task attachment
Creates a new task attachment
action
Download document
Downloads a PDF of any document
action
Get custom data types
Gets a list of custom data type schemas
action
Get providers
Retrieves a list of providers
action
Upload patient's driver's license document
Uploads patient's driving license document
action
Get patients
Fetches a list of patients
action
Get tags
Gets a list of tags
action
Search tasks
Searches the tasks of a project
action
Get journeys
Fetches all journeys
action
Update patient
Updates a patient's data
action
Create meeting
Creates a meeting for a user
action
Get appointment
Gets an appointment
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.”
