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Integrate Salesforce with any app or healthcare software in a HIPAA-compliant manner, utilizing Salesforce healthcare-specific automations provided by Keragon - saving valuable engineering time and money.
Create custom integrations with Salesforce API in minutes by using our simple yet powerful drag-and-drop workflow builder. Keragon platform lets you add Salesforce to your existing Healthtech stack by dragging-and-dropping together any CRM data, then orchestrate any process at scale with powerful HIPAA compliant automated workflows.
Unlock siloed data throughout your entire patient management process and build powerful automations across your organization. Our triggers and actions, available in the Salesforce connector, will enable you to build powerful integrations with less engineering resources and without maintenance headaches.
Triggers
You can use any of the triggers bellow to initiate and run the desired workflow.
New Deleted Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.
Real-time
New Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is created
Real-time
New Updated Field on Record (of Selectable Type)
Start workflow (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on field history tracking and history objects for more information.
Real-time
New Updated Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is updated. See the docs for more information.
Real-time
New Deleted Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is deleted
Real-time
New Object (of Selectable Type)
Start workflow (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.
Real-time
New Updated Field on Record
Start workflow immediately after a field of your choosing is updated on any record of a specified Salesforce object
Real-time
New Updated Object
Start workflow immediately after an object of arbitrary type (selected as an input parameter by the user) is updated
Real-time
New Outbound Message
Start workflow when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Real-time
Actions
You can use any of the actions bellow to perform a change or deliver data.
SOQL Search
Executes a SOQL query.
Update Contact
Updates a Contact, which is a person associated with an account. See Contact SObject and Update Record
Update Record
Updates a record of a given resource. here
Delete Opportunity
Deletes an opportunity. See Opportunity SObject and Delete Record
Create Opportunity
Creates an opportunity, which represents an opportunity, which is a sale or pending deal. See Opportunity SObject and Create Record
Create Lead
Creates a lead, which represents a prospect or lead. See Lead SObject and Create Record
Insert Blob Data
Inserts blob data in Salesforce standard objects.
Get Object Records
Retrieves all records in an object or a record in an object by the given ID or criteria. API Doc
Create Task
Creates a task, which represents a business activity such as making a phone call or other to-do items. See Task SObject and Create Record