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Salesforce
with 300+ tools

Build HIPAA-compliant automations that sync data across your 
Salesforce
 and healthcare apps with AI.

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500+ healthcare companies use Keragon to save 10+ hours each week

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Salesforce
 automation with AI

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Explore 
Salesforce
 triggers and actions

Keragon supports various 
Salesforce
 triggers and actions

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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Use Keragon to create
healthcare automations in minutes

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Dedicated support
No coding required

Build your
Salesforce
 automation with AI

Free trial account
Dedicated support
No coding required

FAQ

Is Keragon HIPAA-compliant?

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.

How long does it take to set up an integration?

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.

Can I customize the workflows?

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.

What happens if an API fails?

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.

Do I need coding experience?

No coding experience is required. Our visual workflow builder lets you create complex integrations using a drag-and-drop interface. For advanced users, we also support custom code and API access.

How is data transferred securely?

All data transfers use TLS 1.3 encryption. We never store sensitive patient data on our servers longer than necessary for processing. Our infrastructure is SOC 2 Type II certified and undergoes regular security audits.

Need help setting up your 
Salesforce
 integration?

Work with a certified Keragon solution partner to design, optimize, and troubleshoot your 
Salesforce
 workflows — faster and with confidence.

Hire an expert

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon hs been an essential partner as we've grown our practice. The personnalized support helped us get systems up and running quickly."

Joey Young
President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“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!”

Mark Callahan
Head of Engineering, BreatheSuite

I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo
Owner, Diabetes DME

Keragon improves your operational efficiency.

“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!”

Christian Moller-Andersen
Executive Director, A Smile for Kids

Keragon will support you all the way.

“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!”

Will McGabe
Director of Social Impact, Hungry Harvest

Keragon is like Zapier for your health care business - only WAY better

“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!”

Kevin Bundy
CEO, Alive IV and Wellness

Very easy to use and powerful!

“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. ”

Lesley Van De Mortel
CEO, Lez Van De Mortel Ltd

HIPAA Compliant Zapier & More!

“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.”

Eric Dunn
CEO, Aesthetix CRM

Huge time saver

“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.”

Andrew Housholder
MD/Owner, The Morning Sickness Clinic

Fast Scaling Startup Nails Healthcare Automations

“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.”

Alvin Liang
Automations Specialist, Integrative NPS