Templates Categories | Keragon

Keragon secures a $7.5M seed round.

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Labs & Prescription

Appointment Scheduling

Patient Communication

Team Collaboration

Team Collaboration

HubSpot Deal Stage Update to Canvas Medical + Airtable Log

When a HubSpot deal changes stage, this workflow sends the patient a confirmation email via Outlook, updates their appointment in Canvas Medical, and logs the interaction in Airtable.

Patient Intake

Jotform to Elation Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.

Patient Intake

Jotform to DrChrono Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in DrChrono. It updates existing profiles or creates new patient records - automatically and error-free