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Keragon Integration

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Overview

Keragon is an AI-powered HIPAA compliant automation platform. It allows you to securely connect Spruce with the other tools your practice already uses like EHRs, CRMs, intake forms, billing systems, scheduling platforms, and more.

With Keragon, you can build no-code automated workflows where events in one system instantly trigger actions in another. This saves time, reduces manual data entry, and improves team coordination, all while staying fully HIPAA-compliant.

Great for: practices looking to streamline operations, centralize communication, reduce administrative work, and keep data synced across systems.

Integration Capabilities: Triggers & Actions

Keragon provides both triggers (things that start a workflow) and actions (things the workflow performs) for Spruce. Depending on how your workflow is configured, you can pull data from Spruce (triggers) or Push data to Spruce (actions). Most workflows run in real time, but Keragon can also execute scheduled workflows (e.g., weekly reports).

Spruce Triggers

Keragon currently exposes one general webhook trigger for Spruce. This single trigger can detect any event Spruce sends.

Spruce Actions

Use these to push data into Spruce:

Messaging Actions

  • Send Message
  • Send Secure Message
  • Send SMS
  • Send Email
  • Create Note

Contact Management

  • Get Contacts
  • Get Contact
  • Search Contacts
  • Get Contact Fields
  • Create Contact
  • Update Contact
  • Create Contact Tag
  • Get Contact Tags
  • Remove All Contact Tags

Conversation Actions

  • Get Conversations
  • Get Conversation
  • Get Conversation Items
  • Get Contact Conversations
  • Update Conversation
  • Delete Conversation Item

Media & File Actions

  • Upload Media

Internal Utilities

  • Get Internal Endpoints

If you need to add any additional actions from the Spruce Health API, please submit a request directly to Keragon Support, via your Keragon dashboard.

Setting Up 

Requirements

  • An active Keragon account
  • A Spruce account on the Communicator Plan
  • API access enabled in Spruce

Step 1: Log in or sign up to Keragon

You can sign up for a 14-days free trial or log in to your Keragon account.

Step 2: Enable API Access in Spruce

  1. Ensure you are on the Communicator Plan.
  2. Contact Spruce Support to enable API access.
  3. Confirm you have admin permissions and can access:
    Settings → Integrations & API on the Spruce web dashboard.

Step 3: Generate Your API Token

  1. Navigate to Settings → Integrations & API.
  2. Click Create Token.
  3. Copy the generated API token.

Step 4: Authenticate Spruce in Keragon

  1. Log into Keragon.
  2. Go to Authentications → Create New.
  3. Search for Spruce Health.
  4. Paste your API token and click Save.

Common Use Cases 

  1. Sync Contacts or Messages
    Automatically keep patient records and demographic info synced between your EHR and Spruce. 
  2. Sync Messages
    Sync various types of content from Spruce, such as text messages, voicemails, call logs, and more directly to a patient’s chart or record in your EHR.
  3. Notify Teams When New Contacts Enter CRM
    When a new contact or referral is added in your CRM, instantly push a message through Spruce to notify care coordinators or liaisons ensuring fast, personal outreach without manual tracking.
  4. Stream New Patient Intakes to Messaging Queue
    When a patient completes an online intake form, automatically post the record into a shared coordination sheet and trigger a welcome message via Spruce. This keeps care teams in sync and ensures patients are greeted and guided promptly.
  5. Send Payment Confirmations via Secure Messaging
    When a payment is completed through your integrated billing platform, enrich the event with patient info and automatically send a confirmation or receipt through Spruce. This improves transparency and reduces inbound questions.

Explore additional use cases here.

Common categories of connected tools include:

  • Electronic Health Records (EHRs)
  • CRM and referral management systems
  • Online forms and intake tools
  • Billing and payment systems
  • Scheduling tools
  • Insurance & eligibility platforms
  • Reporting and analytics tools

You can browse all supported integrations here.

Security & Compliance

  • Keragon is HIPAA-compliant and SOC2 Type II certified
  • All plans include a Business Associate Agreement (BAA)

Resources

Keragon Help Center

Keragon Trust Center

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