Dazos

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code RequiredReal-Time Sync

Dazos Integration — Automate Patient Outreach & CRM

Sync patient data between Dazos and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Dazos

Lead-to-Patient Pipeline

Try it

When a lead converts in Dazos, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

Try it

Trigger Dazos email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

Try it

Track referral sources in Dazos and measure which channels bring the most new patients.

Set up AI agents with

Dazos

Discover popular templates with Dazos

Data Sync

Athenahealth to Dazos integration

Create Dazos contacts from new EHR patients

Try it

Patient Intake

Dazos to DrChrono integration

Sync Dazos leads to your EHR as new patients

Try it

Data Sync

Dazos to Google Sheets integration

Send Dazos contact updates to Google Sheets

Try it

Marketing

Healthie to Dazos integration

Trigger Dazos campaigns from EHR appointment events

Try it

Connect Dazos with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

Start for free

Explore Dazos triggers and actions

Cevi supports 12 Dazos triggers and 14 actions

Opportunity admitted

Triggers when a opportunity changed to admitted

trigger

Opportunity updated

Triggers when an opportunity is updated

trigger

Lead converted to opportunity

Triggers when a lead is converted to an opportunity

trigger

New opportunity created

Triggers when a new opportunity is created

trigger

New outbound referral

Triggers when a new outbound referral is created

trigger

New referral source

Triggers when a new referral source is created

trigger

Dazos API Capabilities

API Key authentication. Real-time webhooks.

View official API documentation

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Patient Management

Patient/lead CRUD
Patient journey tracking
Custom fields

Scheduling

Appointment management
Consultation booking

Marketing

Lead tracking
Campaign management
ROI analytics

Billing

Treatment plans
Payment tracking
Revenue analytics

Build your Dazos automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Dazos

CRM & Patient Engagement

dazos

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Dazos workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Dazos supports webhooks/event subscriptions, which Cevi uses to trigger workflows instantly when data changes — new patients, appointment updates, lab results, and more.