SuiteCRM

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

SuiteCRM Integration — Automate Patient Outreach & CRM

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

Triggers

Actions

60+

API Endpoints

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 SuiteCRM

Lead-to-Patient Pipeline

Try it

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

Automated Follow-Up Campaigns

Try it

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

Referral Tracking

Try it

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

Set up AI agents with

SuiteCRM

Discover popular templates with SuiteCRM

Data Sync

Athenahealth to SuiteCRM integration

Create SuiteCRM contacts from new EHR patients

Try it

Patient Intake

SuiteCRM to DrChrono integration

Sync SuiteCRM leads to your EHR as new patients

Try it

Data Sync

SuiteCRM to Google Sheets integration

Send SuiteCRM contact updates to Google Sheets

Try it

Marketing

Healthie to SuiteCRM integration

Trigger SuiteCRM campaigns from EHR appointment events

Try it

Connect SuiteCRM 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 SuiteCRM triggers and actions

Cevi supports 5 SuiteCRM triggers and 8 actions

Lead created

Fires when a new lead is added

trigger

Contact created

Triggers when a new contact is created

trigger

Opportunity updated

Fires when an opportunity record changes

trigger

Case created

Triggers when a new support case is opened

trigger

Meeting scheduled

Fires when a new meeting is created

trigger

Create relationship

Creates a new relationship

action

SuiteCRM API Capabilities

60+ API endpoints. OAuth 2.0 authentication. Real-time webhooks.

View official API documentation

API Endpoints

60+

Authentication

OAuth 2.0

FHIR

—

Webhooks

Yes ✓

CRM

Contact management
Lead management
Opportunity tracking
Case management

Modules

Custom modules
Relationships
Workflow engine
Report builder

Integration

REST API v8
GraphQL
Webhook support
Custom endpoints

Build your SuiteCRM automation with AI

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

About SuiteCRM

CRM & Patient Engagement

suitecrm

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthOAuth 2.0

Endpoints60+

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 SuiteCRM 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.