WhatConverts

Integration

Marketing & Outreach

✓HIPAA CompliantNo Code Required

WhatConverts Integration — Automate Patient Outreach & CRM

Connect WhatConverts to your EHR and CRM. Trigger campaigns from clinical events — recalls, follow-ups, and patient outreach on autopilot.

Triggers

Actions

30+

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 WhatConverts

Automated Data Sync

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Keep WhatConverts data in sync with your EHR and practice management tools — bidirectional, real-time.

Event-Driven Workflows

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When something changes in WhatConverts, trigger actions across your entire practice stack.

Set up AI agents with

WhatConverts

Discover popular templates with WhatConverts

Marketing

WhatConverts to Salesforce integration

Create new leads in Salesforce from leads in WhatConvertsConnect WhatConverts with the tools you already use

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Data Sync

WhatConverts to Athenahealth integration

Connect WhatConverts data to your EHR

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Data Sync

WhatConverts to Google Sheets integration

Sync WhatConverts updates to Google Sheets

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Messaging

WhatConverts to Slack integration

Get Slack alerts from WhatConverts events

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Connect WhatConverts 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

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Explore WhatConverts triggers and actions

Cevi supports 2 WhatConverts triggers and 4 actions

New lead

Triggers when a new lead is created

trigger

Updated lead

Triggers when a lead is updated

trigger

Create lead

Creates a new lead

action

Update lead

Updates an existing lead

action

Get leads

Gets all leads

action

Get lead

Retrieves a lead by its ID

action

WhatConverts API Capabilities

30+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

30+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Lead Tracking

Call tracking
Form tracking
Chat tracking
E-commerce tracking

Analytics

Lead attribution
Marketing ROI
Custom reports
Quote/sales value

Build your WhatConverts automation with AI

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

About WhatConverts

Marketing & Outreach

whatconverts

View API documentation

Quick Facts

CategoryMarketing & Outreach

AuthAPI Key

Endpoints30+

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 WhatConverts 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.