Can data move both ways between Halaxy and Salesforce?

Yes: Halaxy events can act in Salesforce, and Salesforce events can act in Halaxy.

Can an AI agent act in Salesforce when something happens in Halaxy, with my approval?

Yes. Add Salesforce actions to an agent's tools and require approval before the steps you choose. Every action is recorded in the Event Logs.

What if the step I need isn't listed?

Call the Salesforce API from any REST API step. On the Enterprise plan, talk to us about adding it.

Halaxy + Salesforce integration

Connect Halaxy and Salesforce

Run Halaxy and Salesforce together as workflows, AI workflows or AI agents, with approvals where you need them.

Start free Book a demo

Or build your own Halaxy + Salesforce workflow

Does Konnectify connect Halaxy and Salesforce?

Yes.Konnectify connects Halaxy and Salesforce. Practices use it to turn Salesforce enquiries into Halaxy patients and to track referring practitioners as Salesforce contacts. It works in both directions.

Turn enquiries into patient records
Keep patient contacts in the CRM
Thank referring practitioners
Build your own Halaxy + Salesforce workflow

What teams do with Halaxy and Salesforce

WorkflowNo approval
Turn enquiries into patient records
1. Salesforce New Leadfilter: booking requested
2. Halaxy Create Patient
Use this template
WorkflowNo approval
Keep patient contacts in the CRM
1. Halaxy New Or Updated Patientfilter: marketing consent given
2. Salesforce Upsert Contact
Use this template
WorkflowNo approval
Thank referring practitioners
1. Halaxy New Or Updated Referrals
2. Halaxy Get Practitioner
3. Salesforce Upsert Contact
4. Salesforce Create Task
Start free
WorkflowNo approval
Call patients who cancel
1. Halaxy New Or Updated Appointmentsfilter: status cancelled
2. Salesforce Find Contact
3. Salesforce Create Taskrebooking call
Start free

What Halaxy and Salesforce can do for each other

Halaxy → Salesforce

15 Halaxy triggers can start actions in Salesforce.

Halaxy triggers, for example

New Or Updated Patient
New Or Updated Practitioner
New Or Updated Practitioner Roles

Salesforce actions, for example

Create Article
Get Article
Get Attachment Content

Salesforce → Halaxy

32 Salesforce triggers can start actions in Halaxy.

Salesforce triggers, for example

New Dated Conversion Rate
Updated Dated Conversion Rate
Record Created In Custom Module

Halaxy actions, for example

Create Patient
Update Patient
Replace Patient

Build your own Halaxy + Salesforce workflow

Pick a trigger in Halaxy and an action in Salesforce. Konnectify opens with both already set.

When this happens inHalaxy

Do this inSalesforce

Or start from:

Start free with this workflow

Konnectify opens with this trigger and action already set. Add steps, AI or approvals there.

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects Halaxy (15 triggers, 46 actions) and Salesforce (32 triggers, 60 actions) in workflows, AI workflows and AI agents.