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Connect your stack

Build on the tools
you already run.

Stripe, HubSpot, your EHR, every ad platform. When a patient finishes a flow, the structured data reaches the tools your team already uses, cleanly and in real time.

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Everything you need to move data.

Six ways structured intake and eligibility data flows downstream.

Webhooks Send structured event payloads to any URL on eligibility outcomes, intake completion, or checkout, and trigger your automations in real time.
Native connectors First-class connections for Stripe payments, HubSpot CRM, and Segment analytics, configured in the builder with no code required.
Structured data out Intake fields map to clean, consistent keys. Your CRM, EHR, or warehouse receives data that is immediately usable without normalization.
PHI-aware handling Built for the sensitivity of health intake. PHI is stripped before data reaches third-party tools, and downstream systems keep their own BAAs.
Event triggers Choose exactly when data flows: on step completion, on eligibility outcome, on checkout, or on final submission, so downstream logic fires at the right moment.
Custom field mapping Map PathwAI fields to your CRM's contact properties, your EHR's intake schema, or your data warehouse's event structure, field by field.

How your data
flows out

Most health operators stitch a form tool to a CRM to a payment processor with manual exports in between, and data drifts at every hop.

PathwAI captures the outcome once and delivers it structured. One event, one field map, one clean record in every system that needs it.

Flow event Structured payload Field mapping Your system

Trigger

Pick the moment data should move

Fire on eligibility outcomes, intake completion, checkout, or final submission. Each event carries only the fields that step produced, nothing stale.

Map

Answers become the keys your systems expect

Map PathwAI fields to CRM properties, EHR intake schemas, or warehouse events once. PHI and PII are stripped before anything leaves PathwAI.

Deliver

Clean records land where your team works

Native connectors and webhooks push structured data downstream with retries and delivery logs. No CSV exports, no copy-paste, no brittle duct tape.

All integrations.

Every connector PathwAI ships, from payments to ad platforms to your EHR.

Payments
Authorize.Net Take card payments with Authorize.Net as a Stripe alternative.
Payments
Stripe Accept payments and subscription checkouts inside your flows.
CRM
GoHighLevel Upsert contacts and add them to your CRM pipelines.
CRM
HubSpot Send qualified leads and structured intake fields into HubSpot.
CRM
Zoho CRM Sync leads and conversion events into Zoho CRM.
EHR
Healthie Push patients and intake data to your Healthie EHR.
Clinical
CarePortals Signup, login, and product selection for healthcare programs.
Clinical
Junction Order at-home lab tests through a 50-state physician network.
Health
Shen AI Camera-based vital-signs capture inside a flow step.
Identity
Persona Verify government ID before a patient proceeds.
Identity
Plaid Identity and bank verification for high-trust flows.
Analytics
Google Analytics 4 Stream funnel events to GA4 for reporting.
Analytics
Google Tag Manager Fire analytics and conversion tags on every page.
Analytics
Mixpanel Product analytics on every step and drop-off.
Analytics
Segment Forward funnel events to your analytics stack for attribution.
Ads
Google Ads Send conversions via Customer Match and the Data Manager API.
Ads
Meta Server-side conversion events to Meta ads, PHI stripped.
Ads
Microsoft Ads Offline conversions for Microsoft Advertising.
Ads
Pinterest Conversion events to Pinterest Ads.
Ads
Reddit Server-side conversion events to Reddit campaigns.
Ads
Snapchat Conversion events for Snapchat campaign optimization.
Ads
StackAdapt Conversion events to StackAdapt programmatic ads.
Ads
TikTok Server-side Events API for TikTok ad optimization.
Ads
X Server-side conversion tracking for X campaigns.
Messaging
Attentive Grow and trigger SMS marketing programs.
Messaging
Braze Stream submission lifecycle events to Braze profiles.
Messaging
Customer.io Send events into Customer.io journeys.
Messaging
Klaviyo Sync events and profiles for email and SMS flows.
Scheduling
Cal.com Embed booking calendars into a flow step.
AI
Anthropic Claude models power AI drafting and scans.
AI
Google Gemini Gemini vision models power AI Scan steps.
AI
OpenAI GPT models for AI drafting and vision steps.
Automation
Zapier Trigger thousands of downstream automations.
Developers
Webhooks Deliver signed event payloads to any HTTPS endpoint.
Compliance

PHI-aware at every hop.

PathwAI strips PHI and PII before data reaches any third-party tool. Under HIPAA your obligation extends to every system in the chain, so downstream CRM, EHR, and analytics platforms keep their own BAAs. We're happy to walk through it on a compliance review.

HIPAA overview Subprocessors
  • PHI & PII stripped before send
  • Delivery logs with retries
  • Field-level mapping control
  • BAA available for your program

Common questions

Ready to connect your stack?

Tell us the tools you run and we'll map the cleanest path in a 30-minute demo.

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