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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 in a few clicks.
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 Save a card or charge it with Authorize.Net, tokenized by Accept.js.
Payments
Stripe Save a card or take a one-time charge inside a flow step.
CRM
GoHighLevel Create or update contacts with tags, custom fields and a list.
CRM
HubSpot Send completed submissions to HubSpot through a webhook or the API.
CRM
Zoho CRM Send completed submissions to Zoho CRM through a webhook or the API.
EHR
Healthie Create or update Healthie patients from a flow step, via OpenLoop.
Clinical
CarePortals Sign-up, login, live product choice and consultations in CarePortals.
Clinical
Junction Order an at-home lab test kit from a flow step.
Health
Shen AI Camera-based vital-signs capture inside a flow step.
Identity
Persona Verify government ID before a patient proceeds.
Identity
Plaid Listed as an upcoming provider in the ID Verification step.
Analytics
Google Analytics 4 Fire GA4 tags on PathwAI's dataLayer events through GTM.
Analytics
Google Tag Manager Load your container on every flow page and tag PathwAI events.
Analytics
Mixpanel Mirror your website's Mixpanel calls into the Data Platform.
Analytics
Segment Send PathwAI events to Segment through a webhook endpoint you run.
Ads
Google Ads Server-side conversions and Customer Match via the Data Manager API.
Ads
Meta Server-side Conversions API events and Custom Audience sync.
Ads
Microsoft Ads Offline conversions matched by msclkid or hashed email.
Ads
Pinterest Listed destination; measure Pinterest traffic with UTMs and webhooks.
Ads
Reddit Listed destination; measure Reddit traffic with UTMs and webhooks.
Ads
Snapchat Listed destination; measure Snapchat traffic with UTMs and webhooks.
Ads
StackAdapt Listed destination; measure StackAdapt traffic with UTMs and webhooks.
Ads
TikTok Server-side Events API conversions and TikTok audience sync.
Ads
X Listed destination; twclid and UTM capture, plus webhooks.
Messaging
Attentive Send flow data to Attentive through a webhook endpoint you run.
Messaging
Braze Forward mapped flow events to Braze profiles as custom events.
Messaging
Customer.io Send PathwAI events to Customer.io through a webhook endpoint.
Messaging
Klaviyo Write profiles, track events and subscribe people with your public key.
Scheduling
Cal.com Embed booking calendars into a flow step.
AI
Anthropic Claude vision models for AI Scan steps, on your own key.
AI
Google Gemini Gemini vision models for AI Scan steps, on your own key.
AI
OpenAI GPT vision models for AI Scan steps, on your own key.
Automation
Zapier Start Zaps from completed submissions with a catch hook.
Developers
Webhooks Send submissions and signed events 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
  • Health answers never sent to ad platforms
  • Retries on Data Platform destinations
  • 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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