Put CareTree to work with AI and enterprise-grade automation
Automate smarter with CareTree and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Or pick an app to pair with
Google Sheets
Google, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Zoho
SignRequest
Signatures
Google Forms (Legacy)
Forms & Surveys, Google
Gmail
Email, Google
HubSpot
Marketing Automation
Microsoft Outlook
Calendar, Email, Microsoft
LeadConnector
Marketing Automation
Calendly
Scheduling & Booking
Google Sheets
Google, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Zoho
SignRequest
Signatures
Google Forms (Legacy)
Forms & Surveys, Google
Gmail
Email, Google
HubSpot
Marketing Automation
Google Sheets
Google, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Zoho
SignRequest
Signatures
Google Forms (Legacy)
Forms & Surveys, Google
Gmail
Email, Google
HubSpot
Marketing Automation
Microsoft Outlook
Calendar, Email, Microsoft
LeadConnector
Marketing Automation
Calendly
Scheduling & Booking
Join millions worldwide who automate their work using Zapier
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- First NameRequired
- Middle Name
- Last NameRequired
- Country
- State
- City
- Address 1
- Address 2
- Postal Code
- Date Of Birth
- Home Phone
- Mobile Phone
- General Notes
- Referral Source
ActionWrite
For builders
Let your AI safely access CareTree
Go beyond Zap workflows. Install Zapier in your AI to call CareTree actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in CareTree from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose CareTree actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a CareTree connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "caretree", owner: "me" });
await zapier.runAction({
app: 'caretree',
action: 'create_patient',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
CareTree Help & Support
Common questions
Related categories
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier