Which statuses can I use to trigger automations in my CRM?

FAQThe CRM and MarketingUpdated Sep 1, 2026

The statuses that can flow into your CRM come from the workflow webhooks and the marketplace webhooks. Any automation you want to trigger in your CRM has to map to one of those webhook events.

One important gap to plan around: between Exam Submitted and Exam Results, no additional status changes are passed through. That silence is intentional, because the clinical review sits inside protected workflow and is not exposed externally.

This applies to any HIPAA compliant third party CRM or application that can receive webhook data. The Healthaide CRM is GoHighLevel, but not every clinic uses it, so the same setup works for whatever platform you connect.

automationtriggerwebhookcrmghlstatusesexam submittedexam resultsintegration
FAQSep 1, 2026

When in the funnel does a webhook create the contact in my CRM?

You choose the point. Each checkout step has a Landing event and a Submit event, and you attach your CRM inbound webhook URL to whichever event marks the moment you want the contact created.

FAQSep 24, 2026

What statuses does an intake move through if it is not approved right away?

The Sessions page tracks each intake with these status filters: In Progress, Awaiting Approval, Approved, Rejected, Completed, Expired, and Cancelled. There is also an internal, protected Request Information status.

FAQJun 18, 2026

What are webhooks?

A webhook pushes data out of your system to your CRM when an event happens, such as a checkout step, a payment, an exam submission, or a document upload.

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