Velarya
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HighLevel

Available on request
HIPAA-readyWe sign a Business Associate Agreement
Pricing
Connected plan Quoted on the scoping call.
Patient data
Uses patient data
Developer
Velarya
Request this integrationPlans and pricing
What syncs once builtBoth ways

  • Member name, email and phonePatient data

    In HighLevelContact in your HighLevel sub-account

    In VelaryaMember profile

  • Loyalty tagsPatient data

    In HighLevelContact tags that can start workflows

    In VelaryaMembership, referral and visit activity

  • Points balance and wallet creditPatient data

    In HighLevelCustom contact fields

    In VelaryaMember wallet

  • New leads from formsPatient data

    In HighLevelContact created by a HighLevel form

    In VelaryaNew member profile

Loyalty tags and balances on the HighLevel contacts your agency works

Available on request. Our team builds the HighLevel connection for your practice after a scoping call. If an agency runs your marketing on HighLevel, the connection keeps each loyalty member's contact, tags, points balance and membership status current in your HighLevel account. The agency's workflows can then follow up on real program activity, and new leads from HighLevel forms come into Velarya as new member profiles.

  • Creates or updates a HighLevel contact for every loyalty member
  • Adds loyalty tags, such as member or referral completed, to start workflows
  • Keeps points balance and wallet credit current in custom fields
  • Brings new HighLevel form leads into Velarya as member profiles
  • Sends patient data only to accounts with HighLevel's HIPAA module on
Works with
Member profiles, Points, Wallet credit, Memberships, Referrals
Relevant for

Med spas, Dental practices, Spas & wellness, Salons & beauty

Categories

CRM & marketing

How it works

Available on request. Book a call, we scope it against HighLevel's published API, build and test it with your team, and it goes live in your account.

  1. Your HighLevel admin creates a Private Integration token limited to the scopes the connection needs.

  2. Velarya's signed webhooks tell the connection when a member record, appointment or sale changes.

  3. The connection updates the matching HighLevel contact, its tags and its custom fields through the HighLevel API.

  4. HighLevel webhooks tell the connection when a form creates a new contact, so it can start a member profile in Velarya.

Each connection is scoped on a call and quoted separately, and the timeline is agreed on that call.

Questions

About the HighLevel connection

Does Velarya integrate with HighLevel?

Available on request: our team builds the connection for your practice after a scoping call, using HighLevel's published API. Once it is live, it adds loyalty tags and balances to the HighLevel contacts your agency's workflows use.

Our marketing agency runs HighLevel for us. Who sets this up?

Usually the agency. Their admin creates the Private Integration token, confirms the HIPAA module is active on your account, and joins the scoping call so the tags and fields match the workflows they already run.

Which loyalty tags can start HighLevel workflows?

We agree the list with you, for example member, membership lapsed, referral completed or first visit completed. Each tag is added or removed as the member's activity changes in Velarya, and any HighLevel workflow can start from it.

Do we need HighLevel's HIPAA module?

Yes, whenever your loyalty data is protected health information. HighLevel turns on its HIPAA features only with the module and a completed BAA, and the BAA stays in force only while that subscription is active, so we check both before any patient data moves.

Does the HighLevel token need rotating?

HighLevel recommends rotating Private Integration tokens every 90 days, with a 7-day window in which the old and new tokens both work. When your admin rotates it, they share the new token with us and the connection keeps running.

Support

Our team builds and supports this connection.

Patient data

Loyalty data about your patients goes only to a HighLevel account with the HIPAA module active and HighLevel's BAA completed. Velarya signs its own BAA with your practice. If an agency manages your HighLevel account, we confirm the module and the BAA with them on the scoping call.

“To enable HIPAA compliance features, your agency must purchase and activate the HIPAA module and complete a Business Associate Agreement (BAA).”

HighLevel LLC, gohighlevel.com/hipaa, read on

See how we protect patient data.

Requirements
  • Patient data needs HighLevel's HIPAA module active on the account and a Business Associate Agreement completed with HighLevel. Source: gohighlevel.com/hipaa, read on .
  • HighLevel's BAA stays in force only while the account's HIPAA compliance package subscription is active and paid up. Source: gohighlevel.com/terms-of-service, read on .
  • An admin creates a Private Integration token limited to the scopes the connection needs. Private Integrations are available for agencies and sub-accounts. Source: marketplace.gohighlevel.com/docs/Authorization/PrivateIntegrationsToken, read on .

On our side: the Connected plan.

About HighLevel

HighLevel is a CRM and marketing platform built for agencies, which run it for their clients with contacts, conversations, calendars, workflows and payments.

Resources
Last verified

· HighLevel facts on this page were checked against marketplace.gohighlevel.com/docs, gohighlevel.com/hipaa, gohighlevel.com/terms-of-service, marketplace.gohighlevel.com/docs/Authorization/PrivateIntegrationsToken.

Trademarks

HighLevel and GoHighLevel are trademarks of HighLevel LLC. Velarya is independent of HighLevel LLC and is not affiliated with, sponsored by or endorsed by HighLevel LLC.

Want the HighLevel connection for your practice?

Book a call. We scope the HighLevel connection against HighLevel's published API and agree the timeline with your team.

Request this integration