

Connect AgencyBloc to Asana and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect AgencyBloc and Asana to automate crucial parts of your healthcare organization
Common automation use cases
Automated Task Creation for Policy Renewals:
When a policy renewal date is approaching in AgencyBloc, Asana automatically generates tasks to prepare renewal documents and reach out to clients. These tasks are assigned to the responsible team member with set due dates and reminders. This ensures that renewals are handled in a timely manner, improving client retention and satisfaction.
Lead Management and Tracking:
When a new lead is entered or updated in AgencyBloc, corresponding tasks are created in Asana for follow-up actions such as initial contact and lead qualification. These tasks are assigned to sales or account management teams, complete with deadlines and priority levels. This automation enhances lead management efficiency and increases conversion rates.
Client Onboarding Workflow:
When a new client is added in AgencyBloc, Asana automatically creates a series of onboarding tasks that include document collection, initial consultations, and account setup. These tasks are assigned to the onboarding team with specified timelines. This ensures a smooth and comprehensive onboarding process, enhancing the client experience from the start.

- Get individuals
- Search lead by phone
- Create lead
- Get lead
- Update lead
- Create individual
- Update individual
- Get individual

- Get task
- Get project
- Get users
- Get sections
- Update task
- Get custom fields
- Create task
- Get tasks
- Generic trigger
- Task has changed
- Get tags
- Get projects
- Get workspaces
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.