Insightly integrations
Request an integration with Insightly
Insightly is a robust customer relationship management (CRM) platform that helps businesses manage interactions, track leads, and oversee project deliveries efficiently. For healthcare digital marketers using Keragon, integrating Insightly can streamline patient engagement and follow-up processes. By leveraging Insightly's automation features, healthcare providers can ensure timely communication, appointment scheduling, and service feedback collection. This integration facilitates a seamless workflow between patient acquisition and care delivery, allowing healthcare staff to focus more on patient care rather than administrative tasks, thereby improving overall efficiency and patient satisfaction in the healthcare sector.
Example workflow automation using Insightly and Keragon
Common automation use cases
Keragon is a powerful and flexible healthcare automation software that enables you to connect Insightly with all the other tools currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Keragon is a powerful and flexible healthcare automation software that enables you to connect all the API-enabled software currently in use in your healthcare organization, in order to create streamlined automations for all your administrative and clinical needs.
Patient Acquisition
Appointment Scheduling
Data Syncing
Team Notifications
Patient Intake
Patient Triage
Patient Feedback
Insurance & Billing
Prior Authorizations
Labs & ePrescribing
Care Coordination
Analytics & Reporting
Actions & triggers
You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through Insightly's API.
If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.
Alternatively, if you already have access to Insightly's API documentation, you can use Keragon's universal HTTP connector and start working with Insightly's data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.
Connect with Insightly
Do you need an official connector?
We don't have an official connector yet, but we can build one for you if you have access to the API documentation & a test account.
Alternatively, if you already have working API access, you can use our universal HTTP connector and connect on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.