Connect CerbotoAsana
Build HIPAA-compliant automations that sync data across your Cerbo and Asana with AI.


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Build yourCerboandAsanaautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Cerbo
Generic trigger
Manually set up a webhook trigger in your Cerbo dashboard
trigger
Get tasks
Retrieves a list of tasks
action
Update task
Updates an existing task
action
Get appointments
Gets a list of appointments
action
Get tags
Fetches all tag definitions from the master tag list
action
Update patient
Updates a patient
action
Send email invite
Sends an email invite to patient to join the Patient portal
action
Search patients
Fetches a list of all patients based on search criteria
action
Create encounter
Creates a new encounter record for a patient
action
Update appointment
Updates an appointment
action
Upload patient document
Uploads a patient document via the portal queue
action
Create questionnaire
Creates a questionnaire
action
Create patient
Creates a new patient
action
Create task
Creates a new task
action
Get questionnaires
Gets a list of questionnaires for a given patient ID
action
Get patients
Retrieves a list of all patients
action
Add tags
Adds tags for a patient
action
Get patient
Retrieves a selected patient
action
Create appointment
Creates a new appointment
action
Get encounters
Retrieves a list of all encounters of a patient
action
Get users
Retrieves a list of all users
action
Get appointment types
Retrieves a list of appointment types
action

Asana
Generic trigger
Triggers for selected Asana events
trigger
Task has changed
Triggers for specific task changes for a selected project e.g. added, updated etc
trigger
Get project template
Retrieves a specific project template
action
Get custom fields for project
Retrieves the custom fields fo a project
action
Update project
Updates a project by a specified ID
action
Get custom fields
Gets the custom fields of workspace
action
Update task
Update a task
action
Search tasks
Searches the tasks of a project
action
Get task
Gets the task by ID
action
Create status update
Creates a status update to a project, goal or portfolio
action
Create portfolio
Creates a portfolio
action
Get projects
Returns the projects.
action
Add portfolio item
Adds an item in portfolio
action
Get workspaces
Returns the compact records for all workspaces visible to the authorized user.
action
Get portfolio
Gets a portfolio by ID
action
Search projects
Returns the projects by a given name.
action
Get portfolios
Gets the portfolios
action
Get project templates
Retrieves a list of project templates
action
Delete membership
Deletes an existing membership
action
Get project
Gets a project
action
Create project
Creates a project
action
Create project from template
Creates a project from a specified project template
action
Get sections
Returns the sections of project
action
Get tags
Gets the tags of a workspace
action
Get users
Returns the user.
action
Get memberships
Returns a list of memberships from a project, goal, portfolio or custom field
action
Get portfolio items
Gets the portfolio items
action
Get teams
Retrieves a list of teams in the workspace the user belongs to
action
Create task
Creates a task
action
Create section
Creates a new section for a project
action
Get tasks
Gets the tasks of a project
action
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Build your Cerbo and Asana automation with AI
Cerbo is a comprehensive electronic health record (EHR) and practice management platform designed for direct primary care and concierge medical practices, offering customizable tools and integrations.
Asana is a web and mobile application designed to help teams organize, track, and manage their work, enhancing productivity and collaboration.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
How long does it take to set up an integration?
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Can I customize the workflows?
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
What happens if an API fails?
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


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