

Connect Salesforce 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 Salesforce and Asana to automate crucial parts of your healthcare organization
Common automation use cases
Automated Task Creation for Patient Follow-Ups and Appointments:
Automatically generate tasks in Asana when new patient records or appointments are created in Salesforce, ensuring timely follow-ups and coordinated care efforts.
Status Updates and Workflow Progression:
Sync patient status changes from Salesforce to Asana, updating tasks automatically and assigning the next steps, such as treatment plans or discharge procedures, to the appropriate team members.
Insurance and Documentation Workflow Automation:
Trigger task assignments in Asana for insurance approvals, document reviews, or billing updates directly from Salesforce, streamlining administrative workflows and ensuring all necessary actions are tracked.

- Get lead
- Create lead
- Update lead
- Get leads
- Get editable fields

- 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.