Connect Tebra (Kareo)toAsana
Build HIPAA-compliant automations that sync data across your Tebra (Kareo) and Asana with AI.


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Discover popular templates with Tebra (Kareo) and Asana integration
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Build yourTebra (Kareo)andAsanaautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Tebra (Kareo)
Transaction updated
Gets triggered when a transaction gets updated
trigger
Transaction created
Gets triggered when there is a new transaction
trigger
Charge created
Gets triggered when there is a new charge
trigger
Encounter updated
Gets triggered when an encounter gets updated
trigger
Patient created
Gets triggered when there are new patients
trigger
Appointment created
Gets triggered when there are new appointments
trigger
Patient updated
Gets triggered when a patient gets updated
trigger
Appointment updated
Gets triggered when there are modified appointments
trigger
Encounter created
Gets triggered when there are new encounters
trigger
Get transactions
Gets a list of transactions
action
Create patient
Creates a new patient
action
Update appointment
Updates an appointment
action
Create appointment
Creates a new appointment
action
Get patients
Returns a list of patients that match the criteria included within the request
action
Get patient
Gets a patient by ID or external ID
action
Create payment
Creates a new payment
action
Get encounters
Gets a list of encounter’s details that match the criteria
action
Get appointment
Gets an appointment
action
Create encounter
Creates a new encounter
action
Get service locations
Returns a list of service locations
action
Get practices
Gets a list of practices
action
Get payments
Gets a list of payments
action
Get appointment reasons
Gets appointment reasons
action
Update patient
Updates a patient
action
Get providers
Returns a list of providers
action
Delete appointment
Deletes an appointment
action
Get appointments
Gets a list of appointments
action
Get procedure codes
Returns a list of procedure codes that match the criteria included within the request
action
Create document
Creates a new document
action
Get charges
Gets a list of charges
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 Tebra (Kareo) and Asana automation with AI
Tebra (Kareo) is a healthcare technology platform that provides practice management, electronic health records, and patient engagement solutions to streamline operations for medical practices.
Asana is a web and mobile application designed to help teams organize, track, and manage their work, enhancing productivity and collaboration.
FAQ
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.
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.
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.
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.


Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.







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