Connect WebPTtoAgencyBloc
Build HIPAA-compliant automations that sync data across your WebPT and AgencyBloc with AI.
500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
Discover popular templates with WebPT and AgencyBloc integration
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Build yourWebPTandAgencyBlocautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
WebPT
Get lead fields
Retrieves the available custom fields for leads
action
Update user
Updates user details
action
Get services
Gets a list of services
action
Move card to list
Moves a card to a list
action
Get order subscription events
Retrieves list of the supported order subscription events
action
Create appointment
Creates a new appointment
action
Get categories
Retrieves a list of available categories
action
Add contact to workflow
Adds a specified contact to a workflow
action
Create patient
Creates a single patient
action
Get columns
Retrieve a list of columns from a board
action
Upload file
Uploads a file
action
Create number configuration
Create or update the number configuration to allow the number to use the send message endpoint
action
Download document
Generate and download PDF file for the document
action
Get clients
Gets a list of clients
action
Update Patient
Updates a new patient
action
Get document types
Retrieves a list of document types based on a search value filter
action
Get lab tests
Gets a list of lab tests
action
Get assessment custom data types
Gets a list of assessment custom data type schemas
action
Create facility
Creates a facility
action
Create patient
Creates a patient
action
Get insurance subscriptions
Retrieves a list of insurance subscriptions, links of insurance plan to a subscriber (patient)
action
Get products
Gets available store products
action
Create permission
Creates a permission to existing file or folder
action
Get occupations
Retrieves a list of all occupations
action
Get patient
Gets a patient by ID
action
Create history
Creates a history record
action
Download received fax
Downloads a PDF from a received fax
action
Search card
Searches for a card
action
Create patient
Creates a new patient record
action
Get patients
Gets patients
action
Send email reminders
Sends email reminders to a patient
action
Create lead
Creates a new lead
action
Add document to patient chart
Adds a document to patient chart
action
Create order intent
Creates a new order intent for a patient
action
Create block slot
Creates a new block slot
action
Create block slot
Creates a new block slot
action
Update assessment
Modifies the assessment / plan note for a specific encounter
action
Get lab orders
Retrieves a list of lab orders.
action
Search contact
Searches for a contact
action
Get groups
Retrieves all the groups in an account
action
Get organizations
Get organizations
action
Get recordings
Retrieves a list of recordings
action
Get data objects
Gets activitis feed
action
Get credit categories
Gets a list of credit categories
action
Get HPI finding templates
Retrieves a list of HPI finding templates
action
Create deposit
Creates a deposit
action
Get patient
Gets an existing patient
action
Record payment
Records the data related to a cash, check, or non-CCP credit card patient payment
action
Create folder
Creates a new folder inside a file channel
action
Create appointment
Creates an appointment for a patient
action
Transform/Convert datetimes
Transform and convert datetime between timezones
action
Get locations
Retrieves a list of locations
action
Convert to base64
Converts a pdf to base64
action
Find channels
Find channels
action
Create patient relationship
Creates a new patient relationship
action
Get card
Gets card by ID
action
Search projects
Returns the projects by a given name.
action
Check in appointment
Checks in an appointment
action
Create form response
Creates a form response is useful for importing historical data without triggering any side effects
action
Get patients
Gets a list of patients
action
Create event
Creates an event
action
Get forms
Gets all forms for the current user
action
Update lead
Updates a lead
action
Get treatment plans
Retrieves treatment plans from OpenDental
action
Add Tags to Contact
Adds specified tags to a contact
action
Get letters
Fetches all the available letters
action
Get order
Gets a specific order
action
Get medications
Gets a list of medications
action
Get providers
Gets all providers of organization
action
Get documents
Retrieves a list of documents
action
Update patien program
Updates a patient's program status and assign program
action
Get practitioners
Fetches a list of the available practitioners
action
Create block or hold
Creates a block or hold in the scheduler
action
Send SMS
Sends a SMS
action
Send SMS
Sends an SMS to the specified phone number
action
Random number
Creates a random number between lower and upper range with the specified decimal points
action
Update patient
Updates a patient
action
Get document query
Returns the document query status for the specified patient
action
Create note
Creates a note in pipedrive
action
Get thread replies
Gets a list of thread replies
action
Get claims
Gets a list of claims that matches the specified search criteria
action
Get appointment types
Gets available appointment types
action
Get practitioners
Gets available practitioners
action
Send FAX
Sends a new FAX message
action
Get patients
Get or search patients
action
Get lists
Gets lists of board
action
Get tags
Gets a list of tags
action
Money to number
Converts a text contains money (symbol and number) to number
action
Create patient
Creates a new patient
action
Create invitation
Creates an invitation
action
Get search types
Retrieves all the available search types
action
Get conversations
Returns all conversations
action
Create list
Creates a new list
action
Get patients
Fetches a list of patients that match the specified criteria
action
Get products
Gets a list of products
action
Get busy time
Gets free/busy information for a set of calendars
action
Get CMS 1500 forms
Retrieves a list of CMS 1500 forms
action
Remove contact from an automation
Removes a contact from an automation
action
Update client
Updates a specific client
action
Get contacts
Gets all contacts
action
AgencyBloc
Individual created
Gets triggered when an individual gets created
trigger
Policy created
Gets triggered when a policy gets created
trigger
Create activity
Creates a new activity
action
Get lead
Fetches a lead based on its identifier
action
Get agents
Fetches a list of agents
action
Get activities
Fetches a list of activities
action
Get policies
Gets a list of policies
action
Get individual
Gets an individual by their identifier
action
Update individual
Updates an individual record
action
Get individuals
Fetches a list of individuals
action
Create lead
Creates a new lead
action
Create individual
Creates a new individual
action
Get groups
Fetches a list of groups
action
Search lead by phone
Searches for a lead based on their phone number
action
Get carriers
Fetches a list of carriers
action
Update lead
Updates a specific lead
action
Get policy
Gets a policy based on its identifier
action
Update policy
Updates a policy based on its identifier
action
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Build your WebPT and AgencyBloc automation with AI
WebPT is a leading electronic medical record (EMR) solution for physical therapists, offering scheduling, billing, and practice management tools to streamline operations and improve patient care.
AgencyBloc is a management platform designed for life and health insurance agencies, providing CRM, agency management, and commission processing solutions to streamline operations.
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.
"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."
“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”
“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”
“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”
“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”
“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”
“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”
“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”
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“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”
“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”
