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 worker
Fetches a single worker record
action
Publish message
Publishes a message to a topic
action
Create patient
Creates a new patient
action
Create task
Creates a task
action
Create section
Creates a new section for a project
action
Get appointments
Fetches a list of appointments
action
Perform eligibility inquiry
Performs an eligibility inquiry
action
Get contact
Gets a specific contact
action
Get service
Gets a service by ID
action
Get reasons
Gets reasons
action
Get user by email
Gets user by specified email
action
Get verifications
Gets verifications
action
Get Client
Retrieve a single client.
action
Send exam invite
Sends a new exam invite
action
Get customers
Retrieves all customers
action
Send SMS
Sends a SMS message
action
Create contact
Creates a contact
action
Get settings
Gets all settings
action
Get prices
Retrieves a list of existing prices
action
Get tasks
Gets the tasks of a project
action
Create customer
Creates a customer
action
Add contact to list
Subscribe a contact to a list
action
Download meeting recording transcripts
Download all meeting recording transcripts by meeting ID
action
Get cells
Gets cells from a worksheet in OneDrive or SharePoint
action
Make ringout call
Makes a 2-legged RingOut call
action
Delete record
Deletes a record of a module by id
action
Get interviews
Retrieves a list of intreviews for an opportunity
action
Get plans
Gets a list of group's plans
action
Get appointments
Gets a list of appointments for a contact
action
Get practitioners
List of all practitioners in the account
action
Get entry
Retrieves an entry by from a specified form
action
Get calls
Gets calls
action
Get price
Retrieves the details of an existing price
action
Get modules
Gets a list of modules
action
Get application configuration
Get application configuration
action
Get charges
Gets a list of charges
action
Count tokens
Counts the number of tokens in a prompt or text for a specific Gemini model
action
Data mapper
Maps one or more values to any other value based on a user defined map
action
Create user
Creates a user
action
Upload media
Uploads a media file
action
Get tags
Gets all tags
action
Authenticate
Request authentication token
action
Get webhook event types
Gets webhook event types
action
Get group description
Gets group description
action
Create contact
Creates a new contact
action
Assign role to user
Assigns a role to an existing user
action
Get associations
Retrieves all associations of an object by object type
action
Get contacts
Fetches all contacts
action
Convert address to geocode
Converts address to latitude/longitude coordinates
action
Get appointments
Gets a list of appointments for a patient
action
Fallback value
Returns the fallback value in case the value has no character or is null
action
Create or update contact
Create or update contact
action
Get worker's assigned tasks
Gets worker's assigned tasks
action
Create record
Creates a new record
action
Add medication to catalog
Adds a medication to an existing catalog
action
Get non-visit notes
Retrieves a list of non-visit notes
action
Find intake opportunity
Finds matching intake opportunity
action
Create a session
Creates a new session
action
Create appointment slot
Provides the ability to add new open appointment slot
action
Update a person
Update a person
action
Update policy
Updates a policy
action
Get appointment
Gets an appointment by ID
action
Create contact
Creates a contact
action
Create note
Creates a note
action
Get documents
Gets documents of patient
action
Convert lead
Converts a lead into a contact, account, and optionally a deal
action
Create event
Creates a Salesforce calendar event
action
Get provider utilization
Calculates and forecasts a provider's utilization
action
Upsert contact
Creates or updates a contact
action
Get contact
Gets an existing contact by its identifier
action
Register user
Registers a user
action
Create contact
Create contact
action
Get contact fields
Gets a list of contact fields
action
Get groups
Gets the groups from Zendesk
action
Get patient
Retrieves a single patient
action
Get subscription lists
Gets all subscription lists in your account
action
Add tag to contact
Add tag to contact
action
Get users
Gets a list of all users
action
Math operation
Adds, subtracts, divides and multiplies numbers
action
Update channel description
Updates a channel's description
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.”
