Connect Welkin HealthtoAgencyBloc
Build HIPAA-compliant automations that sync data across your Welkin Health and AgencyBloc with AI.


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Discover popular templates with Welkin Health and AgencyBloc integration
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Build yourWelkin HealthandAgencyBlocautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Welkin Health
Update assessment record
Updates an assessment record for a patient
action
Get assessment
Gets an assessment
action
Send SMS
Sends an SMS
action
Upload documents
Uploads a list of files to a document sumamary
action
Get users
Gets a list of users
action
Create document summary
Creates a document summary
action
Get custom data types
Gets a list of custom data type schemas
action
Get patients
Gets a list of patients
action
Update patient
Updates a patient
action
Get assessments
Gets a list of assessments
action
Get encounter disposition formation
Gets the encounter disposition formation
action
Update custom data type record
Updates a patient custom data type record
action
Get task
Get a specific task by ID
action
Get patient custom data type records
Returns selected patient's custom data type records
action
Send message to care team
Sends a message from a patient to the care team
action
Get programs
Gets a list of programs
action
Authenticate
Requests authentication token
action
Update program phase
Updates a patient's program phase
action
Get assessment custom data types
Gets a list of assessment custom data type schemas
action
Update patien program
Updates a patient's program status and assign program
action
Update encounter disposition
Updates an encounter disposition
action
Create assessment record
Creates an assessment record for a patient
action
Create encounter
Creates an encounter for a patient
action
Update answers of assessment
Updates answers of assessment record for a patient
action
Create patient
Creates a patient
action
Update encounter
Updates an encounter for a patient
action
Get assessment records
Gets a list assessment records for a patient
action
Add comment to task
Adds a comment to a specific task
action
Create task
Creates a new task
action
Search tasks
Search tasks assigned to a patient
action
Get patient
Gets a patient
action
Get patient custom data type record
Retrieves selected patient's custom data type record by its ID
action
Create custom data type record
Creates a patient custom data type record
action
Get encounter templates
Gets a list of encounter templates
action
Create communication channel
Creates a communication channel that is required before sending SMS, email, or voice call messages
action
Get encounter disposition
Gets an encounter disposition
action
Get custom data type
Gets a custom data type schema
action
Update task
Update key components of a task
action
Get program
Gets a program
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 Welkin Health and AgencyBloc automation with AI
Welkin Health provides an API‑first, customizable care management platform that enables healthcare teams to build, automate, and personalize patient workflows, communications, assessments, and analytics in a secure, scalable environment.
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.


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