Keragon integration help center article template

How to use this template

The sections below represent the recommended structure of a help center article about Keragon.

Each section corresponds to a section on the page you’ll publish on your help center. You can copy these headings directly or adapt them to match your brand’s style. Use the example text as guidance and replace it with your own wording so the page feels natural to your users.
 

Article title

Choose one of the following formats:

• How to Connect {{Your product}} with Keragon (recommended default)

• Using {{Your product}} with Keragon

Avoid marketing-style or announcement titles. Keep it task-oriented and searchable.
 

What is Keragon?

Keragon is a healthcare-focused automation platform that connects {{Your product}} with other tools your team already uses.

Keragon allows teams to automate workflows between systems without building custom integrations. It is commonly used to:

• Reduce manual data entry

• Keep systems in sync

• Automate operational workflows

• Support secure and compliant healthcare data exchange

Keragon runs workflows in the background based on triggers and actions you configure.

What this integration allows you to do

Explain the value of the integration in practical terms. Focus on outcomes users care about.

Example

By connecting {{Your product}} with Keragon, you can automate workflows that span multiple systems. Instead of manually copying information between tools or relying on teams to coordinate across systems, Keragon allows actions in one system to automatically trigger actions in another.

This helps you:

• Eliminate repetitive manual work

• Improve process reliability

• Ensure data consistency across tools

• Scale workflows as your operations grow

How the integration works

Explain the integration at a high level, using plain language. Focus on what happens once systems are connected.

Examples

When something happens in {{Your product}}, Keragon can automatically trigger actions in other systems. Likewise, updates in other tools can flow back into {{Your product}}. 
This allows workflows to run automatically in the background without teams having to coordinate across tools.

OR 

Keragon works using triggers and actions. A trigger is an event that starts a workflow (for example, a new record created in {{Your product}}). An action is what happens next (for example, creating a record in another system).

Once {{Your product}} is connected to Keragon: Events in {{Your product}} can trigger actions in other systems. Events in other systems can trigger actions inside {{Your product}}.

Example

• When a new record is created in {{Your product}}, Keragon can automatically create a corresponding record in another system.

• When a status changes in another tool, Keragon can update the record in {{Your product}}.

Keragon handles the data transfer securely and automatically in the background..

Supported functionalities

Explain which triggers and actions are currently supported. Please note Keragon keeps adding functionalities based on customer requests.

Example

Keragon supports triggers and actions for {{Your product}} based on the API capabilities. Examples may include:

Triggers

• Record created

• Record updated

• Status changed

Actions

• Create record

• Update record

• Retrieve record

For a full list of supported triggers and actions, visit: {{Link to your Keragon integration page}}

If you need additional functionality, you can request it through your Keragon dashboard.

Authentication and permissions

Adjust this section to reflect exactly how your authentication works.

Example

To allow Keragon to communicate with {{Your product}}, you must authenticate your account. Authentication allows Keragon to securely access your {{Your product}} account via API.

You will typically need one of the following (adapt to your product):

• API key

• OAuth connection

• Access token

• Service account credentials

Important

• Make sure the credentials used have the appropriate permissions to perform the actions you want to automate.

• If permissions are limited, certain triggers or actions may not function correctly.

• If your organization restricts API access, you may need an administrator to complete setup.

How to get started

Provide simple, actionable steps. Keep it minimal and link to deeper documentation if needed.

Example

Before You Start

Before connecting {{Your product}} account to Keragon, make sure:

• You have permission to generate API credentials or complete OAuth authentication

• API access is enabled in {{Your product}}

Setup Steps

1. Sign up for or log in to your Keragon account.

2. Navigate to Authentications in Keragon.

3. Select {{Your product}} from the list of available integrations.

4. Enter your API credentials or complete OAuth authentication.

5. Confirm the connection is successful.

6. Start building workflows using available triggers and actions.

If needed, include a link to:

• Detailed API credential instructions

• Admin setup documentation

Common use cases

List a few real-world scenarios where users rely on this integration.

Choose examples that reflect how customers typically use {{Your product}}.

Examples

• Automatically creating or updating records based on activity in {{Your product}}

• Keeping data in sync across systems

• Triggering follow-ups or notifications when key events occur

• Reducing repetitive manual work across tools
   

Additional resources

You may optionally include links to additional Keragon resources that help users learn more or support internal review processes.

Examples:

• Keragon integrations – Find {{Your product}} integration page on Keragon that highlights the available actions/triggers, common use cases and  documentation
  https://www.keragon.com/integrations

• Keragon Trust Center – Review security, compliance, and trust information
  https://trust.keragon.com/

• Keragon pricing – Learn about Keragon plans and pricing
  https://www.keragon.com/pricing

Include only the resources that are relevant for your audience and sales motion.

Final note

This Help Center article is intended to provide practical guidance for setting up and using the integration. For a high-level overview of the integration and its value, direct users to your Keragon integration page on your website.