Before You Begin
You'll need:
An active Dazos CRM account
An active Keragon account
Admin or integration permissions in both systems
A modern browser (Chrome, Edge, or Firefox)
Setup Steps
Step 1: Enable Keragon in Dazos
Navigate to Settings → Integrations → Keragon
Enable the Keragon checkbox
Copy the Instance Identifier and Access Token (keep these credentials private)
Step 2: Configure Workflow in Keragon
In Keragon, create or open a workflow
Add your EMR (like Athena Health) as the trigger
Add Dazos as the action app
Choose an action (such as Create Lead)
Select Connect New Account
Paste your Instance Identifier and Access Token to save the connection
Verification / Expected Result
Once connected, Keragon can trigger actions in Dazos with full parity to Zapier triggers and actions. Data will flow from your EMR through Keragon into your Dazos CRM.
Alternative: Webhook-Based Setup
If you prefer a webhook approach, Keragon can call Dazos API endpoints directly:
Use HTTP Request steps in Keragon
Authenticate with getchallenge and login to get a sessionName
Call API endpoints like CreateLead using your credentials
⚠️ Important EMR Integration Limitations
What Keragon Cannot Do:
No bidirectional PAA updates - Pre-Assessment (PAA) responses cannot be pushed back into EMR fields
Limited EMR write capabilities - Keragon doesn't add new EMR capabilities beyond what our standard EMR integrations support
API restrictions - Most EMR APIs don't allow writing PAA data back to patient records
What IS Supported:
Bidirectional flow for patient demographics only
Data flowing FROM EMR TO Dazos CRM
Sending data OUT from Dazos using Workflow "Post API" actions to third parties
Related Resources
Keragon User Instructions documentation
Keragon API documentation
EMR Integration guides for specific systems