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AgencyBloc

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

AgencyBloc Integration — Automate Patient Outreach & CRM

Sync patient data between AgencyBloc and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

30+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with AgencyBloc

Lead-to-Patient Pipeline

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When a lead converts in AgencyBloc, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

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Trigger AgencyBloc email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

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Track referral sources in AgencyBloc and measure which channels bring the most new patients.

Set up AI agents with

AgencyBloc

Discover popular templates with AgencyBloc

Data Sync

Jotform to AgencyBloc integration

Update individual records in AgencyBloc from submissions in Jotform

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Messaging

AgencyBloc to Microsoft Teams integration

Send messages via Microsoft Teams when new individuals are created in AgencyBlocConnect AgencyBloc with the tools you already use

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Data Sync

Athenahealth to AgencyBloc integration

Create AgencyBloc contacts from new EHR patients

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Patient Intake

AgencyBloc to DrChrono integration

Sync AgencyBloc leads to your EHR as new patients

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Data Sync

AgencyBloc to Google Sheets integration

Send AgencyBloc contact updates to Google Sheets

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Marketing

Healthie to AgencyBloc integration

Trigger AgencyBloc campaigns from EHR appointment events

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Connect AgencyBloc with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

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Explore AgencyBloc triggers and actions

Cevi supports 2 AgencyBloc triggers and 16 actions

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

AgencyBloc API Capabilities

30+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

30+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Insurance CRM

Contact management
Policy tracking
Commission management
Agent management

Automation

Workflow automation
Email campaigns
Task management
Activity tracking

Build your AgencyBloc automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About AgencyBloc

CRM & Patient Engagement

agencybloc

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

Endpoints30+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most AgencyBloc workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.