Build HIPAA-compliant automations that sync data across your Aesthetix CRM and with AI.

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Discover popular templates with Aesthetix CRM and integration
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Build yourAesthetix CRMandautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Aesthetix CRM
Get contact conversations
Retrieves the conversations associated with a contact
action
Get assessments
Gets a list of assessments
action
Get sub labs
Fetches a list of sub labs
action
Get documents
Gets documents
action
Get appointments
Gets a list of appointments
action
Create user
Creates a new user in the workspace
action
Get condition
Gets a condition by ID
action
Find row
Find a row in the selected worksheet containing the provided search term
action
Send message
Creates and sends a new message
action
Get files
Retrieves a list of files
action
Create medication
Creates a new medication
action
Get eligibility enrollment
Gets the details of a previously submitted eligibility enrollment transaction
action
Get lab order
Retrieves a specific lab order by ID
action
Number to text
Converts a number to text
action
Start consolidated data query
Trigger a consolidated data query for the given patient
action
Get pipelines
Fetches all available pipelines
action
Find folder
Retrieves a specific folder by name
action
Get subscribed SKUs
Gets the SKUs available to the organization
action
Get custom fields
Fetches a list of the custom fields
action
Add or remove member tags
Adds or removes tags from a list member
action
Get members
Gets members of a board
action
Get contacts
Lists all contacts
action
Get contact custom fields
Get contact custom fields
action
Get time off types
Gets time off types
action
Get webinars
Gets webinars
action
Update availability exception
Updates an existing availability exception
action
Get workflow data object fields
Gets a list of the availiable data object fields
action
Create patient
Creates a new patient
action
Get forms
Gets a list of all forms
action
Get contact task
Gets a specific task for a contact
action
Get response
Gets a response by ID from a specified form
action
Get appointment addons
Gets the available appointment addons
action
Get form completion requests
Gets a list of form completion requests
action
Analyze call with AI
Analyze a call with AI
action
Get "Send as" email addresses
Retrieves a list of all available "Send as" email addresses for the current user
action
Get fields
Gets fields of table
action
Authenticate
Request authentication token
action
Speech to text
Transcribe audio using Deepgram's speech-to-text API
action
Get companies
Gets companies
action
Get patient prescriptions
Gets a patient's prescriptions
action
Create payment
Creates a payment
action
Get gender identity enumerations
Retrieves list of gender identity enumeration values
action
Get form schema
Retrieves the schema for a specific form
action
Get appointment
Retrieves a single patient
action
Upload file
Uploads a new file
action
Get contact fields
Gets a list of the available contact fields
action
Get patients
Returns a list of patients that match the criteria included within the request
action
Update document
Updates a document
action
Get tasks
Gets a list of tasks
action
Create calendar event
Creates a calendar event
action
Get patient insurances
Gets a list of a patient's insurances
action
Get open appointment slots
Retrieves available open appointment slots
action
Get pipeline deal stage
Retrieves a pipeline deal stage details by its ID
action
Get lab orders summary
Retrieves a list of lab order summaries
action
Get users
Gets a list of users
action
Get customer
Retrieves the customer with the given ID
action
Get numbers
Gets numbers
action
Get form fields
Gets form fields
action
Get contacts
Retrieves a list of all contacts
action
Get patients
Retrieves a list of all patients
action
Execute custom query
Executes a custom query
action
Get documents
Gets a list of all documents
action
Get questionnaires
Gets a list of questionnaires for a given patient ID
action
Get patient care plan
Gets a care plan for a patient
action
Create appointment
Creates a new appointment
action
Get custom fields
Gets the custom fields available on tasks in a specific list
action
Get patient's insurance benefit details
Retrieves eligibility information for a specific insurance
action
Get form fields
Gets form fields, supports filter and search
action
Get directory content
Retrieves a directory listing
action
Get appointments
Gets a list of appointments
action
Get appointment instructions
Retrieves a list of appointment instructions
action
Get leads
Gets a list of leads
action
Opt out contact
Opts out a contact, making the contact disabled for reaching out
action
Get calendars
Gets a list of the usesr available calendars
action
Pull subscription
Retrieves a list of messages from a subscription
action
Create chart note
Creates a chart note by ID
action
Get columns
Gets columns for the seleceted table
action
Create issue
Creates a new issue
action
Get orders
Retrieves a list of orders
action
Get client
Gets an existing client by its identifier
action
Get contact
Gets a contact by ID
action
Get patient
Gets a patient by ID or external ID
action
Get telehealth invite url
Gets a telehealth invite URL
action
Get user
Returns information about a specified user
action
Send lead
Sends a lead
action
Get fields
Gets the fields of a Salesforce object
action
Create message
Sends a structured list of input messages and the model will generate the next message in the conversation.
action
Book appointment
Books an appointment with a given user if available
action
Get bookings
Retrieves a list of bookings
action
Get shipping methods
Retrieves all merchant shipping methods
action
Get payments
Gets a list of payments
action
Get patients
Gets a list of patients
action
Get MBI lookup
Gets the details of a previously submitted MBI lookup transaction
action
Get custom object schemas
Gets a list of all custom object schemas
action
Get document tags
Fetches a list of document tags
action
Find users
Find users
action
Update organization
Updates an organization
action
Update patient
Updates a patient
action
Search calls
Searches for calls based on criteria
action
Find patients
Find patients based on criteria
action
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Build your Aesthetix CRM and automation with AI
Aesthetix CRM is a HIPAA‑compliant, all‑in‑one marketing and CRM platform tailored for plastic surgery, medical spa, and dermatology practices. It centralizes email, SMS, live chat, web forms, workflows, lead nurturing, and integrations.
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.







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