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Aesthetix CRM
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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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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

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention

Aesthetix CRM

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

Is Keragon HIPAA-compliant?

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.

How long does it take to set up an integration?

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.

Can I customize the workflows?

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.

What happens if an API fails?

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.

Need help setting up your 
Aesthetix CRM
 and
 integration?

Work with a certified Keragon solution partner to design, optimize, and troubleshoot your 
Aesthetix CRM
 and
 workflows — faster and with confidence.

Hire an expert

Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans
SOC2 Type II security
External Auditors
7-days data retention
CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon hs been an essential partner as we've grown our practice. The personnalized support helped us get systems up and running quickly."

Joey Young
President, Renew Hope and Healing
Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan
Head of Engineering, BreatheSuite
I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo
Owner, Diabetes DME
Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen
Executive Director, A Smile for Kids
Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe
Director of Social Impact, Hungry Harvest
Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy
CEO, Alive IV and Wellness
Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel
CEO, Lez Van De Mortel Ltd
HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn
CEO, Aesthetix CRM
Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder
MD/Owner, The Morning Sickness Clinic
Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang
Automations Specialist, Integrative NPS