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Discover popular templates with
Aesthetix CRM
 and
 integration

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Aesthetix CRM
and
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Explore available triggers and actions

Aesthetix CRM

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Get call queues

Retrieves a list of call queues

action

Update account

Updates the account properties

action

Get patients

Retrieves a list of all patients

action

Create patient

Creates a new patient record

action

Create appointment

Creates an appointment

action

Search leads

Retrieves a list of leads based on criteria

action

Create booking

Creates a new booking

action

Create a message

Sends an outbound message to a conversation

action

Get individual

Gets an individual by their identifier

action

Create contact

Creates a new contact

action

Get patient

Gets a patient

action

Get guest form

Retrieves the details of a guest form through the specified guest ID

action

Search patient

Fetches patient records based on the given query

action

Get patients

Gets or searches for patients

action

Identify user

Adds user properties to an existing user's profile

action

Get easy eligibility summary

Generates an easy eligibility summary

action

Update record

Updates a record

action

Get contacts

Gets a list of contacts

action

Get orders

Retrieves a list of orders

action

Create appointment

Create a new Appointment resource

action

Update document tab

Update document tab

action

Get bases

List all bases

action

Update therapist

Updates a therapist's record

action

Get page

Retrieves a page by its identifier

action

Send message

Sends a message to a space

action

Get cardiovascular age routes

Gets the daily cardiovascular age routes

action

Get appointment types

Gets appointment types

action

Update contact

Update contact

action

Get task categories

Gets a list with all available task's categories

action

Get database

Retrieves a database by its identifier

action

Get patient care team members

Retrieves the care team members associated with a specific patient

action

Create table row

Creates a row in a table

action

Create bill

Creates a new bill

action

Get task lists

Gets a list of all the task lists

action

Update individual

Updates an individual record

action

Get individuals

Fetches a list of individuals

action

Get policy

Fetches a specific policy

action

Get providers

Retrieve a list of all providers available in a specific practice

action

Get tables

Lists all tables

action

Search users

Searches for users

action

Get library documents

Retrieves library documents for a user

action

Get contact tasks

Gets tasks for a given contact

action

Create clinical encounter

Creates a clinical encounter

action

Create user

Creates a user

action

Send fax

Sends a fax to one or more destinations

action

Get tags

Get tags

action

Get appointment types

Retrieves a list of appointment types

action

Create payment

Creates a new payment

action

PATCH request

Send a PATCH request

action

Get employers

Retrieves a list of all employers

action

Generate temporary study access link

Generates a temporary study access link

action

Get session notes

Returns a list of session notes

action

Get processors

Gets processors

action

Create document from template

Creates a document from template

action

Create note

Creates a new note

action

Create task

Creates a tasks

action

Get encounter disposition formation

Gets the encounter disposition formation

action

Get accounts

Gets a list of accounts

action

Create or update contact

Creates a new contact or updates an existing contact based on email provided

action

Create account

Creates an account

action

Find leads

Finds a lead using fuzzy matching

action

Get rooms

Gets rooms of a specified center

action

Send signature request with template

Creates and sends a new signature request based off of the template(s) specified

action

Get practitioners

Get or search practitioner resources

action

Update patient

Updates a patient

action

Get datasets

Retrieves all datasets in a specific project

action

Get dataset

Gets a dataset by ID

action

PUT request

Send a PUT request

action

Update deal

Update deal

action

Get availabilities

Gets a list of all availabilities

action

Get document

Gets a document

action

Update opportunity

Updates an opportunity

action

Ask ChatGPT

Sends a prompt to OpenAI and generate a completion

action

Upload document

Uploads a document

action

Get coverage

Gets patient coverage details

action

Get locations

Gets a list of locations

action

Get patient's privacy information details

Retrieves a patient's verified privacy information

action

Get businesses

Gets a list of businesses

action

DELETE request

Send a DELETE request

action

Find columns

Find columns

action

Get document reference

Gets a document reference by ID

action

Get models

Gets models

action

Create lead

Creates a new lead

action

Update course

Updates a course

action

Get envelope recipient tabs

Gets all envelope recipient tabs

action

Delete user

Deletes a user

action

Create document from template

Creates a new document based on an existing template document and replaces any placeholder values found in your template, like {{name}}, {{email}} etc.

action

Submit lead

Submits a lead

action

Update custom data type record

Updates a patient custom data type record

action

Get patient

Gets a patient by ID

action

Get users

Gets users using they signup date, active status, names, and tags

action

Get templates

Get templates

action

Get encounters

Gets a list of encounter’s details that match the criteria

action

Get clinic teams

Fetches a list of the available clinic teams

action

Get conversation

Gets a conversation by ID

action

Add a reminder

Adds a reminder

action

Update row

Updates an existing row

action

Create portfolio

Creates a portfolio

action

Update form answer group

Updates a form answer group

action

Create company

Creates a specific company

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