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

500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
























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

Aesthetix CRM
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
Show more
Not seeing a component? Request a new one.
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.







.png)

