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
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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 appointment types
Retrieves a list of appointment types
action
Get pipeline opportunities
Fetches all available opportunities
action
Create individual
Creates a new individual
action
Update or create contact
Updates a contact or creates one if it doesn't exist
action
Get HPI findings
Retrieves a list of HPI findings based on an encounter
action
Get custom fields of envelope
Retrieves a list of custom fields of an envelope
action
Get invoice
Retrieves an invoice by the specified ID
action
Create draft email
Creates a new draft email
action
Search
Searches for content across your records with flexible matching that finds results even with partial or formatted text
action
Code step
Write custom JQ expressions to perform operations on data
action
Update session type
Updates session type to get different type of notes generated
action
Create appointment
Creates a new appointment request
action
Get summary
Gets the AI generated meeting summary
action
Get order action notes
Retrieves a list of an order's action notes
action
Create task note
Creates a new task note
action
Get letter
Gets a specific letter
action
Get employees
Fetches all employees
action
Get patient case documents
Retrieves a list of patient case documents for a patient
action
Get temporary faxes
Gets list of unsent temporary fax IDs
action
Archive team
Archives a team
action
Get projects
Returns the projects.
action
Get profiles of scheduler
Retrieves profiles from scheduler setup
action
Get questions
Gets all questions for a specific form
action
Get projects
Retrieves a list with all projects
action
Delete record
Delete a single record from a table
action
Create a patient case document
Creates a patient case document for a specific patient
action
Get users
Gets all users for the organization
action
Upload file
Uploads a file
action
Create contact
Creates a contact
action
Get custom demographics
Fetches a list of the custom demographics
action
Create draft email
Creates a draft email
action
Invite users to channel
Invites a set of users to a channel
action
Update appointment
Updates an appointment's information
action
Get patient
Gets a specific patient
action
Create postcard
Creates a new postcard
action
Update patient locations
Updates patient locations
action
Get contact lists
Gets a list of contact lists
action
Get workbooks
Lists all workbooks
action
Get sleep readings
Gets sleep readings
action
Submit MBI lookup
Submits a Medicare beneficiary identifier lookup transaction for processing
action
Create session
Creates a session that lets all changes made to a workbook to be persisted
action
Get locations
Gets available locations
action
Create client
Creates a new client
action
Upload file
Uploads a new file
action
Get patient
Gets a specific patient
action
Ask eligibility question
Ask the AI expert a question regarding an eligibility transaction
action
Get programs
Retrieves a list of programs
action
Save new record
Saves a new record in a table
action
Update event
Updates an event of a calendar
action
Copy file or folder
Copies a file or a folder
action
Get boards
Get boards
action
Create customer
Creates a customer
action
Get messages
Gets the message history of a specific channel
action
Get patient medications
Retrieves list of patient's medication and medication details
action
Create surgery
Creates a surgery for a patient
action
Get facilities
Retrieves a list of all facilities added in a practice
action
Get contact
Fetches a contact by its phone number
action
Get claim
Gets a claim by ID
action
Get patient
Fetches a patient by their identifier
action
Get labels
Gets labels of board
action
Create contact
Creates a new contact
action
Get locations
Gets a list of locations
action
Get appointment subscription events
Retrieves list of the supported appointment subscription events
action
Create new client user
Creates a new client user for a specific healthcare provider
action
Update appointment
Updates an appointment
action
Get staff member
Gets a staff member by ID
action
Get contact
Gets a specific contact
action
Replace text
Replaces text in a document
action
Get users
Gets all users
action
Get sleep time routes
Gets recommendations for the optimal bedtime window that is calculated based on sleep data
action
Get module fields
Gets a list of module fields
action
Get patient
Retrieves a patient record
action
Get recurring availability
Gets all recurring availability schedules for a user
action
Get appointment slots
Retrieves the available appointment slots
action
Update subscriber
Updates a subscriber record
action
Send SMS
Sends a SMS
action
Update sheet row
Update a row in the selected sheet
action
Get contact custom fields
Fetches the contact custom fields
action
Create patient
Creates a patient
action
Generate embeddings
Generates text embeddings using Vertex AI embedding models for semantic search and document classification
action
Add contact to campaign
Adds a specified contact to a campaign.
action
Get checklist
Gets checklist
action
Add tags
Adds tags for a patient
action
Get conversations
Gets a list of all conversations
action
Get documents
Get documents for patient
action
Get procedures
Retrieves a list of procedures, optionally filtered by specific parameters
action
Get patient
Fetches a patient record
action
Get internal endpoints
Get internal endpoints
action
Create organization
Creates an organization in pipedrive
action
Create appointment
Creates a new appointment
action
Update patient
Updates a patient
action
Authenticate
Requests a new access token
action
Get individual appointments
Retrieves a list of individual appointments
action
Find contact
Find contact
action
Update app record
Updates an app's record
action
Update insurance subscription
Updates a link between insurance plan to a subscriber (patient)
action
Get patient changes
Retrieves the list of changes in patient records
action
Get calls
Gets a list of calls
action
Get intake form
Gets a full intake form by ID
action
Get stages
Retrieves all pipeline stages in your Lever account
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.
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."
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!”
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!!!”
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!”
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!”
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!”
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. ”
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.”
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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.”
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.”
