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 insurance plans
Retrieves a list of insurance plans
action
Get allergies
Gets allergies of patient
action
Get customer
Gets a specific customer by its identifier
action
Get email
Gets the specified email message
action
Add portfolio item
Adds an item in portfolio
action
Get review of system finding templates
Retrieves a list of review of system finding templates
action
Get user
Gets a user
action
List Sites
List all sites
action
Create Payment Intent
Creates a new Payment Intent
action
Get diagnoses
Retrieve a list of diagnoses for a specific encounter
action
Get appointments
Gets a list of appointments
action
Insert inline image
Inserts an image to a document
action
Subscribe contact to list
Subscribes a contact to a list
action
Create appointment
Creates a new appointment
action
Create folder
Creates a new folder
action
Create contact
Creates a new contact
action
Create medical problem
Creates a medical problem for a patient
action
Assign form
Assigns a form and sends it to the user
action
Upload file
Uploads a file to PDF.co temporary storage
action
Get user
Retrieves a user by ID
action
Get table
Retrieves information about a table
action
Update contact
Updates an existing contact
action
Authenticate
Request authentication token
action
Get campaigns
Fetches all available campaigns
action
Create claim
Creates a new claim
action
Update user
Updates an existing user in the account
action
Get groups
Fetches a list of groups
action
Search custom object
Searches custom object by property
action
Get users
Fetches users based on certain criteria
action
Create submission
Creates a form submission
action
Update VOB status
Update VOB status
action
Release a bill To PMS
Releases a bill To PMS
action
Truncate
Limit your text to a specific character length, and delete anything over that
action
Get appointment cancellation reasons
Gets cancellation reasons for appointments
action
Generate content
Generates content using Gemini models (Gemini Pro, Gemini Pro Vision, etc.)
action
Get form
Gets a form
action
Create appointment note
Appends a new line of text to an existing appointment's note
action
Get patient
Gets an existing patient by its identifier
action
Get practitioners
Retrieves a list of practitioners
action
Get calendar events
Retrieves all calendar events in a location
action
Get users
Fetches users based on certain criteria
action
Get sheet
Get details for a sheet
action
Send text message
Sends a text message
action
Get teams
Gets the teams of the authenticated user
action
Update patient
Updates a specific patient
action
Get appointments
Gets or searches for appointments
action
Submit job from template
Creates and submits a job from a mailing template
action
Get new and modified visits
Gets new and modified visits
action
Get agents
Gets a list of agents
action
Get clinical documents
Fetches a list of clinical documents
action
Get patient subscription events
Retrieves list of the supported patient subscription events
action
Create allergy
Creates a new allergy
action
Get current date
Gets the current date in the specified format and timezone
action
Get workflows
Retrieves a list of workflows
action
Get discount codes
Gets a list of discount code
action
Get campaigns
Gets a list of campaigns
action
Get clinics
Gets all non-hidden clinics
action
Get patient
Retrieves a selected patient
action
Get availability
Gets calculated availability for a user within a date range
action
Create or update contact
Creates a contact if one does not exist, or updates the existing one.
action
Delete availability
Deletes an availability slot
action
Get appointment purposes
Gets available appointment purposes
action
Get task
Get a specific task by ID
action
Get timezones
Fetches all available timezones
action
Get observations
Fetches all observations based on criteria
action
Create contact
Create a contact
action
Add assessment
Adds a new assessment to a user
action
Get locations
Retrieves a list of locations
action
Reschedule appointment
Reschedules a specific appointment
action
Upload attachment
Uploads an attachment to a record
action
Get workflow data object stages
Gets a list of the availiable data object stages
action
Find spreadsheet row
Find a row in the selected spreadsheet containing the provided search term
action
Get activity templates
Get workflow activity templates
action
Get tag
Gets a specific tag
action
Create a patient's insurance benefit details
Creates a patient's insurance benefit details
action
Send message
Sends a message
action
Get clinical providers
Retrieves a list of all clinical providers
action
Get appointment
Gets an appointment
action
Cancel event
Cancels a calendar event in Outlook
action
Get records
List all records in a table
action
Get order
Gets an order by its ID
action
Get sessions
Gets all sessions
action
Create encounter
Creates a new encounter
action
Create appointment note
Creates a note to an appointment
action
Get locations
Retrieves a list of practice locations
action
Create lab order
Creates a lab order
action
Get CPT codes
Retrieves a list of available CPT codes
action
Remove applied tag
Removes a tag from patient or provider
action
Get service resource
Gets details of a service resource
action
Get eligibility
Checks patient eligibility and returns insurance and benefits information
action
Create availability exception
Creates an availability exception (time-off) for a user
action
Get facilities
Gets facilities
action
Get campaigns
Retrieves a list of campaigns
action
Create appointment
Creates a new appointment
action
Get patient custom data type records
Returns selected patient's custom data type records
action
Create opportunity
Creates an opportunity
action
Update data object
Updates a data object
action
Get contacts
Lists all contacts or filters contacts based on the provided parameters
action
Get note
Retrieves a note by its ID
action
Submit eligibility summary
Submits an eligibility summary
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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