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Aesthetix CRM
 and
 integration

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Aesthetix CRM
and
automation with AI

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Explore available triggers and actions

Aesthetix CRM

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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

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