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
Update task
Updates a task
action
Get sites
Gets sites
action
Get patient
Gets the full information for the specified patient
action
Get account
Returns the properties and settings of your Account
action
Get patients
Gets a list of patients
action
Assign tags
Assigns tags to the user
action
Send message
Sends a text message or a multimedia message
action
Create deal
Creates a new deal
action
Get files
Gets files of specific folder or root
action
Get monitor fields
Gets monitor fields
action
Get module contents
Gets contents of a specific module
action
Schedule push notification
Schedule a push notification
action
Get appointments
Fetches a list of appointments
action
Get workspaces
Returns the compact records for all workspaces visible to the authorized user.
action
Initiate appointment check in
Initiates an appointment's check in
action
Create allergy
Creates an allergy for a patient
action
Send message to care team
Sends a message from a patient to the care team
action
Get referral statuses
Gets available referral statuses
action
Cancel appointment
Cancels a specific appointment
action
Get brands
Gets the brands from Zendesk
action
Create queue
Creates a queue in CRM
action
Convert lead to account
Converts a Salesforce lead into another object
action
Get form template by ID
Gets a form template (known as custom module form) by ID
action
Create non-visit note
Creates a new non-visit note
action
Get offices
Retrieves a list with all the doctors' offices
action
Get subscription
Retrieves the subscription with the given ID
action
Format phone number
Formats a phone number to a specified format
action
Get appointment notes
Returns a list of notes for a specific appointment
action
Get custom fields
Gets custom fields of board
action
Send email
Sends an email
action
Get campaigns
Gets a list of all campaigns
action
Download attachment from intake
Downloads an attachment from an intake form submission
action
Get roles
Retrieves a list of all workspace roles
action
Get tables
Gets all tables of a OneDrive workbook
action
Create patient
Create patient
action
Create conversation
Creates a new conversation
action
Get patient
Gets a patient
action
Get patients
Gets a list of patients
action
Update task
Updates a task
action
Get relationships
Fetches a list of the patient's relationships
action
Get orders
Gets orders for an event
action
Create appointment note
Creates a note to an appointment
action
Get reports
Fetches a list of reports
action
Get Users
Get Users
action
Get organization
Retrieves a selected organization
action
Create table record
Creates a table record
action
Get pipeline
Fetches a pipeline by ID
action
Create task
Creates a task
action
Get tables
Retrieves all tables in a specific dataset
action
Search lead by phone
Searches for a lead based on their phone number
action
Search records
Retrieves a list of records based on criteria
action
Update lead status
Updates the status of a lead to stop or resume automations
action
Get patient case subscription events
Retrieves list of the supported patient case subscription events
action
Create patient
Creates a new patient
action
Create patient
Creates a patient
action
Get contacts
Gets a list of contacts
action
Register end user
Allows an enduser to register directly with an email and password. If you simply want to create a user please use the `Create user` action instead.
action
Get sources
Retrieves the available sources for tracking lead origins
action
List models
Gets a list of Anthropic models
action
Get templates
Gets a list of templates
action
Get orders
Gets a list of orders
action
Update patient
Updates a patient record
action
Get contact
Gets an existing contact by its identifier
action
Create guest
Creates a new guest
action
Add contact to workflow
Adds a specified contact to a workflow
action
Get medications
Gets medications of patient
action
Get programs
Gets a list of programs
action
Create planned appointment
Creates a planned appointment for a patient
action
Get patient
Retrieves a specific patient by ID
action
Get service requests
Gets a list of service requests (orders)
action
Get customer invoices
Gets customer invoices
action
Get rows
Retrieves rows from a table with secure filtering using structured conditions
action
Get charge items
Gets a list of charge items
action
Get mega signs
Retrieves Send in Bulk parent agreements for a user
action
Get lab results subscription events
Retrieves a list of the available lab results events to subscribe to
action
Send message
Sends a new message
action
Reschedule a session
Reschedules a new session
action
Delete spreadsheet rows
Deletes a set of rows in the selected spreadsheet
action
Update patient insurance
Updates an existing patient insurance record
action
Get customer
Gets a customer
action
Create conversion event
Tracks a deep funnel conversion event in Curve Compliance for HIPAA-compliant attribution
action
Get prescriptions
Gets prescriptions
action
Get contact tags
Gets a list of contact's tags
action
Get contact
Get a specific contact record
action
Update membership
Updates a membership
action
Authenticate
Requests authentication token
action
Get hook event types
Gets the list of all the available hook event types
action
Get cards from list
Gets cards from a specified list
action
Get campaigns
Fetches all available campaigns
action
Upload file
Prepares and uploads a file
action
Upload document
Uploads document
action
Create tag
Creates a tag
action
Update patient
Updates an existing patient record (partial update)
action
Get tax codes
Retrieves a list of tax codes
action
Get contacts
Get a list of contacts
action
Get organizational units
Retrieves a list of all organizational units
action
Get encounters
Gets a list of encounters
action
Get customer invoice payments
Gets payments of customer invoice
action
Get invoices
Gets a list of invoices that matches the specified search criteria
action
Get user groups
Gets a list of user groups
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.”
