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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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Record payment

Records the data related to a cash, check, or non-CCP credit card patient payment

action

Create folder

Creates a new folder inside a file channel

action

Create appointment

Creates an appointment for a patient

action

Transform/Convert datetimes

Transform and convert datetime between timezones

action

Get locations

Retrieves a list of locations

action

Convert to base64

Converts a pdf to base64

action

Find channels

Find channels

action

Create patient relationship

Creates a new patient relationship

action

Get card

Gets card by ID

action

Search projects

Returns the projects by a given name.

action

Check in appointment

Checks in an appointment

action

Create form response

Creates a form response is useful for importing historical data without triggering any side effects

action

Get patients

Gets a list of patients

action

Create event

Creates an event

action

Get forms

Gets all forms for the current user

action

Update lead

Updates a lead

action

Get treatment plans

Retrieves treatment plans from OpenDental

action

Add Tags to Contact

Adds specified tags to a contact

action

Get letters

Fetches all the available letters

action

Get order

Gets a specific order

action

Get medications

Gets a list of medications

action

Get providers

Gets all providers of organization

action

Get documents

Retrieves a list of documents

action

Update patien program

Updates a patient's program status and assign program

action

Get practitioners

Fetches a list of the available practitioners

action

Create block or hold

Creates a block or hold in the scheduler

action

Send SMS

Sends a SMS

action

Send SMS

Sends an SMS to the specified phone number

action

Random number

Creates a random number between lower and upper range with the specified decimal points

action

Update patient

Updates a patient

action

Get document query

Returns the document query status for the specified patient

action

Create note

Creates a note in pipedrive

action

Get thread replies

Gets a list of thread replies

action

Get claims

Gets a list of claims that matches the specified search criteria

action

Get appointment types

Gets available appointment types

action

Get practitioners

Gets available practitioners

action

Send FAX

Sends a new FAX message

action

Get patients

Get or search patients

action

Get lists

Gets lists of board

action

Get tags

Gets a list of tags

action

Money to number

Converts a text contains money (symbol and number) to number

action

Create patient

Creates a new patient

action

Create invitation

Creates an invitation

action

Get search types

Retrieves all the available search types

action

Get conversations

Returns all conversations

action

Create list

Creates a new list

action

Get patients

Fetches a list of patients that match the specified criteria

action

Get products

Gets a list of products

action

Get busy time

Gets free/busy information for a set of calendars

action

Get CMS 1500 forms

Retrieves a list of CMS 1500 forms

action

Remove contact from an automation

Removes a contact from an automation

action

Update client

Updates a specific client

action

Get contacts

Gets all contacts

action

Get appointments

Gets a list of appointments

action

Get product

Retrieves the details of an existing product

action

Login end user

Generates an authentication token for access to enduser-facing endpoints

action

Create patient insurance case policy

Creates a new record of patient insurance for a specific patient

action

Create call queue

Creates a call queue for a given extension

action

Get documents

Gets the available Google documents

action

Create record

Creates a new record

action

Remove all contact tags

Removes all tags from a contact

action

Get task comments

Gets a task's comments

action

Get models

Gets a list of models

action

Update inbound number

Updates an existing inbound number

action

Get contact

Gets a contact

action

Add team members

Adds multiple members to an existing team

action

Create patient

Creates a patient

action

Get calendar groups

Returns a list of all calendar groups

action

Get table records

Retrieves records for a table

action

Get SMS numbers

Retrieves all phone numbers configured for SMS, along with their configuration and conversation counts

action

Get practices

Gets a list of practices

action

Archive individual appointment

Archives an individual appointment

action

Get portfolios

Gets the portfolios

action

Get referring providers

Retrieves a list of referring providers

action

Delete team

Deletes a team

action

Create subscriber

Creates a new subscriber

action

Create task

Creates a new task

action

Get deals

Gets a list of deals

action

Get services

Gets a list of services

action

Get form answer groups

Retrieves a list of form answer groups

action

Get forms

Gets forms

action

Freeze appointment slot

Freezes an appointment slot so that patients can no longer schedule an appointment in that slot

action

Download file from answer

Downloads a file from an answer of a Jotform submission

action

Create event

Creates a calendar event in Outlook

action

Remove tag from client

Removes a tag from client

action

Get users

Fetches a list of the available users

action

Update encounter disposition

Updates an encounter disposition

action

Create or update record

Creates or updates a record, based on duplicate_check_fields

action

Upload document

Uploads a document on a specific workspace

action

Create cart

Creates a cart

action

Get service review

Gets service review for a patient

action

Add todo

Adds a todo

action

Get non-visit note

Gets a non-visit note by ID

action

Get appointment

Get an appointment

action

Get form answer group

Retrieves a form answer group by ID

action

Create team

Creates a team

action

Update individual appointment

Updates an individual appointment

action

Create payment link

Generates a payment link

action

Get forms

Gets forms

action

Get contacts

Gets a list of contacts

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