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
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
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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