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Aesthetix CRM
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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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Run script

Runs a function of a script in a project

action

Get patients

Looks up patients

action

Get worksheets

Lists all worksheets

action

Get assistants

Gets a list of assistants

action

Get domains

Returns all domains

action

Create customer

Creates a new customer

action

Update opportunity

Updates an opportunity

action

Create contact

Creates a new contact

action

Update record

Updates a record

action

Get block

Returns information about a specified block of a page

action

Get patient

Gets a patient

action

Get submission

Retrieves a submission

action

Upload file

Uploads a file

action

Get project templates

Retrieves a list of project templates

action

Get client

Gets a client by ID

action

Create patient

Creates a new patient record

action

Get spaces

Retrieves a list of all spaces

action

Get users

Gets a list of users

action

Get groups

Retrieves a list of the availiable groups

action

Upload file

Uploads file into media library

action

Get folders

Gets all folders in a space

action

Get visit notes

Retrieves a list of visit notes

action

Cancel subscription

Schedules an action to cancel an active subscription

action

Get states

Gets all states of a specified country

action

Get patient forms

Retrieves patient forms

action

Create appointment note

Creates a note for a specific appointment

action

Get directory items

Get a list of directory items

action

Extract phone number

Extracts a phone number from a text

action

Authenticate user

Authenticates a user

action

Get folders

Gets all nested folders in a folder

action

Get questionnaire response

Gets a questionnaire response by ID

action

Move envelopes

Moves a set of envelopes from their current folder to another folder

action

Get pipelines

Gets a list of pipelines

action

Create community membership

Creates a new community membership

action

Open conversation

Opens or resumes a direct message or multi-person direct message

action

Get payments

Gets or searches for payment reconciliations

action

Create order

Creates an order

action

Get slots

Gets a list of available time slots

action

Get product variants

Gets a list of product variants

action

Get patient flag types

Gets the patient flag types

action

Create insurance subscriptions

Creates a link between insurance plan to a subscriber (patient)

action

Get conversation filters

Gets a list of conversation filters

action

Get calendar events

Retrieves all calendar events in a location

action

Add refill request

Adds a refill request for a patient's prescription

action

Get patients

Gets patients

action

Get folders

Gets a list of all folders

action

Get forms

Retrieves a list of forms

action

Get appointment

Retrieves an appointment

action

Get channels

Retrieves all the available channels

action

Upload offline conversion

Uploads offline conversion

action

Create call

Creates a call

action

Get row

Get a row from a sheet using the row ID

action

Get lists

Retrieves information about all lists in the account

action

Find row

Finds a specific row in a table based on a custom query

action

Get appointment

Gets an appointment by its identifier

action

Get contact

Retrieves a selected contact

action

Get transcripts

Gets a list of transcripts

action

Create note

Creates a conversation note

action

Update document to patient chart

Updates a document to patient chart

action

Create Contact

Creates a user contact

action

Send email

Sends an email

action

Get patient

Gets a patient by its ID

action

Download file

Downloads a file from Slack

action

Create assessment record

Creates an assessment record for a patient

action

Get matching availability

Finds overlapping availability across multiple users

action

Update patient

Modifies data of a specific patient

action

Perform MBI inquiry

Performs an MBI inquiry

action

Get workspaces

Gets all workspaces

action

Update contact

Updates a specific contact

action

Create opportunity

Creates a new opportunity

action

Create appointment

Creates a new appointment

action

Extract number

Extracts the first number found in a text

action

Get appointment cancel reasons

Retrieve the list of appointment cancellation reasons

action

Get incoming faxes

Gets incoming fax IDs

action

Parse

Parses a CSV string into an array

action

Search lead

Searches for a lead

action

Create custom object

Creates a custom object

action

Create task

Creates a single task

action

Create new financial claim

Creates a new financial claim

action

Get appointment

Get a specific appointment

action

Get users

Gets a list of users

action

Update client

Updates an existing client

action

Get spreadsheet revisions

Gets the revisions of a specific spreadsheet

action

Get fields metadata

Gets the metadata of all fields in a module

action

Get claims

Gets all claims

action

Get reasons

Gets a list of reasons

action

Update contact

Modifies data of a specific contact record

action

Get program

Retrieves a program by ID

action

Create patient

Creates a new patient record

action

Update patient preferred pharmacy

Update a patients preferred pharmacy

action

Find task

Finds a task

action

Get patient

Retrieves a single patient record by ID

action

Get contact's custom fields

Get contact's custom fields

action

Get postcards

Fetches all the available postcards

action

Get lead

Fetches a lead based on it's identifier

action

Get questionnaires

List questionnaire templates available

action

Get profile

Fetches a specific profile

action

Refresh dataset

Refreshes the specified dataset

action

Get prefilled questions

Gets questions that can be pre-filled for a specific form

action

Update contact

Update contact

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