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
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
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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