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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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Merge document

Merges a document with the provided data

action

Get contact

Retrieves a contact by ID

action

Get contact

Retrieves a contact by its identifier

action

Find contacts

Find contacts

action

Get patients

Retrieves a list of patients

action

Delete booking

Deletes a booking

action

Update task

Updates a tasks

action

Update patient

Updates a patient

action

Get appointment types

Retrieves a list of appointment types

action

Get carriers

Fetches a list of carriers

action

Create referral source

Creates a new referral source

action

Get patients

Gets a list of patients

action

Upload patient's insurance card image

Uploads the patient's insurance card image

action

Find user by email

Search for a user with the given email address

action

Get invoices

Retrieves a list of all invoices

action

Get users

Gets a list of users

action

Get outstanding orders

Retrieves a list of outstanding orders

action

Get a patient

Get a patient

action

Get patients

Fetches a list of the available patients

action

Reply message

Replies to a message in a channel

action

Get channels

Retrieves a list of user-authorized channels

action

Create comment

Creates a comment on an issue

action

Get editable fields

Gets the editable fields for a lead object

action

Get cards

Gets cards of a board

action

[Deprecated] Get export

Retrieves an export by template and report ID

action

Create employee

Creates an employee

action

Get custom pharmacies

Gets a list of custom pharmacies

action

Get incoming files

Gets a list of incoming files

action

Update booking

Updates an existing booking

action

Convert XML to JSON

Converts an XML string to a JSON object

action

Get allergies

Gets allergies

action

Find account

Finds matching account

action

Get custom roles

Gets custom roles

action

Get patient insurances

Retrieves all patient insurances for a specific patient

action

Get patient appointments

Gets a list of appointments by patient ID

action

Create thread

Creates a new thread for OpenAI Assistant API

action

Get patients

Gets a list of patients

action

Create patient

Creates a patient

action

Send direct message

Sends a direct message to a chat

action

Create row

Inserts a new row into a table

action

Send MMS

Sends an MMS message

action

Get pages

Gets a list of pages

action

Get tasks

Gets a list with all available tasks

action

Get facilities

Gets a list of facilities

action

Get consolidated data query

Get the status of querying for patient's consolidated data

action

Send onpatient invite

Sends a new onpatient invite to patient

action

Get blood oxygen readings

Gets the daily blood oxygenation readings

action

Update comment

Updates a comment

action

Get tasks

Gets a task by its ID

action

Get columns of sheet

Gets columns for a sheet

action

POST request

Send a POST request

action

Get leads

Gets leads

action

Create spreadsheet file

Creates a spreadsheet file

action

Submit eligibility check

Submits an eligibility transaction for processing

action

Get claim status

Gets claim status

action

Get contacts

Gets a list of contacts

action

Get users by group

Gets a list of users by specified group

action

Send message

Sends a message to a contact

action

Create worker

Creates a new worker with the option to include metadata

action

Update lead

Updates an existing lead

action

Get phone numbers

Gets a list of phone numbers

action

Updates patient's medication history consent

Modifies a patient's medication history consent flag

action

Get patient

Retrieves a selected patient

action

Get charge items

Gets a list of all the charge items

action

Create product

Creates a new product

action

Get schedules

Retrieves a list of schedules by given search filters

action

Create encounter

Creates an encounter for a patient

action

Update contact task

Updates a specific contact's task

action

Get contacts

Gets a list of contacts

action

Create encounter

Creates a new encounter

action

Get group

Gets group by ID

action

Set consent status

Sets the consent status to the specified phone number or customer

action

Get timezones

Get timezones

action

Get transcript

Gets a transcript by ID

action

Reschedule appointment

Reschedules an appointment

action

Create table row

Creates a new row to a worksheet table

action

Get contacts

Fetches all contacts

action

Get appointments

Gets a list of all appointments

action

Send SMS to number

Send an SMS to a phone number

action

Get user

Retrieves a users by its ID

action

Enable practitioner

Enables a practitioner

action

Update answers of assessment

Updates answers of assessment record for a patient

action

Get contact

Retrieves a contact by its ID

action

Get patient notes

Retrieves a list of patient notes

action

Get boards

Gets the boards of organization

action

Get tasks

Gets a list of tasks

action

Get participant sessions

Retrieves a list of participant sessions

action

Create ticket

Creates a new ticket

action

Get deal

Retrieves a deal by its ID

action

Get facilities

Gets a list of facilities

action

Analyze text

Analyzes text content using Deepgram's text analysis API

action

Get lists

Gets all lists in an account

action

Get patient case changes

Retrieves the list of changes in a patient case

action

Create patient

Creates a patient

action

Get template

Gets a template by its identifier

action

Create task

Creates a task

action

Update appointment

Updates an appointment

action

Delete membership

Deletes an existing membership

action

Get chats

Gets a list of chats

action

Get medical problems

Gets medical problems

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