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
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Explore available triggers and actions

Aesthetix CRM
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
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.


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From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.







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