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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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Get calls

List all calls

action

Get patient payment plan

Gets a patient's payment plan

action

Get contacts

Gets a list of contacts

action

Updates patient's privacy information details

Modifies a patient's verified privacy information

action

Get responses

Gets the responses for a survey

action

Get businesses

Retrieves a list of businesses

action

Track user event

Tracks a single user event

action

Create table

Creates a new table

action

Get patients

Retrieves a list of patients matching the specified criteria

action

Get observation

Gets an observation by ID

action

Create calendar event

Creates a new calendar event

action

Update patient

Updates a patient

action

Create invoice

Creates an invoice

action

Create document

Creates a document

action

Update PAA (Pre Assessments) status

Update PAA status

action

Acknowledge message

Acknowledges the receipt of a message

action

Add or remove customer

Adds or removes customer to an existing segment

action

Get thread messages

Gets a list of thread messages

action

Update end user

Updates an end user

action

Search contacts

Searches for contacts

action

Get payments

Gets payments

action

Get orders

Gets a list of orders

action

Get contact automations

Retrieves all contact automations

action

Create contact

Creates a new contact record

action

Create custom object record

Creates a custom object record

action

Get classes

Gets classes

action

Update appointment

Updates an appointment

action

Get appointment types

Retrieves a list of appointment types

action

Send SMS

Sends an SMS message

action

Get patients

Retrieves a list of all patients with optional search filtering

action

Get contact task

Gets a specific task for a contact

action

Get messages

Retrieve the list of messages (without the replies) in a channel of a team

action

Get invoices

Gets a list of invoices that matches the specified search criteria

action

Cancel session

Cancels a session

action

Get project

Gets a project

action

Get verification

Gets a verification by ID

action

Get me

Get current member

action

Get products

Retrieves a list of products

action

Create appointment

Creates a new appointment

action

Get appointment

Gets a specific appointment

action

Update patient

Updates a patient

action

Get appointments

Retrieves a list with all the appointments

action

Get projects

Retrieves a list of projects

action

Get services

Gets all services

action

Create customer

Creates a new customer

action

Get practices

Gets a list of practices

action

Get Person Fields

Get Person Fields

action

Update recurring availability

Updates an existing recurring availability schedule

action

Create appointment

Creates a new appointment

action

Cancel appointment

Cancels a specific appointment

action

Find deal

Finds a deal

action

Update guest

Updates a specific guest

action

Get locations

Retrieves a list of locations

action

Get employees

Gets employees

action

Add tags to contact

Adds tags to a contact

action

Get financial aggregates

Retrieves practice financial and production metrics for a specified date range

action

Run pipeline

Creates a run of a pipeline in Azure Data Factory

action

Get available slots for range

Gets a list of all available slots for a given range

action

Create document

Creates a PDF, XLS, or XLSX document from HTML or XML content

action

Create job

Creates a new job

action

Create patient

Creates a patient

action

Get leads

Gets all leads

action

Get patient lab result

Gets a patient lab result

action

Get teams

Fetches a list of all available teams

action

Get files

Gets files

action

Get clients

Gets a list of clients

action

Get conditions

Fetches all conditions based on criteria

action

Get doc gen form fields

Get document generation form fields

action

Get webinar templates

Gets webinar templates

action

Create message thread

Creates a new message thread

action

Update patient

Updates a clinic patient by ID. Only provided fields will be updated.

action

Update appointment

Updates an appointment

action

Get document tab

Get document tab

action

Get patient

Retrieves a patient

action

Get resilience routes

Gets the daily resilience routes

action

Get supported time zones

Gets a list of supported time zones

action

Get apps

Fetches all apps

action

Get visit types

Retrieves a list of available visit types

action

Get session transcript

Provides session transcript

action

Create project

Creates a project

action

Get users

Gets all available users for owner assignment

action

Create account address

Creates an account address

action

Get field updates

Gets updates of a field

action

Create contact

Creates a contact

action

Get payers

Fetches a list of all supported payers

action

Get available timeslots

Gets a list of available timeslots

action

Get medications

Fetches all medications based on criteria

action

Get providers

Gets a list of providers based on specific criteria

action

Update encounter

Updates an encounter for a patient

action

Get clients

Gets all clients

action

Get insurance payers

Fetches all insurance payers in the system

action

Get patients

Retrieves a list of patients

action

Create procedure log

Creates a new procedure log for a given patient

action

GraphQL query

Send a GraphQL Query

action

Create report

Creates a report

action

Track user attributes

Creates or updates a user's attributes

action

Update appointment

Updates an appointment

action

Get booking custom attributes

Gets a list of a booking's custom attributes

action

Update doc gen form fields

Update document generation form fields

action

Get procedure codes

Gets a list of procedure codes

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