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Explore available triggers and actions

Aesthetix CRM

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Generic trigger

Trigger for opendental events

trigger

Activity created

Receives an event on activity creation

trigger

Item changed

Notifies when a new file or folder is changed

trigger

Custom trigger

Triggers on custom Twilio events

trigger

Trigger on lead updated

Triggers on a lead update

trigger

New file

Notifies when a new file is received based on the provided criteria

trigger

Generic trigger

Triggers for events generate in Caspio

trigger

Task created

Trigger when a new task is created

trigger

Form entry created

Triggers when a new form entry is created

trigger

Individual appointment updated

Gets triggered when there are individual appointments updates

trigger

Medication request created

Gets triggered when a new medication request is created

trigger

Order event occurred

Triggers when an order event occurred

trigger

Custom trigger

Triggers when any event occurs in any of the selected entities e.g. project, issue, comment etc

trigger

Generic triggers

Triggers for selected ClickUp events

trigger

Record updated

Gets triggered when a record is updated

trigger

Custom trigger

Used to recieve webhooks from Bland.ai

trigger

New intake record

Gets triggered when a new intake record is found

trigger

New lead

Triggers when a new lead is created

trigger

New card label

Triggers when a new label is added to a card in a specific list on a board

trigger

Trigger

Triggers on Metriport events

trigger

Activity updated

Receives an event on activity update

trigger

Event start

Gets triggered some specified time before an event starts

trigger

Appointment created

Gets triggered when there are new appointments

trigger

Payment created

Triggers when a new payment is created

trigger

Claim created

Trigger when a new claim is created

trigger

New or updated object

Notifies when a new object is created or an existing object is updated

trigger

Trigger

Receives an event from a DrChrono webhook

trigger

Trigger on appointment canceled

Triggers on appointment canceled on Acuity

trigger

Employee updated

Gets triggered when an employee is updated

trigger

Contact created

Triggers when a contact is created

trigger

Trigger

Manually setup a webhook trigger in your dashboard

trigger

Form assigned webhook

Receive webhooks on form assigned

trigger

Form submitted

Gets triggered when a form is submitted

trigger

Trigger

Triggers for selected Documo events

trigger

Contact tag created

Triggers when a tag is added to an existing contact

trigger

Webhook

Receives a webhook and responds with status 200

trigger

Data object updated

Receives an event on update of a data object

trigger

Completed appointment

Triggers when an appointment is completed

trigger

Trigger new or updated employees

Gets triggered when new or updated employees are created or updated

trigger

New lead (For business)

Triggers when a new lead is created for a business

trigger

New session

Gets triggered when a new sessions

trigger

Task has changed

Triggers for specific task changes for a selected project e.g. added, updated etc

trigger

Patient created

Gets triggered when there is a new patient

trigger

Charge created

Gets triggered when a new charge has been created

trigger

Cal event

Triggers when there is a new cal action such as when a new booking has been scheduled

trigger

Generic trigger

Webhook trigger for Smartsheet events

trigger

New event

Triggered by an event in your eSignature flow, such as a template being created, a signature request being completed, or a signature request being declined by a required signer.

trigger

New form response

Triggers when a new form response is submitted

trigger

New call recording event

Triggers when there is a new call recording event (including stop events)

trigger

Every week

Triggers the workflow every week at the specified time and day

trigger

Patient updated

Triggers when a patient is updated

trigger

Customer created

Triggers when a new customer is created

trigger

Modified contact

Gets triggered when a contact has been modified

trigger

Invoice created

Triggers when a new invoice is created

trigger

Client updated

Gets triggered when an existing client is updated

trigger

Zenoti event

Add automation tasks for all the event types

trigger

Policy created

Gets triggered when a policy gets created

trigger

New message received

Gets triggered when a new message is received in the the specified channel

trigger

Client's birthday

Gets triggered on client's birthday

trigger

Appointment created or updated

Gets triggered when an appointment is created or updated

trigger

Payment created

Triggers when a new payment is created

trigger

Booking created

Triggers when a new booking is created

trigger

New event

Triggers on any event in Hubspot

trigger

Trigger form answer group created

Triggers when a new form answer group is created

trigger

Before appointment starts

Gets triggered some specified time before an appointment starts

trigger

Updated row

Gets triggered when a row is updated in a table

trigger

Treatment note updated

Triggers when a treatment note is updated

trigger

Patient updated

Gets triggered when a patient gets updated

trigger

Appointment updated

Gets triggered when an appointment is updated

trigger

Booking updated

Triggers when a booking is updated

trigger

Contact updated

Gets triggered when a contact is updated

trigger

New file

Triggers when a new file is created

trigger

Appointment updated

Gets triggered when an appointment is updated

trigger

New patient trigger

Triggers for new patient created

trigger

Appointment updated

Gets triggered when there are changes on appointments, such appointment confirmed, canceled, etc.

trigger

Custom webhook

Receive webhooks

trigger

Appointment updated

Triggers when an appointment is updated

trigger

Every month

Triggers the workflow every month at the specified time and day

trigger

Appointment events

Triggers when an appointment event occurs

trigger

Custom trigger

Triggers for selected spotio events

trigger

All activity event

Receives on any activity event (created, updated, done, deleted)

trigger

Data object Added

Receives an event on addition of a data object

trigger

Patient created or updated

Gets triggered when there are changes on patient records

trigger

Custom trigger

Triggers for selected events

trigger

Appointment created or updated

Gets triggered when there are changes on appointments, such appointment created, provider updated, appointment canceled, rescheduled etc.

trigger

New calendar event

Triggers when a new calendar event is created

trigger

Treatment plan updated

Triggers when a treatment plan is updated

trigger

New event

Triggers for selected event

trigger

Inbound message

Triggers when there is a new inbound message

trigger

New or updated patient

Gets triggered when a patient has been created or updated

trigger

Custom trigger

Triggers for selected Customer.io events

trigger

New lead

Triggers when a new lead is created

trigger

Custom Webhook

Receive webhooks

trigger

New submission

Webhooks can be used to send form submission data as an instant notification.

trigger

New row created

Gets triggered when a new row is added to the specified sheet

trigger

Create appointment webhook

Receive webhooks on appointment creation

trigger

Updated lead

Triggers when a lead is updated

trigger

Event created

Gets triggered when there is a new event

trigger

New event

Triggers on any event in your phone system

trigger

New library document event

Triggered by a library document related event in your eSignature flow

trigger

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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.

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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