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
Get tables
Lists all tables
action
Create project from template
Creates a project from a specified project template
action
Get patient
Retrieves a FHIR Patient resource by patient ID
action
Get account addresses
Retrieves a list of account addresses by type
action
Update bill
Updates a specific bill
action
Get contact types
Gets contact types
action
Delete appointment
Deletes an appointment
action
Get worksheets
Gets all worksheets of a OneDrive workbook
action
Get automations
Gets a list of automations
action
Get task
Gets a task by ID
action
Delete conversation item
Deletes a specific conversation item
action
Track customer event
Tracks a customer event
action
Get contacts
Gets a list of contacts
action
Get channels
Retrieves a list of all available channels
action
Get list items
Gets list items by list ID
action
Create dataset
Creates a new dataset
action
Get accounts
Gets accounts
action
Get form
Gets a form by ID
action
Get visits
Gets a list of visits
action
Update client
Updates a specific client
action
Update customer invoice
Updates a customer invoice
action
Get appointment
Gets an appointment
action
Create patient
Creates a new patient
action
Get referring physicians
Gets a list of all referring physicians
action
Submit eligibility enrollment
Submits an eligibility enrollment transaction for processing
action
Create agent
Creates a new agent
action
Execute SQL statement
Executes an SQL statement on a Snowflake database
action
Add tag to client
Adds a tag to client
action
Get custom fields
Fetches a list of the custom fields
action
Authenticate
Requests authentication token
action
Get order
Gets an order
action
Update contact
Updates a contact
action
Update contact
Updates a contact
action
Get practitioners
Gets a list of practitioners
action
Send chat message
Sends chat messages to a user in your contact list or to a channel of which you are a member
action
Get businesses
Get list of all your business locations
action
Get sections
Returns the sections of project
action
Get appointment statuses
Fetches all appointment statuses
action
Get message
Retrieves a message
action
Create deal
Creates a new deal
action
Create spreadsheet row
Create a new row in the selected spreadsheet
action
Get patients
Retrieves list of patients
action
Get spreadsheet
Get details for a Spreadsheet
action
Create patient payment
Creates a new patient payment
action
Get accounts
Returns all accounts
action
Get files
Fetches files and folders in a specific path
action
Update contact task
Updates a specific contact's task
action
Search deals
Searches for deals based on specific criteria
action
Get organization fields
Fetches all organization fields
action
Get subscriptions
Gets a list of subscriptions
action
Assign licenses
Adds or removes licenses from/to a user
action
Clear cells
Clears cells from a worksheet
action
Get form results
Gets form results
action
Update patient
Updates a new patient
action
Get conversation
Gets a conversation by ID
action
Search patients
Retrieves patients in a practice based on their partial name or full patient id
action
Update contact
Update contact
action
Get claim transactions
Retrieves a list of claims transactions for a specific claim
action
Create contact
Creates a contact
action
Get appointments
Retrieves a list of appointments for a specific period in a facility
action
Create contacts
Creates one or more contacts
action
Create lead
Creates a lead
action
Send message
Sends a message to a channel
action
Create task
Create a new task
action
Get patient document
Gets a patient document
action
Create question
Creates a new question in a form
action
Get users
Gets users
action
Get appointment slots
Gets available appointment slots for booking
action
Create appointment
Creates an appointment
action
Update account
Updates an account
action
Download PDF submission
Downloads a form submission as PDF
action
Create patient
Creates a new patient record
action
Create order
Creates a new order
action
Get note
Gets a specific note
action
Get patient
Fetches a specific patient
action
Get company
Retrieves a company
action
Get response
Gets the response for a survey
action
Create project
Creates a new project
action
Get phone call
Retrieves a phone call by its ID
action
Create Patient
Creates a new patient
action
Get assessment records
Gets a list assessment records for a patient
action
Get user
Gets a specific user
action
Update invoice
Updates a specific invoice
action
Estimate calculation
Estimate calculation for medical services
action
Get facilities
Gets facilities
action
Get contacts
Gets a list of contacts
action
Get PDF form fields
Gets information about fillable form fields inside a PDF file
action
Create VOB (Verification of Benefits)
Creates a new VOB
action
Create patient and case
Creates a patient
action
Get patient clinical documents
Gets a patient's clinical documents
action
Update referral order
Updates a referral order
action
Get accounts
Gets all accounts
action
Create meeting
Creates a new meeting
action
Get postcard
Gets a specific postcard
action
Get courses
Returns a list of courses
action
Add medication to patient
Add a new medication to the patient's medication list
action
Add collaborator
Adds a collaborator in a github repository
action
Get contact labels
Fetches a list of contact labels
action
Get calendar events
Fetches a list of calendar events
action
Get payments
Gets a list of payments
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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