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
Send SMS with template
Send an SMS via a template
action
Get groups
Gets all available groups for owner assignment
action
Create study
Creates a study
action
Create contact
Creates a new contact
action
Create profile
Creates a new profile
action
Prepare form response
Prepares a form response
action
Get historical data
Gets historical data
action
Get lead
Gets a lead record
action
Get notes
Gets notes
action
Get template recipients
Gets all template recipients
action
Get appointment reasons
Gets appointment reasons
action
Create update
Creates an update entry in an existing item
action
Extract codes
Extracts medical codes from clinical text using Construe
action
Get contacts
Gets contacts
action
Upload image
Uploads an image
action
Get transcription
Gets a transcription by a specified ID
action
Get block children
Returns information about a specified block's children
action
Get payment methods
Gets payment methods
action
Add row
Add a row in the end of a worksheet
action
Get provider
Gets a provider
action
Archive channel
Archives a channel
action
Update lead
Updates a specific lead
action
Create person
Creates a person
action
Get treatment plan
Fetches a specific treatment plan
action
Get tax codes
Gets ax codes
action
Get files
Retrieves a list of files
action
Get pipelines
Retrieves all pipelines
action
Get patients
Gets all patients
action
Upload files
Uploads one or more documents for asynchronous summarization
action
Get forms
Gets a list of all forms
action
Get specialties
Gets a list of specialties
action
Get note
Gets an existing note by its identifier
action
Find subscription
Fetches a subscriptions based on filter
action
Get document field values
Fetches all field values for a specific document
action
Get conversations
Get conversations
action
Get customers
Gets a list of customers that matches the specified search criteria
action
Update multiple column values
Updates the values of multiple columns in a specific item (row)
action
Create contact tag
Creates a contact tag
action
Upload file
Uploads a new file inside a file channel
action
Get lab order events
Lists all lab order events
action
Create short link
Creates a short link
action
Stringify
Converts an object or array into a JSON string
action
Get appointment
Fetches an appointment's details by its identifier
action
Create multiple spreadsheet rows
Create one or more new rows in a specific spreadsheet
action
Request eligibility summary
Request AI generated summary for an eligibility transaction
action
Get forms
Retrieves all forms in your Typeform account (public and private)
action
Get all sheets
Gets all sheets
action
Get app records
Fetches all records of an app
action
Get invoices
Gets invoices of company
action
Get lab orders
Retrieves a list of lab orders
action
Get folders
Retrieves a list of folders
action
Get Contact
Retrieves a user contact
action
Get products
Retrieves a list of existing products
action
Create lab order
Creates a new lab order for a patient
action
Create organization
Creates a new organization
action
Get users
Gets the users from Zendesk
action
Create shared link
Creates a shared link and sets who can view it with optional password protection
action
Update envelope recipient tab
Updates an envelope recipient tab
action
Get calendar events
Gets a list of the events for the given calendar
action
Get calendar event templates
Gets a list of calendar event templates
action
Get subscribers
Gets a list of subscribers
action
Get user
Gets details of a user
action
Get encounters
Gets encounters of patient
action
Get lab order
Gets a lab order
action
Create appointment
Creates a new appointment
action
Get user demographics
Gets a user demographics
action
Get contacts
Gets contacts
action
Send SMS
Sends an SMS message
action
Get operatories
Gets a list of operatories
action
Get tags
Gets tags
action
Get emails
Retrieves a list of all emails
action
Create product
Creates a new product
action
Get policy
Gets a policy based on its identifier
action
Get rendering providers
Gets a list of all rendering providers
action
Get eligibility
Gets the details of a previously submitted eligibility transaction
action
Send message
Sends a message to a channel
action
Get patient
Gets a patient
action
Send texts
Send texts to recipients.
action
Create document
Creates a new document
action
Create message
Creates a new message in a thread
action
Book appointment
Books a specific slot for a patient appointment
action
Generate HMAC signature
Generates a HMAC signature based on a payload and a secret key
action
Add Tags to Contact
Adds specified tags to a contact
action
Get document
Gets an existing document by its identifier
action
Create form requests
Creates new form requests
action
Get encounters
Retrieves a list of all encounters of a patient
action
Get appointment reasons
Retrieve the list of appointment reasons configured for the Practice which will allow the patient to select a reason for their appointment
action
Get staff
Gets a list of staff members
action
Get workspaces
Fetches all the available workspaces
action
Create appointment
Creates a new appointment
action
Send SMS
Sends a new SMS message
action
Get accounts
Retrieves the available accounts
action
Get patients
Retrieves a list of patients
action
Download document
Downloads a document
action
Get product
Retrieves a specific product by ID
action
Add inbound referral
Adds an inbound referral
action
Delete patient
Delete a Patient resource by ID
action
Get administrators
Fetches a list of all available administrators
action
Get custom object schema
Gets a custom object schema
action
Get countries
Fetches all available countries
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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