Build HIPAA-compliant automations that sync data across your Aesthetix CRM and with AI.

500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
























Discover popular templates with Aesthetix CRM and integration
Show more
Build yourAesthetix CRMandautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Aesthetix CRM
Send direct message
Send direct message
action
Get workflow data objects
Gets a list of the availiable data objects schemas
action
Delete contacts
Deletes multiple contacts by phone numbers
action
Get lead
Retrieves a lead by its ID
action
Send the temporary fax
Sends the temporary fax
action
Update employee
Updates an employee
action
Update team member
Updates a team member
action
Get deal
Gets details of a deal
action
Get voices
Gets all voices
action
Update worker
Updates a specific worker
action
Create customer
Creates a new customer
action
Create item
Create item
action
Update invoice
Updates an invoice
action
Create contact
Creates a new contact
action
Upload file
Uploads a new file
action
Get score sets
Retrieves a list of score sets
action
Update Contact
Updates a user contact
action
Get appointment notes
Fetches notes for an appointment
action
Create tag
Creates a new tag
action
Get products
Gets a list of products
action
Get form submissions
Returns all from submissions
action
Get states
Gets all states
action
Get activities
Gets feed of activities
action
Get facility
Gets facility
action
Get forms
Gets forms
action
Get questionnaires
Gets all questionnaires
action
Get appointment custom fields
Retrieves custom fields information for appointments
action
Create contact relationship
Creates a new contact relationship
action
Upload document
Uploads a document of patient
action
Summarize text
Summarize a text using OpenAI's models
action
Delete appointment
Deletes an appointment
action
Create user
Creates a new user record
action
Get users
Gets a list of all users
action
Get users
Retrieves a list of all users
action
Get ticket forms
Gets the ticket forms Zendesk
action
Create invoice
Creates an invoice
action
Create booking
Creates a new booking for one or more users
action
Get workflows
Retrieves a list of workflows
action
Get call details
Get details of a call
action
Get practitioners
Retrieves a list of practitioners
action
Get patient custom fields
Retrieves custom fields information for a specific patient
action
Copy workbook
Creates a copy of an existing workbook
action
Find a meeting
Finds a meeting by query and filters
action
Get appointments
Retrieves a list of appointments
action
Disable practitioner
Disables a practitioner
action
Update deal
Updates a deal
action
Get object metadata
Retrieves meta attributes information of a specific object
action
Get claims
Returns a list of claims
action
Get OCR data
Fetches OCR data for a specific document
action
Update patient
Updates a patient
action
Update customer
Updates a specific customer
action
Apply tag
Applies a list of tags to patient or provider
action
Get customer invoice payment
Gets a payment of customer invoice
action
Update invoice
Updates an invoice
action
Get practitioners
Retrieves a list of practitioners
action
Update HPI findings
Modifies the HPI Summary for an encounter
action
Update patient relationship
Updates a patient relationship
action
Get calendars
Get all calendars in a location
action
Create Address List
Creates an Address List for a mailing in your account
action
Update company
Updates a specific client
action
Get models
Returns a list of models
action
Get service locations
Retrieves a list of service locations
action
Get data forms
Gets data forms
action
Capitalize
Capitalize first character in text
action
Create appointment type
Creates a new appointment type
action
Get industries
Retrieves a list of all industries
action
Get sections
Gets a list of all sections
action
Get order events
Lists all order events from the last 30 days
action
Get workflow status
Retrieves a list of all workflow statuses
action
Create account
Creates a new account
action
Create contact
Creates a new contact
action
Get opportunities
Retrieves a list of all opportunities
action
Assign prefilled form
Assign a prefilled form and send it to the user
action
Get appointment
Gets an appointment
action
Update question
Updates an existing question in a form
action
Create verification
Creates a verification
action
Search guests
Fetches all guests based on provided criteria
action
Create patient
Creates a patient in Athena Health
action
Get fax history
Gets fax history
action
Get appointment
Gets a specific appointment
action
Execute query
Executes a query on a Postgres database
action
Update note
Updates a specific note
action
Get groups
Gets a list of groups
action
Send email
Sends an email
action
Get patient
Fetches a specific patient record
action
Create a patient
Creates a new patient
action
Create individual appointment
Creates an individual appointment
action
Get non Credit Card Plus methods
Retrieves valid non Credit Card Plus (CCP) credit cards methods
action
Create contact
Creates a new contact
action
Issue customer invoice
Issues a customer invoice
action
Charge patient
Charges a patient using their stored payment method
action
Get channel
Retrieves a channel
action
Send patient invite
Sends an invite to a patient contact
action
Update spreadsheet row
Update a row in the selected spreadsheet
action
Update contact
Updates a contact
action
Get modifier codes
Gets a list of modifier codes
action
Add or update list member
Adds or updates a specific list member
action
Get task
Retrieves a task
action
Get practices
Retrieves a list of practices
action
Get patient preferred pharmacy
Retrieves the preferred pharmacy of a patient
action
Show more
Not seeing a component? Request a new one.
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.







.png)

