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 appointment types
Gets a list of appointment types
action
Update ticket
Updates a ticket
action
Update patient notes
Updates a patient's notes
action
Get chart notes
Gets chart notes
action
Add comment to task
Adds a comment to a specific task
action
Send SMS
Sends an SMS
action
Create chart review
Analyze medical charts against custom evaluation domains
action
Update Record
Update a single record. The action will ovewrite only the fields provided.
action
Upload text
Submits plain text for immediate summarization
action
Create task
Creates a new task
action
Get objects
Gets Salesforce objects (system fields only)
action
Get contact schema
Retrieves contact object schema
action
Get templates
Gets a list of templates
action
Get tags
Gets the tags of a workspace
action
Get campaigns
Fetches a list of campaigns
action
Update chart note
Updates a chart note by ID
action
Transform to relative time
Transform an input date time value to relative time (default from now) eg. '4 years ago' or 'in 1 year'
action
Get events
Gets a list of all calendar events
action
Get envelopes
Retrieves a list of envelopes based on status changes
action
Create task
Creates a new task
action
Create patient
Creates a new patient in Getlabs. Each call creates a new patient record. To avoid duplicates, store the patient ID or use a unique externalId.
action
Get providers
Returns a list of providers
action
Get invoices
Retrieves a list of existing invoices
action
Get lab results changes
Retrieves a list of changes in lab results
action
Get calls
Returns all calls
action
Get unavailable blocks
Retrieves a list of unavailable blocks
action
Get claim's custom fields
Retrieves a list of custom fields specific to a practice
action
Send SMS
Sends an SMS
action
Get memberships
Gets a list of the user's organization memberships
action
Create lead
Creates a new lead
action
Get prescription fills
Fetches a list of prescription fills
action
Get contacts
Gets a list of contacts
action
Get practitioners
Retrieves list of practitioners
action
Update or create contact
Updates a contact or creates one if it doesn't exist
action
Create contact list
Creates a new contact list
action
Get therapists
Gets therapists of a specified center
action
Get appointment types
Retrieves a list of appointment types
action
Search tags
Searches for tags
action
Get columns of scheduler
Retrieves columns from scheduler setup
action
Set user tags
Sets tags for a user
action
Get appointments
Gets a list of appointments
action
Get module fields
Gets all module fields
action
Create task
Creates a task
action
Get custom object
Retrieves a custom object based on type and ID
action
Send invoice payment request
Sends a new invoice payment request
action
Get tags
Gets a list of tags
action
Get practitioners
Gets a list of practitioners
action
Create SMS
Sends or logs a SMS
action
Update clinical document
Updates a clinical document record for a specific patient
action
Get users
Gets users
action
Delete membership
Removes the given membership from the organization
action
Get custom fields
Gets a list of custom fields
action
Get repositories
Gets repositories for the specified user
action
Create assistant
Creates a new assistant
action
Search files
Searches for files and folders
action
Get surgeries
Gets surgeries of patient
action
Create user demographics
Creates a user demographics
action
Text to number
Converts a text to number
action
Get lab options
Fetches all lab options (considered public)
action
Join
Creates and returns a new string by concatenating all of the elements in value array, separated by a specified separator string if defined
action
List models
Lists available foundation models in a project and location
action
Create letter
Creates a letter
action
Get data object
Gets a data object
action
Get customers
Gets a list of customers
action
Get OneDrive item
Gets an existing OneDrive item by its identifier
action
Find contact
Finds a contact based on name, email or other field
action
Get stage
Retrieves a single stage
action
Get referral order
Gets a referrral order
action
Get meets
Retrieves a list of meets
action
Get lead
Retrieves a Salesforce lead by its ID
action
Update template content
Update a specific template content
action
Get schemas
Retrieves all object schemas that have been defined for your account
action
Create vendor
Creates a vendor
action
Get lab tests
Retrieves list of lab tests
action
Get order statuses
Gets avaliable statuses for the orders
action
Delete client
Deletes an existing client by its identifier
action
Get widgets
Retrieves web forms for a user
action
Delete event
Deletes an event from a calendar
action
Update user
Updates properties for a Microsoft 365 user
action
Send SMS
Sends message via SMS
action
Create appointment
Creates a new appointment
action
Get medical problems of patient
Gets medical problems of patient
action
Get letter
Gets a letter
action
Get patient
Get a specific Patient resource by ID
action
Create lead
Creates a Salesforce lead
action
Get phone calls
Retrieves a list of phone calls
action
Update appointment
Updates the appointment data of an existing appointment
action
Get templates
Returns a list of the templates
action
Get patient
Gets a patient by its ID
action
Create invoice charge
Creates a charge for the selected patient
action
Get communities
Gets a list of communities
action
Get locations
Gets locations of project
action
Download intake form
Downloads an intake form as a PDF
action
Search tasks
Search tasks assigned to a patient
action
Create post
Creates a post
action
Create order
Creates an order
action
Create appointment
Creates an appointment for a patient
action
Download document
Downloads the document
action
Create opportunity
Creates an opportunity, which is a sale or pending deal
action
Get end user
Gets an end user
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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