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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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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

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.

Hire an expert

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