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 patients form submissions
Gets a list of patient form submissions
action
Get intake forms
Retrieves a list of intake forms
action
Parse
Parses a JSON string into an object or array
action
Get invoice
Gets an existing invoice by its identifier
action
Get appointments
Retrieves a list of appointments
action
Create note to organization
Creates a note in a selected organization
action
Get team workspaces
Gets all the team workspaces
action
Get medication statement
Gets a single medication statement by its ID
action
Create patient insurance
Creates a new patient's insurance
action
Get catalog object
Gets a single catalog object by ID
action
Delete appointment
Delete an Appointment resource by ID
action
Get ICD codes
Retrieves a list of available ICD codes
action
Delete subscribers
Deletes subscribers from subscription lists
action
Get task statuses
Gets a list with all task's statuses
action
Get carriers
Looks up carriers
action
Get user
Retrieves details of a user by their unique ID
action
Create subscriber
Creates a subscriber record
action
Get availability
Retrieves availability slots for the given date and office, doctor, or exam room
action
Delete user
Deletes a user from the account
action
Append text
Appends text to a document
action
Create diagnosis
Creates a new diagnosis for a specific encounter
action
Send prompt
Sends a prompt and generates a response
action
Get patient
Gets a patient
action
Create record
Creates a new record
action
Create call
Creates a new call
action
Get base schema
Get the schema of the tables in the specified base
action
Get items
Gets a list of items that matches the specified search criteria
action
Get me
Gets me
action
Get diagnosis codes
Gets a list of diagnosis codes
action
Get properties
Retrieves properties for a specific object type
action
Create contact
Creates a new contact
action
Get appointments report
Retrieves a report of appointments
action
Update policy
Updates a policy based on its identifier
action
Search patients
Searches for patients
action
Get users
Retrieves a list of all available users
action
Get workbooks
Retrieves all workbooks in the user's OneDrive
action
Get contacts
Fetches a list of contacts
action
Get agents
Lists all agents
action
Get patient custom data type record
Retrieves selected patient's custom data type record by its ID
action
Get conversation tags
Gets all conversation tags
action
Trim
Removes whitespace from both ends of this string
action
Get departments
Retrieves detailed information of the departments associated to a practice
action
Get conversation items
Get all items available in a conversation
action
Transform timestamp to datetime
Transform a unix timestamp to a formated datetime
action
Delete appointment
Deletes an appointment
action
Get lead
Gets a lead by ID
action
Get appointment slots
Retrieves the available appointment time slots
action
Update custom object
Updates a custom object
action
Get appointments
Gets a list of appointments
action
Create custom data type record
Creates a patient custom data type record
action
Get patients
Gets patients by name, date of birth, or other demographics
action
Create task
Creates a new task
action
Create a charge item
Creates a charge item
action
Get centers
Gets all centers
action
Create contact
Creates a new contact
action
Get tabs
Gets tabs from a document
action
Get procedure codes
Returns a list of procedure codes that match the criteria included within the request
action
Create task
Create task
action
Get users
Retrieves a list of all workspace users
action
Get leads
Fetches leads
action
Get company
Gets a specific company
action
Create webinar
Creates a webinar
action
Update appointment
Updates the appointment data of an existing appointment
action
Create lead
Creates a new lead
action
Get lists
Get lists
action
Get projects
Gets a list of all projects
action
Lowercase all
Converts all characters in text to lowercase
action
Create agreement from library template
Creates an agreement from a library document template and sends it for signature
action
Create payable
Creates a payable for a specific member on behalf of a client
action
Get user
Gets user by ID
action
Get meeting summary
Gets a meeting summary by ID
action
Get organizations
Gets all organizations
action
Get providers
Get patients providers
action
Get services
Gets services of a specified center
action
Get patients
Returns a list of patients
action
Get agents
Gets a list of agents
action
Replace
Returns a new string with one or all matches of a pattern replaced by a replacement
action
Get form requests
Gets form requests
action
Get CMS1500 policies
Retrieves a list of CMS1500 policies for a patient
action
Get template
Retrieves a template by score set ID
action
Search by field
Searches for exact matches in specific fields, best for finding precise values and includes spell correction to handle typos
action
Authenticate
Request authentication token
action
Update appointment
Updates a new appointment
action
Get form templates
Gets all form templates (known as custom module forms)
action
Get medications
Gets a list of medications
action
Get patients
Gets a list of patients
action
Update company
Updates a company
action
Remove user role
Removes a role from a user
action
Update patient care team members
Updates the care team members for a specific patient
action
Get encounter templates
Gets a list of encounter templates
action
Get filters of sheet
Gets fitlers for a sheet
action
Get submissions
Gets the submissions for a form
action
Get route
Helps you find the ideal route from A to Z, calculates ETAs and distances for matrices of origin and destination locations, and also offers new features.
action
Find row
Finds a specific row in a table based on a custom query
action
Get contacts
Gets a list of contacts
action
Update appointment
Updates an appointment
action
Create contact
Creates a new contact
action
Get conversations
Retrieves a list of conversations
action
Update physical exam findings
Modifies an encounter's physical exam findings
action
Update contact
Updates a contact
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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