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Aesthetix CRM
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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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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

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