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Aesthetix CRM
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Aesthetix CRM
and
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Explore available triggers and actions

Aesthetix CRM

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Send message

Sends a message

action

Get appointments

Retrieves a list of appointments

action

Get responses

Gets a list of all form responses

action

Create communication channel

Creates a communication channel that is required before sending SMS, email, or voice call messages

action

Update patient

Updates a patient

action

Get module

Gets settings of a Zoho module

action

Get encounter disposition

Gets an encounter disposition

action

Get courses

Gets a list of courses

action

Get topics

Retrieves a list of topics

action

Get guest

Gets an existing guest by its identifier

action

Get client

Fetches a specific client record

action

Get companies

Returns all companies

action

Get provider locations

Fetches a list of the available provider locations

action

Upload file

Uploads a file to an Amazon S3 bucket with a specified path

action

Get table fields

Gets all table fields

action

Get physicians

Retrieves a list of physicians

action

Get guests

Fetches all available guests

action

Get document

Gets a document and download its content

action

Send message

Sends a new message

action

Create order

Creates an order for a customer

action

Get office

Retrieves a specific doctor's office by its identifier

action

Get patient

Retrieves a patient's record

action

Get businesses

Retrieves the available businesses (team groups) for an account

action

Get subscriber

Gets an existing subscriber by its identifier

action

Update appointment

Updates a specific appointment

action

Get items by column

Gets items of a board by column

action

Get treatment plans

Lists all treatment plans for a specific patient

action

Create a client

Creates a new client

action

Add user to group

Adds an existing user to a group

action

Create invoice

Creates an invoice

action

Upload document

Prepares and uploads a document for a patient

action

Get task

Gets a task by ID

action

Get appointments

Gets appointments for the filters provided

action

Get patients

Retrieves a list of patients

action

Get users

Fetches a list of users for the workspace

action

Get users

Returns the user.

action

Get appointments

Returns calendar details for all appointments scheduled with a contact

action

Get recurring availability by date

Gets recurring availability slots for future dates based on cadence

action

Get payers

Gets payers

action

Get contact

Fetches a contact by their identifier

action

Get customer

Gets an existing customer by its identifier or email address

action

Get memberships

Returns a list of memberships from a project, goal, portfolio or custom field

action

Get patients

Gets a list of patients

action

Create insurance

Creates an insurance record for patient

action

Get portfolio items

Gets the portfolio items

action

Update conversation

Updates a conversation

action

Get new or updated object

Gets new or updated object

action

Create intake opportunity

Creates a new intake opportunity

action

Forward email

Forwards an email

action

Get product variants

Gets variants for a product

action

Create team

Creates a new team

action

Get documents

Fetches all the available documents in a workspace

action

Get therapist

Retrieve a single therapist

action

Get my organizations

Gets current member organizations

action

Get appointment

Get a specific Appointment resource by ID

action

Append block

Appends a new block of data to an existing blob

action

Get OneDrive folders

Lists all folders within the OneDrive

action

Create appointment

Creates a new appointment

action

Add user tags

Adds tags to a user

action

Tag subscriber

Tags an existing subscriber

action

Get users

Gets users

action

Delete patient

Deletes a patient record

action

Update file metadata

Update the metadata of a file

action

Enroll to workflow

Enrolls a contact via their email to a workflow

action

Get patient

Gets a specific patient

action

Get patient lab result

Gets a patient's lab result

action

Send invoice

Sends an invoice to a customer via email

action

Create deal

Creates a deal

action

Update contact

Updates a contact

action

Create invoice

Creates an invoice

action

Create recurring exception

Creates recurring availability exceptions for multiple weeks

action

Get medication requests

Retrieves a list of medication requests

action

Create appointment

Creates an appointment

action

Get contact fields

Fetches all contact fields available to the organization

action

Delete file

Permanently deletes a file or folder from Google Drive

action

Generate access token

Generates an access token

action

Get teams

Retrieves a list of all available teams

action

Create ticket

Creates a new ticket

action

Get openings

Looks up openings for a specific doctor through a column

action

Get tickets

Gets tickets for an event

action

Convert

Converts an image to a different format

action

Get customer groups

Retrieves all the available customer groups

action

Get practitioners

Gets a list of practitioners

action

Get events

Retrieves a list events

action

Update review of system findings

Modifies the physical exam summary for a specific encounter

action

Get appointments

Retrieves a list of appointments

action

Create appointment

Creates an appointment

action

Create a whisper

Adds an internal whisper to a conversation

action

Get insurance package case policies

Retrieve case policies information for a specific payer

action

Add address

Adds an address to a patient or a doctor

action

Get note templates

Gets all note templates

action

Create document

Creates a new document

action

Update appointment

Updates an appointment

action

Update intake form

Updates intake form answers for office use only questions

action

Add contact to an automation

Enrolls a contact into an automation

action

Get teams

Retrieves a list of teams in the workspace the user belongs to

action

Get drives

Get a list of available Google drives for the user

action

Get calendars

Gets a list of user calendars

action

Create client

Creates a client

action

Create encounter

Creates an encounter for a patient

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