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
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
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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