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
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Explore available triggers and actions

Aesthetix CRM
Get appointment types
Gets the appointment types
action
Create contact
Creates a new contact
action
Edit PDF
Adds text, images, checkboxes, fills forms, and more to a PDF file
action
Get documents
Gets a list of documents
action
Get appointments
Gets a list of appointments
action
Get contacts
Gets a list of contacts
action
Get upcoming invoice
Retrieves an upcoming invoice for a subscription
action
Send SMS
Sends SMS to a phone number
action
Add note
Adds note to contact
action
Get medications
Fetches a list of medication
action
Get time off requests
Gets time off requests
action
Get custom data type
Gets a custom data type schema
action
Get record
Gets a record
action
Split
Divides text, based on a separator, into an ordered list of segments and returns First, Last or All
action
Get customers
Fetches a list of all registered customers
action
Update contact
Updates a contact
action
Get appointment profiles
Retrieves a list with all the appointment profiles
action
Get list members
Retrieves all members of a list
action
Get phone numbers
Returns the list of phone numbers assigned to RingCentral customer account
action
Get upload status
Gets the processing status of previously uploaded files
action
Get responses
Gets all reponses for a form
action
Get invoice
Gets a requested payment (invoice) by id
action
Get campaigns
Fetches all the available campaigns
action
Get free/busy schedules
Gets the free/busy availability information
action
Create contact
Creates a new contact
action
Update opportunity
Updates a Salesforce opportunity
action
Get insurance packages
Retrieve list of insurance packages
action
Get fields
Gets a list of fields of a table
action
Get calendars
Gets a list of the user's available calendars
action
Get tickets
Gets a filtered list of tickets
action
Send lead events
Sends a lead event that could be a submission of information by a customer with the understanding that they may be contacted at a later date by your business
action
Create booking
Creates a new booking
action
Get medication statements
Gets a list of medication statements for a patient
action
Get appointments
Fetches a list of the available appointments
action
Update intake opportunity stage
Update intake opportunity sales stage
action
Download export
Downloads an export by template and report ID
action
Update event
Updates an existing calendar event in Outlook
action
Update task completed
Updates a specific task's status as completed
action
Get task types
Gets a list of task types
action
Get user's conversations
Gets a list user's conversations
action
Create admin patient document
Create a record of admin document specific to a patient
action
Get contact tasks
Gets tasks for a given contact
action
Get appointment
Retrieves an existing appointment by ID
action
Create customer
Creates a customer in BigCommerce
action
Update appointment
Updates an appointment
action
Create task
Creates a new task
action
Send chat message
Sends a chat message (note) to an existing conversation
action
Get locations
Gets a list of locations
action
Get contacts
Gets a list of existing contacts
action
Send SMS/MMS
Sends SMS/MMS message
action
Upload patient document
Uploads a patient document
action
Create contact
Creates a contact
action
Get Patients
Search for Patient resources using FHIR search parameters
action
Get pipeline stages
Retrieves all stages for a given pipeline
action
Get invoices
Gets invoices
action
Get appointments
Gets a list of appointments for a contact
action
Get phone numbers
Gets a list of phone numbers
action
Create task comment
Creates a new comment on a task
action
Get all teams
Gets a list of all teams
action
Create patient
Creates a patient
action
Add or subtract datetimes
Adds or subtracts time from a date
action
Get providers
Gets a list of providers
action
Get encounters
Retrieves the list of encounters of a given patient
action
Get employee fields
Gets employee fields
action
Get locations
Gets a list of locations
action
Get surveys
Gets the available surveys
action
Search invoices
Searches for invoices from a location specified in the filter
action
Create patient
Creates a new patient
action
Create patient
Creates a new patient
action
Create or update contact
Creates or updates contact
action
Download envelope documents
Retrieves documents from an envelope, such as the generated Certificate of Completion (which is created when a document is completed)
action
Create note
Creates a new note
action
Create requested payment
Creates an invoice payment request for a patient
action
Get bills
Gets all bills
action
Create a prefilled form URL
Create a public form URL with prefilled values
action
Get locations
Gets all locations for the business
action
Get referral authorizations
Gets a list of referral authorizations
action
Update conversation
Updates a conversation
action
Send secure message
Sends a secure message to a contact
action
Delete appointment
Deletes an appointment
action
Get contacts
Gets a list of contacts
action
Get leads
Retrieves a list of up to 200 leads, optionally filtered by the lead's email
action
Update row
Updates a row from a worksheet
action
Get appointments
Gets all appointments
action
Create contact note
Creates a note to a contact
action
Get Persons
Gets a list of persons
action
Update task
Update key components of a task
action
Get program
Gets a program
action
Remove contact tags
Removes specified tags from a contact
action
Get orders
Gets order for the filters provided
action
Upload file to custom field
Uploads file for a custom field in order to get a URL and use it as input to the custom field
action
Update contact
Updates a contact
action
Get app outputs
Gets a list of app outputs
action
Get patients
Lists all patients receiving care at the specified facility
action
Search contacts
Searches all contacts available to a given organization and returns a set of results. A new contact can be created if none are found.
action
Get phone numbers
Fetches a list of all the phone numbers available
action
Export and download document
Exports a document in selected format and downloads it
action
Get contact
Gets a contact by a specified ID
action
Get patients
Retrieves a list of all patients
action
Get offers
Retrieves a list of all offers for an opportunity
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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