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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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Get supported time zones

Gets supported time zones

action

Get patient

Gets patient by ID

action

Get tags

Gets all available tags

action

Get documents

Get documents

action

Download file

Downloads a file by its ID

action

Get contact relationships

Gets a specific contact relationships

action

Get subscription plans

Gets a list of subscription plans

action

Get clients

Fetches a list of clients

action

Get lists

Gets all lists in a space or folder

action

Get company call records

Retrieves company call log records by their IDs

action

Update guest form

Updates an existing guest form

action

Create vital values

Creates vital values

action

Get templates

Gets a list of templates

action

Get pipelines

Fetches all available pipelines

action

Get submission

Gets a submission by ID

action

Get charge details

Gets charge details

action

Download files

Downloads a copy of the current documents of a Signature request

action

Get squads

Gets a list of squads

action

Get profiles

Fetches a list of profiles

action

Get notes

Gets a list of notes

action

Get catalog objects

Gets a list of catalog objects

action

Chat

Sends a multi-turn conversation to Gemini models with conversation history

action

Send fax

Sends fax

action

Update patient policies

Updates policies from a patient

action

Get board items

Retrieve a list of items from a board

action

Get filtered team tasks

Gets all the tasks in a specific workspace

action

Create dataset

Creates a new dataset

action

Update CMS 1500 form

Updates a CMS 1500 form

action

Create payment

Generates a payment using the provided source. Charge a card or record a payment that the seller received outside of Square.

action

Start document query

Triggers a document query for the specified patient

action

Create app record

Creates a new app record

action

Get worker

Fetches a single worker record

action

Publish message

Publishes a message to a topic

action

Create patient

Creates a new patient

action

Create task

Creates a task

action

Create section

Creates a new section for a project

action

Get appointments

Fetches a list of appointments

action

Perform eligibility inquiry

Performs an eligibility inquiry

action

Get contact

Gets a specific contact

action

Get service

Gets a service by ID

action

Get reasons

Gets reasons

action

Get user by email

Gets user by specified email

action

Get verifications

Gets verifications

action

Get Client

Retrieve a single client.

action

Send exam invite

Sends a new exam invite

action

Get customers

Retrieves all customers

action

Send SMS

Sends a SMS message

action

Create contact

Creates a contact

action

Get settings

Gets all settings

action

Get prices

Retrieves a list of existing prices

action

Get tasks

Gets the tasks of a project

action

Create customer

Creates a customer

action

Add contact to list

Subscribe a contact to a list

action

Download meeting recording transcripts

Download all meeting recording transcripts by meeting ID

action

Get cells

Get cells from a worksheet

action

Make ringout call

Makes a 2-legged RingOut call

action

Delete record

Deletes a record of a module by id

action

Get interviews

Retrieves a list of intreviews for an opportunity

action

Get plans

Gets a list of group's plans

action

Get appointments

Gets a list of appointments for a contact

action

Get practitioners

List of all practitioners in the account

action

Get entry

Retrieves an entry by from a specified form

action

Get calls

Gets calls

action

Get price

Retrieves the details of an existing price

action

Get modules

Gets a list of modules

action

Get application configuration

Get application configuration

action

Get charges

Gets a list of charges

action

Count tokens

Counts the number of tokens in a prompt or text for a specific Gemini model

action

Data mapper

Maps one or more values to any other value based on a user defined map

action

Create user

Creates a user

action

Upload media

Uploads a media file

action

Get tags

Gets all tags

action

Authenticate

Request authentication token

action

Get webhook event types

Gets webhook event types

action

Get group description

Gets group description

action

Create contact

Creates a new contact

action

Assign role to user

Assigns a role to an existing user

action

Get associations

Retrieves all associations of an object by object type

action

Get contacts

Fetches all contacts

action

Convert address to geocode

Converts address to latitude/longitude coordinates

action

Get appointments

Gets a list of appointments for a patient

action

Fallback value

Returns the fallback value in case the value has no character or is null

action

Create or update contact

Create or update contact

action

Get worker's assigned tasks

Gets worker's assigned tasks

action

Create record

Creates a new record

action

Add medication to catalog

Adds a medication to an existing catalog

action

Get non-visit notes

Retrieves a list of non-visit notes

action

Find intake opportunity

Finds matching intake opportunity

action

Create a session

Creates a new session

action

Create appointment slot

Provides the ability to add new open appointment slot

action

Update a person

Update a person

action

Update policy

Updates a policy

action

Get appointment

Gets an appointment by ID

action

Create contact

Creates a contact

action

Create note

Creates a note

action

Get documents

Gets documents of patient

action

Convert lead

Converts a lead into a contact, account, and optionally a deal

action

Create event

Creates a Salesforce calendar event

action

Get provider utilization

Calculates and forecasts a provider's utilization

action

Upsert contact

Creates or 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