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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Describe what you want to automate in plain English
Explore available triggers and actions

Aesthetix CRM
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
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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