Build HIPAA-compliant automations that sync data across your Aesthetix CRM and with AI.

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Explore available triggers and actions

Aesthetix CRM
Generic Trigger
Event payload may include activity, sleep, daily, menstruation, body and nutrition data
trigger
New SMS or MMS
Triggers when a new SMS or MMS message is received
trigger
Trigger
Manually setup a webhook trigger in your dashboard
trigger
Orders created or updated
Gets triggered when there are changes on an order
trigger
Custom trigger
Triggers for selected Square events
trigger
Treatment plan created
Triggers when a treatment plan is created
trigger
Specific column value changed in board
Triggers when a specific column value changes in a board
trigger
Generic trigger
Triggers for selected HumbleFax events
trigger
Invitee event
Triggers when there is a new invitee action such as when an invitee schedules a new event
trigger
Activity deleted
Receives an event on activity deletetion
trigger
Document status changed
Triggers when a document's status changes
trigger
Order placed
Triggers when an order is placed
trigger
Updated calendar event
Triggers when a calendar event is updated
trigger
New agreement event
Triggered by an agreement related event in your eSignature flow
trigger
Record created or updated
Gets triggered when a record is created or updated
trigger
Card created to list
Triggers when a card is created to a list
trigger
Existing row updated
Gets triggered when a row is updated in a specific sheet
trigger
New event
Receives new events
trigger
Generic trigger
Triggers for selected SurveyMonkey events
trigger
Incoming fax received
Triggers when an incoming fax has been successfully received and processed
trigger
Trigger
Receive near real-time events about changes in your organization
trigger
Order created
Triggers when a new order is created
trigger
Document reference created
Triggers when a document reference is created
trigger
Deal updated
Triggers when a deal is updated.
trigger
Session started
Gets triggered when a session has started
trigger
Appointment updated
Gets triggered when there are modified appointments
trigger
New form response
Webhooks can be used to send form responses as an instant notification.
trigger
Coverage created or updated
Gets triggered when a coverage has been created or updated
trigger
Individual appointment cancelled
Gets triggered when individual appointments gets cancelled
trigger
Trigger
Triggers on Gravity Forms events
trigger
New call log
Triggers when a new call log entry is created
trigger
Task updated
Triggers a workflow when a task is updated
trigger
Outbound missed call
Triggers when there is a new outbound missed call
trigger
Trigger
Triggers on Ritten events
trigger
Custom trigger
Triggers for events on a selected resource
trigger
Service request created or updated
Triggers when a new service request (order) is created or updated
trigger
New deal
Triggers when a new deal is created.
trigger
New or modified session
Gets triggered when a session created or modified
trigger
New labeled email
Triggers when a label is added to an email. Also triggers when a reply is added to the conversation.
trigger
Webhook
Receives a webhook and responds with status 200
trigger
Patient case updated
Gets triggered when there are changes on a patient case
trigger
New row created
Gets triggered when a new row is added to the specified sheet
trigger
Custom schedule
Triggers based on a custom schedule defined by a cron expression
trigger
Card moved to list
Triggers when a card is moved to a list
trigger
Trigger on appointment scheduled
Triggers on appointment scheduled on Acuity
trigger
Generic trigger
Triggers for selected Fax.Plus events
trigger
Outbound call
Triggers when there is a new outbound call
trigger
New row created
Triggers when a new row is created in the specified table
trigger
Formsort event
Triggers when there is a new formsort action such as when a form flow has been finished/submitted
trigger
Membership updated
Gets triggered when there is a membership update
trigger
New client
Gets triggered when a new client is created
trigger
Contact created
Triggers when a contact is created on user account
trigger
New event
Triggers with a new event
trigger
Trigger
Triggers for selected Upheal webhook events
trigger
Contact created or updated
Gets triggered when a contact is created or updated
trigger
Lab results created or updated
Gets triggered when there are additions or changes on lab results
trigger
Procedure logs created
Trigger when a new procedure log is created
trigger
Appointment created
Gets triggered when there a new appointment has been created
trigger
Generic trigger
Triggers for selected Aircall events
trigger
New session note
Gets triggered when a consultant completes a session note
trigger
Inbound fax
Triggers when there is a new inbound fax
trigger
Patient created or updated
Triggers when a new patient is created or updated
trigger
New object
Notifies when a new object is created
trigger
Employee created
Gets triggered when a new employee is created
trigger
Row updated
Gets triggered when the values of an existing row change in the selected worksheet
trigger
Fax trigger
Triggers for fax events on a selected number
trigger
New event
Trigger the workflow when a new event is received to this URL
trigger
Completed form
Gets triggered when a form is completed
trigger
Voicemail message
Triggers when there is a new voicemail message
trigger
Generic trigger
Triggers for selected CallRail events
trigger
Encounter created
Gets triggered when there are new encounters
trigger
Data object children updated
Receives an event on update of a childred of a data object
trigger
Event updated
Gets triggered when an event is updated
trigger
Call state changed
Triggers when a call changes state
trigger
New event
Trigger the workflow when a new event is received to this URL
trigger
New event trigger
Webhooks can trigger send events to your workflow in near real-time
trigger
Event deleted
Gets triggered when an event is deleted
trigger
New or updated appointment
Gets triggered when an appointment has been created or updated
trigger
Generic trigger
Manually set up a webhook trigger in your OptiMantra dashboard
trigger
Get contacts
Gets a list of contacts
action
Get tasks
Retrieves a list of tasks
action
Update task
Updates an existing task
action
Get orders
Gets a list of orders
action
Create customer payment card
Creates a new payment card
action
Get products
Gets a list of products
action
Send SMS
Sends a new SMS message
action
Update availability
Updates an availability
action
Get me
Gets the current user profile
action
Create document reference
Creates a new document reference
action
Get documents
Gets a list of documents
action
Get modified documents
Gets a list of modified documents
action
Get teams
Gets a list of teams
action
Get team members
Gets a list of members from a team
action
Create availability
Creates an availability
action
Create task
Creates a new task
action
Get timesheet totals
Gets detailed work records for each employee within a specified date range
action
Enroll patient
Enrolls a new patient
action
Get patient enrollment options
Gets the plans and surveys the provider can assign to their patients
action
Create shift
Creates a new shift
action
Get schedulers
Gets a list of schedulers
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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