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Explore available triggers and actions

Aesthetix CRM

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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

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