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Aesthetix CRM
 and
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Aesthetix CRM
and
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Explore available triggers and actions

Aesthetix CRM

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Get time clocks

Gets a list of time clocks

action

Get forms

Gets a list of forms

action

Create user

Creates a new user

action

Get jobs

Gets a list of jobs

action

Update task

Updates a task

action

Update shift

Updates a shift

action

Get shifts

Gets a list of shifts under a specific schedule

action

Get task boards

Gets a list of task boards

action

Get users

Gets a list of users

action

Get tasks

Gets a list of tasks

action

Create patient

Creates a new patient

action

Get patient

Gets a patient

action

Create order

Creates a new order

action

Get bookings

Retrieves a collection of bookings

action

Search slots

Searches for available appointment slots

action

Get patients

Gets a list of patients

action

Update patient

Updates a patient

action

Create patient

Creates a new patient

action

Get doctors

Gets a list of doctors

action

Create prospective client

Creates a new prospective client

action

Get discharge plans

Gets a list of discharge plans

action

Get clients

Gets a list of clients

action

Upload document

Uploads a document for a client

action

Create client

Creates a new client

action

Get session

Gets a session by ID

action

Get patient profile

Gets a patient profile by ID

action

Get patient profiles

Gets a list of patient profiles

action

Update client

Updates an existing client

action

Get sessions

Gets a list of sessions

action

Create session

Creates a new session

action

Make outgoing call

Makes an outgoing call

action

Authenticate

Requests authentication token

action

Create patient profile

Creates a new patient profile

action

Download meeting recording

Downloads the video recording files for a meeting

action

Get appointments

Gets a list of appointments

action

Get past meeting participants

Gets a list of participants who attended a completed meeting

action

Get meeting registrants

Gets a list of users who have registered for a meeting

action

Submit form response

Submit a form response, can be used with the 'Prepare form response' action

action

Get data form fields

Gets data form fields

action

Create note

Creates a note

action

Get replies

Retrieve the list of replies to a message in a channel of a team

action

Update patient

Updates data of a specific patient

action

Update assessment record

Updates an assessment record for a patient

action

Create lab order

Creates a lab order

action

Get appointment

Gets a appointment

action

Create patient

Creates a patient

action

Get fax numbers

Fetches all the available fax numbers

action

Update opportunity stage

Changes an opportunity's current stage

action

Create an order

Creates an order in BigCommerce

action

Pick from array

Picks a specific item from an input array based on relative or absolute position

action

Download patient document

Downloads a patient document

action

Update availability

Updates an existing availability slot

action

Get locations

Get or search locations

action

Get companies

Get companies

action

Get phone numbers

Gets a list of phone numbers

action

Get modules

Gets all Zoho modules, either standard or custom

action

Upload file

Uploads file into media library

action

Update checkitem

Updates checkitem

action

Get custom fields

Gets custom fields

action

Get contacts

Gets a list of contacts

action

Get invoice

Retrieves a specific invoice

action

Get invoice

Gets an invoice by identifier

action

Update patient

Updates new patient record

action

Send campaign

Sends a specific campaign

action

Get email messages

Gets a list of email messages

action

Create patient

Creates a new patient

action

Get physician's availability

Retrieves a physician's availability

action

Delete pages

Deletes selected pages inside a PDF file

action

Authenticate

Request authentication token

action

Create account

Creates an account

action

Update client

Updates a client's record

action

Get patient demographics

Looks up patient demographics

action

Get courses

Gets a list of courses

action

Get projects

Retrieves all projects accessible to the authenticated user

action

Convert to base64

Converts an image to base64

action

Find patients (Enhanced best matching criteria)

Retrieves a list of patients based on the search criteria

action

Create channel

Creates either a public or private channel

action

Get orders

Gets orders

action

Create Patient

Create a new Patient resource

action

Get doctors

Get doctors

action

Get team members

Fetches a list of all team members

action

Get ticket

Gets a ticket by ID

action

Update Appointment

Update an existing Appointment resource

action

Reserve time slot

Reserves a specific time slot in Jotform's appointment widget

action

Start call

Starts a new call

action

Create record

Creates a record

action

Create ticket

Creates a support ticket

action

Insert custom payment for an invoice

Inserts the details of a custom payment for an invoice

action

Submit job

Submits a job to the system for processing

action

Get users

Gets a list of users

action

Create section

Creates a new section

action

Create phone call

Creates a phone call

action

Get subscribers

Gets all subscribers

action

Get user description

Gets user description

action

Search board

Searches for a board

action

Update envelope

Update envelope

action

Create recurring availability

Creates a recurring availability schedule for a user

action

Create patient

Creates a patient

action

Request contact consent

Sends a request consent SMS to the specified phone number or customer

action

Create task

Creates a new task

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