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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Build yourAesthetix CRMandautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Aesthetix CRM
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
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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