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Aesthetix CRM
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 integration

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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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Get consultants

Gets all consultants

action

Create channel

Creates a channel

action

Authenticate

Request authentication token

action

Revoke sign-in sessions

Revokes all refresh tokens for a user so they must sign in again

action

Get questionnaire

Gets a questionnaire by ID

action

Get envelope recipients

Gets a all envelope recipients

action

Update diagnosis

Updates a specific diagnosis for a patient

action

Get chart note

Gets a chart note by ID

action

Get workers

Fetches a list of all available workers

action

Get patient insurance

Gets a patient's insurance by ID

action

Get product

Gets a product

action

Create customer invoice

Creates a customer invoice

action

Get tags

Fetches all tag definitions from the master tag list

action

Get clinic

Gets clinic

action

Get tasks

Gets a list of all tasks

action

Add data rows

Adds new data rows to the specified table within the specified dataset

action

Download a file

Downloads an incoming files

action

Update patient outstanding balance

Updates a specific patient's outstanding balance

action

Get lead fields

Gets a list of the available lead fields

action

Get subscription

Gets a subscription by ID

action

Get treatment notes

Retrieves a list of treatment notes

action

Get network status

Gets network status of a verification

action

Update issue

Updates an existing issue

action

Get plans

Gets a list of plans

action

Create an appointment

Creates a new appointment

action

Delete chart note

Deletes a chart note by ID

action

Find spreadsheet rows

Find the rows in the selected spreadsheet containing the provided search term

action

Update contact

Updates a contact in Freshdesk

action

Create CMS 1500 form

Creates a CMS 1500 form

action

Get pharmacy

Gets a pharmacy

action

Create order

Creates an order

action

Get addresses

Fetches all the available addresses

action

Get billing ledger entries

Retrieves a list of billing ledger entries

action

Update patient

Updates a patient

action

Create invoice

Creates an invoice with one or multiple line items that can be sent via text or email to the customer's specified mobile number and/or email address

action

Add note

Adds note to contact

action

Create appointment

Creates an appointment

action

Update subscription

Updates a subscription

action

Update appointment

Updates an appointment

action

Update profile

Updates a profile

action

Send signature request with files

Creates and sends a new signature request based off of the file(s) provided

action

Create envelope from template

Create envelope from template

action

Get bookings

Gets bookings for a user within a date range

action

Get pipeline

Fetches a pipeline by ID

action

Create page

Creates a new page that is a child of an existing page

action

Update lead

Updates a Salesforce lead

action

Update custom fields

Updates custom fields on card

action

Create activity

Creates a new activity

action

Create customer

Creates a customer

action

Update entry

Updates an existing entry for a specified form

action

Add contact to campaign

Adds a specified contact to a campaign.

action

Get institutions

Retrieves a list of institutions

action

Create refund

Creates a refund to void a pending preauthorization, or to refund a transaction that has already settled

action

Get sent faxes

Gets the list of sent faxes

action

Call contact

Calls a contact

action

Get locations

Gets a list of all locations

action

Create campaign

Creates a Blast SMS campaign

action

Get table records

Gets a list of table records

action

Download file from response

Downloads a file from a response

action

Create patient

Creates a new patient

action

Send email

Create and send a new email message.

action

Get webinar

Gets a webinar by ID

action

Track

Tracks an event

action

Create contact

Creates a contact

action

Get checkitem

Gets checkitem

action

Get patients

Gets a list of patients

action

Create contact

Create a contact in Freshdesk

action

Create contact

Creates a new contact

action

Create client

Creates a new client

action

Get patients

Get a list of patients with dependent objects for patients that match the query parameters

action

Get posts

Gets posts

action

Get contacts

Gets all the available user contacts

action

Create contact

Creates a new contact

action

Update contact

Updates a specific contact

action

Send message to a conversation

Sends message to a conversation

action

Get end users

Gets all end users

action

Get form responses

Gets a list of form responses

action

Get stress routes

Gets the daily stress routes

action

Get table schema

Get the schema of a specific table in the specified base

action

Get stages

Gets a list of stages

action

Get records

Gets a list of records based on the specified criteria

action

Get multi-user availability

Gets calculated availability for multiple users

action

Get booked appointments

Retrieves a list of booked appointments

action

Add tags to opportunity

Adds tags to an opportunity

action

Get template

Gets a single template

action

Get task

Gets a task

action

Create patient

Creates a patient

action

Get owners

Retrieves a list of owners within the specified account

action

Create thread message

Creates a new thread message

action

Delete channel

Deletes a channel

action

Get event

Retrieves a specific event by ID

action

Get customers

Gets store customers

action

Get appointment statuses

Gets available appointment statuses

action

Get locations

Retrieves a list of locations

action

Get line items

Retrieves a list with all line items

action

Remove subscription

Removes a subscription by ID

action

Get project template

Retrieves a specific project template

action

Create order

Creates an order

action

Get patient

Gets a patient by its ID

action

Send invitation to patient portal

Resends the portal invitation or lost password email

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