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 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
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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