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Discover popular templates with
Aesthetix CRM
 and
 integration

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Explore available triggers and actions

Aesthetix CRM

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Get patient preferences

Gets a patient's preferences

action

Get readiness routes

Gets the daily readiness routes

action

Get appointment

Gets an appointment by ID

action

Get custom fields of template

Retrieves a list of custom fields of a template

action

Update deal

Updates a deal

action

Get organizations

Gets organizations

action

Add phone number

Adds a phone number to a patient or a doctor

action

Move file or folder

Moves a file or a folder to a new destination

action

Get custom fields for project

Retrieves the custom fields fo a project

action

Get task

Gets a task by its ID

action

Get subscriptions

Retrieves a list of subscriptions

action

Update patient

Updates a patient

action

Get subscriptions

Retrieves a list of existing subscriptions

action

Create comment

Creates a new comment on a card

action

Get patient lab results

Retrieves a list of patient lab results

action

Send email invite

Sends an email invite to patient to join the Patient portal

action

Update project

Updates a project by a specified ID

action

Get employee

Gets an employee

action

Get account

Gets the account details for the authenticated account

action

Get appointments

Gets a list of appointments

action

Find customer

Fetches a registered customer based on filter

action

Get assessment

Gets an assessment

action

Create patient

Creates a patient

action

Get calendar groups

Returns a list of all calendar groups

action

Update Patient

Updates a patient's record

action

Delete patient

Deletes a patient

action

Get patient lab results

Gets a patient's lab results

action

Create relationship

Creates a new relationship

action

Get availability times

Gets available appointment times for a specific date and appointment type

action

Remove tags from opportunity

Removes tags to an opportunity

action

Create sheet row

Create a new row in the selected sheet

action

Create patient

Creates a patient

action

Get columns

Gets columns for the selected table

action

Create event

Create event

action

Download fax

Downloads fax

action

Start download document bulk

Triggers a process to generate a list of download URLs for all of the patient's documents

action

Get patient

Gets a specific patient

action

Create charge

Creates a charge

action

Send SMS

Sends an SMS

action

Get estimation

Gets an existing estimation by its identifier

action

Get vendors

Gets a list of vendors

action

Get custom fields

Gets the custom fields of workspace

action

Get SMS conversation by ID

Retrieves a specific SMS conversation by its ID

action

Update non-visit note

Updates a non-visit note

action

Create appointment

Creates a new appointment

action

Get locations

Get patients locations

action

Update patient

Updates a patient's record

action

Pay order

Pays an order

action

Get users

Get users

action

Get session data

Gets details about the session and its progress

action

Get pipeline opportunities

Fetches all available opportunities

action

Get lead statuses

Retrieves lead status values, optionally filtered by converted status

action

Parse

Parses a PDF and exports raw text

action

Get medication

Gets a medication

action

Share folder

Shares a folder with collaborators

action

Create lead

Creates a new lead

action

Get event

Returns information about a specified event

action

Create subscription

Creates a subscription

action

Get lead

Fetches a lead based on its identifier

action

Get event types

Fetches all available event types

action

Create patient

Creates a new patient

action

Get contact tags

Get all contact tags available

action

Update patient

Updates a patient record

action

Update contact

Updates a contact

action

Create folder

Creates a new folder

action

Update contact

Updates a contact

action

Remove a tag from contact

Removes a tag from a contact

action

Create patient

Creates a new patient record

action

Create table

Creates a new table

action

Get notes

Retrieves all notes

action

Get contacts

Fetches a list of contacts

action

Get mobile carriers

Retrieves a list of all mobile carriers

action

Download consent form

Downloads consent form as a PDF

action

Get businesses

Gets a list of businesses

action

Download file

Downloads a file

action

Search patients

Fetches a list of all patients based on search criteria

action

Get participants

Retrieves a list of participants for the specified meet

action

Update task

Update a task

action

Extract pattern

Extracts portion(s) from the input text that match a pattern

action

Find groups

Find groups

action

Download visit note

Downloads a visit note

action

Get template recipient tabs

Gets all template recipient tabs

action

Get ASAP appointments

Retrieves the ASAP list of appointments

action

Get patients

Retrieves a list of patients

action

Add a tag to contact

Add a tag to contact

action

Update database item

Updates the selected item in the database

action

Get appointment types

Retrieves list of the type of appointment available in the practice

action

Get user

Gets information about a user

action

Create appointment

Creates a new appointment

action

Get invoice

Retrieves the invoice with the given ID

action

Get referring providers

Looks up referring providers

action

Update appointment

Updates an appointment

action

Get buckets

Gets a list of plan's buckets

action

Create encounter

Creates a new encounter record for a patient

action

Create patient

Creates a clinic patient

action

Query

Query

action

Get meeting

Gets a meeting by ID

action

Get organization members

Gets a list of all organization members

action

Find database item

Finds an item in the selected database

action

Ask ChatGPT

Sends a prompt to ChatGPT and receives the response

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