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 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
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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