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Aesthetix CRM
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Aesthetix CRM
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Explore available triggers and actions

Aesthetix CRM

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Create card

Creates a card

action

Get coverages

Gets a list of coverages

action

Download file

Downloads a file stored in Drive

action

Create patient

Creates a new patient record

action

Get item

Get item by id

action

Get organization

Retrieves the avaliable info for the organization

action

Get opportunity

Retrieves a single opportunity

action

Create letter

Creates a new letter

action

Get settings

Gets the settings

action

Create contact

Creates a contact

action

Get invoices

Retrieves a list of invoices

action

Get labels

Gets all contact labels (groups)

action

Upload documents

Uploads a list of files to a document sumamary

action

Create entry

Creates a new entry for a form

action

Get patients

Gets a list of patients

action

Upload file

Uploads a file for a client

action

Get appointment changes

Retrieves the list of changes in appointments or appointment slots

action

Search

Searches for databases or pages

action

Get Record

Retrieve a single record. Any "empty" fields (e.g. "", [], or false) in the record will not be returned.

action

Insert row

Inserts a new row

action

Get messages

Returns a list of messages for a given thread

action

Create new provider user

Creates new user and prepare an app invite the user can use to sign up

action

Create patient treatment plan

Creates a new Treatment Plan for a patient

action

Get lead field properties

Fetches all lead based field properties

action

Clear spreadsheet values

Clears values from a spreadsheet. Only values are cleared -- all other properties of the cell (such as formatting, data validation, etc.) are kept.

action

Find patient

Looks up patient

action

Get scheduled events

Fetches a list of scheduled events by appointment with a specific contact

action

Get accounts

Gets accounts

action

Update contact

Updates a contact

action

Get daily activities

Gets the daily activity summary values and detailed activity levels

action

Get users

Gets a list of users

action

Get locations

Fetches a list of the available locations

action

Update user

Updates an existing user in the workspace

action

Confirm booking

Confirms a service booking

action

Create membership

Creates a membership plan subscription for patients

action

Get bookings by IDs

Gets multiple bookings by their IDs

action

Delete table records

Updates a set of table record matching the specified criteria

action

Get contact fields

Lists all contact fields

action

Get customers

Gets a list of customers

action

Get account descirption

Gets account description

action

Create temporary fax

Creates a temporary fax

action

Search contacts

Searches the authenticated user's contacts for matches against names, nicknames, email addresses, phone numbers, and organizations

action

Get clients

Gets all clients

action

Create appointment

Creates a patient appointment with a healthcare provider

action

Update lead

Updates a specific lead

action

Create row

Creates a rown in the table

action

Get custom statuses

Gets custom statuses from Zendesk

action

Get custom fields

Retrieves custom fields information for a specific practice

action

Create appointment

Creates an appointment

action

Get charge item

Gets a signle charge item by its ID

action

Create document summary

Creates a document summary

action

Create task

Creates a new task

action

Find file by name

Retrieves a specific file by name

action

Add user role

Assigns a role to a user

action

Get contact

Gets an existing contact by its identifier

action

Get companies

Retrieves all companies

action

Add comment

Adds a comment

action

Create task

Creates a task

action

Update record

Updates a record in a table

action

Add webinar registrant

Adds a registrant to webinar

action

Get appointment notes

Fetches notes for an appointment

action

Get document references

Returns a list of document references

action

Get templates

Gets a list of all templates

action

Get projects

Gets a list of projects

action

Create subscription

Creates a new subscription

action

Get tables

Gets all the tables for the authenticated database and schema

action

Get clients

Gets clients

action

Get timezones

Fetches all available timezones

action

Get financial classes

Looks up financial classes

action

Update appointment

Updates an appointment

action

Send SMS

Sends a SMS

action

Query database items

Queries multiple items from the selected database

action

Get users

Gets all users for the authenticated account

action

Insert row

Inserts a new row

action

Get slots

Retrieves slots from a specified schedule

action

Find lead

Finds matching lead

action

Get account

Gets information about the user's account

action

Get Appointments

Search for Appointment resources using FHIR search parameters

action

Update invoice

Updates an invoice

action

Compare datetimes

Calculates the difference between two datetimes in days, hours, minutes, and seconds

action

Send email

Sends an email to a list of contacts

action

Get contact lists

Gets a list of contact lists

action

Capitalize all

Capitalizes all characters in text

action

Get treatment note

Gets a treatment note by ID

action

Authenticate

Requests a new access token

action

Update appointment

Updates an appointment

action

Get sent fax

Gets sent fax

action

Get file

Retrieves a file

action

Get custom field

Gets a custom field of a board

action

Authenticate

Requests authenticated user info

action

Get treatment plan events

Lists all treatment plan events from the last 30 days

action

Get members

Retrieves a list of all members

action

Get labels

Retrieves a list of labels for the authenticated user.

action

Get service

Gets service of a specified center

action

Get leads

Gets a list of leads

action

Get report

Retrieves a report by ID

action

Update client

Updates a specific client

action

Authenticate

Requests authentication token

action

Update simple column value

Updates the value of a column in a specific item (row) with a string value

action

Get spaces

Gets all spaces

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