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 file channels
Gets all available file channels
action
Get a patient
Retrieves data of a specific patient
action
Create a patient
Creates a new patient
action
Get heart rate readings
Gets the heart rate readings throughout the day and night
action
Get contact
Gets an existing contact
action
Get products
Gets a list of products
action
Get questionnaire responses
Retrieves a list of QuestionnaireResponse resources
action
Upload patient document
Uploads a patient document via the portal queue
action
Create appointment
Creates a new appointment
action
Create form completion request
Creates a form completion request
action
Get agents
Fetches a list of agents
action
Get letters
Gets all letters
action
Get subscriptions
Returns a list of active subscriptions
action
Get partner pharmacies
Gets a list of the available partner pharmacies
action
Create appointment
Creates an appointment
action
Create topic
Creates a new topic
action
Get file
Retrieves a file by its ID
action
Get documents
Fetches a list of all the documents.
action
Get intake records
Gets intake records
action
Get availability exceptions
Gets availability exceptions for a user within a date range
action
Get users
Gets a list of users in the organization
action
Get procedure logs
Retrieves a list of procedure logs
action
Create patient note
Creates a note to an existing patient
action
Get exams
Gets a list of the available exams
action
Update appointment custom fields
Updates custom fields for a specific appointment
action
Create contact
Creates a contact
action
Update contact
Updates a contact
action
Create invoice
Creates a new invoice
action
Create data object
Creates a new data object
action
Update patient
Updates a patient
action
Get account
Gets account by ID
action
Get custom appointment fields
Gets a list of custom appointment fields
action
Update letter
Updates a letter
action
Get calendars
Get all calendars in a location
action
Update customer
Updates a specific customer
action
Find client
Find a client based on search term or ID
action
Send fax
Sends a fax
action
Get activities
Fetches a list of activities
action
Delete patient relationship
Deletes a patient relationship
action
Start assessment
Starts or resumes any incomplete assessment
action
Get events
Gets a list of events
action
Get all data object definitions
Retrieves a list of all available data object definitions
action
Get transcripts
Retrieves a list of transcripts
action
Create clinical document
Creates a clinical document record for a specific patient
action
Get tables
Gets a list of tables of an application
action
Get studies
Retrieves a list of all studies
action
Update project
Updates a specific project
action
Create or update appointment
Creates or updates appointment
action
Get providers
Looks up providers
action
Get policies
Gets a list of policies
action
Get tables
Gets all tables
action
Update procedure log
Updates a procedure log
action
Download note
Downloads a note as a PDF file
action
Create lead
Creates a lead in LeadSigma
action
Get apps
Returns a list of API Apps that are accessible by you. If you are on a team with an Admin or Developer role, this list will include apps owned by teammates.
action
Create questionnaire
Creates a questionnaire
action
Upload file to column
Uploads a file to a specific item column
action
Create sub lab
Creates a sub lab
action
Get memberships
Gets a list of all memberships
action
Create task attachment
Creates a new task attachment
action
Download document
Downloads a PDF of any document
action
Get custom data types
Gets a list of custom data type schemas
action
Get providers
Retrieves a list of providers
action
Upload patient's driver's license document
Uploads patient's driving license document
action
Get patients
Fetches a list of patients
action
Get tags
Gets a list of tags
action
Search tasks
Searches the tasks of a project
action
Get journeys
Fetches all journeys
action
Update patient
Updates a patient's data
action
Create meeting
Creates a meeting for a user
action
Get appointment
Gets an appointment
action
Get order changes
Retrieves the list of changes in an order
action
Get signature requests
Returns a list of signature requests
action
Update patient
Updates a patient's record
action
Get providers
Retrieves a list of all providers
action
Create referral order
Creates a referral order
action
Update patient preferences
Updates a patient preferences
action
Update patient custom fields
Modifies custom fields data for a specific patient
action
Get appointments
Get or search appointments
action
Get users
Retrieves a list of the users in the organization
action
Create availability
Creates a one-off availability slot for a user
action
Get team
Retrieves a team
action
Get patient clinical document
Gets a patient's clinical document
action
Get rows
Gets rows of table
action
Get timezones
Gets all timezones
action
Update Patient
Update an existing Patient resource
action
Get therapists
Get therapists
action
Create user
Creates a new user
action
Create patient
Creates a new patient
action
GET request
Send a GET request
action
Get file
Gets a file either by ID or path
action
Get treatment notes
Gets a list of treatment notes
action
Get appointment participants
Fetches a list of the participants of an appointment
action
Get lists
Fetches a list of contact lists
action
Get tables
Gets all the tables for the authenticated database and schema
action
Get assessment
Retrieves the assessment by the provider for a specific encounter
action
Remove tags from contact
Removes tags from contacts
action
Update row
Updates an existing row
action
Send questionnaire
Send an intake package
action
Create user
Creates a new user in the account
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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