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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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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

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