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Aesthetix CRM
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Aesthetix CRM
and
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Explore available triggers and actions

Aesthetix CRM

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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

Update task completed

Updates a specific task's status as completed

action

Get companies

Gets a list of companies

action

Delete patient insurance

Deletes an existing patient insurance record

action

Create visit note

Creates a visit note

action

Get issues

Gets a list of issues

action

Create or Update Customer

Creates a new or updates an existing customer in Customer.io.

action

Get contacts

Gets a list of contacts

action

Get new and modified patients

Gets new and modified patients

action

Get patient

Gets a patient

action

Search persons

Searches for persons

action

Upload attachment

Uploads an attachment (up to 5 MB) to an attachment cell

action

Get study

Get study

action

Create opportunity

Creates a new opportunity

action

Get contacts

Fetches a list of the available contacts

action

Send email

Sends an email

action

Track user purchase

Tracks a single user's purchase

action

Create lead

Creates a new lead

action

Get ticket fields

Retrieves a list of the availiable ticket fields

action

Get appointment

Gets a single appointment by its FHIR ID

action

Get sharing agreements

Gets the sharing agreements from Zendesk

action

Update patient

Updates a single patient

action

Get all product variants

Gets a list of all product variants

action

Create message

Sends an SMS or MMS message to your contact/customer's mobile phone

action

List contacts

Returns the user personal contacts

action

Get template

Gets a template

action

Get patients

Gets a list of patients

action

Update lead

Updates a specific lead

action

Get workflows

Retrieves all workflows

action

Get vo2 maxes

Gets the maximum volume of oxygen that an individual can use during intense exercise

action

Create subscription plan

Creates a new subscription plan

action

Get customers

Fetches a list of customers

action

Add profiles to list

Adds profiles to a list.

action

Text to speech

Converts text into natural-sounding speech using Deepgram's TTS API

action

Get users

Gets a list with all available users

action

Get forms

Gets a list of all forms

action

Get pharmacies

Retrieves a list of pharmacies

action

Update patient

Updates an existing patient record with new information

action

Delete recurring availability

Deletes a recurring availability schedule

action

Get appointment

Fetch an appointment record

action

Add allergies to patient

Adds allergies to a patient. It will add them on top of the existing ones.

action

Get SMS conversations

Retrieves a paginated list of SMS conversations for the authenticated user, with filtering, sorting, and metadata

action

Get catalogs

Gets a list of catalogs

action

Create run

Creates a run to execute an assistant

action

Get groups

Retrieves a list of all workspace groups

action

Create patient insurance

Creates a new record of patient insurance for a specific patient

action

Get staff

Gets a list of staff

action

Get user groups

Gets a list of user groups

action

Get deals's custom fields

Gets a list of deal's custom fields

action

Create new user alias

Creates a new user alias

action

Get invoice

Gets an existing invoice by its identifier

action

Get submissions

Retrieves submissions for a form

action

Get contact fields

Lists all contact fields

action

Get user groups

Gets a list of user groups

action

Get prescriptions

Retrieves a list of prescriptions

action

Download fax file

Download sent or received fax file

action

Update patient

Updates a patient

action

Get transcript entries

Retrieves a list of transcript entries

action

Get contacts

Fetches the list of the available contacts

action

Get subscriber smart text fields

Gets all available smart text fields for use in subscriber record creation

action

Get lead

Gets a specific lead

action

Get all availability

Gets raw availability for all users in the account

action

Upload file to custom field

Uploads file for a custom field in order to get a URL and use it as input to the custom field

action

Get employer

Gets employer data of patient

action

Get tasks

Gets all the tasks in a specific list

action

Send sms

Sends a SMS message to a customer

action

Create questionnaire response

Creates a new questionnaire response

action

Create appointment

Creates a new appointment

action

Create client

Creates a new client

action

Update customer

Updates an existing customer

action

Get calendars

Gets calendars

action

Get patient events

Lists all patient events from the last 30 days

action

Create task

Creates a new task

action

Add end user to journey

Adds an end user to a journey

action

Get task

Gets the task by ID

action

Find referral source

Finds matching referral source

action

Get schema

Retrieves an object type schema

action

Get provider location availability

Retrieves availability for a provider location

action

Process document

Processes the document

action

Get appointments

Retrieves a list of appointments

action

Get tags

Get tags

action

Get physical exam findings

Retrieve a list of physical exam findings for a specific encounter

action

Cancel appointment

Cancels an existing appointment

action

Create status update

Creates a status update to a project, goal or portfolio

action

Get records

Gets a list of records

action

Create therapy session

Creates a new therapy session using the provided input data, such as provider and client IDs, session type, and optional metadata

action

Update appointment

Updates an appointment

action

Get medication

Gets a medication by ID

action

Get teams

Gets all the teams for the organization

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