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
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
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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