Don't let admin costs eat 25% of your revenue. Get a free consultation →

Aesthetix CRM

Integration

CRM & Patient Engagement

✓HIPAA CompliantNo Code Required

Aesthetix CRM Integration — Automate Patient Outreach & CRM

Sync patient data between Aesthetix CRM and your EHR automatically. AI agents handle lead follow-up, outreach, and engagement workflows.

Triggers

Actions

20+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Aesthetix CRM

Lead-to-Patient Pipeline

Try it

When a lead converts in Aesthetix CRM, automatically create a patient record in your EHR with all collected information.

Automated Follow-Up Campaigns

Try it

Trigger Aesthetix CRM email/SMS campaigns based on EHR events — missed appointments, completed treatments, annual check-up reminders.

Referral Tracking

Try it

Track referral sources in Aesthetix CRM and measure which channels bring the most new patients.

Set up AI agents with

Aesthetix CRM

Discover popular templates with Aesthetix CRM

Data Sync

DrChrono to Aesthetix CRM integration

Update contacts in AesthetixCRM when patients are created in DrChrono

Try it

Scheduling

ModMed to Aesthetix CRM integration

Add contacts to workflows in AesthetixCRM from appointments in ModMed

Try it

Scheduling

DrChrono to Aesthetix CRM integration

Update contacts in AesthetixCRM when appointments are updated in DrChrono

Try it

Scheduling

ModMed to Aesthetix CRM integration

Update contacts in AesthetixCRM when ModMed appointments are updated

Try it

Scheduling

ModMed to Aesthetix CRM integration

Update contacts in AesthetixCRM when appointments are updated in ModMed

Try it

Scheduling

DrChrono to Aesthetix CRM integration

Add new contacts to workflows in AesthetixCRM from appointments in DrChrono1

Try it

Connect Aesthetix CRM with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

Start for free

Explore Aesthetix CRM triggers and actions

Cevi supports 1 Aesthetix CRM triggers and 36 actions

Trigger

Manually setup a webhook trigger in your dashboard

trigger

Add note

Adds note to contact

action

Get pipeline opportunities

Fetches all available opportunities

action

Create appointment

Creates a new appointment

action

Get appointment notes

Fetches notes for an appointment

action

Update task completed

Updates a specific task's status as completed

action

...

Aesthetix CRM API Capabilities

20+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

20+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Patient CRM

Lead management
Patient profiles
Treatment tracking
Follow-up automation

Marketing

Campaign management
Review requests
Referral tracking
ROI reporting

Build your Aesthetix CRM automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Aesthetix CRM

CRM & Patient Engagement

aesthetix-crm

View API documentation

Quick Facts

CategoryCRM & Patient Engagement

AuthAPI Key

Endpoints20+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Aesthetix CRM workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.