Aesthetic Record EMR + LeadConnector
Aesthetic Record EMR + LeadConnector
Aesthetic Record EMR + LeadConnector integrations
Add new Aesthetic Record EMR invoices to LeadConnector as updated opportunities
This workflow springs into action when you generate a new invoice in the Aesthetic Record EMR app. It seamlessly transfers that data to the LeadConnector app, enabling you to effortlessly add or update opportunities. This process not only streamlines your operations but also helps you stay on top of your business leads, saving valuable time and resources.
- When this happens...New InvoiceTriggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Aesthetic Record EMR and LeadConnector
Discover other triggers and actions you can use with Aesthetic Record EMR and LeadConnector
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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- Create and update LeadConnector contacts from new Aesthetic Record EMR patients
- Create opportunities in LeadConnector for new patients in Aesthetic Record EMR
- Add new Aesthetic Record EMR patients to LeadConnector campaigns instantly
- Add or update LeadConnector contacts when new invoices are processed in Aesthetic Record EMR