Aesthetic Record EMR + Code by Zapier + Zoho CRM Integrations
How to connect Aesthetic Record EMR + Code by Zapier + Zoho CRM
Zapier lets you send info between Aesthetic Record EMR and Code by Zapier and Zoho CRM automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Aesthetic Record EMR + Code by Zapier + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Aesthetic Record EMR, Code by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
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Zap Step Id
CodeRequired
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Zap Step Id
Input Data
CodeRequired
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItZap Id
Zap Step Id
CodeRequired
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Zap Step Id
Input Data
CodeRequired
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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How Aesthetic Record EMR + Code by Zapier + Zoho CRM Integrations Work
- Step 1: Authenticate Aesthetic Record EMR, Code by Zapier, and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
