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Integrate Aesthetic Record EMR with LeadConnector to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Aesthetic Record EMR with LeadConnector - no code necessary. See how you can get setup in minutes.

Select a trigger from Aesthetic Record EMR

A trigger is an event that starts your Zap and runs the workflow. For example, with Aesthetic Record EMR, a trigger could be "New Invoice."
A trigger is the event that kicks off your automated workflow.

Setup an action from LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Aesthetic Record EMR to LeadConnector

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Triggers and actions are the main components of every automated workflow.

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Frequently Asked Questions about Aesthetic Record EMR + LeadConnector integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Aesthetic Record EMR and LeadConnector

What triggers are available when integrating Aesthetic Record EMR with LeadConnector?

When integrating Aesthetic Record EMR with LeadConnector, you can use triggers such as 'New Appointment', 'Updated Patient Profile', and 'New Invoice Created'. These triggers allow automated actions to be performed in LeadConnector whenever these events occur in Aesthetic Record EMR.

How do I set up an integration between Aesthetic Record EMR and LeadConnector?

To set up the integration, navigate to our integration settings, select Aesthetic Record EMR as your app, and connect it with LeadConnector. Follow the prompts to authorize both applications. Once connected, you can configure specific triggers and actions to meet your needs.

Can I automatically sync new patient records from Aesthetic Record EMR to LeadConnector?

Yes, by using the 'New Patient' trigger in Aesthetic Record EMR, you can automatically create a new contact or update an existing record in LeadConnector. This ensures that patient information is kept consistent across both platforms.

What actions can be performed in LeadConnector using data from Aesthetic Record EMR?

Data from Aesthetic Record EMR can initiate several actions such as 'Create/Update Contact', 'Schedule a Call', or 'Send a Personalized Email' via LeadConnector based on the specified trigger events.

Is it possible to track invoice payments made through Aesthetic Record EMR in LeadConnector?

Yes, using the 'New Invoice Payment' trigger from Aesthetic Record EMR allows you to record payment activities directly into your CRM tools within LeadConnector, providing a seamless financial tracking flow.

Are there any limitations I should be aware of when integrating these services?

While most functionalities are supported, some complex workflows might require custom solutions. Ensure each step of your automation involves supported actions and triggers within our platform's current capabilities.

How often does data sync between Aesthetic Record EMR and LeadConnector?

The syncing frequency depends on how you've configured your triggers. Typically, data will sync instantly following a triggered event; however, ensure that both systems are properly authorized and connected for real-time updates.

Connect Aesthetic Record EMR and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Connect Aesthetic Record EMR and LeadConnector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Aesthetic Record EMR triggers, actions, and search
    New Patient

    Triggers when a new patient/client is added to Aesthetic Record.

    Trigger
    Scheduled
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Business name
      Required
    • User Phone
    • Email
      Required
    • Address
    • City
    • State / Prov / Region
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
      Required
    • Date Of Birth
    Action
    Write
    • Campaign
      Required
    • First Name
      Required
    • Last Name
      Required
    • Business name
      Required
    • User Phone
    • Email
      Required
    • Address
    • City
    • State / Prov / Region
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
      Required
    • Last Name
      Required
    • User Phone
    • Email
      Required
    Action
    Write

Learn how to automate LeadConnector on the Zapier blog

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About Aesthetic Record EMR
Aesthetic Record EMR is A Complete Practice Management & EMR Solution in the Industry. Software Designed To Make Growing Your Aesthetic Practice Easy.
Related categories
  • Contact Management
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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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Related categories
  • Marketing Automation
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