Aesthetic Record EMR + LeadConnector
Add or update LeadConnector contacts when new invoices are processed in Aesthetic Record EMR
When a new invoice is created in the Aesthetic Record EMR app, this workflow will instantly add or update the associated contact details in the LeadConnector app. This efficient process eliminates the need for manual data entry, ensuring all your invoice and contact information remains consistent and up to date. Perfect if you're looking to streamline your administrative tasks and improve accuracy in handling client data.
When a new invoice is created in the Aesthetic Record EMR app, this workflow will instantly add or update the associated contact details in the LeadConnector app. This efficient process eliminates the need for manual data entry, ensuring all your invoice and contact information remains consistent and up to date. Perfect if you're looking to streamline your administrative tasks and improve accuracy in handling client data.
- When this happens...New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItFirst 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
CampaignRequired
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)
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
