Create integrations between Insurance Website Builder and Clinicminds to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try It - Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Try It - Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Try It - Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
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- Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Try It - Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Try It - Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Try It - Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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