ActiveCampaign + Clinicminds

"schedule appointments in Clinicminds and update contacts list in ActiveCampaign"

Automate your clinic's appointment scheduling and email list management with this efficient workflow. When an appointment is scheduled in Clinicminds, this workflow will instantly subscribe or unsubscribe the contact from a list in ActiveCampaign. This ensures your clients are always informed about the latest updates and frees up your time to focus on your core services.

When this happens...
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
TriggerInstant
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Subscribe or Unsubscribe Contact From List
Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.
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Supported triggers and actions

Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
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Instant
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Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
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Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
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Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
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Instant
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Treatment Performed
Triggers when a treatment is invoiced.
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- Patient NumberRequired
- FieldRequired
- PositionRequired
- Note
Action
Write
- Patient NumberRequired
- Filter
Action
Search
- Patient Number
- Email Address
- Phone Number
- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write
- Custom ObjectRequired
Trigger
Instant
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Contact Completed WhatsApp Messaging Flow
Triggers when a contact completes a WhatsApp messaging flow.
Trigger
Instant
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New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- Task type
Trigger
Instant
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New Deal Task
Triggers when a new deal task is created.
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Instant
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- Importer Note
Trigger
Instant
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- ListRequired
Trigger
Instant
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- EventRequired
- Tag
Trigger
Instant
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- Account IDRequired
- Name
- Website
Action
Write
- List
- ID
- Email Address
- First Name
- Last Name
- Full Name
- Phone Number
- Tags
- Organization Name
- Job Title
Action
Write
- AutomationRequired
- Subscriber EmailRequired
Action
Write
- Email MessageRequired
- ListRequired
- Campaign NameRequired
Action
Write
- Contact IDRequired
- List IDRequired
- NoteRequired
Action
Write
- Task ID
- Title
- Contact IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- Contact IDRequired
- Deal IDRequired
- Role
Action
Write
- DealRequired
- NoteRequired
Action
Write
- DealRequired
- Title
- Value
- Currency
- Owner
- Pipeline
- Stage
- Account ID
- Contact ID
- Status
- Description
Action
Write
- ActionRequired
- List IDRequired
- Contact ID
- Email Address
Action
Write
- WhatsApp Phone NumberRequired
- WhatsApp Template to sendRequired
Action
Write
- NameRequired
Action
Search
- Contact Task TitleRequired
- Contact ID
Action
Search
- Title
- Contact Email
Action
Search
- EmailRequired
Action
Search

Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
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Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
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Instant
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Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
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Instant
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- Sex
- Initials
- First Name
- Last NameRequired
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
Action
Search
- Custom ObjectRequired
- Trigger EventsRequired
Trigger
Instant
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- Task Type (Optional)
Trigger
Instant
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Contact Joined Inbound WhatsApp Messaging Flow
Triggers when a contact sends a message that starts an inbound WhatsApp messaging flow.
Trigger
Instant
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New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Trigger
Instant
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- ListRequired
Trigger
Instant
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- ListRequired
Trigger
Instant
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- List (Deprecated)
Trigger
Instant
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New Deal Note
Triggers when a new deal note is created.
Trigger
Instant
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New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Trigger
Instant
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- ListRequired
- Importer Note
Trigger
Instant
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- List
- Skip Unsubscribe Events
- Importer Note
Trigger
Instant
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- NameRequired
- Website
- Owner
Action
Write
- Account ID
- NameRequired
- Update OnlyRequired
- Account Owner
- Website
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account
- Contact Email Address
Action
Write
- AutomationRequired
- Automation RunRequired
- Contact IDRequired
Action
Write
- Contact IDRequired
- Account IDRequired
- Job Title
Action
Write
- Contact ID
- Contact Email
- ActionRequired
- Existing Tags
- Tags
Action
Write
- Custom ObjectRequired
- Record ID
- External ID
Action
Write
- TitleRequired
- ValueRequired
- Owner
- CurrencyRequired
- PipelineRequired
- StageRequired
- Account ID
- Contact ID
- Description
Action
Write
- Task ID
- Title
- Deal IDRequired
- Note
- Due DateRequired
- End Date
- Task TypeRequired
- Assignee
Action
Write
- WhatsApp Phone NumberRequired
- Flow to startRequired
- First Name
- Last Name
- Email
- External URL
- Custom properties
Action
Write
- Event KeyRequired
- Event Account IDRequired
- Event NameRequired
- Event Value
- Contact Email Address
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ID
- Email Address
- Phone Number
Action
Search
- Deal Title
- Contact Email
Action
Search
- Deal Task TitleRequired
- Deal ID
Action
Search
- Template Name
Action
Search

About ActiveCampaign

ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.

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Related categories

Marketing Automation

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About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create or update ActiveCampaign contacts when new patients subscribe to newsletters in Clinicminds

Tag ActiveCampaigns contacts for new appointment cancellations in Clinicminds

"schedule appointments in Clinicminds and create or update contacts in ActiveCampaign"

ActiveCampaign + Clinicminds

"schedule appointments in Clinicminds and update contacts list in ActiveCampaign"

Appointment Cancelled

Patient Subscribed to Newsletter

Patient Visited

Invoice Payment Deleted

No-Show Registered

Prepayment Refunded

Treatment Performed

Add Note to Patient

Find Appointments

Find or Create Patient

Custom Object Record Deleted

Contact Completed WhatsApp Messaging Flow

New or Updated Account

New Campaign Bounce

New Campaign Open

New Campaign Unsubscribe

New Contact Task

New Deal Task

New Contact

Updated Contact

Tag Added or Removed From Contact

Update Account

Create or Update Contact

Add Existing Contact to Automation

Create Campaign

Add Contact Note

Create or Update Contact Task

Add Secondary Contact to Deal

Add Note to Deal

Update Deal

Subscribe or Unsubscribe Contact From List

Send a WhatsApp Template

Find Account

Find Contact Task

Find Deal Owner

Find User

Appointment Scheduled

Patient Unsubscribed From Newsletter

Invoice Created

Invoice Payment Registered

Prepayment Received

Product Sold

Money Added to Wallet

Create Patient

Find Patient

New or Updated Custom Object Record

Deal Task Completed

Contact Joined Inbound WhatsApp Messaging Flow

New Automation Webhook

New Campaign Link Click

New Campaign Starts Sending

New Contact Note

New Deal Note

New Deal Added or Updated

Contact Added to List

New or Updated Contact

Create Account

Create or Update Account

Create Deal (Deprecated)

Remove Contact From Automation

Add Contact to Account

Add/Remove Tag From Contact

Create or Update a Custom Object Record

Create Deal

Create or Update Deal Task

Start a WhatsApp Messaging Flow for a Phone Number

Create Tracked Event

API Request (Beta)

Find Contact

Find Deal

Find Deal Task

WhatsApp Template

About ActiveCampaign

Related categories

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