Aero Workflow Integrations
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Create new Aero tasks when Practice Ignition proposals are signed
Let your new clients know how much you value their business and get to work onboarding them as soon as your proposal is accepted. This Zapier automation will create a new task in Aero Workflow as soon as a proposal is accepted in Practice Ignition.
Note: This Zap does not import the new client information into Aero. You can set up another Zap to do that.
How this Practice Ignition-Aero integration works
- A proposal is accepted in Practice Ignition.
- A task is created in Aero.
Apps involved
- Practice Ignition
- Aero Workflow
Add a new customer to Aero Workflow when a proposal is accepted in Practice Ignition
Save time and eliminate duplicate data entry – and the errors that go along with it. When a proposal is accepted in Practice Ignition, Zapier will automatically add the customer information to Aero. Onboarding new clients has never been easier!
Note: If you are syncing both Practice Ignition and Aero Workflow to your QuickBooks Online account, turning on this Zap may result in duplicate clients
How this Practice Ignition-Aero Workflow integration works
- A new proposal is signed in Practice Ignition
- The new customer is added to Aero Workflow
Apps involved
- Practice Ignition
- Aero Workflow
Add new Microsoft Outlook calendar events to Aero
See your appointments in Aero alongside your regular client work. With this integration, new events added to a calendar in Microsoft Outlook will automatically be added to Aero as appointments.
Note: This Zap only looks at one calendar for new events. If you want events from multiple calendars to go to Aero, you will need to create multiple Zaps.
How this Microsoft Outlook-Aero integration works
- An Event is created in Microsoft Outlook.
- An appointment is created in Aero.
Apps involved
- Office 365
- Aero Workflow
Add new Google Contacts to Aero
Keep your Aero contacts list up to date by automatically adding new Google Contacts to Aero. This Zapier automation will eliminate duplicate data entry, saving time and preventing mistakes.
How this Google Contacts-Aero integration works
- A new contact is added to your Google Contacts
- Zapier creates a new contact in Aero
Apps involved
- Google Contacts
- Aero
Add new Microsoft Outlook contacts to Aero Workflow
Make sure your Aero contacts are current. Every time you add a new contact in Microsoft Outlook, this Zap will automatically create a new contact in Aero, saving you time and preventing mistakes.
Apps involved
- Microsoft Outlook
- Aero Workflow
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Aero Workflow Integration Details
Launched on Zapier February 16, 2018
Zapier combines Triggers (like "Get Company Names") and Actions (like "Create Company") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Aero Workflow Triggers, Searches, and Actions are supported by Zapier:
Creates a new company.
Creates a new Aero Task.
Creates a new Aero Appointment.
Creates a new contact.
Creates a new Aero Email.
Creates a new Aero Other.
Creates a new Vault Entry for specific company.
Trigger for Company dynamic dropdown.
Finds an existing company.
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