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How Zapier works
Zapier makes it easy to integrate Aesthetic Record EMR with Business App - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Invoice" from Aesthetic Record EMR.
Add your action
An action happens after the trigger—such as "Create or Update CRM Activity" in Business App.
You’re connected!
Zapier seamlessly connects Aesthetic Record EMR and Business App, automating your workflow.
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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.
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - Note for Vendasta App as trigger
Try ItTriggerPolling- Automation IDRequired
ActionWrite- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Company or Contact IDsRequired
- Return note
- Return Fields
ActionWrite
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - Company or Contact IDsRequired
- Choose activity typeRequired
- Check for existing activity based on an external identifier
- Add team members
- Add tags
ActionWrite- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
ActionWrite- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Company or Contact IDsRequired
- Return note
- Return Fields
ActionWrite