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Aesthetic Record EMR
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Aesthetic Record EMR
1. Choose trigger event
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LeadConnector
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LeadConnector
2. Choose action
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1. Select the event
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Aesthetic Record EMR
Choose a trigger event

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 "Add/Update Contact" in LeadConnector.

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Zapier seamlessly connects Aesthetic Record EMR and LeadConnector, automating your workflow.

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.

  • Aesthetic Record EMR triggers, actions, and search
    New Invoice

    Triggers when a new invoice is generated in Aesthetic Record.

    Trigger
    Polling
    Try It
    • In Pipeline
      Required
    • Moved to Stage
    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • In Pipeline
      Required
    • Select Stage
      Required
    • Assign to User
    Action
    Write
    • Phone Number
    • Email
    • First Name
    • Last Name
    • Full Name
    Action
    Write
  • Aesthetic Record EMR triggers, actions, and search
    New Patient

    Triggers when a new patient/client is added to Aesthetic Record.

    Trigger
    Polling
    Try It
    • First Name
    • Last Name
    • Full Name
    • Phone Number
    • Email
    • Address
    • City
    • State
    • Postal Code
    • Tags (comma delimited string for multiple tags)
    • Source
    • Mark as Lead
      Required
    • Notes
    • Business Name
    • Country
    • Date of Birth
    Action
    Write
    • Campaign ID
      Required
    • 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)
    Action
    Write
    • Assign to User
    • Task Title
      Required
    • Task Description
      Required
    • Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
    • First Name
    • Last Name
    • Phone Number
    • Email
    Action
    Write

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Practical ways you can use Aesthetic Record EMR and LeadConnector

Track new patients in your sales pipeline

When a new patient is added to Aesthetic Record EMR, Zapier can add or update them as a contact in LeadConnector. This ensures your sales pipeline stays updated with every new client, saving time on manual updates and ensuring no one slips through the cracks.

Business Owner
Try it
Send campaigns to pipeline contacts

When an opportunity moves to a specific pipeline stage in LeadConnector, Zapier can automatically add the contact to a marketing campaign. This keeps marketing efforts aligned with sales pipeline progress and improves outreach timing.

Marketing & Marketing Ops
Flag potential sales contacts for follow-up

When a new invoice is created in Aesthetic Record EMR, Zapier can add a task in LeadConnector for follow-up. This ensures seamless communication between the billing and sales teams and helps manage client engagement effectively.

Project Management

Learn how to automate LeadConnector on the Zapier blog

Make work flow with AI

Level up your Aesthetic Record EMR to LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Aesthetic Record EMR + LeadConnector integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Aesthetic Record EMR and LeadConnector

What triggers are available when integrating Aesthetic Record EMR with LeadConnector?

When integrating Aesthetic Record EMR with LeadConnector, you can use triggers such as 'New Appointment', 'Updated Patient Profile', and 'New Invoice Created'. These triggers allow automated actions to be performed in LeadConnector whenever these events occur in Aesthetic Record EMR.

How do I set up an integration between Aesthetic Record EMR and LeadConnector?

To set up the integration, navigate to our integration settings, select Aesthetic Record EMR as your app, and connect it with LeadConnector. Follow the prompts to authorize both applications. Once connected, you can configure specific triggers and actions to meet your needs.

Can I automatically sync new patient records from Aesthetic Record EMR to LeadConnector?

Yes, by using the 'New Patient' trigger in Aesthetic Record EMR, you can automatically create a new contact or update an existing record in LeadConnector. This ensures that patient information is kept consistent across both platforms.

What actions can be performed in LeadConnector using data from Aesthetic Record EMR?

Data from Aesthetic Record EMR can initiate several actions such as 'Create/Update Contact', 'Schedule a Call', or 'Send a Personalized Email' via LeadConnector based on the specified trigger events.

Is it possible to track invoice payments made through Aesthetic Record EMR in LeadConnector?

Yes, using the 'New Invoice Payment' trigger from Aesthetic Record EMR allows you to record payment activities directly into your CRM tools within LeadConnector, providing a seamless financial tracking flow.

Are there any limitations I should be aware of when integrating these services?

While most functionalities are supported, some complex workflows might require custom solutions. Ensure each step of your automation involves supported actions and triggers within our platform's current capabilities.

How often does data sync between Aesthetic Record EMR and LeadConnector?

The syncing frequency depends on how you've configured your triggers. Typically, data will sync instantly following a triggered event; however, ensure that both systems are properly authorized and connected for real-time updates.

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About Aesthetic Record EMR
Aesthetic Record EMR is A Complete Practice Management & EMR Solution in the Industry. Software Designed To Make Growing Your Aesthetic Practice Easy.
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About LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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