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Set up your first integration
Quickly connect Aesthetic Record EMR to LeadConnector with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Aesthetic Record EMR with LeadConnector - 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 "Add/Update Contact" in LeadConnector.
You’re connected!
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.
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- 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 LeadRequired
- Notes
- In PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Campaign IDRequired
- 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)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Phone Number
- Email
ActionWrite
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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 OwnerSend 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 OpsFlag 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 ManagementLearn how to automate LeadConnector on the Zapier blog
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.
