Aesthetic Record EMR + LeadConnector
Add new Aesthetic Record EMR invoices to LeadConnector as updated opportunities
This workflow springs into action when you generate a new invoice in the Aesthetic Record EMR app. It seamlessly transfers that data to the LeadConnector app, enabling you to effortlessly add or update opportunities. This process not only streamlines your operations but also helps you stay on top of your business leads, saving valuable time and resources.
This workflow springs into action when you generate a new invoice in the Aesthetic Record EMR app. It seamlessly transfers that data to the LeadConnector app, enabling you to effortlessly add or update opportunities. This process not only streamlines your operations but also helps you stay on top of your business leads, saving valuable time and resources.
- When this happens...New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst 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
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItFirst 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
Workflow 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)
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
Contact Phone
Contact Email
