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Aesthetic Record EMR + Referrizer

Create and update Referrizer contacts from new Aesthetic Record EMR invoices

Stay organized and never miss a client referral by connecting your Aesthetic Record EMR to Referrizer. With this workflow, every time a new invoice is created in Aesthetic Record EMR, a contact will be added or updated in Referrizer, ensuring that your customer information stays up to date. This simple automation helps you maintain accurate client records, making it easier to manage referrals and keep track of your marketing efforts.

Stay organized and never miss a client referral by connecting your Aesthetic Record EMR to Referrizer. With this workflow, every time a new invoice is created in Aesthetic Record EMR, a contact will be added or updated in Referrizer, ensuring that your customer information stays up to date. This simple automation helps you maintain accurate client records, making it easier to manage referrals and keep track of your marketing efforts.

  1. When this happens...
    Aesthetic Record EMRAesthetic Record EMR
    New Invoice

    Triggers when a new invoice is generated in Aesthetic Record.

    TriggerScheduled
  2. automatically do this!
    ReferrizerReferrizer
    Create/Update Contact

    Creates or updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Aesthetic Record EMR triggers, actions, and search

    New Invoice

    Triggers when a new invoice is generated in Aesthetic Record.

    Trigger
    Scheduled
    Try It
    • Create, Update or BothRequired

    • First name

    • Last name

    • Full name

    • Phone number

    • Email address

    • Birth date

    • Type

    • Description

    • Labels

    • Create a visit

    Action
    Write
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aesthetic-record-emr logo

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.

Related categories

  • Contact Management
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About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.
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