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.
- When this happens...New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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