Aesthetic Record EMR + Referrizer integrations
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.
- When this happens...New InvoiceTriggers when a new invoice is generated in Aesthetic Record.
- automatically do this!Create/Update ContactCreates or updates a contact.
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More things you can do with Aesthetic Record EMR and Referrizer
Discover other triggers and actions you can use with Aesthetic Record EMR and Referrizer
- New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Try ItTriggerPolling - New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Contact ID
- External Contact ID
- External Booking IDRequired
- StatusRequired
- Service TypeRequired
- Service NameRequired
- Schedule Start DateRequired
- External Booking Group ID
- External Service ID
ActionWrite- Create, Update or BothRequired
- First name
- Last name
- Full name
- Phone number
- Email address
- Birth date
- Type
- Description
- Zip code
- Gender
- Labels
- Create a visit
- Text subscription
- Email subscription
- External Contact ID
ActionWrite
- New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Try ItTriggerPolling - New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try ItTriggerPolling - External Booking Group IDRequired
- StatusRequired
ActionWrite- Contact ID
- External Contact ID
- External Contact Membership IDRequired
- Membership Name
- External Membership Type ID
- StatusRequired
- Start Date
- End Date
- Purchase Date
- Cancellation Date
- Recurrence Status
- Recurrence Start Date
- Recurrence End Date
- Freeze Date
- Unfreeze Date
ActionWrite
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