Aesthetic Record EMR + Zoho Books

Create Zoho Books customers from new patients in Aesthetic Record EMR

Simplify your workflow with an efficient integration between Aesthetic Record EMR and Zoho Books. Whenever a new patient is added in Aesthetic Record EMR, this automation will swiftly create a customer profile in Zoho Books. This streamlines your record keeping process and ensures that all patient information is accurately reflected in your financial management systems.

Simplify your workflow with an efficient integration between Aesthetic Record EMR and Zoho Books. Whenever a new patient is added in Aesthetic Record EMR, this automation will swiftly create a customer profile in Zoho Books. This streamlines your record keeping process and ensures that all patient information is accurately reflected in your financial management systems.

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

    Triggers when a new patient/client is added to Aesthetic Record.

    TriggerPolling
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

  • Aesthetic Record EMR triggers, actions, and search

    New Patient

    Triggers when a new patient/client is added to Aesthetic Record.

    Trigger
    Polling
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Status

    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • PAN Number

    • GSTIN or UIN

    • GST Treatment

    • Place of Contact

    • Contact NameRequired

    • Company Name

    • First Name

    • Last Name

    • Email

    • Website

    • Phone

    • Mobile

    • Billing Address Address

    • Billing Address City

    • Billing Address Zip

    • Billing Address State

    • Billing Address Country

    • Billing Address Fax

    • Shipping Address Address

    • Shipping Address City

    • Shipping Address State

    • Shipping Address Country

    • Shipping Address Fax

    • Shipping Address Zip

    • Payment Terms

    • Notes

    • Vat Treatment

    • Tax Treatment

    • TRN Number

    • Place of Supply

    Action
    Write
aesthetic-record-emr logo
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
zoho-books logo
zoho-books logo

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

  • Accounting
  • Zoho