Aesthetic Record EMR + Zoho Books

Aesthetic Record EMR + Zoho Books integrations

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.

When this happens...
New PatientTriggers when a new patient/client is added to Aesthetic Record.
TriggerPolling
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Aesthetic Record EMR and Zoho Books

Discover other triggers and actions you can use with Aesthetic Record EMR and Zoho Books

New Invoice
Triggers when a new invoice is generated in Aesthetic Record.
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write

- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
Search

New Patient
Triggers when a new patient/client is added to Aesthetic Record.
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- 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
- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

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Related categories

Contact Management

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.

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Related categories

Accounting

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