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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Altos Research.

Add your action

An action happens after the trigger—such as "Add Note to Patient" in Clinicminds.

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Zapier seamlessly connects Altos Research and Clinicminds, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Altos Research and Clinicminds to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Contact
Triggers when a new contact is added.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
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- FirstName
  Required
- LastName
- Email
  Required
- OptOut
- SendNow
- Phone
- Campaigns
- Reports
- LeadType
  Required
- SignupType
  Required
- PropertyType
  Required
Action
Write
Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
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Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Trigger
Instant
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Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
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No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
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Prepayment Refunded
Triggers when a prepayment was successfully refunded to a patient.
Trigger
Instant
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Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
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- Patient Number
  Required
- Field
  Required
- Position
  Required
- Note
Action
Write
- Patient Number
  Required
- Filter
Action
Search
- Patient Number
  Required
- Email
  Required
- Phone
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Search or write

Opt-Out Contact
Triggers when a contact opts-out of email.
Trigger
Instant
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New Event
Triggers when a new event occurs.
Trigger
Instant
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- City
- state
- Zip Code
Action
Search
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
Trigger
Instant
Try It
Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
Try It
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email
  Required
- Phone
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
  Required
- Email
  Required
- Phone
Action
Search

About Altos Research

Altos tracks over 100 million properties across the U.S. and emails customized reports to contacts every week. Altos reports generate leads as people interact with them.

Related categories

About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Related categories

CRM (Customer Relationship Management)

Similar apps

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