Connect Cardtapp and Clinicminds to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

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

You’re connected!

Zapier seamlessly connects Cardtapp and Clinicminds, automating your workflow.

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.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
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- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
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
Try It

Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
Trigger
Instant
Try It
No-Show Registered
Triggers when a no-show is registered for a scheduled appointment.
Trigger
Instant
Try It

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
- Email Address
- Phone Number
- 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

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
Try It
Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
Try It
Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
Try It
Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
Try It
Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
Try It
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 Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
Action
Search

For AI agents & developers

Use Cardtapp and Clinicminds with AI agents and code

Beyond Zap workflows. Call Cardtapp and Clinicminds actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cardtapp and Clinicminds actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Add Note to Patient

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cardtapp and Clinicminds actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cardtapp / clinicminds action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Cardtapp 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.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardtapp to Clinicminds integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

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About Clinicminds

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

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