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Zapier makes it easy to integrate Clinicminds with Microsoft Excel - no code necessary. See how you can get setup in minutes.
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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.
- Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Try It - Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Try It - Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Try It - Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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- Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Try It - Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Try It - Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Try It - Invoice Payment Registered
Triggers when a payment is registered for an invoice.
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