Integrate Clinicminds with Formatter by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Clinicminds with Formatter by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Clinicminds

A trigger is an event that starts your Zap and runs the workflow. For example, with Clinicminds, a trigger could be "Appointment Cancelled."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clinicminds to Formatter by Zapier

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Triggers and actions are the main components of every automated workflow.

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Connect Clinicminds and Formatter by Zapier to integrate crucial parts of your business

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Connect Clinicminds and Formatter by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Instant
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Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Trigger
Instant
Try It
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
Try It
Treatment Performed
Triggers when a treatment is invoiced.
Trigger
Instant
Try It

- Patient Number
  Required
- Field
  Required
- Position
  Required
- Note
Action
Write
- Patient Number
  Required
- Filter
Action
Search
- Patient Number
  Required
- 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
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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
  Required
- Email Address
- Phone Number
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Clinicminds on the Zapier blog

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About Clinicminds

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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