Clinicminds + Klaviyo

Clinicminds + Klaviyo integrations

Add new Clinicminds appointments to a Klaviyo list as profiles when scheduled

Streamline your healthcare marketing efforts with this workflow. When an appointment is scheduled in Clinicminds, it immediately adds the patient's profile to a list in Klaviyo. This seamless integration helps you build and manage your patient database efficiently, allowing for more targeted and personalized communication.

When this happens...
Appointment ScheduledTriggers when a new appointment is scheduled, or an existing appointment is rescheduled.
TriggerInstant
automatically do this!
Add Profile to ListAdds an existing profile to a list
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Clinicminds and Klaviyo

Discover other triggers and actions you can use with Clinicminds and Klaviyo

Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Trigger
Instant
Try It
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
- 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
- Audience Type
Trigger
Polling
Try It
- Profile ID
  Required
- List
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write
- List
  Required
- Profile ID
  Required
Action
Write
- Tag
  Required
- Segment
  Required
Action
Write
- Profile Id
  Required
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- List
Action
Write
- Identifiers_note
- Profile ID
- Email
- Phone_number
- Consent_note
- Consent to subscribe to Channel
  Required
- SMS Subscription Type
- List
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Name
  Required
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search_note
  Required
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First_name
- Last_name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Search or 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
- Email Address
- Phone/Mobile Number
Action
Search
- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- Tag
  Required
- List
  Required
Action
Write
- List Name
  Required
Action
Write
- Metric
  Required
- Email Address
  Required
- Event_id
- Value
- Time
- Custom Event Properties
Action
Write
- Tag
  Required
- List
  Required
Action
Write
- Campaign ID
  Required
Action
Write
- List
- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- SMS Subscription Type
Action
Write
- Email
- Phone_number
- SMS Subscription Type (only when SMS number is provided)
- Attributes_note
- Profiles_note
Action
Write
- Name
  Required
- Channel
  Required
- Status
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About Clinicminds

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.