Clinicminds Pipedrive Integration - Quick Connect - Zapier

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Connect Clinicminds and Pipedrive to unlock the power of automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Clinicminds with Pipedrive - 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 Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

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

That’s it! You just connected Clinicminds to Pipedrive

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

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Make work flow with AI

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Connect Clinicminds and Pipedrive 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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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
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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 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
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
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New Note
Triggers when a new note is created.
Trigger
Scheduled
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- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Person
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Person
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Person
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Person
  Required
- Name
  Required
- Owner
- Organization
- Email Address
- Phone Number
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action