ClinicSoftware.com + Zappycards

Enroll clients in ZappyFlow when new clients are added in ClinicSoftware.com

Still managing follow-ups for new clients by hand? This Zap can help. Once activated, this integration automatically triggers whenever a new client is created in ClinicSoftware.com, sending their information to ZappyFlow. The client is then enrolled to receive a review request, helping you collect feedback and maintain strong relationships without stopping for manual updates.

Still managing follow-ups for new clients by hand? This Zap can help. Once activated, this integration automatically triggers whenever a new client is created in ClinicSoftware.com, sending their information to ZappyFlow. The client is then enrolled to receive a review request, helping you collect feedback and maintain strong relationships without stopping for manual updates.

  1. When this happens...
    ClinicSoftware.comClinicSoftware.com
    New Client

    Triggers when a new client is created.

    TriggerPolling
  2. automatically do this!
    ZappycardsZappycards
    Enroll Customer

    Creates a customer in the system and enrolls it to campaign

    ActionWrite
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Supported triggers and actions

    • Location ID

    • Lead Stage ID

    • Marketing Source ID

    • Owned by ID

    • Lead StatusRequired

    • Min Lead ID

    Trigger
    Polling
    Try It
    • Name

    • Surname

    • Email

    • Phone

    • Address

    • Postcode

    • DOB

    • DOB Format

    • Lead Source ID

    • Treatment Interest

    • Marketing List Name

    • Marketing List ID

    • Lead Location ID

    • Lead Status / Stage ID

    • Lead Owner ID

    • Lead Description / Notes

    Action
    Write
    • First Name

    • Last Name

    • Email

    • Phone

    • Source

    • Customer Id

    • Address Line 1

    • Address Line 2

    • City

    • State

    • Country

    • Zipcode

    • Notes

    Action
    Write
clinicsoftwarecom logo
clinicsoftwarecom logo

About ClinicSoftware.com

ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Zappycards

Zappycards is a tool that automates business review requests with smart texts and emails, helping businesses grow their reputation on autopilot.

Related categories

  • Marketing Automation