Connect Smileline and Filter by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Status Changed" from Smileline.

Add your action

An action happens after the trigger—such as "Only continue if..." in Filter by Zapier.

You’re connected!

Zapier seamlessly connects Smileline and Filter by Zapier, automating your workflow.

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 Status Changed
Triggers when an appointment is confirmed, cancelled, attended or marked as a no-show.
Trigger
Instant
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Enquiry Stage Changed
Triggers when an enquiry moves to a different stage of a pipeline.
Trigger
Instant
Try It
New Inbound Message
Triggers when a patient sends a message to the practice by SMS, WhatsApp, email or web chat.
Trigger
Instant
Try It
New Lead
Triggers when a new enquiry is created in Smileline, whoever created it — a form, a phone call, an import or a member of the team.
Trigger
Instant
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New Task
Triggers when a task is created in Smileline, including the follow-ups automations create.
Trigger
Instant
Try It

- Patient
  Required
- Note
  Required
- Enquiry
Action
Write
- First Name
  Required
- Last Name
- Preferred Name
- Date of Birth
- Email
- Mobile Number
- Other Phone
- Address Line 1
- Address Line 2
- City
- Province
- Postcode
- Country Code
- Preferred Contact Method
- Location
- Lead Source
- Note
Action
Write

- Patient
  Required
- First Name
- Last Name
- Preferred Name
- Date of Birth
- Email
- Mobile Number
- Other Phone
- Address Line 1
- Address Line 2
- City
- Province
- Postcode
- Country Code
- Preferred Contact Method
- Location
- Lead Source
- Note
Action
Write
- Search
  Required
Action
Search
- Only continue if...
  Required
Action
Filter

Enquiry Lost
Triggers when an enquiry is closed as lost, with the reason the team recorded.
Trigger
Instant
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Enquiry Won
Triggers when an enquiry is marked as won — the patient has accepted treatment.
Trigger
Instant
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New Appointment
Triggers when an appointment is booked in Smileline.
Trigger
Instant
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New Patient
Triggers when a patient record is created in Smileline.
Trigger
Instant
Try It
Updated Patient
Triggers when a patient record is changed. The event lists which fields changed.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
- Mobile Number
- Treatment
  Required
- Location
- Message
- Marketing Consent Given
- Dedupe Key
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
- Google Click ID
- Meta Click ID
- Landing URL
- Capture URL
- Referrer
Action
Write
- Title
  Required
- Due At
- Priority
- Kind
- Note
- Patient
- Enquiry
- Location
Action
Write
- Patient
- Search
Action
Search
- Search
  Required
- First Name
  Required
- Last Name
- Preferred Name
- Date of Birth
- Email
- Mobile Number
- Other Phone
- Address Line 1
- Address Line 2
- City
- Province
- Postcode
- Country Code
- Preferred Contact Method
- Location
- Lead Source
- Note
Action
Search or write

For AI agents & developers

Use Smileline and Filter by Zapier with AI agents and code

Beyond Zap workflows. Call Smileline and Filter by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Smileline and Filter by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Note to Patient
Only continue if...

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Smileline and Filter by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* smileline / filter action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Smileline and Filter by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Filter by Zapier on the Zapier blog

Make work flow with AI

Level up your Smileline to Filter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Smileline

Smileline is a dental CRM for managing patient enquiries, appointments, communications, tasks, reviews, payments, and treatment journeys.

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Related categories

Sales & CRM

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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