Integrate Insurance Website Builder with Clinicminds to automate your work
How Zapier works
Zapier makes it easy to integrate Insurance Website Builder with Clinicminds - no code necessary. See how you can get setup in minutes.
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Connect Insurance Website Builder and Clinicminds to unlock the power of automation
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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.
- New Lead
Triggers when a form is filled on you insurance website builder website.
Try It - Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Try It - Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Try It - Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
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- Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Try It - Patient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Try It - Patient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Try It - Invoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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