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Smileline Integrations

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Sales & CRM

Put Smileline to work with AI and enterprise-grade automation

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Integrate Google Sheets with SmilelineIntegrate Google Sheets with Smileline
Google Sheets
Google, Spreadsheets
Integrate Airtable with SmilelineIntegrate Airtable with Smileline
Airtable
Databases
Integrate ActiveCampaign with SmilelineIntegrate ActiveCampaign with Smileline
ActiveCampaign
Marketing Automation
Integrate Google Sheets with SmilelineIntegrate Google Sheets with Smileline
Google Sheets
Google, Spreadsheets
Integrate Airtable with SmilelineIntegrate Airtable with Smileline
Airtable
Databases
Integrate ActiveCampaign with SmilelineIntegrate ActiveCampaign with Smileline
ActiveCampaign
Marketing Automation
Integrate Google Sheets with SmilelineIntegrate Google Sheets with Smileline
Google Sheets
Google, Spreadsheets
Integrate Airtable with SmilelineIntegrate Airtable with Smileline
Airtable
Databases
Integrate ActiveCampaign with SmilelineIntegrate ActiveCampaign with Smileline
ActiveCampaign
Marketing Automation

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  • Add new Smileline leads as rows in Google Sheets

    • Smileline logo
    • Google Sheets logo
    Smileline + Google Sheets
  • Add new Smileline leads as rows in Google Sheets

    • Smileline logo
    • Google Sheets logo
    Smileline + Google Sheets
    • 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.

      • Smileline triggers, actions, and search
        Appointment Status Changed

        Triggers when an appointment is confirmed, cancelled, attended or marked as a no-show.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        Enquiry Stage Changed

        Triggers when an enquiry moves to a different stage of a pipeline.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        New Inbound Message

        Triggers when a patient sends a message to the practice by SMS, WhatsApp, email or web chat.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        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
        Try It
      • Smileline triggers, actions, and search
        Enquiry Lost

        Triggers when an enquiry is closed as lost, with the reason the team recorded.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        Enquiry Won

        Triggers when an enquiry is marked as won — the patient has accepted treatment.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        New Appointment

        Triggers when an appointment is booked in Smileline.

        Trigger
        Instant
        Try It
      • Smileline triggers, actions, and search
        New Patient

        Triggers when a patient record is created in Smileline.

        Trigger
        Instant
        Try It

      For builders

      Let your AI safely access Smileline

      Go beyond Zap workflows. Install Zapier in your AI to call Smileline actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

      No code

      Call actions in natural language with Zapier MCP

      Act in Smileline from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

      Example actions on this page

      • Add Note to Patient
      • Create Lead

      Works with

      Claude · ChatGPT · Cursor · Any MCP-compatible AI

      Install Zapier MCP
      Code

      Work in code with the Zapier SDK

      Expose Smileline actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

      Install

      npm install @zapier/zapier-sdk
      npm install -D @zapier/zapier-sdk-cli
      zapier-sdk login
      # create a Smileline connection @ https://zapier.com/app/assets/connections

      Run an action

      // Typescript
      import { createZapierSdk } from "@zapier/zapier-sdk";
      
      const zapier = createZapierSdk();
      
      const { data: connection } = await zapier.findFirstConnection({ app: "smileline", owner: "me" });
      
      await zapier.runAction({
        app: 'smileline',
        action: 'add_note',
        connection: connection.id,
        input: {
          {inputKeyValuePairs}
        },
      });
      Open the SDK docs

      Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

      Smileline Help & Support

      Common questions

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