Clinicminds Integrations

Name: Zapier
Availability: InStock

Put Clinicminds to work with AI and enterprise-grade automation

Automate smarter with Clinicminds and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Exact Online

Accounting

Xero

Accounting

EasyPractice

Event Management

Ninox

Databases

Rota.fit Connect

Fitness

Birdeye

Reviews

EnquiryBox

CRM (Customer Relationship Management)

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Exact Online

Accounting

Xero

Accounting

EasyPractice

Event Management

Ninox

Databases

ActiveCampaign

Marketing Automation

Google Calendar

Calendar, Google

Exact Online

Accounting

Xero

Accounting

EasyPractice

Event Management

Ninox

Databases

Rota.fit Connect

Fitness

Birdeye

Reviews

EnquiryBox

CRM (Customer Relationship Management)

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Create or update ActiveCampaign contacts when new patients subscribe to newsletters in Clinicminds
Details
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Clinicminds + ActiveCampaign
Add new Clinicminds patients to a MailerLite group when they visit the clinic
Details
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Clinicminds + MailerLite
Send channel messages in Slack for new scheduled appointments in Clinicminds
Details
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Clinicminds + Slack
Create Xero sales invoices for new Clinicminds invoices
Premium
Details
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Clinicminds + Xero
Add new HubSpot contacts as Clinicminds patients
Details
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HubSpot + Clinicminds
Add notes in Groove with Clinicminds patients for new Groove tickets
Details
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Groove + Clinicminds

Create or update ActiveCampaign contacts when new patients subscribe to newsletters in Clinicminds

Details

Try it

Clinicminds + ActiveCampaign

Add new Clinicminds patients to a MailerLite group when they visit the clinic

Details

Try it

Clinicminds + MailerLite

Send channel messages in Slack for new scheduled appointments in Clinicminds

Details

Try it

Clinicminds + Slack

Create Xero sales invoices for new Clinicminds invoices

Details

Try it

Clinicminds + Xero

Add new HubSpot contacts as Clinicminds patients

Details

Try it

HubSpot + Clinicminds

Add notes in Groove with Clinicminds patients for new Groove tickets

Details

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Groove + Clinicminds

Send Trustpilot review invitations after new treatments in Clinicminds

Details

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Clinicminds + Trustpilot

Tag ActiveCampaigns contacts for new appointment cancellations in Clinicminds

Details

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Clinicminds + ActiveCampaign

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

Details

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Freshdesk + Clinicminds

Create spreadsheet rows in Google Sheets when new patient visits are recorded in Clinicminds

Details

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Clinicminds + Google Sheets

Create multiple rows in Google Sheets for every new appointment scheduled in Clinicminds

Details

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Clinicminds + Google Sheets

Create Google Sheets rows for every new appointment scheduled in Clinicminds

Details

Try it

Clinicminds + Google Sheets

Send Trustpilot review invitations after new treatments in Clinicminds
Details
Try it
Clinicminds + Trustpilot
Tag ActiveCampaigns contacts for new appointment cancellations in Clinicminds
Details
Try it
Clinicminds + ActiveCampaign
Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets
Details
Try it
Freshdesk + Clinicminds
Create spreadsheet rows in Google Sheets when new patient visits are recorded in Clinicminds
Details
Try it
Clinicminds + Google Sheets
Create multiple rows in Google Sheets for every new appointment scheduled in Clinicminds
Details
Try it
Clinicminds + Google Sheets
Create Google Sheets rows for every new appointment scheduled in Clinicminds
Details
Try it
Clinicminds + 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.

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
- 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

Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Trigger
Instant
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Patient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Trigger
Instant
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Invoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Trigger
Instant
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Invoice Payment Registered
Triggers when a payment is registered for an invoice.
Trigger
Instant
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Prepayment Received
Triggers when a prepayment was paid by a patient.
Trigger
Instant
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Product Sold
Triggers when a product is invoiced.
Trigger
Instant
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Money Added to Wallet
Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
Trigger
Instant
Try It
- Sex
- Initials
- First Name
- Last Name
  Required
- Date of Birth
- Address Line 1
- Address Line 2
- Postal Code
- City
- State/Province/County
- Country
- Email Address
- Phone Number
- Mobile Number
- Referral
- Notes
- Newsletter
Action
Write
- Patient Number
- Email Address
- Phone/Mobile Number
Action
Search

For builders

Let your AI safely access Clinicminds

Go beyond Zap workflows. Install Zapier in your AI to call Clinicminds 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 Clinicminds 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 Patient

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Clinicminds 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 Clinicminds connection @ https://zapier.com/es/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "clinicminds", owner: "me" });

await zapier.runAction({
  app: 'clinicminds',
  action: 'add_client_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.

Clinicminds Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Clinicminds

Clinicminds is the leading practice and patient management software for private healthcare clinics.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

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

Clinicminds Integrations

Put Clinicminds to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update ActiveCampaign contacts when new patients subscribe to newsletters in Clinicminds

Add new Clinicminds patients to a MailerLite group when they visit the clinic

Send channel messages in Slack for new scheduled appointments in Clinicminds

Create Xero sales invoices for new Clinicminds invoices

Add new HubSpot contacts as Clinicminds patients

Add notes in Groove with Clinicminds patients for new Groove tickets

Create or update ActiveCampaign contacts when new patients subscribe to newsletters in Clinicminds

Add new Clinicminds patients to a MailerLite group when they visit the clinic

Send channel messages in Slack for new scheduled appointments in Clinicminds

Create Xero sales invoices for new Clinicminds invoices

Add new HubSpot contacts as Clinicminds patients

Add notes in Groove with Clinicminds patients for new Groove tickets

Send Trustpilot review invitations after new treatments in Clinicminds

Tag ActiveCampaigns contacts for new appointment cancellations in Clinicminds

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

Create spreadsheet rows in Google Sheets when new patient visits are recorded in Clinicminds

Create multiple rows in Google Sheets for every new appointment scheduled in Clinicminds

Create Google Sheets rows for every new appointment scheduled in Clinicminds

Send Trustpilot review invitations after new treatments in Clinicminds

Tag ActiveCampaigns contacts for new appointment cancellations in Clinicminds

Add notes in Freshdesk with Clinicminds appointments for new Freshdesk tickets

Create spreadsheet rows in Google Sheets when new patient visits are recorded in Clinicminds

Create multiple rows in Google Sheets for every new appointment scheduled in Clinicminds

Create Google Sheets rows for every new appointment scheduled in Clinicminds

Let your AI safely access Clinicminds

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Clinicminds Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Clinicminds Integrations

Popular Clinicminds Integrations

Connect Your App Accounts to Zapier