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How Zapier works
Zapier makes it easy to integrate ClinicSoftware.com with Sub-Zap by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from ClinicSoftware.com.
Add your action
An action happens after the trigger—such as "Call a Sub-Zap" in Sub-Zap by Zapier.
You’re connected!
Zapier seamlessly connects ClinicSoftware.com and Sub-Zap 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.
- Location ID
- Category ID
- Min Client ID
Try ItTriggerPolling- NameRequired
- Surname
- Gender
- Phone
- Phone (home/work)
- Email
- Postcode
- Address
- Notes
- Courses barcode
- Location ID
- Client Category ID
- Newsletter Opt-in
- Notifications - Email Appointments Opt-in
- Notifications - Email Purchases Opt-in
- Notifications - Email Marketing Opt-in
- Notifications - Email Other Opt-in
- Notifications - SMS Appointments Opt-in
- Notifications - SMS Purchases Opt-in
- Notifications - SMS Marketing Opt-in
- Notifications - SMS Other Opt-in
- Skip email in use verification
ActionWrite- EmailRequired
- Is online account
ActionSearch- Select Your AccountRequired
- Select Your Sub-ZapRequired
- Parent_zap_directions
- Zap_path_run_id
ActionWrite
- Location ID
- Lead Stage ID
- Marketing Source ID
- Owned by ID
- Lead StatusRequired
- Min Lead ID
Try ItTriggerPolling- 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
ActionWrite- Input / Argument List
- Zap_id
Try ItTriggerInstant- Output / Return Values
- Zap_path_run_id
- Zap_run_id
ActionWrite
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