Add new Clinicminds appointments to a Klaviyo list as profiles when scheduled
Streamline your healthcare marketing efforts with this workflow. When an appointment is scheduled in Clinicminds, it immediately adds the patient's profile to a list in Klaviyo. This seamless integration helps you build and manage your patient database efficiently, allowing for more targeted and personalized communication.
Streamline your healthcare marketing efforts with this workflow. When an appointment is scheduled in Clinicminds, it immediately adds the patient's profile to a list in Klaviyo. This seamless integration helps you build and manage your patient database efficiently, allowing for more targeted and personalized communication.
- When this happens...Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
- automatically do this!Add Profile to List
Adds an existing profile to a list
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Appointment Cancelled
Triggers when an appointment is cancelled or deleted.
Try ItPatient Subscribed to Newsletter
Triggers when a patient subscribes to the newsletter in Clinicminds.
Try ItPatient Visited
Triggers when a record is closed, or an appointment is marked as ‘occurred’.
Try ItInvoice Payment Deleted
Triggers when a payment is deleted from an invoice.
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Appointment Scheduled
Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
Try ItPatient Unsubscribed From Newsletter
Triggers when a patient unsubscribes from the newsletter in Clinicminds.
Try ItInvoice Created
Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
Try ItInvoice Payment Registered
Triggers when a payment is registered for an invoice.
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