Enroll clients in ZappyFlow when new clients are added in ClinicSoftware.com
Still managing follow-ups for new clients by hand? This Zap can help. Once activated, this integration automatically triggers whenever a new client is created in ClinicSoftware.com, sending their information to ZappyFlow. The client is then enrolled to receive a review request, helping you collect feedback and maintain strong relationships without stopping for manual updates.
Still managing follow-ups for new clients by hand? This Zap can help. Once activated, this integration automatically triggers whenever a new client is created in ClinicSoftware.com, sending their information to ZappyFlow. The client is then enrolled to receive a review request, helping you collect feedback and maintain strong relationships without stopping for manual updates.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Enroll Customer
Creates a customer in the system and enrolls it to campaign
- Free forever for core features
- 14 day trial for premium features & apps
Location ID
Category ID
Min Client ID
Try ItNameRequired
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
EmailRequired
Is online account
Location ID
Lead Stage ID
Marketing Source ID
Owned by ID
Lead StatusRequired
Min Lead ID
Try ItName
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
First Name
Last Name
Email
Phone
Source
Customer Id
Address Line 1
Address Line 2
City
State
Country
Zipcode
Notes